Talking Points: Shifting tastes, shifting rules – RaboResearch’s guide to today’s consumer dynamics

In this early summer edition of Talking Points, we source insights from my talented RaboResearch colleagues, covering topics from cardboard and currencies to beef and beverages. Though our reports span the entire food system, a focus on the US consumer threads them together.

What a difference a hundred days make - Trump's tariff policies will likely slow economic growth and raise inflation, threatening the resilience of the American consumer.

The Anti-Obesity Medication (AOM) makeover - The increased use of AOMs such as GLP-1 agonists (e.g. Wegovy) is changing consumer food-buying habits, impacting everything from packaging to protein demand.

High protein diets under pressure from sizzling costs - Limited beef supplies, rising chicken prices, and record-high egg costs threaten consumers' efforts to prioritize high-protein diets.

A single-serve future - Leading coffee brands face challenges as US consumers gradually move from roast and ground coffee to single-serve capsules, leading to a slow decline in volumes.

Food in flux - New tariffs, shifting packaging trends, and climate change are reshaping the food system.