3 Comments
User's avatar
⭠ Return to thread
Avedee Eikew's avatar

Coffee might take a hit that people feel. I think the bigger question is if this escalates quickly into a large tit-for-tat with random countries all over the world which seems likely and even if it doesn't happen there are more tariffs planned for next month. if prices increase drastically we need to hammer it relentlessly and ensure Trump owns it all. I think the perceptions of inflation alone were worth the <2% differential in PA + MI + WI.

Expand full comment
Henrik's avatar

We’ll see how big of a reaction the market has to this tomorrow - a lot of the upside the last few days was based on the (relatively) muted tariff tone coming out of the inauguration

Expand full comment
Zero Cool's avatar

I'd say the prices of coffee will be far more affected at coffee shops and coffee chains like Peet's, Philz Coffee and Starbucks. It depends on where it's being sourced.

I've had coffee at 7-Eleven locations and by contrast pay much less. I don't think coffee will go up that much there but I also am not aware of where the grains get purchased from.

Expand full comment