Quick Read – Kraft Heinz (KHC) CEO cited lower-income shoppers “literally running out of money,” while McDonald’s (MCD) expects sustained pricing pressures and Walmart (WMT) gained 4.6% U.S. comp sales growth with a 18.48% year-to-date stock gain as consumers trade down to…
scount grocers. – Energy costs driven by Iran tensions and Strait of Hormuz disruptions pushed grocery prices up 0.5% and restaurant menu prices up 0.7% in April, the largest monthly increases since late 2025, compressing margins across food and dining while consumer sentiment hit its lowest point since 1952. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Kraft Heinz wasn’t one of them. Get them here FREE
Grocery prices jumped 0.5% in April and restaurant menu prices climbed 0.7%, the biggest monthly moves in either category since late 2025. Before that, you would have to go back to 2022 to find a hotter print. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Kraft Heinz wasn’t one of them.
Get them here FREE. The April CPI report, released Tuesday by the BLS, showed headline inflation running at 3.8% year over year, up from 3.3% in March, the highest reading since 2023. Core CPI accelerated to 2.8%.