Geopolitics Alpha

Asada Inflation: A Rare Look at How L.A. Taqueros Are Handling Soaring Beef Prices

Published . Updated .

Key takeaways

  • We take a deep dive into carne asada inflation with the owners of Sonoratown, Tacos Royale, and Luis' Butcher Shop.
  • Exposed: DBA, MOO, TIP, WMT, COST
  • Market reaction: price tracking starts with the next trading session.

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Asada Inflation: A Rare Look at How L.A. Taqueros Are Handling Soaring Beef Prices

We take a deep dive into carne asada inflation with the owners of Sonoratown, Tacos Royale, and Luis' Butcher Shop.

Directly affected

  • No company is named in this report.

Indirectly affected

  • TIP iShares TIPS Bond ETF-0.4% 30d

    iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • XLP Consumer Staples Select Sector SPDR-3.0% 13d

    Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • DBA Invesco DB Agriculture Fund-6.1% 30d

    Invesco DB Agriculture Fund: it holds farm and agribusiness assets. Linked by “beef” (meat and livestock) in this story.

  • WMT Walmart+12.9% 30d

    Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • COST Costco Wholesale+12.7% 30d

    Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • PG The Procter & Gamble+9.2% 30d

    The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • KO The Coca-Cola+7.6% 30d

    The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • TSN Tyson Foods+10.9% 30d

    Tyson Foods (poultry slaughtering and processing): meat, farm and animal-health firms move with cattle prices and meat trade rules. Linked by “beef” (meat and livestock) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TIP+0.35%+0.29%baseafter closeafter closeafter closeafter close
XLP-4.14%-1.21%baseafter closeafter closeafter closeafter close
DBA+2.72%+1.34%baseafter closeafter closeafter closeafter close
WMT-6.18%-1.18%baseafter closeafter closeafter closeafter close
COST-4.84%-0.56%baseafter closeafter closeafter closeafter close
PG-4.06%-2.25%baseafter closeafter closeafter closeafter close
KO-3.16%-0.01%baseafter closeafter closeafter closeafter close
TSN-6.28%-4.90%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Asada Inflation: A Rare Look at How L.A. Taqueros Are Handling Soaring Beef Prices L.A. Taco

Source: L.A. Taco

The price since 4 Nov 2026: Invesco Db Agriculture Fund (DBA) versus the S&P 500

CompanyWhenMoveStatus
Costco Wholesale (COST)three days earlier-0.56%final price
Costco Wholesale (COST)five days earlier-4.84%final price
Invesco Db Agriculture Fund (DBA)three days earlier+1.34%final price
Invesco Db Agriculture Fund (DBA)five days earlier+2.72%final price
Coca Cola (KO)three days earlier-0.01%final price
Coca Cola (KO)five days earlier-3.16%final price
Procter & Gamble (PG)three days earlier-2.25%final price
Procter & Gamble (PG)five days earlier-4.06%final price
Ishares Tr (TIP)three days earlier+0.29%final price
Ishares Tr (TIP)five days earlier+0.35%final price
Tyson Foods (TSN)three days earlier-4.90%final price
Tyson Foods (TSN)five days earlier-6.28%final price
Walmart (WMT)three days earlier-1.18%final price
Walmart (WMT)five days earlier-6.18%final price
XLPthree days earlier-1.21%final price
XLPfive days earlier-4.14%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Invesco Db Agriculture Fund (DBA)

Companies tied to this story

  • DBA Invesco Db Agriculture Fund

    In “Asada Inflation: A Rare Look at How L.A. Taqueros Are Handling Soaring Beef Prices,” Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence. Reason on file: Invesco DB Agriculture Fund: it holds farm and agribusiness assets. Linked by “beef” (meat and livestock) in this story

  • MOO Vaneck Etf Trust

    Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Asada Inflation: A Rare Look at How L.A. Taqueros Are Handling Soaring Beef Prices.” Reason on file: VanEck Agribusiness ETF: it holds farm and agribusiness assets. Linked by “beef” (meat and livestock) in this story

  • TIP Ishares Tr

    For “Asada Inflation: A Rare Look at How L.A. Taqueros Are Handling Soaring Beef Prices,” Ishares Tr (TIP) is linked, with no stored direction, medium confidence. Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

  • WMT Walmart

    Walmart (WMT) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Asada Inflation: A Rare Look at How L.A. Taqueros Are Handling Soaring Beef Prices.” Reason on file: Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

  • COST Costco Wholesale

    Costco Wholesale (COST) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Asada Inflation: A Rare Look at How L.A. Taqueros Are Handling Soaring Beef Prices.” Reason on file: Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

  • TSN Tyson Foods

    For “Asada Inflation: A Rare Look at How L.A. Taqueros Are Handling Soaring Beef Prices,” Tyson Foods (TSN) is linked, with no stored direction, medium confidence. Reason on file: Tyson Foods (poultry slaughtering and processing): meat, farm and animal-health firms move with cattle prices and meat trade rules. Linked by “beef” (meat and livestock) in this story

  • PG Procter & Gamble

    In “Asada Inflation: A Rare Look at How L.A. Taqueros Are Handling Soaring Beef Prices,” Procter & Gamble (PG) is linked, with no stored direction, medium confidence. Reason on file: The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

  • KO Coca Cola

    For “Asada Inflation: A Rare Look at How L.A. Taqueros Are Handling Soaring Beef Prices,” Coca Cola (KO) is linked, with no stored direction, medium confidence. Reason on file: The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

Invesco Db Agriculture Fund (DBA)

Invesco Db Agriculture Fund (DBA) is the company in “Asada Inflation: A Rare Look at How L.A. Taqueros Are Handling Soaring Beef Prices,” the 4 Nov 2026 this story story.

Invesco Db Agriculture Fund (DBA) is on the page because Invesco DB Agriculture Fund: it holds farm and agribusiness assets. Linked by “beef” (meat and livestock) in this story

Also listed, Vaneck Etf Trust (MOO): VanEck Agribusiness ETF: it holds farm and agribusiness assets. Linked by “beef” (meat and livestock) in this story

Dates and price levels for Invesco Db Agriculture Fund (DBA)

DBA traded between 26.80 and 28.86 across 20 sessions. The latest close on file is 26.80. MOO traded between 79.94 and 82.66 across 20 sessions. The latest close on file is 82.36. TIP traded between 103.77 and 105.67 across 20 sessions. The latest close on file is 105.27.

What the saved facts support for Invesco Db Agriculture Fund (DBA)

46 out of 100

“Asada Inflation: A Rare Look at How L.A. Taqueros Are Handling Soaring Beef Prices” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.