Chipotle Q1 Revenue Rises, but Margin Pressure Weighs on Earnings

Chipotle reported mixed first-quarter 2026 results, with steady revenue growth but declining profitability as higher costs weighed on margins.

Revenue rose 7.4% year over year to $3.1 billion, while comparable restaurant sales increased just 0.5%, reflecting a 0.6% gain in transactions and a slight 0.1% dip in average check. Digital sales remained a significant contributor, accounting for 38.6% of food and beverage revenue. The company opened 49 new company-owned locations during the quarter, most of which included a Chipotlane.

Margins, however...

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USDA Announces Actions to Better Serve States, Nutrition Program Recipients & the American Taxpayer

Today, the U.S. Department of Agriculture’s (USDA) Food, Nutrition, and Consumer Services mission area announced its intention to introduce the Food and Nutrition Administration. This shift will include a reorganization and relocation, all to move program leadership and staff from Washington, D.C. to hub and program compliance locations across the U.S. This shift in customer service will not disrupt program execution nor any endeavor to eliminate fraud, waste, and abuse across USDA’s 16 nutrition assistance programs.

“On my first day leading the People’s Department, I shared several...

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Apr 30 1:15 PM, Expana



Farm Bureau Applauds House Passage of Farm Bill

American Farm Bureau Federation President Zippy Duvall commented today on the House of Representatives vote to pass the Farm, Food, and National Security Act of 2026.

“Farmers and ranchers applaud the House of Representatives for passing a new, modernized farm bill. We appreciate Chairman G.T. Thompson’s leadership to get this done. After three years of extensions and eight years since a farm bill was passed, we’re grateful the House found a bipartisan path forward. Important updates to research and conservation, as well as increased loan limits and clarity on interstate commerce, will...

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Apr 30 1:10 PM, Expana


House Passed Farm Bill Includes Provision to Include Hot Rotisserie Chicken in SNAP

During this morning’s consideration of amendments to the Farm Bill, the House voted overwhelmingly (384-35) in support of Rep. Rick Crawford’s (R-AR) commonsense and bipartisan amendment that would allow Supplemental Nutrition Assistance Program (SNAP) participants to purchase hot rotisserie chicken using their benefits. Currently, participants can only buy a rotisserie chicken if it's cold, but not if it's hot.

“I want to thank Rep. Crawford for his leadership on this issue, and congratulate him for the passage of his amendment by such a wide and...

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Apr 30 1:07 PM, Expana


Red Robin Gourmet Burgers Announces the Appointment of New CFO, Mark Graff

Red Robin Gourmet Burgers, Inc. has announced the appointment of Mark Graff as its new chief financial officer.

"I'm honored to join Red Robin and look forward to partnering with the leadership team to maintain a strong focus on the company's financial foundation, support its strategic priorities and drive sustainable, long-term growth," said Graff.

Graff will join the company on May 4, succeeding interim CFO Chris Meyer. He brings more than a decade of experience at Bloomin’ Brands, most recently serving...

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Apr 30 12:34 PM, Expana


Chipotle Q1 Revenue Rises, but Margin Pressure Weighs on Earnings

Chipotle reported mixed first-quarter 2026 results, with steady revenue growth but declining profitability as higher costs weighed on margins.

Revenue rose 7.4% year over year to $3.1 billion, while comparable restaurant sales increased just 0.5%, reflecting a 0.6% gain in transactions and a slight 0.1% dip in average check. Digital sales remained a significant contributor, accounting for 38.6% of food and beverage revenue. The company opened 49 new company-owned locations during the quarter, most of which included a Chipotlane.

Margins, however...

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Apr 30 12:21 PM, Expana


BJ's Restaurant & Brewhouse Celebrates National Burger Month with New Premium Wagyu Burger

Burger season just got an upgrade. BJ's Restaurant & Brewhouse (Nasdaq: BJRI) today announced the debut of its all-new Wagyu Burger—a bold, premium addition arriving just in time for spring celebrations and National Burger Month. Crafted for guests who crave richer flavor and next-level quality, this new offering introduces a refined take on the classic burger, underscoring BJ's commitment to premium ingredients, craft-forward offerings and chef-driven menu development.

Starting at $19.99, the Wagyu Burger features a grilled...

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Apr 30 12:13 PM, Expana


ANALYSIS: US Pork Inventories Rebuild Modestly Following Record Low Start in 2026

Total pork in cold storage for March 2026 increased by 2.1% from the prior month, rising by 8,436 K-lbs, while remaining essentially flat year over year (YOY) with a modest 0.4% increase above March 2025 levels. Although current total cold storage volumes are slightly higher than last year, inventories began the year at historically low levels, reaching record lows in January and February based on data dating back to 1999, before...

 

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Apr 30 12:07 PM, Expana


ANALYSIS: US Lamb Carcass Prices Near Highs on Tight Supply

Expana's domestic lamb carcass values (Y4+ 75–85 lbs) are described as fully steady to higher recently trading in the $5.30–$5.45/lb range, holding near prior record levels. Historically, the previous average high was near $5.38/lb, with values also trading in a broader $5.15–$5.60/lb range during the 2021 peak, meaning current levels are effectively testing those highs.

Expana's domestic lamb carcass values...

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Apr 30 12:04 PM, Expana


ANALYSIS: US Veal Carcasses Hold at Record Price Levels Amid Limited Supply

Expana’s carcass veal prices in the Northeast (hide-off, 255–315 lbs) are described as full steady to firm sitting in the $660–$700/cwt range, holding at all time high price levels following the step-up seen earlier in the year. On average, this range is about 35% higher than the three-year average near $470/cwt. 

The strength in the market is largely tied to tight supply conditions, which continue to underpin pricing. According to USDA data, US...

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Apr 30 11:59 AM, Expana


Nathan’s Famous Reimagines the New York Hot Dog with New 100% Grass-Fed Beef Franks

Nathan’s Famous, the world-renowned purveyor of the original Coney Island hot dog, is turning up the heat on the hot dog category with the launch of its new Nathan’s Famous 100% Grass-Fed Beef Franks. Ushering in a new chapter for an American classic, the offering pairs the brand’s legendary secret recipe and signature snap with premium, 100% grass-fed beef, delivering a craveable, feel-good option designed for how consumers eat today...

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Apr 30 11:31 AM, Expana


Yum! Brands Opens More Than 1,000 Units in Strong Start to Fiscal 2026 

Yum! Brands reported a strong start to fiscal 2026, with first-quarter worldwide system sales up 6% excluding foreign currency translation and unit count rising 5%, including 1,030 gross new units.

CEO Chris Turner said, "We delivered solid topline momentum to start the year, with our fundamentals as strong as ever."

Parent company of QSR giants like KFC and Taco Bell, the company reported a 17% increase in GAAP operating profits, while core operating profit rose 6%...

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Apr 30 10:35 AM, Expana


Hit the Road and Celebrate 100 Years of Route 66 with Beef. It's What's For Dinner.

As summer road trip season kicks into high gear, the Beef. It's What's For Dinner. brand—funded by Beef farmers and ranchers—is celebrating the 100th anniversary of Route 66 with a flavorful new way to experience the Mother Road. Introducing the Route 66 Beef Trail: a free, mobile‑exclusive digital passport, that guides road trippers to legendary steakhouses, barbecue joints, cultural attractions and beef‑rich history across all eight Route 66 states. Along the way travelers can check in at participating stops, earn prizes and discover the how America's most...

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Apr 30 7:48 AM, Expana


Exporters Meet with Prospective Buyers at US Red Meat Symposium in Mexico City

USMEF recently held its second U.S. Red Meat Symposium in Mexico City, enabling U.S. exporters to meet face-to-face with prospective buyers from throughout Mexico. The symposium included an examination of Mexico’s economic and political climate and provided opportunities for buyers to connect with U.S. farmers and ranchers. A delegation of 18 producers and other industry leaders participated in the symposium and in market tours.

Increasingly important to the U.S. red meat industry, Mexico is the leading destination for U.S. pork, setting records in each of the past five years. It is also a growing market for U.S...

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Apr 30 6:21 AM, Expana


Secretary of Agriculture Issues 2026 Wildfire Readiness Memorandum Ahead of Active Fire Season

U.S. Secretary of Agriculture Brooke L. Rollins today issued a new Secretarial Memorandum (PDF, 882 KB) and letter (PDF, 932 KB) directing the U.S. Department of Agriculture’s Forest Service to heighten national wildfire readiness, accelerate community-focused risk reduction, and strengthen firefighter health and safety for the 2026 fire year.

“Under President Trump’s leadership, we have continuously implemented major reforms restoring active forest management, returning the Forest Service to a world‑leading forestry and fire management organization, and modernizing wildfire response and improving coordination across federal agencies...

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Apr 30 6:15 AM, Expana


Secretary Naig Thanks Iowa Senate for Unanimous Passage of Iowa Farm Act

Iowa Secretary of Agriculture Mike Naig today thanked the Iowa Senate for its unanimous passage of the Iowa Farm Act, Senate File 2465, by a vote of 47-0.

“I appreciate members of the Iowa Senate for their support in advancing the Iowa Farm Act with a strong bi-partisan vote. Thank you to Sen. Annette Sweeney and Sen. Tom Shipley for managing the bill through the process, Sen. Dawn Driscoll for her leadership of the Agriculture Committee, and Senate Majority Leader Mike Klimesh for his work to...

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Apr 29 2:20 PM, Expana


Celebrate Mom in Italian Style This Mother's Day at Brio Italian Grille

This Mother's Day, treat the most important woman in your life to an unforgettable dining experience at Brio Italian Grille — the award-winning Tuscan-inspired restaurant known for its handcrafted pastas, premium steaks, fresh seafood, and warm, elegant ambiance. Every mom who dines in on Sunday, May 11, 2026 will receive a special $25 gift valid for a return visit.

"Mother's Day is the single most celebrated dining occasion of the year, and at Brio, we believe Mom deserves more than...

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Apr 29 2:01 PM, Expana


ANALYSIS: Turkey Industry Posts Record Live Weights as Disease Impact Moderates from 2025

Average turkey live weights reached a new record high this past March at a value of 34.41 lbs./bird, which is influencing a record high year-to-date (YTD) average live weight value of 33.94 lbs./bird...

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Apr 29 11:28 AM, Expana


ANALYSIS: Mexican Beef Exports to the US Ease in Early April

Mexican fresh beef cut exports to the US moved lower during the first half of April. Volumes declined gradually on a week-over-week basis, falling below the five-year average for this period. The slowdown reflected a more measured pace of trade, with participants focused on short-term coverage. Seasonal factors continued to weigh on demand, particularly during the Lenten period. At the same time, grilling demand had not yet picked up in a way that would support stronger...

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Apr 29 11:26 AM, Expana


ANALYSIS: Failed Floor Highlights Deepening Supply-Demand Disconnect in US Egg Market

After showing signs of stabilization through a two-week stretch of unchanged quotations, the shell egg market has once again turned lower, underscoring the fragility of what many perceived to be an established floor. Midwest large, Expana’s benchmark quotation, slipped 1ct Monday to $0.68/dozen, reinforcing that recent stability was more of a pause than a bottom...

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Apr 29 11:22 AM, Expana


Brinker Sales Rise as Chili’s Extends Same-Store Growth Streak

Brinker International posted higher third-quarter fiscal 2026 sales, powered by continued momentum at Chili’s, while Maggiano’s remained under pressure.

Company sales rose to $1.46 billion from $1.41 billion a year earlier, while comparable restaurant sales increased 3.3%. At Chili’s, same-store sales climbed 4.0%, marking its 20th straight quarter of growth.

"Chili's delivered its 20th consecutive quarter of same-store sales growth, up 4%, lapping a 31% increase a year ago," said Kevin Hochman, President and CEO of Brinker International. "Guest demand...

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Apr 29 11:21 AM, Expana


Wingstop Revenue Rises, But Same-store Sales and Restructuring Costs Weigh on Results

Wingstop reported higher first-quarter 2026 revenue, but softer same-store sales and restructuring costs weighed on results as consumer spending remained under pressure.

Total revenue rose to $183.7 million from $171.1 million a year earlier, driven largely by franchise growth, higher vendor rebates and gains from additional company-owned stores.

Royalty revenue, franchise fees and other revenue increased by $8.7 million, including a $12.2 million boost from net new franchise development and $3.4 million from higher...

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Apr 29 11:03 AM, Expana


Chipotle to Give Away to $2 Million in Free Burritos to Teachers and Healthcare Worker

Chipotle Mexican Grill announced today that it will award up to 200,000 teachers and healthcare workers with free entrée e-gift cards, totaling as much as $2 million in free Chipotle, as part of its annual Teacher Appreciation Week and National Nurses Week celebration. Last year, the program received its highest participation to date, reinforcing the impact of Chipotle's community recognition programs. Since 2016, the company has given away more than $16 million...

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Apr 29 10:47 AM, Expana


Firehouse Subs® Invites Every Mike in America to Try the New Steak & Cheese Melt - For Free

Firehouse Subs® has a message for every Mike, Michael, Mikey, Miguel, Michelle, Michele, and Michaela in America: this one's on us.

On Wednesday, May 6, any guest who shares a name in the Mike family gets a free medium Steak & Cheese Melt at participating U.S. Firehouse Subs restaurants. No purchase necessary.* No catch. Just the best steak sub we've ever made, free of charge.

The new Steak & Cheese Melt features USDA Choice prime rib, flame-seared and piled high with melty provolone...

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Apr 29 10:41 AM, Expana


P.F. Chang's® Celebrates Moms, Dads and Grads with Limited-Time Dining Experience

P.F. Chang's® is welcoming the season of celebration filled with plenty of reasons to gather, celebrate, and share time together. In honor of Mother's Day, Father's Day, graduation milestones, and everything in between, today the brand announced a limited-time dining experience designed to turn shared meals into lasting memories. At the heart of the promotion is a thoughtfully crafted, shareable five-course menu with three new limited-time dishes, making it even easier to gather loved ones around the...

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Apr 29 10:36 AM, Expana


USDA and EXIM Announce Historic Partnership to Put American Farmers First and Boost Exports

Today, the U.S. Department of Agriculture (USDA) announcedan expanded partnership with the Export-Import Bank of the United States (EXIM) to increase domestic agricultural production and exports, while reducing the agricultural trade deficit. Alongside this partnership, USDA is formally launching the Financial Assurance to Revitalize Markets, or FARM, Initiative, a comprehensive effort to strengthen and modernize its export credit guarantee program in support of U.S. agricultural competitiveness. 

The FARM Initiative serves as the umbrella for a series of program improvements and activities designed to enhance...

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Apr 29 9:05 AM, Expana


The Retail Rundown: Grilling Season in View as May Retail Demand Builds

May is approaching, bringing the unofficial start of grilling season alongside major retail drivers like Mother’s Day, graduations, and Memorial Day.

Although Mother’s Day continues to be largely centered around dining out, grocers are aiming to capture a larger share by promoting prepared meals, meal kits, and deli options as consumers prioritize value and convenience amid higher gasoline costs and tighter household budgets.

At the same time, foodservice demand heading into the busy summer travel season remains uncertain, as rising fuel costs may increase airline fees and curb...

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Apr 29 9:02 AM, Expana


Commissioner Wilton Simpson Issues Emergency Rule to Further Protect Florida From Threat of NWS

Today, as New World Screwworm detections are now within 125 miles of the U.S. border, Florida Commissioner of Agriculture Wilton Simpson took aggressive action to protect Florida from the threat of the New World Screwworm (NWS) by issuing an emergency rule placing temporary restrictions on the importation of animals into Florida from high-risk counties in Texas. These temporary restrictions require all animals imported into Florida originating from a high-risk U.S. county to undergo increased veterinary screenings and treatment, if necessary.

“Today we are taking...

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Apr 29 8:09 AM, Expana


Bob Evans Unveils Spring Berry Menu for Mother’s Day 2026

Just in time for Mother’s Day, Bob Evans Farmhouse Kitchen™ is bringing back its beloved spring berry offerings to help families celebrate Mom with less stress and more time together. Featuring fan-favorite dishes crafted with fresh, seasonal ingredients alongside Family Meal options perfect for sharing, Bob Evans makes it easy to honor the special women in your life, whether guests are dining in or enjoying a comforting spread at home.

“Mother’s Day is about showing appreciation through time spent together, and food has always...

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Apr 28 2:44 PM, Expana


Day 60 of Iran War: Trump Team Reviews Iran Proposal; UAE Quits OPEC

US President Donald Trump’s national security team is reviewing an Iranian peace proposal as negotiations with Tehran remain deadlocked.

Iran has suggested deferring nuclear talks until the war ends and disputes over Gulf shipping are resolved, an approach opposed by Trump.

Oil prices extended gains on Tuesday as traffic through the Strait of Hormuz remained sharply constrained, with only a small number of vessels transiting and some tankers turned back.

Dozens of countries have called for the “urgent and unimpeded reopening” of the vital waterway, which carries roughly one-fifth of global oil supply...

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Apr 28 11:52 AM, Expana


McLane Company’s “100 Days of Summer” Showcases Innovative LTOs Built for Peak-Season C-Store Sales

McLane Company, Inc., one of the largest distributors in America and an industry-leading partner to the biggest retail and restaurant brands, today announced the launch of its “100 Days of Summer” promotional campaign, a curated selection of seasonal food and beverage offerings designed to help convenience retailers maximize summer sales opportunities.

As road trips remain the dominant form of summer travel—accounting for travel plans for more than 60% of Americans—consumer demand for fresh, convenient food...

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Apr 28 11:40 AM, Expana


Chipotle Taps Award-Winning Fernando Machado as Chief Brand Officer

Chipotle Mexican Grill today announced it has appointed Fernando Machado, one of the world's most innovative CMOs, as Chief Brand Officer, effective June 1. In this role, Machado will lead the company's global marketing strategy, brand positioning and customer engagement efforts as Chipotle continues to execute its Recipe for Growth strategy, driving innovation and expanding its global footprint.

Machado spent over seven years as the Chief Marketing Officer at Restaurant Brands International (RBI) across brands like Burger King, Popeyes and Tim Hortons...

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Apr 28 11:33 AM, Expana


ANALYSIS: Argentina Fresh Beef Exports Rebound 25.1% MOM to 61,644 MT in March 2026

The latest data released by Argentina’s National Institute of Statistics and Census showed that fresh beef exports (chilled and frozen) in March 2026 rebounded sharply after falling for sixth consecutive months. Shipments surged 25.1% from the previous month to 61,644 MT, up 38.5% on a year-over-year (YOY)...

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Apr 28 11:30 AM, Expana


Subway Pushes Protein and Value With New Fresh Value Menu

Subway is leaning into key industry trends, including protein and value, with its latest menu innovation. At participating locations, the sandwich chain has introduced Subway’s Fresh Value Menu, featuring 15 entrees priced under $5, with most offering nearly 20 grams of protein. The launch follows the brand’s recently promoted Sub of the Day offer, which features a different six-inch sub each day of the week for $4.99.

"Subway's Fresh Value Menu proves you don't have to choose between eating well and saving money," said Dave Skena...

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Apr 28 11:24 AM, Expana


Sysco Delivers Strong Third-Quarter Growth Amid Major Acquisition Plans

Global foodservice distributor Sysco has reported its financial results for the third quarter of fiscal 2026, which ended March 28.

Kevin Hourican, Sysco’s Chair of the Board and Chief Executive Officer, commented on the company’s performance, stating, “Sysco delivered strong results in the third quarter of fiscal 2026, driven by continued acceleration in local case volume and expanded gross margins.” He added, “Importantly, our US local volumes grew 3.3%, the highest quarterly rate in over three years. This exceeded our prior commitment...

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Apr 28 10:46 AM, Expana


Meat Institute Report: How Animal Agriculture Supply Chains Are Calculating Scope 3 Emissions 

The Meat Institute released a new report entitled, “Greenhouse Gas Accounting: Emissions Factors Brief,” offering a closer and comprehensive look at how companies across the animal agriculture supply chain are currently measuring and reporting upstream greenhouse gas emissions.

“This report is intended as a practical resource for companies throughout the meat and poultry supply chain to better understand how emissions data are developed, to ask clearer questions of data providers, and to build strategies that reflect their operational realities,” said Meat Institute President and CEO Julie Anna Potts. “The report also outlines current knowledge gaps and points to...

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Apr 28 9:54 AM, Expana


Long John Silver’s Brings Frank’s RedHot Buffalo to Seafood and Chicken Favorites

Long John Silver’s (LJS) is introducing Frank’s RedHot® Buffalo to its menu, adding a bold, tangy kick to its seafood and chicken lineup.

"We're always looking for new ways to bring bold, craveable flavors to our guests, and Frank's RedHot® does just that," said Meredith Smith, director of brand marketing at Long John Silver's. "This lineup delivers that signature heat people love, paired with the seafood and chicken favorites we're known for."

Frank’s RedHot® brings bold, tangy...

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Apr 28 7:47 AM, Expana


USDA Highlights EPA Emergency Exemption of Product To Treat New World Screwworm

The U.S. Department of Agriculture’s Animal and Plant Health Inspection Service (APHIS) recently submitted an Emergency Exemption request to the U.S. Environmental Protection Agency (EPA) to allow the importation and use of Elanco’s product, Tanidil, a topical powder used to treat or prevent New World screwworm (NWS). Today, EPA granted USDA’s request and issued the Emergency Exemption under Section 18 of the Federal Insecticide, Fungicide, and Rodenticide Act. 

This authorization will support APHIS and State animal health officials in preparing for possible cases of NWS in livestock and...

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Apr 28 6:32 AM, Expana


Global Virus Network Statement on H5N1 Vaccine Developments

The Global Virus Network (GVN), representing eminent human and animal virologists from more than 90 Centers of Excellence and Affiliates in over 40 countries dedicated to advancing research, collaboration, and pandemic preparedness, unequivocally supports and is very encouraged by recent developments in vaccines targeting H5N1 avian influenza, including the initiation of a Phase 3 clinical trial by Moderna for its mRNA-based H5N1 vaccine candidate (mRNA-1018), with the majority of clinical sites based in the United Kingdom and additional sites in the United States. This effort, supported by the UK’s National Institute for Health and Care Research...

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Apr 28 6:09 AM, Expana


Day 59 of Iran War: Trump Floats Phone-Based Negotiations; Hormuz Traffic Stays Low

Iran has intensified diplomatic efforts to end the war with the United States, with Foreign Minister Abbas Araghchi traveling to Russia today.

Araghchi is expected to meet President Vladimir Putin, with talks set to focus on bilateral relations and broader regional developments, including the US-Israel war on Iran.

US President Donald Trump said Iran could begin negotiations by phone if it wants to end the two-month war. Key sticking points remain Iran’s nuclear program and access to the Strait of Hormuz, which Iran effectively...

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Apr 27 11:52 AM, Expana


DoorDash Announces Significant Grocery Expansion in Canada with Empire Company Limited

DoorDash today announced one of its largest grocery expansions in Canada through a new partnership with Empire Company Limited (TSX: EMP.A), bringing more than 1,000 stores across 10 provinces onto its marketplace. This comes as grocery is one of the fastest-growing categories on DoorDash in Canada.

The expansion brings 12 grocery banners from Empire’s family of brands – including Sobeys, Safeway, IGA, FreshCo, Farm Boy, and Longo’s – onto DoorDash. Convenience options like Needs, Boni-Soir, and Voisin are also available...

 

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Apr 27 11:38 AM, Expana


Layne's Chicken Fingers Accelerates Growth in Q1 2026 With 50+ Restaurants Awarded and Expansion 

Layne's Chicken Fingers, the Texas "Born and Breaded" chicken finger franchise, has seen rapid growth in recent years, and demand only continues to rise. Kicking off 2026, the brand awarded more than 50 new restaurants to new franchise partners across Victoria, Texas; Sacramento and Fresno, California; northeastern Pennsylvania; and Charlotte, North Carolina (a 27-unit agreement). Layne's also continued expansion with existing owners, including expansion deals signed for Oklahoma, San Antonio and the entire state of Arkansas. As the...

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Apr 27 11:28 AM, Expana


Freddy's Strengthens Development Leadership Team with Two Key Executive Appointments

Freddy's Frozen Custard & Steakburgers ("Freddy's") – the fast-casual restaurant concept known for its steakburgers, shoestring fries and frozen custard treats – is strengthening its development team as the brand continues to build on its strategic growth momentum. Rafik Farouk has joined as Vice President of Business Development, and Jackie Lobdell has been named Vice President of Franchise Sales.

As Freddy's approaches 600 restaurants, the addition of these experienced leaders reinforces the team driving the brand's expansion. Together, Farouk and Lobdell bring more than four decades...

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Apr 27 11:23 AM, Expana


ANALYSIS: Rising Freight Costs Drive Regional Fragmentation in US Cage-Free Market

Freight costs have moved sharply higher in recent weeks, with the US Energy Information Association reporting the national diesel average at $5.403 per gallon, compared to $3.534 a year ago. This increase continues to influence how shell eggs.....

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Apr 27 11:18 AM, Expana


ANALYSIS: EU Egg Market Signals Relief as Bird Flu Eases

Bird flu pressure across the EU appears to be easing, with several regions reporting more stable sanitary conditions following a challenging winter period. This shift is beginning to translate into improved market sentiment, although recovery remains uneven across member states.

In Spain, early signs of rebuilding are emerging. Market participants report that repopulation efforts have started among producers who lost layer flocks during the peak of the outbreaks. While this signals a gradual restoration of production capacity, the process is expected...

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Apr 27 11:16 AM, Expana


Navigating the Trump Tariff Turbulence: A Comprehensive Timeline

US President Donald Trump and his administration have paused reciprocal tariffs on most countries.

“Based on the lack of respect that China has shown... I am hereby raising the [tariff] charged to China by the [USA] to 125%, effective immediately,” wrote Trump on Truth Social at 1:18 pm ET. 

It’s not clear if this 125% is in addition to the 20% imposed on Chinese imports to the US. In early March, Trump noted that he would add another 10% tariff on Chinese goods...

 

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Apr 27 9:00 AM, Expana


Expana's Weekly Top 10

This week’s Expana Top 10 Weekly highlights a food industry navigating shifting consumer demand, policy changes and global uncertainty. From Red Lobster’s strategic revival of a once-problematic promotion to new US legislation aimed at strengthening domestic seafood, companies are balancing value, supply chain pressures and long-term growth. At the same time, e-commerce continues to reshape grocery, sustainability initiatives are accelerating, and private label gains momentum, underscoring a market defined by adaptation, cost discipline and evolving consumer behavior. This list is no particular order.

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Apr 27 8:05 AM, Expana


FMI Condemns Federal Regulatory Action on State Swipe Fee Reform

Today [April 24, 2026], FMI – The Food Industry Association condemned in the strongest terms the action taken by the Office of the Comptroller of the Currency (OCC), banking regulators under the U.S. Treasury Department, to issue two interim final rules that override the Illinois swipe fee reform law and to prohibit other states from enacting swipe fee reform laws.  

FMI President and CEO Leslie G. Sarasin stated, “At a time when the largest banks and credit card networks are pulling in record profits on the backs of grocers, main street businesses and millions of American consumers through credit card swipe fees...

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Apr 27 7:04 AM, Expana


We Need Congress to Support Rural America—Not Hollywood Voters—in the Farm Bill

A bipartisan coalition supports a farm bill that protects American farmers (and families seeking affordable food) from California’s overreach—but a handful of House members want to strip it out. They’re making claims that don’t match the record.

Meanwhile, America’s 60,000-plus pork producers need immediate relief from a disastrous patchwork of differing state laws spurred by California Proposition 12, a state law that forces pork producers outside the state’s borders to comply with arbitrary animal housing requirements.

Experienced farmers, credible veterinarians, the president of the United States, and state and federal government...

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Apr 27 6:47 AM, Expana


NCBA Members Bring Cattle Industry Priorities to Washington During Legislative Conference

The National Cattlemen’s Beef Association (NCBA), and its nationwide network of state affiliates, concluded its 2026 Legislative Conference this week, bringing together cattle producers from across the country to advocate for policy solutions that strengthen America’s cattle industry and rural communities. Throughout the conference, producers met with federal officials and engaged directly with policymakers on Capitol Hill to ensure the voice of cattle producers is heard in Washington...

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Apr 27 6:28 AM, Expana


Hormel Foods Completes Sale of Whole-Bird Turkey Business to Life-Science Innovations

Hormel Foods Corporation (NYSE: HRL), a Fortune 500 global branded food company, today announced it has completed the previously announced sale of its whole-bird turkey business to Willmar, Minn.-based Life-Science Innovations (LSI).

LSI has taken ownership of an existing whole-bird production facility in Melrose, Minn., a feed mill in Swanville, Minn., and associated transportation assets. The production facility will now operate under the name Legacy Turkey; the Melrose, Minn., workforce has joined LSI as part of the transition. LSI has also assumed supply...

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Apr 24 3:33 PM, Expana


USDA Issues Second Supplemental Disaster Payment to Farmers 

U.S. Secretary of Agriculture Brooke L. Rollins today in Missouri announced the U.S. Department of Agriculture (USDA) is maximizing disaster assistance support for producers by issuing a second Supplemental Disaster Relief Program (SDRP) payment to eligible producers who have approved program applications for losses due to natural disasters in calendar years 2023 and 2024. USDA’s Farm Service Agency (FSA) has already provided $6.7 billion in SDRP payments to eligible producers. Additionally, USDA is extending the program deadline to give producers and FSA more time to address any program application changes that...

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Apr 24 1:10 PM, Expana


ANALYSIS: Demand Strength Pushes Pork Cutout Beyond Seasonal Expectation

The Expana pork carcass cutout began the year tracking within a typical seasonal range through Q1, generally moving in line with 2024 and 2025, while still holding above those prior-year levels. However, momentum began to build in late Q1 into early Q2, as values continued to firm rather than flattening in line with historical patterns.

By April, the cutout had moved above 2024 levels and into the upper end of the three-year range, signaling stronger underlying support than seasonality alone would...

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Apr 24 12:17 PM, Expana


ANALYSIS: Brisket Prices and Imports from Mexico on the Rise in 2026

Brisket imports based on a five-year average for the month of February are around 1,750,000 lbs. The standout year is 2022, when imports totaled 2,119,720 lbs. This can be partially attributed to elevated domestic price levels, which were the second highest between 2020 and 2026, behind only the current year.

With prices now reaching levels typically seen during the summer months, some buyers are exploring alternative ways to meet demand for the upcoming grilling and smoking season. As Select-grade material remains scarce, some buyers are shifting...

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Apr 24 12:15 PM, Expana


ANALYSIS: US Brisket Demand Leading Up to Easter

Briskets leading up to Easter held a firm undertone with prices similar to that of values historically experienced in the summer months within the boxed beef market. At the retail level though, values were actually cheaper than 2025 for fresh briskets, while corned beef fetched a premium. Even in comparison to 2024, fresh prices at the retail counter were less for both discounted and non-discounted...

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Apr 24 12:13 PM, Expana


Spring Menu Launches, Value Promotions and Dining Trends Shape Foodservice

From menu innovation and limited-time launches to promotions and market research, this foodservice roundup highlights the most important industry developments from the past two weeks.

With spring underway, restaurants and foodservice operators are leaning into seasonal ingredients and fresh flavors to capture consumer interest and drive traffic.

New menu blooms and liimited time offers

Wendy’s is refreshing its spring menu with a mix of permanent and limited-time offerings. On the savory side the brand is bringing the heat to familiar...

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Apr 24 12:04 PM, Expana


Day 56 of Iran War: Ceasefire Extended; Trump Cautions on Hormuz as Oil Gains

US President Donald Trump announced that the Israel–Lebanon ceasefire has been extended by an additional three weeks following discussions at the White House with representatives from both sides.

He also directed the US Navy to "shoot and kill" any Iranian boats laying mines in the Strait of Hormuz.

Traffic through the strategically vital waterway remains severely disrupted, and Iran’s seizure of two large cargo vessels has highlighted its continued leverage. 

Oil markets reacted sharply on Friday, with Brent...

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Apr 24 11:29 AM, Expana


Small Batch Farms Launches as America's Premier Online Beef Boutique for Clean, Pasture-Raised Beef

Small Batch Farms, a family-owned beef operation based outside of the Lake of the Ozarks in Missouri, today announced the official launch of its online beef boutique, offering consumers across the United States direct access to premium, pasture-raised, USA-raised beef and beef jerky. At a time when ultra-processed meats dominate grocery shelves, Small Batch Farms is committed to delivering something different: clean, honest protein raised the right way, in small batches, from a family that knows every step of the process.

Small Batch Farms was founded on the belief that the way food is...

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Apr 24 8:23 AM, Expana


OpenTable Data Shows Mothers Day Dining Is Driving Larger Parties and Earlier Dinners

OpenTable has revealed new data indicating what moms really want on Mother’s Day. Skip breakfast in bed: the research shows moms would rather celebrate with a multigenerational lunch or early dinner than be in charge of the cleanup afterward. That preference is helping drive larger gatherings, with reservations for parties of six or more on Mother’s Day up 13% year over year in 2025.

While brunch at noon remains the most popular option, an early dinner trend is emerging, with 5 p...

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Apr 24 8:11 AM, Expana


White Castle Offers 10-Sack of Original Sliders for $8.99

With family budgets being stretched thin right now, White Castle is leaning into what it has done best for more than a century: delivering hot, tasty food at a great value.

Beginning April 28, White Castle is offering a 10-sack of Original Sliders for just $8.99 in all markets (except Florida and Las Vegas). That’s just 90¢ a Slider, which translates to a 10% to 29% savings off the regular price, depending on the market, a welcome deal for Cravers looking to stretch...

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Apr 24 7:49 AM, Expana


New Data Shows Continued Threat to Food Affordability Due to California Prop. 12

Equipped with brand new retail and U.S. Department of Agriculture data reinforcing California Proposition 12’s detrimental impacts on both producers and consumers, 105 American pork producers from 23 states took to Capitol Hill, advocating for their livelihoods with federal lawmakers.

Researchers at the North Dakota State University Agricultural Risk Policy Center found that Prop.12-driven price increases have persisted, even two years after the law was fully implemented. On average, prices for covered products are 20% higher due to Prop. 12, calculated by comparing price increases in California to the rest of the...

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Apr 23 2:02 PM, Expana


New Data Highlights Strong Beef Demand, Even as Supply Remains Tight

 

New consumer data shows that beef demand remains strong, even as prices rise and supplies tighten.

According to the Meat Demand Monitor (MDM), a monthly consumer survey funded in part by the Beef Checkoff, consumers continue to value beef for its taste, and that eating satisfaction plays a major role in their purchasing decisions. A report summarizing the MDM's findings from February 2020 to December 2025 shows that more than 85% of Americans today identify as meat consumers, and consumer willingness to pay for beef at retail has increased faster than inflation. Over that same period, the number...

 
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Apr 23 12:57 PM, Expana


Day 55 of Iran War: Iran Refuses Strait Reopening; Peace Timeline Unclear

Iran’s parliament speaker said Tehran would not reopen the Strait of Hormuz while the US blockade remained in place, calling it a “blatant violation” of the ceasefire between the two sides.

In Washington, the Senate voted 55–46 to reject a war powers resolution aimed at limiting US President Donald Trump’s authority to wage war on Iran, marking the fifth failed attempt to curb presidential war powers. The White House on Wednesday said Trump has not set a deadline by which Iran must submit a peace proposal...

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Apr 23 11:51 AM, Expana


Unilever Food Solutions Turns Future Menus Into Real-Time AI-driven Platform for Chefs and Operators

Unilever Food Solutions (UFS) is expanding its Future Menus platform from an annual trend report into what it describes as an action-oriented program built on a new experiential intelligence model, signaling a broader push to give chefs and operators more practical, real-time guidance.

According to the company, Future Menus 2026 was designed to address a gap in the market for predictive tools that can identify emerging diner expectations while also helping operators improve menu profitability, operational efficiency...

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Apr 23 11:31 AM, Expana


Bipartisan, Bicameral Bill Introduced to Add Hot Rotisserie Chicken in SNAP

Sens. Jim Justice (D-WV), John Fetterman (D-PA), Shelley Moore Capito (R-WV), and Michael Bennet (D-CO) introduced the Hot Rotisserie Chicken Act which would allow Supplemental Nutrition Assistance Program (SNAP) participants to purchase hot rotisserie chicken with their benefits. Rep. Rick Crawford (R-AR) introduced companion legislation in the House.

The bill does not increase funding or participant eligibility for SNAP or allow all hot foods to be included for purchase, only hot rotisserie chicken.

“The Hot Rotisserie Chicken...

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Apr 23 11:10 AM, Expana


ANALYSIS: April 2026 UK Beef Market Overview

Industry reports indicate UK beef production is expected to decline 1.3% year over year (YOY) to 894,000 tonnes in 2026, driven by a significant reduction in cattle numbers and slaughter rates. Similarly, UK beef imports are projected to fall another 1% YOY in 2026. Lower import volumes from the UK's primary supplier, Ireland, are anticipated as domestic supply constraints limit export availability. As a result, the UK is likely to increase imports from alternative suppliers such as Poland, New Zealand, and Australia, supported by favorable market...

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Apr 23 11:08 AM, Expana


ANALYSIS: Jumbo Chicken Breast Meat: Inflationary Pressure Caps Seasonal Demand Lift

Jumbo boneless skinless breast meat has followed a notably uneven path so far this year, with price movement failing to match the more consistent seasonal lift typically seen through the first and second quarters...

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Apr 23 11:06 AM, Expana


Wendy’s Brings Cookie Dough, Watermelon and Jalapeño Flavors to Its Spring Menu

Wendy’s is refreshing its spring menu with a mix of permanent and limited-time offerings, leaning into trending flavor profiles like cookie dough, watermelon and jalapeño.

On the savory side the brand is bringing the heat to familiar formats with a trio featuring a jalapeno makeover. The lineup includes the Jalapeño Ranch Cheeseburger, Jalapeño Bacon Breakfast Potatoes and Jalapeño Breakfast Biscuits.

For dessert, Wendy's introduces its new Cookie Dough Frosty Fusion. This innovation, which joins Wendy’s core menu on April 23, blends cookie dough...for 

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Apr 23 10:59 AM, Expana


USDA Announces FSIS Reorganization, Establishes National Food Safety Center in Iowa

Today, the U.S. Department of Agriculture announced a reorganization of the Food Safety and Inspection Service (FSIS) to modernize operations, streamline support functions and better align the agency with the nation’s agricultural landscape.

As part of this effort, USDA will establish a new National Food Safety Center (NFSC) in Urbandale, Iowa, which will serve as the primary hub for FSIS administrative, technical and support operations.

“This is about building a stronger, more resilient food safety system for the country. By establishing a National Food...

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Apr 23 10:56 AM, Expana


USDA Advances Reorganization & Restructuring of the Research, Education, and Economics Mission Area

The U.S. Department of Agriculture’s Research, Education, and Economics (REE) Mission Area today announced a reorganization and leadership restructuring to better align its work with USDA priorities, improve operational efficiency, and deliver results more effectively for American farmers, ranchers, and producers.

This effort refocuses REE’s structure on mission delivery—streamlining operations, strengthening leadership accountability, and positioning resources closer to the agricultural communities USDA serves. The updated structure will be guided by five core principles: strengthening leadership accountability, reducing organizational complexity, ensuring consistency across agencies where appropriate, leveraging emerging...

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Apr 23 10:37 AM, Expana


7-Eleven, Inc.'s Laredo Taco Company® is Serving Up Festive Eats and Big Value This Cinco de Mayo

7-Eleven, Inc. is marking Cinco de Mayo with big flavor and a lineup of limited-time menu offers. On May 5, Laredo Taco Company® restaurants are rolling out made-to-order Tex-Mex favorites, celebratory drinks and convenient catering options at participating 7-Eleven®, Speedway® and Stripes® stores nationwide.

Laredo Taco Company restaurants are a one-stop destination for Cinco de Mayo celebrations of any size, with a flavorful...

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Apr 23 10:24 AM, Expana







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