CPI for food purchased at home. Proxies for agricultural supply pressure feeding through to grocery margins. Rising food CPI = bearish for food-cost-exposed stocks.
Food CPI reflects crop supply disruptions 8–12 weeks after they occur in USDA data. Leads grocery chain margin compression.
| Factor family | Inflation |
| Relative weight | Supporting |
| Update cadence | Monthly |
| Modeled lead | ~8 weeks (a modeling assumption, not a validated finding) |
| Data source | FRED |
The lead time above is a design assumption, not an out-of-sample-validated relationship for a specific security or index. This is one Inflation input among 47; it measures macro context, not a full investment thesis.
KR · ACI · SJM · CAG · ADM · BG · MOS · NTR
| Date | Score | Status |
|---|---|---|
| 2026-09-06 | 27/100 | ▼ Bearish |
| 2026-09-05 | 27/100 | ▼ Bearish |
| 2026-09-04 | 27/100 | ▼ Bearish |
| 2026-09-03 | 27/100 | ▼ Bearish |
| 2026-09-02 | 27/100 | ▼ Bearish |
| 2026-09-01 | 27/100 | ▼ Bearish |
| 2026-08-31 | 27/100 | ▼ Bearish |
Unstructured Alpha weighs CPI: Food at Home (USDA Proxy) alongside 46 other macro signals to build a Confluence Score for each stock. See how this signal is currently shaping the macro backdrop for the tickers you follow.
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Scores are derived from macro signals (FRED, EIA, SEC filings, FINRA short interest)
and updated as new data arrives. This is not financial advice. Past signal accuracy
does not guarantee future results.
unstructuredalpha.com · Not financial advice