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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.-20260819
摩根士丹利· 2026-08-19 23:11
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 ...