goodsDEX Sneak Preview + ICR 2026 Takes

Good morning,

Feb 2 • Goods Partners

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November 2025

Understanding US Population Projections

There's too much online prognostication and too little data analysis. Let's set the record straight on what's happening.

Nov 28, 2025 • Goods Partners

Foodservice, the role of “Public Food,” and the rise of McDonald’s

A Part 1 introduction to a multi-part series

Nov 25, 2025 • Goods Partners

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August 2025

One Year Later: Big Food Is Breaking Apart, Just Like We Predicted

Last summer, we laid out a framework across three essays.

Aug 31, 2025 • Goods Partners

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The Invisible Empire: Cargill (Part 2)

In June, we previewed this deep dive into Cargill, the largest privately held company in the United States (by revenue, latest available figure ~$165…

Aug 12, 2025 • Goods Partners

June 2025

B&G Foods equity trades for~1x EBITDA

BGS: One year into the turnaround few believe will actually happen

Jun 5, 2025 • Goods Partners

The Invisible Empire: Why Cargill Exists (Part 1)

It's the most powerful food company on Earth but prefers you didn't know that

Jun 4, 2025 • Goods Partners

May 2025

The Colorfully Opaque World of Plastics (Part 2)

An tariff and geopolitical interlude to Part 3

May 5, 2025 • Goods Partners

February 2025

You Zigged, I Zagged, Hershey Zugged

How Hershey's Secretive Swiss Trading Unit Delivered 100% Unadjusted (GAAP) Profit Growth This Quarter—But Has a Ton More Work to Do

Feb 6, 2025 • Goods Partners

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Trade war, eh? Who cares? (It depends)

Here Comes the Trade War

Feb 3, 2025 • Goods Partners

January 2025

The Colorfully Opaque World of Plastics (Part 1)

...and we need to trudge through some oil and gas to get there

Jan 27, 2025 • Goods Partners

5 Takeaways from the 2025 ICR Conference

Everything seems to be growing... except DEI

Jan 17, 2025 • Goods Partners