ANALYSIS: Cage-Free Market Momentum Shifts; First Gains Since Late November

The cage-free market has begun to show upward momentum this week, marking its first upward adjustment in nearly two months. After a prolonged period defined by surplus production and muted demand nationwide, a shift in buying needs—driven largely by aggressive retail promotions—has injected a more bullish tone into the category.

Retail demand, particularly along the West Coast, has strengthened notably and is absorbing a large share of available cage-free supply. This improvement coincides with the rollout of new promotional features, some priced as low as $0.99/dozen. Other promotions, while less aggressive, are still frequently positioned below...

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