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Food Inflation
Tariffs Starting to Hit the Food Fan
This is the food inflation outlook for August 2025. The Bureau of Labor Statistics released the August food inflation data on September...
Eric Karlson
Sep 29, 20253 min read
Food Inflation Outlook - July 2025
The CPI Food-at-home came out this week. The YOY growth dropped from 2.4% to 2.2% and has been trending horizontally for the last five...
Eric Karlson
Aug 15, 20252 min read
Food Inflation Outlook - June 2025
The CPI and PPI numbers for grocery were published this week and things are looking good on the horizon. With the continual tariff...
Eric Karlson
Jul 19, 20253 min read
Food Inflation Outlook - May 2025
The May CPI FAH and PPI numbers were out this week. As the model predicted, we did see an uptick in food inflation in May (see chart...
Eric Karlson
Jun 13, 20252 min read
Food Inflation Outlook - April 2025
The April CPI FAH and PPI numbers were out this week. Some of the pundits were expecting to see tariff impacts this month, but we are...
Eric Karlson
May 16, 20252 min read
Food Inflation Outlook - March 2025
I posted the food inflation model a few weeks back. We broke down the grocery supply chain and built a model to predict food inflation in...
Eric Karlson
Apr 13, 20252 min read
The Food Inflation Puzzle
I was hoping the food inflation roller coaster was behind us as Covid faded, but tariffs, if left in place long enough, will push food...
Eric Karlson
Mar 30, 20255 min read
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