Pancho Intelligence · Issue #003

Pancho Intelligence · Issue #003
June 4, 2026

+65% Avg price jump
Jan → Apr 2026
$135 Peak case price
in the network
90% Operators above
market mid · April
~$62 Price landing
in June
The Lime Spike · 150ct

A 10-week run that squeezed every operator who wasn’t watching

Limes entered 2026 at a network average of $50/case. By March, the average had climbed to $78. The highest recorded case price in the network hit $135.64/case by end of March. Nearly 3x where the year started.

April was the worst month on average: $83/case, with 90% of operators purchasing above the market midpoint. Restaurants with lime-heavy menus, ceviches, cocktails, salsas, absorbed the full hit with no visibility into whether their price was normal or not.

Apr 2026 · Peak avg

$82.94

90% of operators above market midpoint

 

Mar 2026 · Peak case

$135.64

Highest recorded in the network

 

June 2026 · Now

~$62

Normalizing. Renegotiation window is open.

June is showing clear normalization, back near $62/case average. If your vendor hasn’t adjusted your price yet, now is the moment to push. They know the market came down. The question is whether you do too.

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From the Network

Éxodo Hospitality found $17K in lime spend nobody was benchmarking

Éxodo Hospitality Group runs four concepts in Chicago: Kayao, Ayayay, Matilda, and Akiro. 180 employees, over $1.1M in annual purchasing. Each venue had its own chef, its own vendors, its own ordering rhythm. No one had the full picture.

When Pancho aggregated their 2026 invoices, lime alone surfaced as a $17,340 line item, ordered every week across all four venues, never benchmarked. Prices ranged from $44 to $93 per case depending on timing and vendor. Across five items, recoverable savings came to $15,070, measured against their own best prices. No external benchmark needed.

Éxodo Hospitality · Chicago · 4 Venues

Four busy kitchens. Each trusted their vendors.
None had time to compare notes.

“Our community is Latino. When guests bring friends unfamiliar with the food, they take pride in guiding them through the dishes, the stories, the identity. We want that pride to run all the way through the business.

— José Luis Chávez, Culinary Director & Co-Founder, Éxodo Hospitality

$17,340 Lime spend
never benchmarked
$15,070 Recoverable on
5 items alone
12.5% Avg savings rate
on tracked spend

Read the full Éxodo story →

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