Food: the pre dati stocks save this year’s exports, the impact will be in 2026

According to Federalimento

“It is estimated – writes the Study Office of the Association of Italian Food Industries – that in the last five months of the year the turnover achieved by the export of our” Food and Beverage “will not be significantly affected, but will slow down its tendential growth rate compared to the same 2024 months, approaching parity. Ultimately, the +8.7% marking from the sector exports on the US market in the first four -month -old 2025 (driven by the race to stocks by US importers) should gradually lose their push by limiting themselves to the final balance to leave some point on the ground “.

But the real problem seems to be the future perspective for that market

“The real penalty linked to the duties – the Federalimentare Study Office still detected – will be linked to the brake to the” expansive capacity “of food export beyond Atlantic. And this is not a minimalist forecast. On the contrary, however, it prefigures important strategic damage. Just think that, in the last decade, the overall growth of the export of the Italian food industry has been equal to +109.1%and was driven by the growth of exports in the United States which in the same period marked a +160.6%. The duties will therefore penalize this propulsive thrust ».