On this episode, Michael LeBlanc and Sylvain Charlebois tackle the biggest food and agriculture stories shaping Canada—from Dunkin'’s return and dairy supply decisions in Ontario to climate policy influenced by new research, potential carbon tax pauses in Alberta, and the Bank of Canada’s POV on some causes of food inflation brought on by Canada’s tariff policies. Then, in a wide-ranging conversation, Kim Furlong, CEO of the Retail Council of Canada, explains why Canadians misunderstand grocery pricing, what retailers are really facing, and how AI, regulation, and North American geopolitics and trade issues are reshaping the future of food retail in Canada.
This week on The Food Professor Podcast, recorded live from the West Coast, Syvain in Chilliwack, Michael in L.A., begin with a fast-moving roundup of the biggest food, grocery, and agriculture headlines shaping Canada.
First, the hosts unpack Dunkin's return to Canada and debate where the iconic brand could fit in a market dominated by Tim Hortons and McDonald's. They also explore major developments in Canada’s greenhouse sector, dairy production policy, and the growing demand for dairy proteins as producers respond to changing consumer habits.
The conversation then turns to some of the most consequential policy issues impacting food prices and agriculture today, including climate science, industrial carbon pricing, Canadian counter-tariffs, and what new signals from the Bank of Canada could mean for grocery inflation, farm economics, and consumer affordability. Michael and Sylvain offer their unfiltered analysis on government policy, food security, and how unintended consequences continue to ripple across Canadian households.
Then, the episode shifts into a compelling long-form interview with Kim Furlong, CEO of Retail Council of Canada.
In one of her first major podcast interviews since assuming the role, Kim provides a rare behind-the-scenes look at the realities of modern retail in Canada. She discusses stepping into the leadership role previously held by industry icon Diane Brisebois, and explains why the grocery business remains one of the most misunderstood sectors in the country.
Kim breaks down why Canadians often “see the shelf, but not the supply chain,” revealing the upstream pressures—from transportation and labour costs to energy prices and currency fluctuations—that shape food prices long before products ever reach store shelves.
She also tackles some of retail’s hottest issues, including algorithmic pricing, surveillance pricing concerns, the Grocery Code of Conduct, AI-driven supply chains, domestic sourcing, Buy Canadian momentum, and how retailers are preparing for a future defined by geopolitical disruption, economic volatility, and changing consumer expectations.
We also hear about Michael’s visit to Laurel Supply, a new bespoke grocery store in West Hollywood that could be the most beautiful grocery store in America, thanks to the amazing work of Kevin Kelley’s Shook Kelley retail design firm.