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: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

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