3 ms·

> It sounds like the companies are taking a high margin Are we really sure that's the case? I bet that mcDonalds has much better people focused on this proble

> It sounds like the companies are taking a high margin Are we really sure that's the case? I bet that mcDonalds has much better people focused on this problem than the Jacobin, and considering how much fries they sell, they have people on it for sure. Maybe they know more about this market than we do, and have actually found that the prices are not as unreasonable as they seem?

cdcox 2y ago
That's a good point, I assumed the farmers in the article were correct on getting squeezed, but individual producers rarely have a good view on the market. And McDonald's et al has been getting flack lately for the price of fries increasing. But looking at the potato price charts it's a pretty frothy market with a huge spike in 2023[0]. Maybe they've decided the suppliers are playing fair enough, at least with them. Or perhaps they are waiting to see if the frozen prices track the commodity price down before they decide to try to do something, I didn't realize the drop the article talks about was so recent. [0] https://fred.stlouisfed.org/series/WPU01130603 https://fred.stlouisfed.org/series/WPU01130603 Russet's so not a perfect analogy.