Food & Beverage — Major CPG players deploy capital toward natural ingredients, supply chain automation, and price competitiveness as industry recalibrates for cost-conscious consumers.

Food & Beverage · 2026-04-21

TODAY'S SIGNAL — Three of the industry's most consequential players are making large, quantified bets that reveal where Food & Beverage is heading. Sensient's $250M commitment to natural food dye production is the clearest signal yet that the artificial-to-natural color transition has crossed from trend to structural shift — a move the company's own CEO calls its largest-ever opportunity.…