company
Retail data and analytics firm whose panel data showed US beef volumes down 0.3% in the 13 weeks to mid-July.
No evidence-backed relationships are recorded.
Circana puts July US console hardware spending at $282 million, down 29 percent year over year. The mid-life price cut, the industry's oldest demand lever, is no longer on the table.
Reality
Circana has plant milk off 3.7% in dollars for the year to July 13 as dairy milk dollars rose 4.8%. A $66.9 billion global forecast is not a domestic roadmap.
Reality
Oatly's mark is invalid on oat-based food and drink because "milk" counted as a designation. Negation, asterisks and droplet symbols do not create a safe harbour.
Perspective Coverage
4 publishersReality
Protein call-outs are about a tenth of the US dairy market but most of its growth, and Danone and Chobani are in court over those claims. Substantiation is the new constraint.
Reality
US beef volumes slipped 0.3% in the 13 weeks to mid-July after two years of roughly 5% growth, and cattle futures have priced the change faster than the herd data can.
Reality