Agriculture Equipment and Farming — Analysis and Commentary — March 2024
Source — Association of Equipment Manufacturers
Inflation / USA
Source — BMO
Commodities
Source — BMO
Food Inflation:
Source — https://www.dal.ca/news/2023/12/07/canada-food-price-report-2024.html or https://www.forbes.com/advisor/ca/personal-finance/food-inflation/
The bottom line that it is not one issue that drives food inflation but many factors.
Blog — Grocery Stores Profits and Inflation — https://www.linkedin.com/posts/paul-young-055632b_lower-grocery-comps-reflect-new-challenges-activity-7181334939840258048-eWsk?utm_source=share&utm_medium=member_desktop
It is easy to blame corporate green as that is how Jagmeet Singh constantly targets on social media.
Here is a bit more color around the Agriculture, Farming, food processing, distributors, retailers, and consumers:
- Agriculture / Farming Input Costs — https://m.farms.com/news/ontario-farmland-prices-cool-down-but-still-pop-11-in-2023-fcc-says-209353.aspx
- USDA — https://www.agri-pulse.com/articles/20617-usda-projects-major-drop-in-2024-farm-income
- Margins — https://www.brewersjournal.ca/2024/04/12/moderate-sales-but-improved-margins-for-canadian-food-and-beverage-manufacturers-in-2024/
- Regenerative farming — https://www.agritecture.com/blog/a-vision-for-technology-in-regenerative-agriculture
- Carbon tax / Farming — https://www.producer.com/news/recent-carbon-price-hike-pushes-issue-to-top-agenda/
- Farming — https://ofa.on.ca/newsroom/farmers-pausing-growth-but-confident-in-future-outlooks-survey-says/
- Food challenges and profitability — https://rsmus.com/insights/industries/food-beverage/food-beverage-outlook.html
- Farmer / Challenges — https://www.wkow.com/news/top-stories/farmers-facing-challenges-of-historic-weather-conditions/article_399fc4e6-e6d6-11ee-a51e-ef1ce89dc846.html
- Food processors — https://www.aaii.com/investingideas/article/201473-6-undervalued-food-processing-stocks-for-monday-april-08
- Health and wellness — https://swifterm.com/health-and-wellness-food-market-booming/
- Biodiversity / Food — https://goodhousekeeping.com.in/the-impact-of-food-industry-on-biodiversity-conservation-efforts/
- DEI / Food https://www.bnnbloomberg.ca/dei-initiatives-are-under-attack-but-are-they-working-for-you-1.2047070
Paul Young CPA CGA is a former Senior IBM Customer Success Manager that has deployed over 300 data and AI solutions across geographies for the past 8 years. Paul is also FPA SME on how best to integrate macro and micro indicators as part of the data journey for the operational, management, and regulatory reporting cycles.
Blog — How to select the best ESG solution for your /Organization — https://www.linkedin.com/pulse/how-select-right-environmental-social-governance-solution-paul-young-83mzc/
Blog — Stock Market — Australia for WE April 12 2024 — https://medium.com/@paulyoung_81567/stock-market-australia-for-the-w-e-april-12-2024-b7e2c0ef400d
EBITDA
Blog — USA and Canada Stock Market for WE April 12, 2024 — https://www.linkedin.com/posts/paul-young-055632b_usa-and-canada-stock-market-for-we-april-activity-7184825021033246720-qDkb?utm_source=share&utm_medium=member_desktop or https://medium.com/@paulyoung_81567/usa-and-canada-stock-market-for-we-april-12-2024-b497c0e1e4c6
Stock Market — https://medium.com/@paulyoung_81567/stock-market-analysis-for-the-week-ending-april-5-2024-72fcb937cbe8 or https://www.linkedin.com/posts/paul-young-055632b_stock-market-analysis-for-the-week-ending-activity-7182370500784926721-eb2m?utm_source=share&utm_medium=member_desktop