Food Week November 22, 2024

Welcome to Food Week November 22. A truncated version this week due to travel and vacation, Uncertainty is the order of the day with the coming regime change Importantly I could have use umlauts twice this week, Enjoy and good luck making that turkey taste like something.

MACRO

  • Will fresh produce become a target for tariffs.

RETAIL AND CONSUMER

  • Instacart CEO says whole grocery tech sector is under-valued. Because he would never say otherwise

RESTAURANTS AND FOODSERVICE

  • McDonald’s adds new value meals to help repair damage from eColi outbreak
  • Private Equity firms have a checkered past with restaurant acquisitions. Nonetheless Blackstone acquires Jersey Mike’s.

FOOD SUPPLY CHAIN

  • Lab-grown foie gras. If it is anything close to the real thing I am in.

DRINKS

  • Malort grows out of its Chicago base. I have tried and tried to find a secondary use for it but the liqueur really just needs to be straight with a beer handy.
  • You can ask for a Campari and orange juice or you could ask for a Garibaldi. You will get the same thing

FOOD WEEK November 22 LAGNIAPPE

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