Food & Farming · Thursday, 22 October 2026
Nestle, the world's biggest food company, sells 2.8% more by volume as its price rises slow to 1.1%, and drops Russia from its accounts
Nestle grew 4% in July to September, mostly by selling more food rather than charging more, while Kroger plans $5 billion of price cuts, China blocks chicken from one Brazilian state after a bird virus, and the US proposes chip cards for food aid.
2.8%
more food sold by Nestle in July to September
the biggest part of its 4% growth in the quarter
1.1%
added by higher prices in the same quarter
down from 1.8% over the first nine months of the year
2%
of Nestle's sales came from Russia, now dropped from its accounts
Russia's government put the business under an outside manager in September
The lead story — what happened
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Nestle, the Swiss company behind Nescafe, KitKat and Purina pet food, said on Thursday its sales grew 4% in July to September, leaving out currency swings and businesses bought or sold.
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Of that 4%, 2.8 points came from selling more food and 1.1 points from higher prices.
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Its price rises are slowing: they added 1.8% over the first nine months of 2026, but only 1.1% in the third quarter.
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Every one of Nestle's regions sold more by volume in the quarter.
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In the US, coffee buyers bought less after Nestle raised Starbucks and Nescafe prices earlier this year, and they are now slowly coming back.
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In Europe its prices rose only 0.2%, because shops and rivals are pushing hard to offer shoppers value.
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Emerging markets grew 6.8%, against 2.2% in richer countries, and sales in India rose 20%.
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A recall of baby formula took 0.2 points off Nestle's growth in the quarter.
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Nestle no longer counts its Russian business, which a Russian presidential decree put under an outside manager in September.
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Russia made about 2% of Nestle's sales and 3-4% of its trading profit, and about 1.6 billion Swiss francs of its assets have come off Nestle's books.
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Nestle still legally owns the Russian factories, but it no longer controls how they are run.
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Nestle kept its forecast of 3% to 4% growth for 2026, with more of it coming from volume than last year.
[1] [2]
Who is involved
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Nestle
the world's biggest food company, maker of Nescafe, KitKat and Purina; it reported its sales on Thursday
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Philipp Navratil
Nestle's chief executive; he says its growth will be led by selling more
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Russia's government
it put Nestle's Russian business under an outside manager by decree in September
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Yellow Wood Partners
an investment firm; it agreed to buy Nestle's mainstream vitamins brands for $1 billion
How it unfolded
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1 Sep Nestle agrees to sell its mainstream vitamins business for $1 billion
[1] -
Sep a Russian decree puts Nestle's Russian business under an outside manager
[1] -
End of Sep Nestle stops counting Russia in its accounts
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Thu 22 Oct Nestle reports 4% growth, 2.8 points of it from selling more
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First half 2027 the vitamins sale is due to close
[1]
Where this points
Watch whether Nestle keeps selling more food in the last three months of 2026, now that its price rises are down to about 1%.
Signals on this beat
The bar and the word are our reading of how hard each one is pushing, and the arrow is where it is heading.
Nestle's prices rose just 1.1% in July to September, and selling more food did most of its growing.
More than 5 million people left SNAP, the US food-aid programme, in the year to June 2026.
Newcastle disease, a bird virus, stopped chicken from one Brazilian state going to China and from all of Brazil going to Mexico.
California dairies sued to block limits on nitrate from manure reaching drinking water wells.
Welsh dairy farmers pay 50% more for diesel than a year ago, and some sell milk for less than it costs to produce.
The rest of the day
33 more stories on this beat.
Each with its own sources. None of these is a link to the story above.
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02
China blocks chicken from one Brazilian state
Brazil reported Newcastle disease, a highly contagious bird virus, at a turkey farm in Santa Catarina state on Monday.
[3] Under a deal between the two countries, a case first stops poultry from all of Brazil going to China, until China decides how wide the ban should be.[3] On Tuesday Brazil's farm ministry said China had agreed to block only Santa Catarina, which raises about 15% of Brazil's poultry.[3] Chile also blocked that one state, but Mexico stopped poultry from all of Brazil.[3] China's ban1 stateMexico's banAll of BrazilOne virus case, two very different bans. China kept Brazil's other states open to trade; Mexico did not. Why it matters — Brazil is the world's biggest exporter of chicken meat, so the size of each ban decides how much meat is stuck.
[3] After a 2024 case in Rio Grande do Sul, the state next door, China kept its ban on that state until January 2026.[3] -
03
US proposes chip cards for food aid
The US Department of Agriculture (USDA) proposed a rule on Wednesday that would make every state move food-aid cards to chips within two years of a final rule.
[4] The cards carry SNAP, the US food-aid programme, and still use a magnetic stripe that thieves can copy with a device hidden in a card reader.[4] About $600 million was stolen from SNAP households this way in 2025.[4] Eight states already use chip cards.[4] Why it matters — The rule puts an upfront cost of $283 million on states, the US government, households and businesses, and states now pay 75% of SNAP's running costs.
[4] The Food Research and Action Center, an anti-hunger group, called it an unfunded mandate.[4] -
04
West Virginia's food aid shrinks
14,000 fewer people in West Virginia, 4,000 of them children, get SNAP food aid than when a US budget law passed in July 2025, Civil Eats reports.
[5] Across the US, more than 5 million people left SNAP between July 2025 and June 2026, a 17-year low, says the Center on Budget and Policy Priorities, a research group.[5] Caseworkers blame stricter work rules and more paperwork.[5] A church pantry in Sandyville saw demand double when SNAP payments were delayed during last autumn's US government shutdown.[7] [8] Why it matters — In an NBC News survey of 90 big food banks, 75% saw more demand and 80% got less food from the USDA.
[5] Farmers lost a buyer too: Tim and Rebecca Cooper were left with a half-million-dollar crop when the USDA cancelled a programme paying food banks to buy local food.[6] -
05
Kroger to spend $5bn cutting prices
Kroger, the biggest US supermarket chain that sells only groceries, said on Tuesday it will spend $5 billion on lower prices and simpler deals by 2029.
[9] Its store sales grew just 0.2% last quarter, against 3.4% a year earlier.[9] Its chief executive, Greg Foran, said the deals had become so complicated that shoppers stopped seeing Kroger as cheap.[9] In stores that cut prices a year ago, sales rose 2.3 percentage points.[9] Store sales growth, 20253.4%Store sales growth, 20260.2%Kroger's store sales growth in the same quarter a year apart. The stall is what the $5 billion of price cuts is meant to fix. Why it matters — Kroger, which has about 2,700 stores in 35 states, says it is already cutting prices on thousands of items.
[9] It is aiming for about 3% sales growth in 2029, partly by getting shoppers to buy more items.[9] -
06
Abbott to split off Similac and Ensure
Abbott, a US maker of medical devices, tests and baby formula, said on Wednesday it will turn its nutrition business into a separate company.
[10] The business sells about $8.5 billion a year of products such as Similac baby formula, Ensure and Pedialyte.[10] It has faced lawsuits since a 2022 baby formula recall that helped cause a US shortage.[10] Abbott agreed in September to pay $385 million to settle US government claims.[10] The split is due by the end of 2027.[10] Why it matters — Abbott keeps its faster-growing devices, tests and medicines, about $42 billion of sales.
[10] Analysts said the nutrition arm earns lower margins than the rest of Abbott and still carries baby formula lawsuits.[10] -
07
Oyster illness count doubles in Virginia
Virginia's health department has counted 55 people sick with Salmonella linked to oysters, in 19 US states.
[11] The Centers for Disease Control and Prevention (CDC), the US national health agency, still lists 27 people in 12 states.[11] The oysters came from Virginia's Little Wicomico River and were recalled for harvests from 18 September to 8 October.[11] Publix, a supermarket chain, sold them as James River Oysters until 14 October, five days after the recall.[11] 27 sickCDC count55 sickVirginia countTwo counts of one outbreak. Virginia's is newer and twice as large, because the national count waits weeks for lab matches. Why it matters — The CDC says it takes three to four weeks for a patient's sample to be matched to an outbreak, so official counts run behind.
[11] It estimates that 29 cases go undetected for every confirmed case of Salmonella.[11] -
08
Beef labels split US farm law talks
Staff of the US House and Senate farm committees are preparing to negotiate a final farm bill, the big law covering farm programmes and SNAP, when the US Congress returns on 9 November.
[12] One fight is over MCOOL, a rule that would make beef carry a label naming the country it came from.[12] The US Senate's bill includes it and the House's bill does not.[12] The US dropped such labels in 2015 after the World Trade Organization, which writes trade rules, sided with Canada and Mexico.[12] Why it matters — R-CALF USA, a group for independent ranchers, says shoppers deserve to know where their beef comes from.
[12] The National Cattlemen's Beef Association says the old labels raised beef prices and brought tariffs on US farmers.[12] -
09
California dairies sue over nitrate limits
Dairy Cares, a group of California dairy organisations, sued the state's water board in a Tulare County court on Monday.
[13] In September the board ordered dairies to limit the nitrogen from manure that reaches groundwater, where nitrate pollutes household wells in the Central Valley.[13] Existing dairies get up to 35 years to meet the final limits, but dairies that expand must meet them within five years.[13] The final limits have not been set yet.[13] Why it matters — The dairies say no farm may be able to meet limits that nobody knows yet.
[13] The board's chair said nitrate is still in household drinking water wells.[13] -
10
Idaho farmers sue after water is shut off
Jerry and Valerie Bingham, who farm 1,000 acres near Blackfoot, Idaho, are suing the state's water department.
[14] In 2025 it ordered every groundwater user in the Eastern Snake River Basin with a water right newer than 1900 to stop pumping unless they joined a plan to use less.[14] The Binghams' right dates from 1950, and their water was shut off in April.[14] The state turned down five of their plans, one of them offering a 40% cut.[14] Why it matters — Idaho shares water by the age of each right, first in time, first in right, so in a drought newer users lose water first.
[14] A similar case from Washington state, over a $260,000 fine, is waiting for that state's Supreme Court.[14] -
11
Danone to turn yogurt waste into gas
Danone, the French maker of Oikos yogurt, will send waste from its biggest US yogurt factory, in Minster, Ohio, to a new $40 million plant.
[15] PurposeEnergy, which builds such plants, will turn up to 250,000 gallons of wastewater a day into biogas, a fuel that microbes make from waste.[15] The gas will replace some of the natural gas in the factory's boiler.[15] The plant is due to open next spring.[15] Why it matters — Danone is expanding the Minster factory because demand for high-protein yogurt is surging.
[15] The new plant also strips extra nutrients from the wastewater before it reaches the town's sewage works.[15] -
12
Plant-based meal maker Allplants sold
Allplants, a British maker of frozen plant-based meals, has been sold to Fleury Michon, a French maker of ham, ready meals and surimi.
[16] Allplants went into administration, a form of bankruptcy, in 2024 and cut 65 jobs.[16] Ella Mills, founder of the Deliciously Ella brand, and her husband bought it then, while its recipes went separately to Grubby, a recipe-kit firm.[16] The Mills family said it will now focus on soup-making, distribution and media.[16] Why it matters — Several plant-based meat firms have folded or been rescued by bigger food companies after a boom in new start-ups.
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13
Algae protein plant planned in India
Brevel, an Israeli start-up, and The Wave Group, an Indian conglomerate, will build a 300,000-litre plant in Uttar Pradesh to grow chlorella, a protein-rich alga.
[17] Brevel feeds the alga sugar and also shines LED light on it, a mix it calls illuminated fermentation.[17] The first $15 million phase will hold 100,000 litres and use waste from the Wave Group's sugar mill next door as feed.[17] Full production is due in 18 months.[17] Why it matters — Brevel says the mill's by-products cut its costs.
[17] CBC Group, Israel's largest drinks company, plans products using Brevel's ingredient in mid-2027.[17] -
14
Laser weeding firm cuts staff
Carbon Robotics, a Seattle company whose machines kill weeds with lasers, has laid off an undisclosed number of staff.
[18] It blamed broader economic conditions and said it now has 275 employees.[18] A former worker wrote online that the firm hired fast and let some people go weeks after they started.[18] The company passed $100 million in yearly sales in the year to March 2026.[18] Why it matters — Its machines are sold on saving farmers labour and weedkiller, and banks now lease them to farmers by the month.
[18] -
15
Bankrupt sprayer maker sells its stock
Delvano, a Belgian maker of crop sprayers founded in 1966, was declared bankrupt in September.
[19] Poor harvests in Europe cut its business, Agriland reports.[19] More than 700 lots, from sprayers and spare parts to factory tools, will be sold in online auctions from 31 October to 10 November.[19] They include an unused 2026 sprayer with a 7,000-litre tank.[19] Why it matters — When harvests are poor, farmers spend less on machines, and the firms that build them lose sales.
[19] Delvano had been run by three generations of one family.[19] -
16
Kubota tests a driverless orchard tractor
Kubota North America, the US arm of the tractor maker, is adding its low-built M5L tractor to a driverless trial with Agtonomy, a software company.
[20] The tractor fits under orchard and nut trees, and will spray, mow and loosen soil with no one in the seat.[20] Agtonomy's chief executive, Tim Bucher, who grows specialty crops himself, said orchards often lack skilled workers when a job must be done.[20] Why it matters — The software is built to fit the diesel tractors farms already own, so growers do not need a new machine to try it.
[20] -
17
Iowa volunteers set a meal-packing record
More than 1,000 volunteers in Des Moines, Iowa, packed 990,864 meals of rice, soy and dried vegetables in one hour on Tuesday.
[21] A Guinness World Records judge confirmed it, nearly doubling the old record of 530,064.[21] It closed the first day of the Borlaug Dialogue, a yearly food meeting run by the World Food Prize Foundation.[21] At the opening, the actor Martin Sheen called for USAID, the US aid agency shut in 2025, to be brought back.[22] Why it matters — Half the meals stay in Iowa and half go abroad, enough to feed about 2,037 children for a year, organisers say.
[21] Sheen said USAID's work had reached hundreds of millions of people in poorer countries.[22] -
18
Canada tops a protein supply ranking
Full Circle Biotech, a company, ranked 43 countries on 16 October by how well they could keep protein foods affordable if farming, trade or supplies were disrupted.
[23] Canada came first with 82.8 points, then Argentina, then the US.[23] Thirty-two of the 43, including the UK, China, India and Japan, were rated exposed or worse.[23] It said even the US relies on a few beef processors and a single phosphorus producer.[23] Why it matters — Most countries rely on feed and fertiliser from abroad, which is why the report points to this year's closure of the Strait of Hormuz, where about a third of seaborne fertiliser passes.
[23] -
19
Study: processed label misses nutrition
NielsenIQ, a shopping-data firm, studied more than 40,000 US grocery products for the International Food Information Council, which paid for the work.
[24] Ultra-processed foods, made with additives such as flavourings, emulsifiers or sweeteners, were about three-quarters of food and drink sales.[24] Some scored as high on nutrients as less-processed foods in the same aisle.[24] 837 ultra-processed cereals beat the cereal average, against 329 less-processed ones.[24] Why it matters — Large studies link eating more ultra-processed food to worse health.
[24] This one measured something different: what is in each product, not what happens to the people who eat them.[24] -
20
Nebraska hunts nitrate deep in the soil
Nitrate in some Nebraska wells keeps rising years after farmers changed how they use fertiliser.
[25] Researchers at the University of Nebraska-Lincoln won two grants worth more than $1 million to find out why.[25] They think leftover nitrogen binds into soil far below the roots and turns back into nitrate years later.[25] The Nebraska Corn Board, paid from a levy on corn sales, is funding a test to clean it out before it reaches the water.[25] Why it matters — About 80% of Nebraskans drink groundwater pumped from under farmland.
[25] The lead researcher, Arindam Malakar, said cleaning nitrate out once it is in a well costs more.[25] -
21
AI tool reads food science papers
Researchers at Penn State University built AgentXtract, an AI system that pulls measured data out of food science papers and checks it.
[26] It gathered more than 4,000 data records in about 30 minutes, a job that could take a researcher six months or longer.[26] The team tested how accurate, fast and cheap 10 AI models from OpenAI, Google and Anthropic were.[26] Anthropic's AI for Science programme helped pay for the work.[26] Why it matters — Food engineers can ask the database a question, such as a potato's electrical properties, and get an answer with its sources.
[26] -
22
FFA turns away a Christian farmers' stand
About 70,000 people are expected at the National FFA Convention in Indianapolis from 21 to 24 October.
[27] FFA is a US school farming club with more than a million members.[29] It refused exhibition space to the Fellowship of Christian Farmers International, saying a federally chartered school group cannot host religious stands.[28] A conservative radio host called the decision woke, and in February three Republican members of the US Congress had questioned FFA's diversity work.[28] [29] Why it matters — FFA says it turns away political and religious groups alike, and that there is no appeal.
[28] The convention will award 5,816 American FFA Degrees, its highest honour.[27] -
23
EU forest rule lifts soya feed prices
The EU's Deforestation Regulation takes effect on 30 December and also covers Northern Ireland.
[30] It requires soya imports to be shown not to come from land where forest was cleared.[30] Buyers have stocked up on South American soya before the deadline, which pushed prices up, Farmers Weekly reports.[30] A feed supplier says a two-tier market is forming, keeping forest-free soya from Europe apart from South American soya.[30] Why it matters — Livestock farmers in Northern Ireland buy soya for feed, and the rest of Great Britain is likely to get similar rules in 2027.
[30] High-protein soya meal still fell 9 pounds a tonne in a week, to 405 pounds on 21 October.[30] -
24
Tractors spell a protest before the UK Budget
About 100 tractors spelled out Axe the Tax in a field near Newbury, England, on Tuesday.
[31] Farmers and Conservative politicians want the new chancellor, John Healey, to scrap inheritance tax on farms in his first Budget, on 28 October.[31] [32] The UK government raised the tax-free amount from 1 million to 2.5 million pounds.[31] It says about 85% of estates claiming farm relief this year will pay no extra tax.[31] Why it matters — A Newbury farmer said his farm makes about 10,000 pounds profit a year, so paying the tax would mean selling land.
[31] In a survey of 700 members of the CLA, a group for rural landowners and businesses, 90% had paused or cancelled investment.[31] -
25
Rural England fears losing funding
Equal Ground, a rural policy group, warned that UK plans to let regions keep more of the money they raise could leave the countryside behind.
[32] From 2027 regional authorities would keep more local business rates, and from 2028 a share of income tax.[32] Places with fewer people and businesses raise less money.[32] The group wants rural needs checked in every regional plan, and the Budget on 28 October is expected to set out the funding.[32] Why it matters — Rural England covers 85% of the country and is home to 9.7 million people.
[32] Fuel-poor rural homes face an average shortfall of 824 pounds, against 311 pounds in towns.[32] -
26
Welsh dairy farmers squeezed by costs
NFU Cymru, the Welsh farmers' union, asked the Welsh government on Tuesday to adjust its Sustainable Farming Scheme, the country's farm payments, to help dairy farmers.
[33] Milk prices have risen each month this year, but input costs remain high.[33] Diesel costs 50% more than a year ago, and a fertiliser used on grassland is up about 20% since February.[33] A dry summer forced many farms to start using their winter feed early.[33] Diesel, in a year50%Grass fertiliser, since Feb20%How much two of a Welsh dairy farm's main costs have risen. Why it matters — Martin Griffiths of the union's dairy board said some farmers are selling milk for less than it costs to produce.
[33] The union says Welsh dairy is worth 929 million pounds a year.[33] -
27
Sheep farmers warn removing flocks feeds fires
The National Sheep Association (NSA), which speaks for UK sheep farmers, is pushing back against nature schemes that take sheep off hills to restore peat bogs and plant woods.
[34] It says hills left ungrazed fill up with woody plants that can fuel wildfires.[34] The NSA brought farmers, a fire service and Rewilding Britain, a nature group, together to discuss it.[34] Rewilding Britain said both sides want hills that resist wildfires.[34] Why it matters — The NSA says fewer sheep also means less work for abattoirs, markets and shepherds.
[34] -
28
Wet, warm summer raises liver fluke risk
The Agri-Food and Biosciences Institute (AFBI), Northern Ireland's farm science body, forecasts a high risk of liver fluke in cattle and sheep this winter.
[35] Liver fluke is a parasitic worm that grows inside snails on wet ground before infecting animals.[35] Northern Ireland's summer was about 9% warmer and 8% wetter than usual, which suits the snails.[35] The sudden form of the disease often kills sheep.[35] Why it matters — Fluke can cut a dairy cow's milk by 5-15%.
[35] The only drug that kills young flukes is working less well on some farms that have used it for years.[35] -
29
Dairy farmers told carbon data could pay
At a dairy conference in Northern Ireland, Ed Wright of Dale Farm, a dairy company, said its customers want to know the carbon footprint of the milk.
[36] He said retailers may pay farmers directly for lower emissions, but only with checked data.[36] AHDB, a UK farm levy body, plans to add methane to its dairy breeding index soon.[36] Why it matters — Wright said schemes to measure farm emissions are taking too long to get going.
[36] -
30
PepsiCo adds protein bars
PepsiCo, the maker of Doritos and Pepsi, is adding protein bars to Good Warrior, a brand it launched in March with meat sticks.
[37] Each bar has 15 grams of protein and up to 7 grams of sugar.[37] PepsiCo says 86% of Americans are trying to add protein to their diet.[37] Its snacks have sold less as shoppers cut spending and pick less-processed food.[37] Why it matters — PepsiCo told analysts that new products like these are how it plans to win shoppers back.
[37] -
31
Buldak noodles get a milder version
Samyang, the South Korean maker of very hot Buldak noodles, has launched a milder sweet-and-spicy version called Swicy.
[38] It rates 1,920 on the Scoville scale of heat, against 4,404 for the original and about 500 for most instant noodles.[38] Samyang also launched Tangled, an air-fried chickpea pasta with 15 grams of protein a serving.[38] Why it matters — Samyang says the milder level is meant to bring in buyers who find the original too hot.
[38] -
32
Mars sells sweets through Instagram
Mars, the maker of Snickers, M&M's and Pringles, now sells Halloween sweets and snacks straight from its own Instagram channel.
[39] Its rivals Hershey and Ferrero already sell on TikTok Shop.[39] Shopping on Instagram brought in $42.8 billion in 2025, up 15.1% on the year before, according to Dataopedia, a data site.[39] Why it matters — Sweets are often bought on a whim, and a post with a buy button puts the shop where people are already scrolling.
[39] -
33
Solar panels over fish ponds
A study in Nature Food mapped solar panels built over fish farm ponds, which it calls aquavoltaics.
[40] They covered 423 square kilometres in 2023, 97% of it in China.[40] Covering 40% of 50,000 square kilometres of ponds worldwide could make about 4,143 terawatt-hours of electricity a year, the authors estimate.[40] That could let 878 cities meet their own power needs.[40] - China97%
- Rest of the world3%
Where the world's 423 square kilometres of solar panels over fish ponds were in 2023. Why it matters — Pond fish farming is growing fast and gives off greenhouse gases.
[40] The authors say power from panels over the ponds could make up for those emissions in 61 countries.[40] -
34
Americans of every party wary of data centres
The Gardner Food and Agricultural Policy Survey, run by the University of Illinois, asked 1,000 US adults about AI data centres in February and August 2026.
[41] Most Democrats, Republicans and independents said they were worried.[41] The worries included farmland being turned into data centres, too much water being used and higher electricity bills.[41] Why it matters — Spending on data centres rose from under $1 billion a month in late 2022 to $5.4 billion in August 2026.
[41] The US votes in midterm elections on 3 November.[41]
Why food firms now grow by selling more, not charging more
Sales can grow through higher prices or through more items sold, and once shoppers stop paying more, firms cut prices to sell more.
The twist
Once shoppers start buying less, a higher price stops bringing in more money. So a food firm that wants to grow has to lower prices or offer new things, to get more items into baskets.
The picture
- More food sold2.8%
- Higher prices1.1%
How it works
- A food firm's sales grow in two ways: higher prices, or more items sold
- Raising prices works while shoppers keep buying the same amount
- Push prices too far and people buy less, or switch to cheaper brands
- Then the firm slows its price rises or cuts prices to win buyers back
- It earns less on each item and aims to sell many more items
The same force, elsewhere today
Where this chain is also running, in today's other stories.
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Kroger's $5 billion price cuts
Its sales growth fell to 0.2%, so it is cutting prices to get shoppers buying more items again.
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PepsiCo's protein bars
Shoppers cut back on its snacks, so it is launching new products to give them a reason to buy.
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Samyang's milder noodles
It made a less fiery version so people who found the original too hot can start buying too.
Where you've seen this
Airlines
cheap fares fill empty seats when full fares stop selling
Streaming services
after price rises lose subscribers, they add cheaper plans with adverts
Car makers
discounts and cheaper models appear when buyers will not pay full price for a new car
The catch
Lower prices only pay off if enough extra shoppers come. If rivals cut their prices too, every firm may sell about the same amount for less money.
And the whole of it
A shopper who buys one jar of Nescafe instead of two is part of why Nestle changed course. Millions of those small choices, made in different shops for different reasons, add up to a number no single shopper ever sees.
What is really going on
Nestle, the world's biggest food company, and Kroger, the biggest US chain that sells only groceries, both said this week that their growth now has to come from selling more food, not from raising prices.
Why it works on us — Kroger calls its price cuts an investment in value for customers, which sounds generous, but its own chief executive said shoppers had stopped seeing the chain as cheap.
Who gains
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Kroger shoppers
— Kroger says thousands of items are already cheaper, paid for out of its $5 billion plan to win back shoppers.
[9] -
Mexico's poultry farmers
— Mexico shut out poultry from all of Brazil, saying it wants to protect its own birds because it is free of Newcastle disease.
[3] -
Brazilian chicken farms outside Santa Catarina
— China agreed to block only that one state, so the rest of Brazil can keep selling chicken there.
[3] -
Abbott's shareholders
— Splitting off nutrition removes a lower-margin business that still carries baby formula lawsuits, analysts said.
[10] -
SNAP households in states that switch
— Chip cards are harder to copy than the magnetic stripes thieves used to steal about $600 million in 2025.
[4]
Who pays
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Santa Catarina's poultry farms
— Their chicken cannot go to China or Chile, and the whole of Brazil is shut out of Mexico.
[3] -
US states
— They now pay 75% of SNAP's running costs and would carry much of the cost of chip cards.
[4] -
West Virginians who lost SNAP
— 14,000 fewer people in the state get food aid than in July 2025, while pantries run short.
[5] -
California dairies that want to grow
— They get five years to meet nitrate limits that have not been set, against up to 35 years for dairies that stay the same size.
[13] -
The Bingham family in Idaho
— Their groundwater was shut off in April, and they lost money on 1,000 acres of wheat.
[14] -
Nestle
— Losing control of its Russian business costs it about 2% of sales and a non-cash charge of about 1.4 billion Swiss francs.
[1]
What nobody knows yet
Open questions from across today’s stories — ours included.
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01
Whether Nestle's slower price rises mean lower prices on the shelf.
Nestle reports the prices it charges shops and other buyers, and its report says nothing about what shoppers pay.
[1] -
02
Which Kroger prices fall, and by how much.
Kroger gave a total, $5 billion by 2029, and said thousands of items are already cheaper, but it has not listed them.
[9] -
03
What happens to Nestle's factories in Russia.
Nestle still owns them on paper but no longer controls them, and it has taken about 1.6 billion Swiss francs of their value off its books.
[1] -
04
How long China will keep chicken from Santa Catarina out.
After a 2024 case in the state next door, China's ban lasted until January 2026.
[3] Brazil's farm ministry says only that it is negotiating to restart trade.[3] -
05
How many people the oysters made sick.
The CDC counts 27 people in 12 states, while Virginia counts 55 in 19.
[11] The CDC estimates that 29 cases go undetected for every confirmed one.[11] -
06
Who will pay for chip cards on SNAP.
The proposed rule spreads a $283 million upfront cost across states, the US government, households and businesses, and some states paused their own switch over new SNAP costs.
[4] -
07
Whether beef labels survive the farm bill talks.
The US Senate's bill has them and the House's bill does not, and the real bargaining starts only after the 3 November elections.
[12] -
08
What the final nitrate limits for California dairies will be.
The water board has not set them, yet dairies that expand must meet them within five years.
[13]
More than 1,000 volunteers in Des Moines, Iowa, packed 990,864 meals in one hour, nearly doubling the old world record. Half of the meals will feed people in Iowa and half will go abroad.
Also true today
- China agreed to block chicken from only Santa Catarina, the Brazilian state where a bird virus was found, so farms in the rest of Brazil can keep selling to China.
- A Penn State AI tool gathered more than 4,000 food science measurements in about 30 minutes, work that could take a researcher six months.
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