I am actually not sure what lead to this:
I had some fodder, my fishing rod, a dining table and my pants in my inventory (please don't judge). It could've been a restart of the game or even just doing some delivery quests, but after a while I noticed that all of those items were gone from my inventory. There was also pumpkin bread in my bag that did not disappear though, so it's not like the whole bag just wiped - unfortunately I ran around town and talked to a lot of people, made deliveries etc. and just noticed the missing items at the end of the day.