Podcast

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

7 May 2026 11:00 RaboResearch

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.

Disclaimer

The information and opinions contained in this document are indicative and for discussion purposes only. No rights may be derived from any transactions described and/or commercial ideas contained in this document. This document is for information purposes only and is not, and should not be construed as, an offer, invitation or recommendation. Read more