
Jim Clark
Partner at Granite Creek Capital Partners, a Chicago-based private equity firm focused on agribusiness and lower middle-market investing
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Jun 11, 2026
Agribusiness under pressure
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Sarah MuirheadHOST
Pretty challenging to the bottom line of agribusinesses as well, I would imagine.

Jim ClarkGUEST
And as I said earlier, certain businesses are limited in their ability to pass on price increases.

Jim ClarkGUEST
But most companies are faced with, hey, what can we tighten the belt on? What can we rationalize or cost cut? If there is an ability to do a price increase, you know, how much, on what and when? Is it just in a fuel surcharge? Is it on the everyday price? Is it permanent? Is it temporary? And, again, obviously, you know, there is the knock-on effect that, you know, if you do that to manage your P&L on the cost side, is that going to – hurt the downstream demand.

Jim ClarkGUEST
If you have a higher price, are you going to suffer in volume? And a lot of agriculture are high fixed cost businesses and where asset utilization and volume really matter.

Jim ClarkGUEST
So you may recover something on a unit price, but you may lose it because you produce or sell less volume, which hurts you on your asset utilization.

Sarah MuirheadHOST
Are you seeing that any sector out there is getting hit harder than another by these challenges?