π It wasn't creep β it was a step-change. Sole supplier FrisCo repriced Limes (SAL104) from $0.00105 β $0.025 per lime (~24Γ) on the September 2025 bill, and every bill since has been at the new rate. Yearly averages ("+32.4%") understate this badly β 2025 simply blended two cheap months with four expensive ones.
π° While jar cost rose +1.5%, the 12 oz Jar (SAL107) average selling price fell β4.9% ($1.776 β $1.690). Net effect: gross margin 33.2% β 28.7% (β4.5 pts), β $238 given up on 2026's 2,280 jars sold. The margin squeeze is two-sided: cost up, realized price down.
VendBill lines for item SAL104.CustInvc lines (2,280 jars sold each year; 6 invoices in 2025, 11 in 2026 β smaller average deal size, lower realized price). Cost from assembly builds. The squeeze is two-sided: cost up, price down.| Ingredient | Vendor price '25β'26 | Cost/unit '25 | Cost/unit '26 | Ξ | Driver |
|---|---|---|---|---|---|
| π Tomato (SAL100) | $0.80 β $0.80 | $0.6063 | $0.6068 | +0.1% | flat |
| π§ Onion, Red (SAL101) | $0.72 β $0.72 | $0.2524 | $0.2537 | +0.5% | flat |
| πΏ Cilantro (SAL102) | $5.00 β $5.00 | $0.2500 | $0.2569 | +2.8% | usage β |
| πΆοΈ Pepper, JalapeΓ±o (SAL103) | $4.80 β $4.80 | $0.2667 | $0.2756 | +3.3% | usage β |
| π’ Limes (SAL104) | $0.001 β $0.025 | $0.0333 | $0.0485 | +45.7% | price step β²β² |
| Total | $1.4086 | $1.4416 | +2.34% |
| Vendor | Bills (all-time) | First | Last | Status |
|---|---|---|---|---|
| FrisCo | 26 | Jul 2025 | Jul 2026 | sole source |