Consumer Foods to Go

Rabobank

Rabobank's expertise in Consumer Foods is as diverse as our global client base in confectionery, bakery, frozen food manufacturing, chilled food manufacturing, ambient food manufacturing, biscuits, breakfast cereals and snacks. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

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Consumer Foods to Go

Episodes (100)

Thursday Consumer Foods-to-Go Wrap! Reviewing April in food
Apr 2nd Consumer Foods-to-Go Wrap: Wrapping up March 2026
Mar 3rd Consumer Foods-to-Go Wrap! A lot of (unexpected) change in February 2026

Consumer Foods to Go

May 7, 2026
39 minutes
394 MB

April served up big signals for the food industry, and we're breaking them down. In this episode, we unpack the month's headlines through three lenses: geopolitics and what it could mean for supply and trade, fresh Q1 foodservice insights and why 2026 looks more like a year of sorting than a straight recovery, and the accelerating cost-cutting wave across major food and retail players (and why it's not AI-driven... yet). Plus, in our "Specials," we clarify the note about "another ceasefire," pressure-test the latest inflation takeaways, and share an outlook on fertilizers. Finally, we tackle questions on cybersecurity. <...

Consumer Foods to Go

Consumer Foods-to-Go Wrap! Reviewing April in food

Rabobank

00:00 -39:06