Dollar Tree Backs Forecast, Sees Steady Growth in Next 3 Years
Dollar Tree backed its third-quarter and full-year outlook and expects steady growth annually for the next three years.
While the outlook excludes items from tariff mitigation, multi-price conversions, lost distribution capacity and the sale of Family Dollar, the discount retailer said it expects per share earnings to grow 12% to 15%, through 2028, on a compounded basis. Dollar Tree expects underlying earnings growth of 8% to 10%.
For next fiscal year, the discount retailer forecast earnings per share...
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The Retail Rundown: Retail Promotions Pivot Toward Baking and Comfort Foods
By mid-October, grocery retailers are shifting their marketing focus toward fall comfort meals, baking, and holiday preparation.
Typically, retail egg sales see a seasonal lift as more consumers cook hot breakfasts at home. The onset of baking season further boosts demand, with more eggs being used in breads, pies, pastries, and other seasonal favorites.
In the shell egg market, Expana reports a mixed retail landscape—some retailers are seeing stronger demand as cooler weather sets in, while others note slower movement following lackluster promotional outcomes...
ANALYSIS: Fresh 90s Ranges Drop Into Competition With Imported 90% Items
Friday’s closing report for domestic boneless beef encountered a range of $386-428/cwt, while imported blend cow 90% from Australia and New Zealand ticked upward to $386-390/cwt bringing the two within similar ranges. While the range remained wide for fresh product, the low side signaled a drop that could cause some slight demand shift toward domestic material while both remain in similar ranges.
In the US, the fall cow run has ramped up as some participants have begun to send more cows...
NTF Statement on the Government Shutdown
The National Turkey Federation (NTF) released the following statement on the United States government shutdown: “Mexico and Canada are key export markets for the U.S. turkey industry. The USMCA will help to ensure that America’s turkey growers and processors have fair access to these markets and takes important steps to stabilize the U.S.’s trade relationship with our neighbors. The agreement will result in a 29 percent increase in U.S. exports to Canada. Robust export markets are vital in growing the turkey industry. When given the chance to compete head-to-head on price and quality, U.S. turkey producers have shown their ability to respond in providing the world with wholesome, delicious turkey...
ANALYSIS: EU Egg Market Tightens Amid Widespread Bird Flu Outbreaks
The EU egg market remains under pressure, with overall availability described as limited, as recent bird flu outbreaks continue to unsettle sentiment and constrain supply. In Spain, concerns have intensified following the detection of highly pathogenic avian influenza (HPAI) at a layer hen farm housing 727,000 birds. The facility was already under surveillance after a previous case was reported in the same area last month...
ANALYSIS: HPAI Turkey Update — Week of October 5, 2025
Outbreak summary
On a year-to-date (YTD) basis, approximately 2.82 million turkeys have been lost to highly pathogenic avian influenza (HPAI) in 2025. That is up 115% year-over-year (YOY) and down 62% from 2022, when the outbreak began. Of the turkeys impacted this year, 3% have been commercial breeder hens, 1% have been commercial breeder replacement hens, and 96% have been commercial meat birds. Thirteen states have reported unique outbreaks YTD, one fewer than the largest YTD value since the start of the...
China’s Hog Prices Fall to Yearly Low as Industry Eyes Capacity Cuts
China’s hog prices have fallen to their lowest level this year despite the usual boost seen during the Mid-Autumn Festival and National Day holidays, 21st Century Business Herald, a Chinese state-owned media outlet, reported.
According to data from the Ministry of Agriculture and Rural Affairs, the national average live hog price was down 2.8% from the previous week and 29.5% year-on-year during the first week of October. Prices fell across all 30 monitored provinces. Since mid-July, hog prices have dropped...
Women in Food and Agriculture Summit 2026 to Unite Industry Leaders
Expana, the world’s largest agrifood market intelligence provider, is proud to announce the return of the Women in Food and Agriculture (WFA) Summit, taking place on Tuesday, February 24, 2026 at the Okura Hotel in Amsterdam.
Since 2019 this highly anticipated global event has brought together leaders, innovators and up and coming executives from across agrifood value chains for a day of inspiration, empowerment and real-world learning. With a dynamic program of keynotes, workshops and networking, the WFA Summit is designed to deliver actionable content
Walmart Partners with OpenAI to Create AI-First Shopping Experiences
Walmart is ushering in the next generation of retail by combining its huge assortment, everyday low prices and delivery speed with the power of AI. Today, the company announced a new partnership with OpenAI that will start with allowing customers and members to soon shop Walmart through ChatGPT using Instant Checkout. Whether planning meals, restocking household essentials, or finding something new, customers can simply chat and buy, and Walmart will handle the rest.
“For many years now, eCommerce shopping experiences have consisted...
Inside QDOBA's Growth Strategy with New CMO Jon Burke
Expana recently had the chance to catch up with Jon Burke, the newly promoted Chief Marketing Officer (CMO) of QDOBA. He offered a behind-the-scenes look at what’s next for the rapidly expanding restaurant chain. With over 825 stores across the United States and Puerto Rico and a pipeline of 600 more, QDOBA is gearing up for its first national marketing campaign.
In the announcement about this promotion, CEO John Cywinkski said, "Jon is a trusted and respected leader who has earned this opportunity...
Morliny Foods' Acquisition of the Wolf Group
Morliny Foods Holding Limited (UK) today announced the acquisition of Wolf Group, a leading German producer of premium sausages, convenience, and ready meals. This strategic transaction marks a significant step in Morliny Foods' European expansion, strengthening its position in one of the continent's largest consumer markets for packaged meats and convenience products. The acquisition aligned with Morliny Foods' strategy to grow in value-added packaged meat categories across Europe.
The transaction also opens opportunities for enhanced access to German distribution channels for Morliny Foods' portfolio products, serving as a solid foundation for sustainable growth in the German and wider European markets...
Expana will be observing the Indigenous Peoples’ Day holiday on Monday, October 13
Expana is observing Indigenous Peoples’ Day on Monday, October 13, and US offices will be closed.
This will impact the publication of some Expana Benchmark Prices and daily reports (red meat, poultry, eggs) will not be published. Our weekly report, Mexican Beef, Export and Domestic Markets, was published today- Friday, October 10.
Our regular publishing schedule will resume on October 14, 2025. See the full details of the Expana publishing schedule here.
ANALYSIS: Cage-Free Market Steadies as Retail and Bird Flu Spur Renewed Buying
The cage-free market has held steady this week, though underlying momentum has begun to build following improved retail demand and renewed bird-flu detections that prompted a return of buyer engagement...
Wendy’s Unveils “Project Fresh” to Drive Growth and Elevate Brand Value
Looking to enhance its brand after a disappointing valuation, The Wendy's Company has unveiled Project Fresh. According to the Board of Directors, this strategic plan is designed to accelerate profitability and enhance shareholder value.
"Wendy's Board of Directors and management team are dissatisfied with the current valuation of the Company and have been working to put the Company on the right path to create value for our franchisees, employees and shareholders," said Chairman of the Board, Art Winkleblack. "Execution is underway and we are confident that Project F
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...
Tariff Talks 2025: Expana’s Weekly Rundown #30
Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.
Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #30."
This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.
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On October 7, US President Trump and Canadian Prime Minister Carney met in the White House. The possibility a US-Canadian trade deal was a main topic of discussion...
TGI Fridays Supports TSA and Air Traffic Control Workers with Complimentary Meals During Shutdown
TGI Fridays is dedicated to providing nutritious meals to TSA and air traffic control workers during the temporary government shutdown.
Eligible employees with, valid ID, can enjoy a complimentary meal per day from October 9 to October 23, while supplies last, or until the shutdown is lifted, from a specially curated menu.
The menu features favorites like the Cheeseburger with fries, Chicken Fingers with fries, Crispy or Grilled Chicken Sandwich with fries, or Chicken Caesar Salad. This offer is valid at all locations...
ANALYSIS: Turkey Processing Hits New Seasonal Low as Prices Soar to Record Highs
In June and July, the turkey industry had a couple of months of relief from the seasonal all-time low numbers of turkeys being processed since August of last year. However, the headcount processed this August fell 4.1% below last year, once again marking a new seasonal low. This isn’t necessarily surprising considering that four months prior, net poult placements were 3.9% lower year-over-year (YOY). Additionally, just over 55,000 turkeys were lost at the end of August...
ANALYSIS: YTD Retail Ground Chuck Sale Volumes Fall YOY While Dollar Value Ticks Up
So far in 2025, ground chuck sales have reached over $755M with total transactions around 135 M units. Compared to 2024, the sum of total sales is up by $11M (+1.54%). This can in part be explained by rising input costs on the wholesale market. This has pushed retail prices higher now sitting at a record high of $6.63/lb. Year-over-year (YOY) this is an increase of...
Four September Storms Batter Farms, Fields Across Philippines, Vietnam, and South China
Four storms — Typhoons Ragasa (Nando) and Bualoi (Opong) and Tropical Storm Mitag (Mirasol) in the Philippine Sea, and Typhoon Tapah (Lannie) in the South China Sea — swept through the region in September, damaging rice, corn, coconut, and strawberry crops, as well as fish and livestock farms, while disrupting supply chains and transport routes, said Demelza Knight, Weather and Crop Researcher at Expana.
Knight highlighted that Typhoon Ragasa, the strongest of the storms, formed in the Philippine Sea on September 18
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