In China, ‘The Great American’ Burger is Now Made with Australian Beef
At his restaurant in Beijing, Geng Xiaoyun used to offer a special dish of salt-baked chicken feet — or “phoenix talons” as they are called in China — imported from America.
With prices climbing 30% from March due to tariffs, the owner of Kunyuan restaurant had to pull the Chinese delicacy from the menu.
“American chicken feet are so beautiful,” Geng said. “They’re spongy so they taste great. Chinese [chicken] feet just aren’t as good.”
Geng can now source chicken feet from Brazil or Russia...
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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...
KFC Relaunches $7 Fill Ups Nationwide, Partners with F1® THE MOVIE for Summer Campaign
KFC is bringing back its popular $7 Fill Ups, offering four complete meal options at a strong value price point. The return aligns with a nationwide marketing partnership with F1® THE MOVIE, positioning KFC as a go-to stop for quick, satisfying meals this summer.
$7 Fill Ups – Available Now Nationwide:Each Fill Up includes an entrée, mashed potatoes with gravy, a biscuit, two pie poppers, and a medium drink.
ANALYSIS: Chicken Hatch Remains on YOY Upswing
In the chicken market, persistent uncertainty around disease risk, pockets of seasonally atypical market movement, and global trade tension continue to complicate forward-looking strategies for buyers and sellers alike. This environment is pushing stakeholders to seek clearer signals amid the noise. In that regard, hatchery performance is one of the few guiding lights in an otherwise volatile market landscape.
According to the latest USDA hatchery figures, both eggs set and chicks placed continue to post steady year-over-year (YOY) gains. Egg sets for the week ending May 31 reached...
Coke Florida Names New Leaders for Distribution and Manufacturing Operations
Coca-Cola Beverages Florida, LLC announced two strategic leadership promotions that further strengthen its operational leadership team.
Yancy Appointed Vice President, Distribution Operations
Yancy, currently serving as Vice President, Manufacturing Operations, has been appointed Vice President, Distribution Operations. In this role, he will lead the execution of Coke Florida’s end-to-end distribution strategy, encompassing traditional and automated warehousing, as well as fleet operations across the company’s statewide footprint.
Yancy brings more than 15 years of experience within the Coca-Cola system and has been with Coke Florida since 2017, driving performance across manufacturing and supply chain functions.
ANALYSIS: Supply-Driven Pricing in the Turkey Market
The number of turkeys processed in April was at an all-time low, following a trend that was established in August of last year. HPAI, avian metapneumovirus, and economic limitations all continue to impact the availability of supplies. The record low supplies are influencing an extremely bullish market as 21 of Expana’s quotations reach all-time high levels. Still, participants on both sides of the negotiation table lament the lack of offerings. Many sellers have reportedly taken a cautious approach when it comes to the pricing of certain lines, especially...
The Retail Rundown: Pork Deals Deliver Summer Savings
Pork promotions are gaining momentum, with value-priced cuts standing out against higher-priced beef and even some chicken items.
Bacon continues to steal the spotlight in the pork category, fueled by strong seasonal demand as consumers stock up on this summer staple. Over Memorial Day, discounted bacon averaged $6.30 per pound, up nearly 3% from last year. Wholesale belly prices have climbed 13% since early April, supported by tightening hog supplies and historically low cold storage stocks.
As grilling season gains momentum, demand for ribs...
McDonald's Snack Wraps are Officially Coming Back: Here's When
The wait is almost over.
McDonald's confirmed to USA TODAY on Tuesday that the Snack Wrap will officially be coming back to restaurants permanently beginning Thursday, July 10.
The Snack Wrap features one of McDonald's new McCrispy Strips – a juicy chicken strip made with all white meat – topped with crisp shredded lettuce and shredded cheese, all wrapped in a soft flour tortilla, according to the chain.
The item will be available in two flavors:
Argentina’s Meatpacker Lequio Group Acquires Mattievich
Lequio, a large Argentinian meatpacker, has announced the acquisition of 80% the meatpacker Mattievich Group, which it hopes to finalize by the end of June. Both firms are already working in the merging of operations, Lequio said.
“We bought 80% of shares, not all. The livestock operations were excluded,” Leonardo Lequio told Argentinian media.
After the acquisition is complete, Lequio will have increased its slaughtering capacity to “over 4,000 cattle head per day,” the firm said.
Lequio will acquire at least six of Mattievich Group facilities across Argenitina...
Mastering Market Volatility: 5 Minutes with Little Caesars’ Derek Nelson
In today’s volatile market, where shifts in agrifood commodity prices can significantly impact your bottom line, understanding and managing risk is paramount. Derek Nelson, Director of Commodity Risk & Analytics at Little Caesars, exemplifies this proactive approach in his role leading hedging operations for this global restaurant chain.
Ahead of his participation at Expana’s Agri-Food Americas event in September, Derek spoke with us to share insights into how a global brand navigates the complexities of dairy, grains, protein and energy markets...
Dave's Hot Chicken Entering Next Phase of Growth & Innovation with Roark
From a parking lot in 2017, to a global sensation which expects to end the year with more than 400 restaurants across the globe; Dave's Hot Chicken has chosen an investment from Roark, entering its next phase of growth and innovation.
Dave's Hot Chicken has had years of incredible unit and sales growth and leading guest satisfaction metrics. The company remains committed to delivering an exceptional experience for its guests, team members and its franchise partners around the globe...
Volatility Defines 2025 in Food and Agriculture Markets – How do You Navigate It?
2025 has been a year marked by uncertainty in the food and agriculture sector. Volatility is the defining characteristic, with a cascade of global events disrupting pricing, availability and trade dynamics. From geopolitical tensions and severe weather events to animal epidemics and macroeconomic shifts, commodity markets have become increasingly difficult to navigate for buyers and sellers alike.
“The key challenge for businesses at the moment is having to navigate different markets going in different directions,” said Tom Bundgaard, VP of Price Forecasting...
Domino's Launches Weeklong Carryout Special
Domino’s is starting the month with a new promotion: from June 2–8, customers can carry out large two-topping pizzas for just $6.99 each.
This weeklong carryout special applies to any large pizza with two toppings, including specialty crusts like Hand Tossed, Crunchy Thin, and New York Style. For an additional $3, customers can upgrade to Domino’s new Parmesan Stuffed Crust pizza.
The promotion comes as Domino’s ramps up rewards and deals to boost consumer demand.
The company reported a 0.5% decline...
Popeyes Rolls Out All-New Chicken Wraps
Popeyes is heating up the summer with the launch of an all-new menu category. Introducing the Popeyes Chicken Wrap — a bold, grab-and-go option packed with flavor and value, available for a limited time.
Each wrap features a hand-breaded, crispy chicken tender, crisp lettuce, shredded cheese, crunchy pickles, and your choice of Classic, Spicy, or Honey Mustard spread — all wrapped in a soft, warm tortilla inspired by our famous biscuits.
The Chicken Wraps come in three crave-worthy variations, each available for just $3.99...
PODCAST: Agri-Food for Thought Ep. 29 - M&A in the Global Agri-Food Industry, May 2025 Overview
Expana presents Agri-Food for Thought, the podcast series for agriculture and food professionals.
Today, we bring you up to speed with merger & acquisition activity in the global agrifood landscape that occurred in May 2025 as part of the monthly M&A focus series.
May 2025 was generally quieter in terms of M&A compared to previous months. There are many factors influencing this but the ongoing tariffs situation, trade disputes, and market uncertainty, likely playe a role here.
ALDI Announces Promotion of Atty McGrath to ALDI US CEO
ALDI U.S. is excited to announce that Jason Hart, ALDI U.S. Chief Executive Officer, has been promoted to join the Executive Board of ALDI South as Group Chief Operating Officer. Hart will help oversee the company's global operations in Salzburg, Austria, effective September 1. Atty McGrath, currently Chief Operating Officer, will assume the ALDI U.S. Chief Executive role.
During his decade-long leadership as ALDI U.S. CEO, Hart has led the rapid expansion and development of the...
Tariff Talks 2025: Expana's Weekly Rundown #11
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 #11."
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...
Signing the EU-Mercosur Agreement by December Is Possible, Says European Council President
The EU and Mercosur countries expect to sign the agreement in a December ceremony. “It is a short timeframe, but we are going to try to make it happen,” Antonio Costa, President of the European Council, said during a visit to Brazil on Thursday.
Costa added that the European Commission is in the process of translating the agreement into the 24 EU official languages and plans to finish it by July.
While farming sectors in some EU countries such as France or Spain have expressed concern...
ANALYSIS: April Chicken Cold Storage, Inventory Rebalancing Continues Amid Demand Shifts
Chicken cold storage inventories in April rose 2.1 percent year-over-year, even as total volumes declined 2.3 percent month-over-month. This monthly drawdown was more significant than the typical five-year April average decline of 1.7 percent, reflecting an active reduction in certain categories as seasonal demand shifts into focus.
Breasts and breast meat, which account for the largest portion of total chicken in cold storage, declined 5.8 percent from March. Inventories remain 7.5 percent above year-ago levels and are consistent with historical averages...
ANALYSIS: Turkey Inventories Remain at Multi-Year Low
The latest cold storage report continues to reflect the strain on the US turkey supply chain. Total turkey inventories fell to 318.8 million pounds in April, marking a new seasonal low and an 18.4% year-over-year (YoY) decline from April 2024. This represents the seventh consecutive month of YoY reductions.
A combination of reduced hatchery figures when compared to last year, along with ongoing disease issues, continues to limit overall production output. Highly pathogenic avian influenza (HPAI) detections year-to-date (YTD) are...
71% of Canadian and 43% of Mexican Consumers Intend to Buy Fewer US Grocery Products, Study Reveals
Seventy-one percent of Canadian and 43% of Mexican consumers report they will buy fewer U.S. grocery products in 2025 according to the tenth wave of the dunnhumby Consumer Trends Tracker (CTT) released today. Canada and Mexico are the two largest agricultural trading partners of the U.S. According to the USDA, in 2024 the U.S. exported 33% of its agricultural products to Canada and Mexico, totaling over $58 billion out of $176 billion of total U.S. agricultural...
Firehouse Subs Accelerates Global Growth with Entry into Mexico
Firehouse Subs has signed a significant development agreement with Foodplay to open 100 restaurants across Mexico over the next five years, marking its latest strategic move in international expansion. This initiative is expected to generate hundreds of jobs locally while strengthening brand presence across Latin America.
"We believe Firehouse Subs has tremendous potential in Mexico's growing sandwich market," said Duncan Montero, LAC President of Restaurant Brands International (RBI), parent company of Firehouse Subs. "We're excited to bring Firehouse premium subs, heartfelt service...
Teamsters at Kroger Authorize Strike
Drivers at Kroger's Forest Park fulfillment center have voted overwhelmingly to authorize a strike in response to the company's repeated refusal to negotiate a fair agreement. The workers, represented by Teamsters Local 528, are demanding a first Teamsters contract with strong wages, good benefits, and enforceable workplace protections.
"Kroger needs to stop dragging its feet and deliver a real offer that respects the work we do," said Marion Jackson, a Kroger driver and Local 528 shop steward. "This company can more than afford what we're asking for. We are ready...
USDA and Mexico Invest in Joint Effort to Eradicate New World Screwworm
On a recent call, U.S. Secretary of Agriculture Brook L. Rollins and Mexico’s Secretary of Agriculture and Rural Development, Julio Berdegué Sacristán, discussed ongoing efforts to contain the threat of New World Screwworm (NWS) south of the US-Mexico border. The USDA shared an update on the partnership via its website.
As part of this effort, the USDA announced a $21 million investment to renovate an existing fruit fly production facility in Metapa, Mexico. The goal is to produce an additional...
The Retail Rundown: Father’s Day Fires Up Demand for Premium Cuts
Meat sales over Memorial Day weekend appeared to underperform in some regions this year, as cool weather across the Midwest curbed outdoor grilling activity.
Retailers are now setting their sights on the next major grilling event, Father’s Day, paired with hopes for improved weather. Falling on June 15th this year, the event presents another opportunity to drive protein consumption.
This week’s retail buying opportunities are led by seafood, which accounts for 28.2% of protein ads. Beef has 26.4%, trailed by pork at 23.2%, chicken at 18%, and turkey with...
Sugar On the Chopping Block for SNAP Program Following MAHA Commission
On May 22, US President Donald Trump spoke alongside Agriculture Secretary, Brooke Rollins, HHS Secretary Robert F. Kennedy Jr., and others during a MAHA [Make America Healthy Again] Commission Event.
“We’re on track to sign multiples of SNAP waivers to get junk food and sugary drinks out of our food stamp system,” said the USDA’s Rollins. Rollins signed the first waivers to amend the statutory definition of food for purchase for Supplemental Nutrition Assistance Programs (SNAP) in Nebraska, Indiana, and Iowa, she said during her speech...
The Bird Flu “Outbreak in Montenegro Is Completely Contained,” Brazil Says
“We are on the fifth working day after the farm was completely disinfected, and 15 days have passed since the outbreak was identified. I can safely assure you that the outbreak in Montenegro is completely contained,” Carlos Fávaro, Brazil’s Minister of Agriculture and Livestock, said on Tuesday in a public hearing at the Agriculture and Agrarian Reform Committee (CRA).
The hearing was to discuss the “zoosanitary emergency” resulting from bird flu, which has resulted in over 60 countries limiting some or all Brazilian poultry products after...
Layne's Chicken Fingers Celebrates Multiple Six-Figure Opening Weeks
Layne's Chicken Fingers, the Soon to be FamousTM chicken finger franchise, continues to see remarkable results at the restaurant level as it expands nationwide. With growing brand awareness, unbeatable brand loyalty and streamlined operations to ensure a smooth opening period, Layne's restaurants are far exceeding expectations.
"We continue to be blown away by the numbers our franchisees are reaching in their first days and weeks of operations," said Samir Wattar, chief operating officer. "We used to be ecstatic when a franchisee had a six-figure opening...
Expana Will Be Closed on Monday, May 26, 2025
Expana's administrative offices will be closed Monday, May 26, 2025 in observance of Memorial Day.
Coverage will resume on Expana, COMTELL, SeafoodNews and Foodmarket on Tuesday, May 27, 2025.
Tariff Talks 2025: Expana's Weekly Rundown #10
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #10."
ANALYSIS: Chicken Production Expectations on the Rise
The May 2025 USDA Livestock, Dairy, and Poultry Outlook paints a cautiously optimistic picture for the US broiler industry. While growth remains intact, several factors—including production constraints and global trade uncertainties—are creating a more measured trajectory moving forward.
US broiler production is now projected to reach 47.5 billion pounds in 2025, reflecting a modest 1.1% increase over last year. This growth is fueled by a higher number of birds slaughtered and slightly heavier average weights. However, the forecast ha
Executives from Kroger, Publix, Sysco and Walmart Join GS1 US Board of Governors
The GS1 US Board of Governors has elected four industry leaders to join the GS1 US Board: Benjamin Hamilton, vice president, supply chain planning, Kroger; Brad Oliver, senior vice president of product business development, Publix Super Markets, Inc.; Greg Keller, senior vice president, national accounts, Sysco, SYGMA, and Guest Worldwide; and Greg Cathey, senior vice president, transformation and innovation, Walmart. Additionally, Brian Dick, president and CEO, Golden State Foods, has been appointed vice chairman.
These executives comprise a cross-industry Board of Governors...
ANALYSIS: Expectations for Chicken Prices After EU Bans Poultry Imports from Brazil
Brazil, which accounts for approximately 30% of global poultry exports (with China as its top customer, followed by the United Arab Emirates, Japan, Saudi Arabia, and South Africa), confirmed its first outbreak of bird flu on a poultry farm on May 16, 2025. In response, the European Commission (EC) has banned imports of Brazilian poultry and poultry meat products to the European Union (EU).
Although the EU represents only 4.4% of Brazil’s total poultry exports, Brazil accounts for approximately 32% of the EU’s poultry...
ANALYSIS: Turkey Hatch Figures Reflect Supply Pinch with Slight Variations
Given the well accounted for supply landscape surrounding most key segments within the turkey complex at the moment, market participants are closely monitoring for any signs of a shift from the prevailing status quo. Although May marked the nineteenth consecutive month of year-over-year (YoY) declines in the eggs in incubators, there could be some emerging indications that an inflection point may be approaching, at least on paper.
May’s beginning tally of 24.8 million eggs in incubators was just 0.2%, or 51,000 eggs, below the comparable period in...
Snack Mania Recalls Nearly 10,000 Pounds of Chicken Coxinhas Due to Lack of Federal Inspection
According to an announcement from the US Department of Agriculture’s (USDA) Food Safety and Inspection Service (FSIS), Snack Mania Brazilian Delights Corp has issued a recall of approximately 9,722 pounds of ready-to-eat chicken coxinhas products. The recall was initiated because the products were produced without the benefit of federal inspection.
The affected items were produced on various dates between June 27, 2024, and May 2, 2025. They are packaged in 16.37 oz plastic containers labeled “Snack Mania COXINHAS BRAZILIAN...
Cargill Forecasts a Sizzling Start to Summer Grilling this Memorial Day
As millions of Americans mark the start of summer this Memorial Day weekend, Cargill is forecasting a strong demand for protein as grills fire up across the country. The company expects that many consumers will prioritize affordability without sacrificing taste by seeking out staples like ground beef, chicken and hot dogs.
Nearly 9 of 10 consumers say they’re ready to grill this summer, with approximately half of them planning to do so weekly. Beef (79%) and poultry (64%) remain the top choices for the grill...
Dolly Parton Partners with Conagra Brands on New Line of Frozen Dinners
America’s sweetheart and musical icon, Dolly Parton, has announced the expansion of her retail food line.
In partnership with industry leader Conagra Brands, the launch builds on a successful collaboration that began in 2022.
The new line combines the convenience of single-serve frozen meals with the finger-licking flavors of Southern-inspired cuisine. Each meal retails for $4.49 and can be prepared in either the microwave or oven. The meals are available at major grocery retailers across the US.
Product highlights...
The Retail Rundown: Seafood Leads Memorial Day Retail Ads; Weather Poses Challenges
Seafood leads retail protein promotions heading into Memorial Day weekend, accounting for 28.7% of total featured protein ad volume. Pork follows at 25.9%, with beef at 21.3% and chicken at 19.3%.
Egg feature volume is virtually absent amid sluggish retail demand. Warmer weather is prompting a shift toward fruit and cereal for breakfast, while elevated, though easing, shelf prices continue to dampen consumer interest, according to Expana.
Within the seafood category, fresh and frozen fillets represent the largest share of advertised items at nearly 28%. Raw shrimp...
Feeder Vessel Transfers Disqualify Cargo from In-Transit Tariff Exemption Under IEEPA
The US Customs and Border Protection (CBP) has provided clarification regarding the application of the in-transit tariff exemption under the Reciprocal Tariff Executive Order, with specific implications for feeder vessel operations. In guidance released on May 15, CBP confirmed that cargo transferred from a feeder vessel to a US-bound vessel after April 5, 2025, will not qualify for the in-transit exemption.
Under the International Emergency Economic Powers Act (IEEPA), cargo that was loaded before April 5 and remains...
Applebee’s Reintroduces “All You Can Eat” to Drive Seasonal Traffic
Applebee’s has reintroduced its popular “All You Can Eat” promotion, an LTO strategy the brand consistently deploys during high-traffic periods to drive guest visits.
This season’s lineup features three proven guest favorites and legacy menu items: Chicken Tenders, Riblets, and Double Crunch Shrimp—offering broad consumer appeal.
Expana Honors an Industry Legend and the Next Generation with Awards
The award ceremony at this year’s Executive Conference, the event for leaders in the animal protein sector, featured the annually presented Rising Star Award sponsored by Farm Credit, and the Lifetime Achievement Award.
In its third year, the Rising Star Award is presented to a protein industry newcomer who is striving towards innovation, collaboration and success for not only their business but the wider sector. The Lifetime Achievement Award is given to an individual who has had a multi-faceted and distinguished career in...
Tariff Talks 2025: Expana's Weekly Rundown #9
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #9."
GSF Promotes Bill Chiou to Vice President, Global Applications & Welcomes Guillermo Hernandez Garcia
In recent leadership news, GSF is pleased to announce the promotion of Bill Chiou to Vice President, Global Applications and the appointment of Guillermo Hernandez Garcia as Group Vice President, Supply Chain.
In late April, Bill assumed his elevated information technology role of Vice President, Global Applications. In this position, he oversees the strategic development, implementation, management, and continuous improvement of GSF’s global applications portfolio. He ensures business applications support and advance the company’s strategic objectives, operational efficiency, and digital transformation initiatives across all divisions and geographies.
Brazil Confirms First Bird Flu Outbreak on Commercial Poultry Farm in Nearly 20 Years
Brazil’s Ministry of Agriculture and Livestock (Mapa) confirmed on Friday, May 16 an outbreak of highly pathogenic avian influenza (HPAI) virus in a breeder facility for commercial poultry. The outbreak was detected on May 15 in the municipality of Montenegro, in the state of Rio Grande do Sul, where one of the largest poultry production facilities in the country is located.
“This is the first HPAI outbreak detected in Brazil’s commercial poultry farming system,” Mapa said, and added that containment and eradication measures...
ANALYSIS: Chicken Exports for March Driven by Global Uncertainty
March 2025 broiler exports totaled 568,711,000 lbs, up 1.8% year-over-year (YoY) and 3.9% from February. While the headline growth appears stable, underlying market movements suggest a broiler export sector navigating increasing trade friction and market realignment.
Taiwan saw the steepest decline, with volumes falling 47.3% YoY and 69.5% month-over-month (MoM), landing far below its 5-year March average. This aligns with ongoing geopolitical strain and shifting procurement policies, possibly tied to broader regional trade conflicts and retaliatory barriers that have sharply reduced...
Mars Opens New Pet Food Facility in Ohio
Mars has opened a new $450 million Royal Canin pet food factory in Lewisburg, Ohio, representing the largest single investment in a Royal Canin manufacturing site globally.
The new facility, spanning 450,000 square feet, will produce enough dry pet food to feed 4 million pets annually and create up to 270 new jobs over five years.
In the US, Mars operates 37 factories in addition to veterinary clinics, labs and 14 global and regional offices. This investment is part of Mars’ larger $6 billion commitment
JBS Q1 2025 Net Profit Up 50% on Pork, Poultry Gains
Brazilian meat company JBS reported a 50.5% increase in net profit in the first quarter of 2025 reaching 2.92 billion reais ($521 million). Revenue rose 8.5% to $19.5 billion.
The company said strong results in its pork and poultry operations offset continued weakness in North American beef. Seara, its Brazil-based unit, reported an EBITDA margin of 19.8%, while the North American beef business posted a negative 1.6% EBITDA margin, despite net sales up by 16%.
Beef margins were pressured by record cattle...
The Retail Rundown: Pre-Grilling Season Retail Insights
With Memorial Day fast approaching, retailers are ramping up promotions to jumpstart the unofficial kickoff to the summer grilling season—a crucial window for driving foot traffic and boosting meat department sales.
The next two weeks are key, as market participants closely watch consumer demand ahead of what is typically one of the busiest periods for beef sales. Protein items are being prominently showcased alongside vibrant seasonal produce, enhancing the appeal of in-store displays.
Seafood leads the protein feature mix this week, accounting for nearly 30% of all advertised protein items...
China, UK Trade Talks Pose Positive Opportunities for US Animal Food Industry
The American Feed Industry Association (AFIA) is pleased to see a cooling of U.S. tariffs on and retaliatory tariffs from China and a proposed trade agreement with the United Kingdom coming to fruition, given discussions late last week and over the weekend between the U.S. and respective countries’ trade officials. Both China and the United Kingdom present valuable opportunities for U.S. animal food manufacturers, which produce some of the safest, highest quality and innovative feed, feed ingredients and pet food globally...
Tariff Talks 2025: Expana's Weekly Rundown #8
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #8."
Dr. Casey Means Appointed to US Surgeon General
On May 8, Dr. Casey Means was appointed to be the next US Surgeon General by US President Trump, after a recommendation from US Health Secretary Robert F. Kennedy Jr. A forthcoming Senate hearing will occur to vote whether to confirm Means to this position, Expana has reported.
Means associates diet with the root cause of the “chronic disease epidemic” in America.
“Metabolic dysfunction is largely not a genetic issue. It’s caused by toxic American ultra-processed industrial food, toxic American chemicals, toxic American medication, and our toxic sedentary indoor lifestyles..."
US Foods Achieves Solid Q1 Results with Gains Across Key Segments
US Foods has released its financial results for the first quarter of fiscal year 2025, highlighting strong performance driven by a focused strategy and the company's ability to manage controllable factors while adapting to broader macroeconomic conditions.
“During the first quarter we outperformed the industry and again delivered strong profitability, with Adjusted EBITDA growing 9% and Adjusted Diluted EPS increasing 26%, despite the challenging operating environment and weather-related headwinds. Our results speak to the strength of our customer value proposition and relentless execution of our strategy,”...
49th Executive Conference Highlights Resilience and Future Outlook of Animal Protein Sector
This year’s Executive Conference held in Las Vegas from May 5–7 for senior leaders in the animal protein sector, was an informative show of the industry’s and what we can expect from the protein sector in the coming years.
“We feed the ever-growing needs of the entire population,” said Russ Whitman, Expana’s Director of Market Reporting, in his opening remarks.
Despite challenges related to animal health, regulatory shifts, and geopolitical tensions, the industry has demonstrated remarkable perseverance.
ANALYSIS: EU Broiler Market Update - Price Momentum, Production Growth, and Export Potential
The EU broiler market has shown notable price resilience in recent months, as average prices reached EUR 2.88/kg by the end of April 2025. This marks a year-on-year increase of 9.3%, positioning EU broiler prices ahead of those in other major poultry-producing regions such as Brazil and Thailand.
Brazilian broiler prices remain significantly lower, despite modest gains in recent weeks. Current price levels are at approximately EUR 1.5 /kg, highlighting Brazil's continued cost competitiveness in the global poultry market...
ANALYSIS: Chicken Slaughter: A Look at Q1 and What Lies Ahead
The first quarter of 2025 has extended the poultry industry’s trend of constrained production, with slaughter volumes trailing historical norms due to a mix of operational and biological challenges. January began firmly, with federally inspected chicken slaughter reaching 834.3 million head—slightly above both 2024’s level and the historical maximum for the month. However, this strength was not sustained.
February volumes fell sharply to 736.9 million head, reflecting the combined effects of widespread winter storms and plant downtime which limited live bird transport and reduced line schedules...
Secretary Rollins Requires States to Provide Records on SNAP Benefits
Today, U.S. Department of Agriculture’s Food and Nutrition Service (FNS) will require States to make certain all records associated with Supplemental Nutrition Assistance Program (SNAP) benefits and allotments are shared with the federal government.
“President Trump is rightfully requiring the federal government to have access to all programs it funds,” said Secretary Rollins, “and SNAP is no exception. For years, this program has been on autopilot, with no USDA insight into real-time data. The Department is focused on appropriate and lawful participation in SNAP, and today’s request is one of many steps to ensure SNAP is preserved for only those eligible...
The Retail Rundown: Grocers Take on Foodservice for a Slice of Mother’s Day Spending
Grocers are gearing up to win a slice of Mother’s Day sales, which are traditionally dominated by restaurants and dining out. While foodservice still captures the lion’s share of spending, supermarkets are making strategic plays to compete for consumers' dollars.
According to the National Retail Federation, Mother’s Day spending is projected to hit $34.1 billion this year—up from $33.5 billion in 2024 and just shy of the 2023 record of $35.7 billion. About 84% of US adults are expected to celebrate, spending an average of $259.04 on gifts and festivities...
ANALYSIS: Turkey Harvest Numbers Continue to Fall Below Industry Norms
The 2025 turkey slaughter trajectory is shaping up to be one of the most historically limited starts in recent memory. USDA data shows federally inspected turkey headcounts for January through March averaging just over 14.5 million per month - an 18% drop from the 24-year average and nearly 19% below the 5-year norm. February was especially weak, with only 13.27 million turkeys harvested - the lowest total for that month in over two decades. Notably, each of the first three months of 2025 has tracked below the previous recorded historical low, firmly establishing the year’s limited supply footing...
PODCAST: Agri-Food for Thought Ep 28 - M&A in the Global Agri-Food Industry, April 2025 Overview
M&A in the global agri-food industry is an ongoing and very regular trend. Although many companies are hitting the brakes on M&A as they face tariffs and market uncertainty, hundreds of deals continue to take place each month.
On today's episode of Agri-Food for Thought, we showcase selected mergers and acquisitions in the agri-food sector that took place in April 2025.
Tariff Talks 2025: Expana's Weekly Rundown #7
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #7."
ANALYSIS: Turkey Shortage Deepens: March Stocks Drop Below 2022 Levels
The total volume of turkey in cold storage has fallen below 2022 to reach a new all-time low in March. Since October 2024, there has been an ongoing trend of year-over-year (YoY) declines in the total amount of frozen turkey. This is largely attributed to low production figures and a relatively high number of disease-related issues. The total number of turkeys processed has been at an all-time low since November 2024, and this year's year-to-date (YTD) HPAI detections are at the second-highest value on record. Additionally, market discussions have suggested that avian metapneumovirus has been responsible for substantial increases in mortality...
ANALYSIS: March Chicken Inventory Trends Reflect Shifting Domestic and Export Dynamics
Cold storage inventories of chicken continue to diverge from 2023 levels, with March values up 3.1% year-over-year (YoY). Although there was a month-over-month (MoM) decrease from February to March, it was less significant than the typical five-year average decline. This overall trend was largely driven by the breast and breast meat category, which alone accounted for 32% of total chicken supplies in cold storage. Frozen holdings of breasts and breast meat were up 13.7% YoY and declined just 0.6% MoM—far less than the five-year average decrease of 4.2%.
This is particularly notable given the difficulty many domestic buyers faced in uncovering both...
Expana Establishes Advisory Board to Accelerate Growth and Global Impact in the Agrifood Sector
Expana, the world’s leading agrifood-focused Price Reporting Agency and global information provider, today announced the launch of its Advisory Board — a major step in advancing its commercial momentum, industry influence, and global reach.
The newly appointed Advisory Board brings together 12 senior executives from across the agrifood value chain with experience from a wide range of businesses including Tyson, Mars, PepsiCo, Nestle, Bunge, Compass Group, Goldman Sachs, General Mills and many more. This move reinforces Expana’s commitment to empowering businesses...
Smith Packing Recalls Approximately 18,792 Pounds of RTE Sausage and Sliced Meat and Poultry Product
According to an announcement from the US Department of Agriculture’s (USDA) Food Safety and Inspection Service (FSIS), Smith Packing, LLC is recalling approximately 18,792 pounds of ready-to-eat sausage and sliced meat and poultry products due to excessive sodium nitrite levels.
This recall follows an investigation prompted by customer complaints about an off-putting taste and/or discoloration of the product.
The affected items were produced between February 19 and April 24, 2025, bear establishment numbers “EST. 4578”...
The Retail Rundown: Grocers Turn Up the Heat
Grocers are turning up the heat in this week’s circulars, leaning into classic summer grilling staples—ribs, burgers, and barbecue fixings—signaling early excitement for the season even with Memorial Day still a few weeks away.
Seafood tops this week’s retail protein promotions, claiming roughly 28% of total ad space. Beef follows with 24.7%, trailed by pork at 23.1% and chicken at 20.2%. Turkey ads were slashed by half compared to last week, now accounting for just 3% of circular space.
Retailers are also highlighting festive favorites ahead of Cinco de Mayo. Ground beef in the 78–84% lean range averaged $4.89 per...
Sysco Corporation Delivers Q3 Financial Results
Sysco Corporation released its financial results for the third quarter of its fiscal year, highlighting some growth despite a challenging operating environment. Unfavorable foreign exchange movements, disruptive weather events, wildfires, and softening consumer confidence have all impacted results for the period.
Total Sysco
Sysco Corporation reported a 1.1% increase in sales for the third quarter, despite a 2.0% decline in U.S. Foodservice volume. Gross profit edged down 0.8% to $3.6 billion, while operating income fell 5.7% to $681 million. Adjusted operating income declined 3.3% to $773...
US Agriculture Secretary Brooke Rollins Announces Major Win for Texas Farmers and Ranchers in Water Negotiations with Mexico
U.S. Secretary of Agriculture Brooke Rollins announces a major win for American agriculture by securing the agreement of the Mexican government to meet the current water needs of farmers and ranchers in Texas as part of the 1944 Water Treaty. The Mexican government committed to transfer water from international reservoirs and increase the U.S. share of the flow in six of Mexico’s Rio Grande tributaries through the end of the current five-year water cycle...
Dollar Tree Names New Chief Supply Chain Officer
Dollar Tree, Inc. has announced the retirement of Chief Supply Chain Officer Mike Kindy, who joined the company in May 2023.
“From overseeing complex distribution networks to modernizing our supply chain strategy, his contributions have been instrumental in positioning our company for long-term success. We are grateful for Mike’s service and wish him all the best in his upcoming retirement,” said Mike Creedon, the company's Chief Executive Officer.
Kindy will be succeeded immediately by Roxanne Weng.
Weng brings over 30 years of experience in the retail industry...
Tariff Talks 2025: Expana's Weekly Rundown #6
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Red Robin Gourmet Burgers Announces Leadership Transition
Red Robin Gourmet Burgers has announced the resignation of its President and Chief Executive Officer, G.J. Hart, after more than five years of leadership at the company.
During his tenure, Mr. Hart implemented key initiatives that significantly enhanced the guest experience and repositioned Red Robin as an operations-focused brand.
Effective immediately, David A. Pace will succeed Mr. Hart as President and CEO.
To ensure a smooth transition, Mr. Hart will continue to serve in an advisory role through September.
Pace, current Chairman of the...
McDonald’s Adds McCrispy Strips and Creamy Chili Dip to Permanent Menu
As temperatures rise, quick-service restaurants are adjusting menus to satisfy seasonal cravings. In its effort to expand offerings, McDonald’s turned to its customers—on social media and beyond—to ask what they wanted most. The overwhelming answer: more chicken.
Responding to that demand, McDonald’s is launching its first permanent menu addition since 2021. Starting May 5, the brand will debut its new McCrispy Strips, served with a Creamy Chili Dip.
"Since stepping into my new role as a leader of the U.S. business this year...
ANALYSIS: 2025 YTD Turkey Poult Placements Down 4.0%: Hen Supply Hit Hardest
Year-to-date (YTD) poult placements in 2025 hover an average of 4.0% below the 5-year average. This is a continuation of the ongoing trend of below-average supplies. While HPAI cases are less frequent and the new avian metapneumovirus vaccines are starting to be implemented, the losses sustained by the industry leave a lasting impact that is not quickly overcome. For these reasons, hatcheries only have so many eggs they can set, and growers are also restricted on the number of birds...
ANALYSIS: Broiler Production Outlook Brings Expectation of Gains
As we approach the tail end of April, protein market participants are weighing a number of variables as they attempt to hone their expectations for the road which lies ahead. For stakeholders in the chicken sector, concerns around disease, low hatchability, and live weights remain front and center.
Despite persistent uncertainty, the second-quarter broiler production expectations are projected to post the largest year-over-year (YoY) increase among all of the major protein categories. According to the Livestock, Dairy, & Poultry Outlook, the latest Q2 forecast stands...
NCC Statement on Withdrawal of Salmonella Framework
NCC today released the following statement in response to FSIS withdrawing the proposed Salmonella Framework for Raw Poultry Products:
“We remain committed to further reducing Salmonella and fully support food safety regulations and policies that are based on sound science, robust data, and are demonstrated to meaningfully impact public health,” said Ashley Peterson, Ph.D., NCC senior vice president of scientific and regulatory affairs.
Peterson said as it was written, though, this Framework:
Mother’s Day Wishes Revealed According to OpenTable Research
Mother’s Day is meant to be a time of pampering and appreciation, but for many moms, the planning still lands on their to-do list.
According to research from OpenTable, 44% of moms say having others make plans to celebrate them is what makes Mother’s Day truly special. Yet, despite this, 39% of moms end up making their own reservations.
It's no wonder nearly 30%, nearly a third, say what they’re most looking forward to is some well-deserved “me time” and a chance...
Chipotle Reports Q1 2025 Revenue Growth Despite Avocado Cost Pressures
California-based chain Chipotle Mexican Grill, Inc. reported its first-quarter results for the period ended March 31, 2025.
First quarter highlights, year over year:
Farm Bureau Calls for Clarity in WOTUS
The American Farm Bureau Federation today asked for changes to the “Waters of the United States” rule to bring it in line with the Sackett v. EPA Supreme Court ruling, which called for more clarity in water regulations. AFBF submitted comments in response to the Environmental Protection Agency’s request for recommendations.
“Considering drains, ditches, stock ponds, impoundments, irrigation ditches, and low spots in farm fields and pastures as jurisdictional ‘waters’ opens the door to regulation of ordinary farming activities that move dirt or apply products to...
ANALYSIS: Turkey HPAI Update - Week of 4/6/25
Outbreak Summary
On a year-to-date (YTD) basis, approximately 1.67 million turkeys have been lost to HPAI in 2025. This is up 499% year-over-year (YoY) and is down 56% 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. There have been 11 unique states impacted which is the largest YTD value since the start of the outbreak, up 83% YoY and up...
Exclusive International Trade Centre Interview: Implications of Trump’s Tariff Regime
Julia Spies is the Chief of Trade and Market Intelligence for the International Trade Centre (ITC) in Switzerland. Spies and team analyze trade information and publish findings about market-specific trade intelligence on multiple online platforms, like Tradebriefs.intracen.org.
Recent shifts in the world of trade, including the latest round of United States tariffs and trade measures by other countries, has kept Spies and company busy, to say the least.
However, ITC members have watched trade measures, and in particular their impact on developing countries, long before these recent changes...
ANALYSIS: Chicken Hatchery Trends Signal Supply-Side Expansion Amid Market Volatility
Although prevailing Q2 marketing conditions remain broadly bullish across much of the chicken complex, the environment is far from sedate as market participants navigate a constantly evolving set of challenges. Widespread disease concerns, shifts in average live weights, and ongoing global trade tensions continue to cloud visibility for speculative buyers and sellers alike. Amid this uncertainty, industry stakeholders are focusing on one of the more predictable components of the supply chain: Hatchery performance.
The most recent weekly hatchery figures reflect a familiar year-over-year...
Tariff Talks 2025: Expana's Weekly Rundown #5
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Walmart Opens New Distribution Center in Florida
Walmart cut the ribbon on its newest distribution center. The facility is located at 1511 Zoo Parkway in Jacksonville, Florida. It will receive and process items for delivery to 18 Sam's Club locations across Florida, Georgia, South Carolina and 7 other clubs in Puerto Rico. It was will also store and sort imported goods for delivery to four distribution centers across the Southeast.
“Jacksonville is continuing to build its reputation as a logistics hub and the place to be to reach customers throughout the Southeast...
Campbell’s Announces Key Leadership Changes to Drive Growth in Snack Division
The Campbell’s Company has announced the resignation of Chris Foley, a longtime company veteran and President of the Snacks division.
Effective May 12, 2025, Foley will be succeeded by Elizabeth Duggan, who will lead the continued growth and margin expansion of Campbell’s Snacks business.
Duggan joined Campbell’s in 2019 as Senior Vice President of the Transformation Office. In 2022, she was appointed Senior Vice President and General Manager of Campbell’s Canadian business, where she delivered strong revenue and earnings growth...
Kroger Appoints Key Retail Leaders
Kroger appointed Joe Kelley, president of the Colorado-based King Soopers & City Markets division, to be senior vice president of Retail Divisions. Kelley is an industry veteran of nearly 40 years. He has held a number of executive leadership roles across a variety of retailers, including Price Chopper, Stop and Shop, Star Market, and Shaws Supermarkets. Kelley joined the Kroger enterprise in 2019.
"Joe is a customer-centric leader who brings broad industry experience, with a strong track record of making stores great places to shop," said Ron Sargent, Chairman and...
ANALYSIS: February Turkey Exports Reveal Shifts in Key Markets
In a continuation of the trend established in August 2024, total export volumes for the U.S. were down year-over-year (YoY) in February. However, not all individual countries followed this trajectory, as two of the top five, the Dominican Republic and the Bahamas, actually imported greater amounts than they had last year. Meanwhile, the exports to Mexico, Guatemala, and Canada were down in keeping with the total values.
While month-over-month (MoM) values also declined, the decrease from January to February was less...
Expana’s WFA Opens Applications for 2025 Mentorship Programme to Support Women in Agrifood
Expana’s Women in Food and Agriculture (WFA) initiative has officially opened applications for its annual mentorship programme, designed to support and accelerate the careers of women across the agrifood sector.
Now in its fourth year, the program, supported by global animal nutrition and biotechnology company Alltech, connects women in the industry with experienced mentors of any gender. Since its launch in 2021, WFA has successfully matched more than 1,500 professionals, creating meaningful relationships that foster career growth and leadership development in...
The Retail Rundown: Protein Adds to Holiday Price Gains
Easter week has arrived and grocers are tapping into the holiday's spending momentum. But for consumers, Easter dinner is shaping up to be pricier than last year, with many holiday staples seeing year-over-year price increases.
According to Expana’s latest US Easter Index—which tracks price changes in key holiday-related commodities—overall prices rose 11.8% year-over-year, driven largely by higher costs in the protein and bakery categories.
Expana’s Easter Protein Index, which covers lamb, beef, pork, salmon, cod, and eggs...
Joel Yashinsky Appointed Chief Marketing Officer of Burger King US & Canada
Today, Burger King® announced Joel Yashinsky as Chief Marketing Officer for the US & Canada. Yashinsky will build on the brand’s existing Reclaim the Flame plan that was created with the advice and support of Burger King Franchisees.
“We are thrilled to welcome Joel to the Burger King leadership team and the broader BK family,” said Tom Curtis, President of Burger King US & Canada. “Joel joins us at an exciting time for the brand, and brings the ideal mix of strategic marketing...
ANALYSIS: Tariff Escalation Between US and China Fuels Ripple Effects in Brazil–China Beef Trade
The latest round of tariff sanctions has intensified uncertainties in the global beef market. The most recent update saw China announcing an equivalent 125% tariff on US goods in response to the latest tariff increase on Chinese imports, clarified by the White House to be a total of 145%. In the same announcement, President Trump set a 10% baseline tariff for a 90-day period to all countries not engaging in equivalent tariff actions.
While it remains unclear whether beef is...
Tariff Talks 2025: Expana's Weekly Rundown #4
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #4."
ANALYSIS: HPAI and Tariff Concerns Likely Impact U.S. Broiler Export Patterns
Total U.S. broiler exports were up both year-over-year (YoY) and month-over-month (MoM) in February, despite a 5-year average MoM decrease. Three of the top five export destinations purchased more MoM compared to the average or they didn't decrease their purchasing as much as on average. These countries were Cuba, Taiwan, and the Philippines. There are a couple of different factors that may have been major influences in this shift: The fears about HPAI cases, and the uncertainty...
ANALYSIS: Turkey Market Prices Surge as Slaughter Numbers Decline
Monthly turkey slaughter values continue to be reported at record lows with February's headcount retreating 18.8% year-over-year (YoY). This puts year-to-date (YTD) values down 12.4% YoY. Meanwhile, according to data reported from the National Chicken Council, per capita consumption of turkey throughout 2025 is only forecasted to decline 4.5% YoY. With demand outpacing production, prices for much of the turkey complex have been climbing.
Over a quarter of Expana's current turkey quotations are at all-time high values and more than...
The Retail Rundown: Easter Momentum Builds
In the final full week of Lent, seafood accounts for 35% of all protein retail promotions, gaining ground on pork, which holds 23% of ad space. Beef promotions slipped to 20%, while chicken has 15%. Lamb and veal promotions, though still minimal, doubled from the previous week, rising to 2% ahead of Easter.
Notably, Easter falls late this year—on April 20—affecting year-over-year (YOY) comparisons. Ham promotions last week were offered at premium price points compared to 2024. Discounted boneless smoked hams averaged...
TiNDLE Foods Reaches National Grocery Footprint with Kroger Family of Stores Expansion
TiNDLE Foods announces its largest U.S. retail expansion to date, launching in over 500 grocery locations by the Kroger Family of Stores, including Fred Meyer, Ralphs, and Smith's. This rollout celebrates a 9-fold increase in TiNDLE's U.S. retail presence in the last 12 months, as TiNDLE Chicken is now sold in over 1,300 stores, and follows the successful introduction of its Stuffed Chicken products last summer.
Starting this week, TiNDLE Stuffed Chicken is available in 506 Kroger Family of Stores, and TiNDLE's...
Hormel Foods Announces Resignation of Supply Chain VP Steve Lykken, Appoints Kevin Myers as Interim
Hormel Foods has announced that Steve Lykken, its Group Vice President of Supply Chain, has resigned after 32 years with the company.
In the interim, Kevin Myers, a longtime company veteran, has been appointed as the Group Vice President of Supply Chain.
“We are fortunate to have Kevin, a highly respected and proven leader with deep expertise, stepping into the role of interim group vice president of supply chain. With Kevin at the helm, we remain focused on...
Vertical Cold Storage Acquires Arctic Logistics in Detroit Metro Area
Vertical Cold Storage, a developer and operator of temperature-controlled distribution centers sponsored by real estate investment firm Platform Ventures, has purchased Arctic Logistics in Canton, MI. The acquisition is the fifth new Vertical Cold facility in the past year, making it the sixth largest cold storage company in North America. Terms were not disclosed.
“This acquisition strengthens our ability to support customers engaged in cross-border trade and adds a critical location to our growing national footprint,” said Jim Henderson, Chief Commercial Officer at...
Asian Markets Plunge as Trump's Global Tariff Turmoil Deepens
Hong Kong (CNN) — Asian markets plunged on Monday, deepening a global stocks rout triggered by US President Donald Trump's trade war and China's forceful response to unexpectedly high tariffs.
Japan's benchmark Nikkei fell by more than 8% shortly after opening, while the broader Topix index last traded more than 6.5% lower after recovering from its steepest losses.
In mainland China, where markets reopened after a public holiday, the Shanghai Composite Index was last trading 6.7% lower. The blue-chip CSI300 index lost 7.5%. In Hong Kong, the benchmark Hang Seng index...
Tariff Talks 2025: Expana's Weekly Rundown #3
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PODCAST: "Agri-Food for Thought" Ep. 27 - VIV Asia, a Mirror of APAC Market Sentiment?
On today's episode of Agri-Food for Thought, we discuss market sentiment picked up at VIV Asia 2025, a leading trade show for the feed-to-food industry in Asia. Held from March 12-14 in Bangkok, the event drew top agri-food industry leaders, innovators, and key decision-makers from around the world. It was a showcase for innovation in animal protein production, processing, and...
FEATURED STORIES
ANALYSIS: The Butts Are Back, Grilling Season Sparks Price Spike in May
ANALYSIS: From Boom to Bottleneck, 10 Years of US-China Beef Trade and What’s Next