May. 18 at 9:19 AM
$SPY $HRL $CAG $CPB $PPC
Food Producers only have one option.
To increase prices.
Get ready to pay more for food.
We’re already paying 20-80% more for food since 2020, but I see another 50% increase coming in the next 5 years.
As input costs remain elevated, the producers will have no choice but to raise prices.
Oil and fertilizer costs will drive this.
Transportation costs and rising labor costs as well.
The turnaround story for food producers will occur heading into the end of the decade.
We could stay in a 12-18 month long accumulation period, but we will see a mark up period at some point.
I will continue adding to my CAG, HRL, GIS, PPC and CPB positions. Also waiting on my INGR buy orders to fill.
https://wolfstreet.com/2026/05/18/food-inflation-in-america-by-product-it-boils-down-to-a-sharp-re-acceleration-on-top-of-already-very-high-prices/
