close up shot of a can of anchovies beside olives

Food Week September 25 – October 1, 2023

Welcome to Food Week September 25. Questions, questions. Will financial markets bounce back after the government shutdown is averted? Is the US on the road to being a net food importer? Is Florida orange juice in trouble? Can bacteria save us from the plastics? Is Target’s ‘urban crime’ crutch for poor performance real? All this and more. Enjoy!

MACRO

  • Pointless government shutdown averted; Congressional clown show just warming up.
  • The world produces 380 million tons of plastic waste a year. Only 9% make sitit into recycling. So yes, plastic eating bacteria is something worth encouraging
  • Target closing stores in metro areas attributing crime. But are they really ? They are citing shrink numbers But shrink in general is only up slightly. Costco, others say it’s not a problem. And target is opening stores in the same metros. Hmmm.

RETAIL AND CONSUMER

  • Coca Cola’s Fairlife label has a dubious supplier, according to humane care groups.
  • Once valued at $3.5 billion, Blue Apron sells after market cap falls to just $35 million.
  • Combination of food inflation and the ending of COVID support programs was led to an escalation in food insecurity.

RESTAURANTS AND FOODSERVICE

  • Darden Restaurants are a mystery with mid-tier doing well, fine dining struggling and new-acquisition Ruth’s Chris saving the day.

FOOD SUPPLY CHAIN

  • A replacement for palm oil. Would be a big win for forests and the environment generally
  • We never heard of etrog. It’s a hard-to find Calabrian fruit that Rabbis prize for celebrating the Sukkot holiday. That is why the site is called Gastro Obscura.

FOOD WEEK LAGNIAPPE

  • The really interesting guy who designed the nutrition label. Unfortunately, he had to die for me to learn about him.
  • Information about bitters, which are kind of an MSG for cocktails.

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