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When Danone ends up in the crosshairs of the Trump clan: the story of an unlikely relationship


Economy . Donald Trump Jr., son of the US President, accuses the French agribusiness giant of acting in the service of the Chinese Communist Party to destabilise the US economy. From the attempted takeover of a US fermented milk company to accusations of collusion with the Chinese Communist Party (CCP). This is the puzzling affair that has hit Danone in recent weeks, accused by the Trump clan of wanting to destabilise the US in the service of Xi Jinping's regime . The French food giant has firmly rejected the accusations. But this imbroglio, which would also involve the FBI, could have significant consequences for the group. A four-act retrospective look at this delicate affair, in the midst of a trade war... worldwide.

 

n.309

New York, supermarkets stormed for foreign products. “Now prices will fly”


After the imposition of tariffs on other countries, psychosis explodes in the Americans to hoard wine, coffee and chocolate but also non-food items arriving from China (see theI-phone whose cost could rise by 43%). Not to mention eggs to which duties could be applied (!). Toilet paper-like psychosis during Covid- 19.Durable and non-food items, such as food and textiles, weigh 30% of US household spending (FT 6 April 2025) Compiled 5 April, updated 6 April 2025

Covid-19InflationNon-food
 

n.306

Trump’s new tariffs could send US egg prices soaring due to supply shortages


US President Donald Trump 's new tariffs could be applied to imported eggs to alleviate supply shortages, Agriculture Secretary Brooke Rollins said on Thursday, a move that industry experts say could boost prices just as they have begun to fall from historic highs And shortages in France: 'Tension increased when images of empty shelves in the US and record high prices were filmed in France,' says Loic Coulombel, vice-president of the National Egg Promotion Committee (CNPO) Read US: bird flu drives up egg prices

Agriculture
 

n.304

US duties on Italian agri-foodstuffs: damage up to € 2 billion


According to estimates by the Centro studi di Unimpresa, in 2024 exports of food, wine and food products made in Italy to the US stood at 7.8 billion euros, 17% more than in 2023 and, in light of the duties, risks being damaged by almost 2 billion. It must be said that the calculation was made assuming tariffs at 25%, so in the end the damage could be less. According to Coldiretti's estimates, the duties on the sector will result in a 1.6 billion price increase for American consumers, with a drop in sales that will damage Italian companies, as well as increase the phenomenon of Italian sounding

Coldiretti
 

n.303

US retail: Trump’s ‘Liberation Day’ move raises concerns over higher prices and reduced competitiveness


These concerns are shared by organisations representing manufacturers and suppliers of consumer packaged goods..."there are critical ingredients and inputs that must be imported due to limited domestic availability. Increasing tariffs will not bring these inputs back to the US" . To better understand the problems of chains like Walmart (€681 billion in sales, 2.1 million employees) read here.

InflationWalmart
 

n.300

The shareholder loan of the Coop system decreases further from 8 billion in 2019 to 7.1 billion in 2023


Eurospin asserts itself as the queen of cumulative profits between 2019 and 2023: EUR 1.56 billion. The largest increase in turnover in 2023 was realised by FG Holding (i.e. Magazzini Gabrielli, 23.2% on 2022) followed by Multicedi ( 18.9%), Verofin (Tigros) ( 18.3%) and Supermercati Tosano Cerea ( 18.2%), too bad we do not know what they have invoiced net of acquisitions. Source

Coop