Iran Conflict Rocks The Whole Truth Foods: Supply, Costs, Workforce Hit Hard

• The Whole Truth Foods reports significant disruptions due to the Iran conflict, affecting supply, costs, and workforce.
• Pistachio prices are up 50% as Iran accounts for 20% of global supply; date supplies from Oman and Saudi Arabia are also impacted due to Dubai port closure.
• Packaging costs surge 40% due to rising polymer rates, as plastic laminates are petro-derivatives, indicating long-term supply constraints.
• Factory attendance is down 30% as staff return to villages due to LPG shortages, affecting their ability to cook.
• Wider disruptions include the Strait of Hormuz impacting oil and LNG, leading to an energy crisis, higher plastic production costs, and increased prices for packaged goods globally.