Several of my golf buddies are spun up over inflation worries. They point to the price of OSB (engineered wood similar to particle board) and other building materials.
I've opened a position in ACI with a long-term time horizon, and as a play on Food Price Inflation.
Might just be a good trade idea (minimum 3 - 6 months) that pays a dividend.
Note: couldn't bring myself to by Kroger for personal reasons, and would have preferred Publix if it was available.