August 19, 2026 02:20 PM GMT Australia Consumer | Asia Pacific Protein inflation: more heat to come Beef and chicken inflation to stay elevated in FY27: a top-line tailwind for the supermarkets, a margin headwind for QSR. Key Takeaways Beef and chicken inflation to become protracted: Our analysis suggests inflation in beef (tight supply; see our report Beef inflation up) and potentially chicken (bird flu impacts) will remain elevated through CY26/27, with up to double digit price growth expected. Ongoing pr ...

19 August 2026 | 2:00AM CDT Equity Research Americas Retail: Supermarkets: August grocery pricing survey shows relatively stable prices sequentially; price gaps narrowed In this note, we discuss takeaways from our August grocery pricing survey. Overall, prices were relatively stable m/m. WMT continued to have the lowest prices, while price gaps narrowed. We also evaluate HundredX insights on price and value across the food retail landscape. Takeaways from our grocery pricing survey We performed a brief stud ...