Food Inflation Nation, AI Goes Grocery, Cocoa Crash & Coffee Correction & The Abomination That Is Boneless Chicken Wings
Michael LeBlanc and Dr. Sylvain Charlebois unpack Canada’s soaring food inflation, structural supply chain issues, and the political forces shaping grocery prices. They explore Coca-Cola’s Ontario expansion, Canada-Mexico trade opportunities, Loblaw’s OpenAI partnership, and falling cocoa and coffee prices. With restaurant profitability under pressure and AI reshaping food retail, this episode delivers sharp, data-driven insight into the economic and technological shifts redefining Canada’s food landscape.
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Show Notes
In this special “Year of the Fire Horse” episode of The Food Professor Podcast, Michael LeBlanc and Dr. Sylvain Charlebois deliver a wide-ranging and unfiltered analysis of the forces reshaping Canada’s food economy — from stubborn food inflation to AI-powered grocery shopping, trade diplomacy, restaurant distress, and the surprising fall in cocoa and coffee prices.
The episode opens with a deep dive into Canada’s alarming 7.3% food inflation rate — the highest among G7 nations. Stripping out the temporary GST holiday effect, inflation still lands north of 6%, raising serious structural concerns about Canada’s food supply chain. Sylvain outlines the real drivers: interprovincial trade barriers, industrial carbon taxes, logistics inefficiencies, supply management constraints, and geopolitical disruptions. The hosts challenge mainstream narratives and examine whether policy decisions — not just global pressures — are exacerbating affordability challenges.
Shifting to trade, the duo assess Canada’s renewed engagement with Mexico, highlighting opportunities for agricultural exports, food manufacturing expansion, and supply chain diversification under CUSMA. With U.S. agricultural groups openly supporting the trade agreement, the geopolitical chessboard around North American food trade is heating up.
On the business front, Coca-Cola’s $141 million expansion in Brampton underscores the importance of food processing capacity in driving economic resilience. Meanwhile, Diageo’s Ontario investment announcement sparks debate about political optics versus substantive impact.
Technology also takes center stage as Loblaw’s integration with OpenAI signals the beginning of visible AI deployment in Canadian food retail. Michael explores how AI will disrupt food discovery, loyalty programs, and consumer personalization — while Sylvain raises concerns about algorithmic pricing, consumer trust, and the moral contract between grocers and shoppers.
There’s relief on the horizon: cocoa and coffee commodity prices are falling sharply from record highs, potentially translating into lower consumer prices later in 2026.
The episode closes with sobering data from Restaurants Canada: 44% of restaurants are operating at break-even or loss levels — a stark reminder of how fragile Canada’s foodservice sector remains.
About Us
Dr. Sylvain Charlebois is a Visiting Professor in Food Policy and Distribution at McGill University and a Professor in Food Distribution and Policy in the Faculty of Management at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University.
Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. He is one of the world’s most cited scholars in food supply chain management, food value chains and traceability with over 775 published peer-reviewed journal articles. Dr. Charlebois is also an editor for the prestigious Trends in Food Science Technology journal.
He co-hosts The Food Professor podcast, discussing issues in the food, foodservice, grocery and restaurant industries and which is the most listened Canadian management podcast in Canada.
Every year since 2012, he has published the now highly anticipated Canadian Food Price Report, which provides an overview of food price trends for the coming year. Furthermore, his research has been featured in several newspapers and media groups, nationally as well as internationally. He has testified on several occasions before parliamentary committees on food policy-related issues as an expert witness. He has been asked to act as an advisor on food and agricultural policies in many Canadian provinces and other countries.
With extensive experience collaborating with businesses, governments, and NGOs, Dr. Charlebois combines academic rigor with practical expertise, making him one of the most influential voices in the global agri-food landscape. His work continues to advance the understanding of food systems, fostering innovation and resilience in a rapidly evolving industry. In 2025, he received the prestigious Charles III medal recognizing his tremendous work in informing Canadians about food issues.
Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail, The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the National Retail Federation (NRF) as a global Top Retail Voice for 2025 and 2025, and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.