Consumption growth will be biggest question for consumer goods companies, says BofA's Peter Galbo

Peter Galbau is head of consumer staples equity research at BFA. Peter, it's great to see you. >> Thanks, Kelly.Great to see you. >> Let's start with why you think food prices are going to stay high. >> So, Kelly, our call actually isn't that prices are going to stay as high as they were in 25.You had a number of of discreet factors across certain commodities. We called them the four C's or or the three C's in the report out this morning. Uh cocoa, coffee, uh and cattle.you had tariff induced uh pricing tha ...