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The Bakery Aisle’s Great Rethink

MAHA, Sustainability, Consumer Taste Shifts…and the Race to Reinvent The clock just started. Three powerful forces are converging on the bakery aisle faster than most portfolios can pivot: government mandates, the GLP-1 prescription wave, and a consumer reset toward clean labels and "mindful indulgence". If you aren’t rethinking your portfolio now, you may already be behind. The Mandate Crunch: Policy Changes that Hit the P&L What’s changing—and when Synthetic food dye phase‑out by end of 2026: Implementing White House’s Make America Healthy Again (MAHA) agenda, FDA and HHS announced on April 26 a plan to phase out petroleum‑based food dyes,…

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