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May 12, 2026 05:28AM Jefferies raises 2026 commodity inflation forecast on Middle East tensions
May 4, 2026 07:10AM Barclays says shift to semi-annual reporting could aid food companies
Dec 3, 2025 07:07AM Bernstein's U.S. Consumer Strategy - 'Should We Prepare for a Positive Sector Rotation?'
Nov 12, 2025 12:49PM BofA: 'We see potential for spices (e.g. vanilla, cinnamon) to be another exemption'
Oct 10, 2025 08:27AM Piper Sandler on Consumer Staples: 'The "Inflation Diet" Looks More Impactful Than GLP-1s'
Sep 16, 2025 08:00AM How are GLP-1 drugs changing U.S. grocery behavior?
Aug 19, 2025 06:38AM Piper Sandler Shares 'Five Key Takeaways From 2Q25 Earnings', Bullish on KO, KDP, CELH and MNST

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