Month: September 2026

BIG FOOD IS REWRITING THE RECIPE

Food industry trends showing healthier reformulation, protein-rich products, cleaner labels, and changing consumer preferences

Smaller portions, more protein, cleaner labels. Food companies used to handle health trends by simply adding a few niche products alongside their main lineups. That wall is crumbling. Driven by GLP-1 adoption, massive protein demand, fewer synthetic dyes, and stricter label laws, these forces are fundamentally changing how entire food portfolios are built. THE INGREDIENT… Read more »

COCOA DECOUPLING: COCOA‑FREE CHOCOLATE AS A PORTFOLIO HEDGE

Cocoa hit a record USD12,900 a tonne in December 2024. By January 2026 it was trading near USD 4,400 – roughly two-thirds below that peak. Yet investment in cocoa alternatives continued. Nestlé, Barry Callebaut, Cargill and others are now testing or commercialising ingredients made from sunflower seeds, grape seeds and cell-cultured cocoa. The emerging opportunity… Read more »

Big 4 AI Slop: Why Verified Insight Wins

Within a year, all four Big Four firms faced public scrutiny over reports containing apparent AI-generated errors, fabricated citations or unsupported claims. The deeper market signal is clear: as polished content becomes faster and cheaper to produce, verified, traceable and accountable market insight is becoming the scarce resource – and the capability that commands a… Read more »