Supply Chain Chaos Meets Strong Demand: What Restaurants Must Do Now in 2026
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概要
Middle East tensions, including military conflict in the Strait of Hormuz, threaten 18 percent of global shipping and air cargo, risking sharp spikes in food, drink, and perishable prices worldwide.[2] This echoes Canadian warnings of higher grocery costs from Iran-related energy pressures.[4] Meanwhile, the U.S. plans to raise its global tariff to 15 percent this week under Section 122, fast-tracking Section 301 probes that could embed higher import costs, as tariffs stabilize in supply chains per industry comments.[5][3]
In Mexico, security risks have slashed foot traffic by up to 60 percent, halting delivery platforms and breaking logistics.[1] Accommodation and food services respondents report addressing price-value perceptions amid tariff relief from India inventories, while adapting to embedded costs.[3]
Compared to January, supplier deliveries slowed further at 53.9 percent, inventories expanded to 56.4 percent in food services, and imports rebounded to 51.8 percent.[3] Leaders respond by diversifying suppliers, building buffers, and per HBR guidance, treating tariffs as persistent—10 rules urge absorbing impacts via agile operations.[6] Consumer behavior shifts toward value sensitivity, with no major new launches or deals reported, but unseasonal cold boosted some demand.[3] Overall, growth persists amid volatility, a step up from prior contraction signals.
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