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Snacks / Monday, April 03, 2023

Must add curly fries… Lamb Weston has been cooking up success as Americans feast on french fries, no matter the economic weather. Last quarter the potato powerhouse hit a record $1.3B in sales and raised its annual forecast as fry demand sizzled. FYI: LW makes $$ both from grocery-store frozen aisles and from restaurants (think: corporate customers like McDonald’s and KFC parent Yum Brands). But even as dining out declines, LW says its “fry-attachment rate” is still above prepandemic levels as people keep adding fries to their orders.

Eggstra-pricey Easter… Big Egg’s big holiday is upon us, but you might wanna stick to chocolate. Cal-Maine, America’s largest egg producer, reported an 8X quarterly profit jump as prices yolked up. The average price of a dozen was $4 in February (up from $2 a year earlier), adding merit to those “eggs as a symbol of wealth” memes. Supply is at a three-year low as the industry deals with the avian flu (though Cal-Maine said its chickens weren’t affected). Americans are expected to spend a record $24B on Easter this year, including $7.3B on food.

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