How the US‑Iran Conflict Is Affecting Global Commodity Markets

US and Israeli strikes on Iran over the weekend, which killed Iran’s Supreme Leader Ayatollah Ali Khamenei, have sparked significant disruptions in energy, freight, and wider commodity and agricultural markets.

Oil surged at the start of the week, global stock markets wavered, and the energy and shipping sectors have become central to an escalating crisis as commercial traffic through the Strait of Hormuz has halted to a near standstill. 

On Monday, the US-Israeli air campaign against Iran escalated, extending the conflict to Lebanon as Israel responded to strikes by...

Kroger Anchors Valentine’s Day Strategy Around Fresh Surf & Turf Offers

For consumers celebrating Valentine's Day at home, surf and turf remains a go-to meal solution, and Kroger is leaning into the occasion with BOGO promotions and limited-time offers across meat, seafood and other complementary categories.

"Quality ingredients are the foundation of any romantic dinner and Kroger consistently delivers on quality and affordability," said Carlo Baldan, Group Vice President of Fresh Merchandising at Kroger. "Our meat and seafood counters feature premium cuts and fresh selections that feel like a night out...

From the Countryside to Your Couch: America’s Farmers Fuel Your Big Game Party

Sunday’s big game will be the main focus for millions of America’s families, but what they eat during the game will be a close second. The NFL championship represents the second-highest day of food consumption, behind only Thanksgiving.

The event offers a snapshot of the strength and reach of U.S. agriculture, along with the historic challenges facing America’s farmers and ranchers. In the latest Market Intel, American Farm Bureau Federation economists analyzed the most popular snacks and the economic pressures on farmers who grow the food fans count on...

Revolutionizing Value Dining with Taco Bell's New Luxe Value Menu

Taco Bell is set to launch its new Luxe Value Menu on January 22, offering a new perspective on value for the conscious consumer.

Renowned for its value-focused options like the iconic Cravings Value Menu and the popular Luxe Boxes, Taco Bell continues to lead the industry in value offerings.

"At Taco Bell, value has always been about delivering more — more flavor, more abundance, more options, more excitement," said Luis Restrepo, Chief Marketing Officer, North America, at Taco Bell.

The Luxe Value Menu boasts a variety of items priced at $3 or less, introducing five innovative new selections alongside five fan favorites from the Cravings Value Menu.

UNFI Identifies Key Trends Shaping Fresh Departments for Retailers in 2026

While shoppers are spending more deliberately, the fresh departments are still earning their attention. Categories including produce, floral, bakery, deli, specialty cheese, meat, and seafood are outperforming the rest of the store, with fresh product sales up 3.7% year over year*.

That performance reflects shifting shopper expectations: better taste, stronger nutrition, added convenience, and more transparency from the products they buy.

For retailers, success in fresh now depends on understanding these drivers and partnering with experts who can translate trends into execution on the sales floor.

Ron Selders, UNFI’s President...

Lamb Weston Shutters One Plant, Defers to New Production in Argentina; North American Sales Flat

As of January 8, Lamb Weston will close one potato processing facility in Munro to consolidate into its newest facility in Mar del Plata, Argentina, according to a press release from the group that supplies some of the world's largest fast-food chains. While the company realizes most of its profits in North America, officials say other markets like Argentina are growing quickly.

“These actions are part of our broader strategy to improve profitability and enhance operational efficiency across our global manufacturing network..."

Campbell’s Acquisition of La Regina Announced Alongside Earnings

On December 9, The Campbell’s Company officials announced plans to acquire a majority stake in an Italian tomato processor called La Regina Di San Marzano, according to the company’s latest earnings report. By the second half of 2026, the acquisition will be complete after two payments toward the total $286 million valuation, according to Campbell's leaders. 

The company entered into definitive agreements to acquire a 49% interest in La Regina, the producer of Rao’s tomato-based pasta sauces...

Serving Holidays with a Side of Chaos: Dr. Seuss's The Grinch Meal Is Coming to McDonald's

CODE PICKLE: Dr. Seuss's The Grinch has successfully slipped into the Golden Arches and on Dec. 2, he's unleashing The Grinch Meal. The meal, made in partnership with Dr. Seuss Enterprises and McDonald's, will be available at participating restaurants nationwide for a limited time, while supplies last. His diabolical culinary debut features Dill Pickle "Grinch Salt" McShaker Fries, arriving for the first time in the U.S.

Sprinkle the tangy, dill pickle seasoning into the McShaker bag and shake for a bold...

Tariff Talks 2025: Expana's Weekly Rundown #28

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #28."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.

...

On Tuesday in New York, US President Trump gave remarks to the United Nations General Assembly, via the White House live stream...

Salty Snacks Maker, Utz to Remove Artificial Colors By 2027

As of September 23, Utz Brands, Inc. will remove certified Food, Drug and Cosmetic (“FD&C”) colors from its product portfolio by 2027, according to a company press release. 

“Since 1921, Utz Brands, Inc. has been committed to making snacks with quality, transparency, and simple, trusted ingredients. As consumer tastes and government regulatory initiatives evolve, we adapt while staying true to the flavors and traditions people love," read the statement...

Red Robin Reports Results for the Second Quarter

Red Robin Gourmet Burgers, Inc., a full-service restaurant chain serving an innovative selection of high-quality gourmet burgers in a family-friendly atmosphere, today reported financial results for the fiscal second quarter ended July 13, 2025.

Highlights for the Fiscal Second Quarter of 2025, Compared to the Fiscal Second Quarter of 2024:

• Total revenues are $283.7 million, a decrease of $16.5 million.
• Comparable restaurant revenue(1) decreased 3.2%, including recognition of deferred loyalty revenue. Excluding deferred loyalty revenue, comparable restaurant revenue(1) decreased 1.3%...

Farming at Risk After Two Storms Slam Northern Japan; No Expected Impact from Recent Tsunami

Two tropical storms struck northern Japan in quick succession this July, marking an unusually early and intense start to the region’s storm season and raising concerns about disruptions to agricultural production, aquaculture, and regional logistics.  

Tropical Storm Nari, which formed over the North Pacific Ocean on July 11, intensified to tropical storm status by July 13, with wind speeds reaching up to 60 mph. The storm made landfall near the southern tip of Hokkaido on July 14

Tariff Talks 2025: Expana's Weekly Rundown #14

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read "Tariff Talks 2025: Expana's Weekly Rundown #14."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text...

KFC Relaunches $7 Fill Ups Nationwide, Partners with F1® THE MOVIE for Summer Campaign

KFC is bringing back its popular $7 Fill Ups, offering four complete meal options at a strong value price point. The return aligns with a nationwide marketing partnership with F1® THE MOVIE, positioning KFC as a go-to stop for quick, satisfying meals this summer.

$7 Fill Ups – Available Now Nationwide:
Each Fill Up includes an entrée, mashed potatoes with gravy, a biscuit, two pie poppers, and a medium drink.

• Three-Piece Tenders Fill Up...

Dolly Parton Partners with Conagra Brands on New Line of Frozen Dinners

America’s sweetheart and musical icon, Dolly Parton, has announced the expansion of her retail food line.

In partnership with industry leader Conagra Brands, the launch builds on a successful collaboration that began in 2022.

The new line combines the convenience of single-serve frozen meals with the finger-licking flavors of Southern-inspired cuisine. Each meal retails for $4.49 and can be prepared in either the microwave or oven. The meals are available at major grocery retailers across the US.

Product highlights... 

Applebee’s Reintroduces “All You Can Eat” to Drive Seasonal Traffic

Applebee’s has reintroduced its popular “All You Can Eat” promotion, an LTO strategy the brand consistently deploys during high-traffic periods to drive guest visits.

This season’s lineup features three proven guest favorites and legacy menu items: Chicken Tenders, Riblets, and Double Crunch Shrimp—offering broad consumer appeal.

• All You Can Eat Chicken Tenders – Battered and fried white meat chicken, served crispy with a choice of two savory dipping sauces.
• All You Can Eat Riblets – Bone-in pork riblets, slow-cooked and finished in either...