Cheese
Commercial intelligence for the Cheese category. Latest news, outlooks across countries, top brands, vendors active in the space, and opinion pieces from senior practitioners.
Recent signals
All news →- Consumer trends
Big CPG brands face growth crisis as consumers shift
McKinsey analysis shows food and beverage companies have exhausted their decades-old growth model, outpaced by private label and smaller competitors chasing health and value.
Food Business News · 1d ago - Consumer trends
Gas prices dent McDonald's low-income traffic
Rising fuel costs are offsetting gains from McDonald's new value menu, with low-income customers bearing the brunt of inflation pressures.
Food Business News · 2d ago - Portfolio
Alt dairy startup Aux Labs builds ingredients to fit existing factories
Canadian precision fermentation company raises $4 million by designing casein to work in breweries instead of building bespoke plants.
FoodNavigator · 2d ago - Earnings analysis
Post Reports 31% Profit Gain As CEO Transition Nears
Post Holdings posts strong second-quarter earnings as Nicolas Catoggio prepares to take the helm in October, succeeding Robert Vitale.
Food Business News · 2d ago - Consumer trends
Ten ingredients older consumers need most
As the global population ages, protein, B12, calcium, and omega-3 fatty acids emerge as critical nutrients manufacturers must prioritize in product design and marketing.
FoodNavigator · 2d ago - Consumer trends
Cottage Cheese Sales Surge 19% as Category Reinvents
US sales topped $2 billion in 2025 as challenger brands and product innovation drive younger consumers to the classic dairy category.
FoodNavigator · 4d ago - Portfolio
Chef Boyardee launches skillet meals to tap growing easy-meal category
Hometown Food, which acquired Chef Boyardee last year for $600 million, is expanding the brand into convenient stovetop formats as part of a broader innovation push.
Food Dive · 5d ago - Pricing
Whey protein shortage pushes prices to historic highs
A surge in consumer demand for protein-fortified products has created supply bottlenecks and cost pressures for food and beverage makers.
Food Dive · 6d ago
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