FoodStuff November 30, 2025

Welcome to FoodStuff November 30, 2025. Hoping everyone is shaking off the tryptophan. A lot of content. Evergreen topics like inflation, tariffs and food-borne illness. But we can help lift depression, avoid dementia and help you shop for Christmas. So enjoy.

MACRO

  • The bill that re-opened the government delays food safety and other necessary reforms to the food industry.
  • I got burned by a cookie recipe two weeks ago. I don’t know whether it was AI but there are a lot of bad recipes out there being thrown off by LLMs.

RETAIL AND CONSUMER

  • Campbell’s executive goes off on customers, employees and product quality. Guy who reports it gets fired.

RESTAURANTS AND FOODSERVICE

  • Fast Casual is struggling generally and no one more so than Panera.
  • Similarly, Wendy’s is cutting back substanitally

FOOD SUPPLY CHAIN

  • California farms dump 2,5 million pounds of PFA (forever chemicals) on farmland per years. Trump Administration proposing loosening regulations.
  • Menhaden are called the most important fish in the sea. Their populations are declining.
  • However beef and pork exports teetering on disaster. And for some reason the 50% tariff remains on instant coffee from Brazil even though it has been lifted on green coffee.
  • Federal Farm bill loophole closed: hemp drinks to be highly constrained.

DRINKS

  • Keep a stable head: Belgian brewers discover key to the perfect foam for your beer.

FOOD WEEK November 30 LAGNIAPPE

  • Immune system imbalances cause depression. On the other hand, can cheese consumption stave off dementia?
  • Not all nuts are created equal.
  • Think the US consumes a lot coffee? Not even in the top ten

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