Monthly Report – Sol Mercado

October 29, 2026

October 2026 Wrap Up

Executive summary October was the month the Iran war stopped being a geopolitical headline and…

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September 30, 2026

September 2026 Wrap Up

Executive summary September broke the direction of travel that had held since June. Rather than…

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August 28, 2026

August 2026 Wrap Up

Executive summary August was the month the hoped-for normalisation didn't arrive. The June 17 memorandum of…

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July 31, 2026

July 2026 Wrap Up

Executive summary July was an earnings month layered on a fragile peace. The Q2 "war quarter"…

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June 30, 2026

June 2026 Wrap Up

Prepared end of June 2026. Figures reflect the latest available reporting through the month. The…

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May 31, 2026

May 2026 Wrap Up

Executive Summary May was defined less by what happened inside the food and beverage industry…

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April 30, 2026

April 2026 Wrap Up

Executive Summary April 2026 marked the first full month of Q 2 with the F&B sector…

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March 31, 2026

March 2026 Wrap Up

Executive Summary March 2026 marked a clear inflection point in the global Food & Beverage (F&B)…

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February 28, 2026

February 2026 Wrap Up

Executive Summary February 2026 reflected a gradual transition from stabilization to selective recovery across the global Food…

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January 31, 2026

January 2026 Wrap Up

Executive Summary January 2026 opened with measured stabilization across the global Food & Beverage (F&B) sector,…

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