groceries Archives - Vista Partners LLC

China’s $17 Billion Grocery Run: How Commodities, Conflict, And Chips Are Repricing The World -( $AMD $CMG $GLW $INTC $MCD $NVDA $QSR $WMT )

by John F. Heerdink, Jr. 9 hours ago 90Views 0Likes

The global economy is serving up a curious 2026 prix fixe: China shopping for U.S. commodities again, CEOs quietly hiking menu prices, tankers dodging tension near Hormuz, and Nvidia (NVDA) back on investors’ dessert tray as “flavor of the day.” China’s…

Gas, Groceries, and Grit: How $5-$7 Fuel and Hot PPI Are Stress‑Testing Main Street’s Wallet -( $BROS $CVX $XLE $MCD $TXRH $WMT )

by John F. Heerdink, Jr. 5 days ago 295Views 0Likes

US producer prices just delivered a 6% year-over-year jolt in April, and $5 or $7 in the San Francisco Bay area plus gasoline at your local Chevron (CVX) station ,etc. is now less an economic footnote than a line item in the…

Why the Iran War Hasn’t Raided Your Grocery Cart…Yet -( $ACI $AMZN $COST $KR $TGT $WMT )

by John F. Heerdink, Jr. April 25, 2026 498Views 0Likes

Iran’s war and the blockade of the Strait of Hormuz are already roiling oil and fertilizer markets, but the punchline for American shoppers—and investors—is that the real hit to grocery bills, and to the likes of Walmart (WMT), Target (TGT), and Amazon…

Tag: groceries

China’s $17 Billion Grocery Run: How Commodities, Conflict, And Chips Are Repricing The World -( $AMD $CMG $GLW $INTC $MCD $NVDA $QSR $WMT )

Gas, Groceries, and Grit: How $5-$7 Fuel and Hot PPI Are Stress‑Testing Main Street’s Wallet -( $BROS $CVX $XLE $MCD $TXRH $WMT )

Why the Iran War Hasn’t Raided Your Grocery Cart…Yet -( $ACI $AMZN $COST $KR $TGT $WMT )

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