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The Value Reset Is Here: What’s Driving Food Prices Down in 2026 - The Food Institute

RBC Capital Markets Managing Director Nik Modi recently returned to The Food Institute Podcast to break down what has — and hasn’t — changed in the food and beverage industry since mid-2025. His assessment was sobering: despite hopes for improvement, consumer pressure remains entrenched as the industry enters 2026. According to Modi, the U.S. consumer environment continues to follow a K-shaped trajectory, with higher-income households driving th…
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foodinstitute.com broke the news in on Wednesday, March 11, 2026.
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