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...

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

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...

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...

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.

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.

...

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...

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

The Retail Rundown: Strategic Promotions Boost October Protein Opportunities

October offers a strategic window for retailers to tap into increased consumer demand for protein, thanks to the alignment of seasonal supply, promotional campaigns, and competitive pricing.

National Pork Month, observed this month, coincides with a peak in pork production—averaging about 2.5 billion pounds over the past five years, up nearly 9% from September.

This seasonal surplus enables retailers to run targeted promotions that pair attractive pricing with educational content, driving both consumer engagement and sales...

Vertical Cold Storage's Strategic Expansion with First Customs Bonded Warehouse

In today's global trade environment, customs bonded warehousing has become increasingly appealing to businesses seeking financial flexibility.

Tariffs can significantly inflate costs, but by deferring duties until products are sold in the US market or re-exported, companies can optimize cash flow and gain strategic operational advantages.

Vertical Cold Storage, a leader in cold storage and logistics for the food and beverage industry, is marking an achievement with the full licensing of its first customs bonded warehouse.

The company strategically chose to expand at its...

ANALYSIS: Uruguay’s Beef Exports Down 9.4% MOM in September to 29,369 mt

According to the latest data released by Uruguay’s National Customs Directorate, fresh beef exports dropped 9.4% MOM to 29,369 metric tons (mt) in September. Compared to the same period last year, this is still 14.1% higher.

China continued to play a significant role as the main destination with 45.4% of total shipments in September, or 13,337 mt. This is 9.0% lower than August but reflects a notable 30.2% growth YOY. On a year-to-year basis, beef exports to the Asian country accounted for 116,187 mt so far this year, a 4.9% growth compared to the same period in 2024...

New Report From FMI Reveals a Significant Shift in Consumer Dining Habits

A new report from The Food Industry Association (FMI) uncovers a significant shift in dining habits.

The study shows that consumers are increasingly choosing deli-prepared foods in place of restaurant meals.

The Power of Foodservice at Retail 2025 examines the factors influencing consumer motivation for choosing deli-prepared options, offering insights from the consumer's perspective on foodservice at retail.

Data from the report revealed that 53% of Americans now take a hybrid approach to creating meals; combining deli-prepared options with other items...

2025 Industry Insights on Consumer Resilience and Holiday Shopping Trends From ICSC

In 2025, the world continues to navigate challenges like the fluctuating job market, food inflation, politics and tariffs.

Amid these uncertainties, the International Council of Shopping Centers (ICSC) is dedicated to supporting and enhancing marketplaces where people shop, dine, work, play, and gather, viewing them as vital to both communities and economies.

The company has released its 2025 Holiday Shopping Intentions survey, highlighting consumer resilience in seeking value and experiences despite individual financial obstacles.

The survey indicates an anticipated 3.5-4% growth in retail...

Campbell's Names Todd Cunfer as New Executive VP and CFO

Campbell's has appointed a new Executive Vice President and Chief Financial Officer following the resignation of Carrie Anderson.

The company welcomed Todd Cunfer to his new position in an announcement Tuesday, effective October 20, 2025.

Cunfer will oversee Campbell’s finance functions, including controllership, corporate financial planning and analysis, corporate strategy and development, tax, treasury, internal audit, investor relations, transactional services, and financial systems.

He is a seasoned industry executive with more than 25 years of experience in the consumer packaged goods industry...

ANALYSIS: Brazil’s Fresh Beef Exports Set a New Record at 314,690 mt in September 2025

According to the latest data released by Brazil’s Ministry of Development, Industry, Trade, and Services, Brazilian beef exports totaled 314,690 mt in September, reflecting a 17.2% monthly growth and a 25% increase year-over-year (YOY). This figure surpassed the previous record of 276,879 mt achieved two months ago...

Arby’s Debuts Steak Nuggets for a Limited-Time

Today, amidst the overwhelming popularity of chicken options in food service, Arby's is betting on its latest innovation.

True to its slogan, "We Have the Meats," the company has launched steak nuggets for a limited time.

“Who doesn’t love tender and savory steak? But, until now, it’s been inconvenient to eat, particularly on the go,” said Jeff Baker, Chief Marketing Officer at Arby’s. “That’s why we created this new innovative product. Two of America’s favorite foods – nuggets and steak – combined to create Arby’s Steak Nuggets. No knife needed, fork...

ANALYSIS: Australia’s Q3 2025 Beef Exports Soar 16.2% YOY on China-Led Surge

Australia’s beef exports in Q3 2025 surged 16.2% year-on-year (YOY) to 425,016 metric tons (mt), data from the Department of Agriculture, Fisheries and Forestry (D.A.F.F.) showed.

Exports expanded by 59,176 mt in the third quarter as Australia capitalized on global supply gaps and tariff-driven realignments in key markets.

China led the quarterly growth, with volumes climbing 55.6% or 26,431 mt as buyers turned to Australian beef to replace grain-fed US product following punitive tariffs and delayed import license renewals since April...

Expana Announces Agri-Food Europe 2026: The Industry Event for Market and Procurement Strategy

Expana, the world’s largest food and agriculture price reporting agency (PRA) and market intelligence provider, announces the return of Agri-Food Europe, taking place February, 25-26, 2026, at the Hotel Okura in Amsterdam.   

Building on a successful 2025 edition that united over 300 senior executives across buying, selling, finance, sourcing, and supply chain roles, Agri-Food Europe 2026 stands as the strategic industry event for global leaders in the food and agriculture commodity markets. 

The event delivers two days of critical market insight

FSIS Issues Public Health Alert For Ready-To-Eat Meals That May Be Contaminated With Listeria

The U.S. Department of Agriculture’s Food Safety and Inspection Service (FSIS) is issuing a public health alert for FSIS-inspected ready-to-eat meals produced by FreshRealm containing a Food and Drug Administration (FDA) regulated ingredient, specifically spinach, that may be contaminated with Listeria monocytogenes (Lm).

FSIS expects additional affected products to be identified and will update this public health alert as more information becomes available. Consumers should check back frequently.

The following products are subject to the...

Trump Teases Lula Meeting; Implications for Global Beef, Coffee Markets

On October 6, US President Trump teased an upcoming meeting with the Brazilian President via Truth Social. The current tariff expense for doing trade between the two countries has reorganized the flow of beef and stifled coffee trade, for example. Individuals involved in these markets and beyond are waiting to see if US tariffs on Brazil will be revised.

“This morning, I had a very good telephone call with President Lula, of Brazil. We discussed many things, but it was mostly focused on the Economy, and Trade, between..."

Port of LA Seeks Proposals for New Pier 500 Container Terminal

The Port of Los Angeles has announced its search for proposals from parties interested in the pre-development of Pier 500, a project designed to boost cargo efficiency and accommodate larger, next-generation cargo ships. This development comes after decades of efforts to increase capacity amid rising demand at one of the United States' busiest ports.

The proposed site for Pier 500 spans 200 acres and will feature two berths and approximately 3,000 linear feet of new wharf. Situated at the southern tip of...

Tariff Talks 2025: Expana's Weekly Rundown #29

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 #29."

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.

...

On September 29, the US placed 50% tariffs on imports of timber, lumber, and their derivative products, according to the US Presidential Action. 

Also starting October 1, the US will be imposing 100%...

DoorDash Announces New Innovations With Delivery Robots and App Enhancements

DoorDash has recently made headlines with innovative strategies connecting customers to local retail, food, and beverages.

Its mission, as stated on its website, is "to empower and grow local economies by opening doors that connect us to each other. When you order something you need, local merchants get business, and Dashers get paid."

The company continues to look for ways on pressing the dial in service, while elevating its features. It recently announced the launch of the DoorDash Dot- a fully electric, autonomous delivery robot...

ANALYSIS: US 2025 Ground Beef Heats Up, Pre-Labor Day Sales Jump 12%

In the week leading up to Labor Day 2025, the retail fresh ground beef market outperformed the same period in 2024 according to Circana data, with total sales climbing 12% year-over-year (YOY). Distribution improved modestly by 3%, reflecting stronger retail penetration, while discounted sales rose only slightly. This signals that the bulk of demand strength was driven by underlying consumer pull rather than promotional activity. 

Course ground blends highlighted this trend. The 70–77% lean...

FDA Conditionally Approves First Drug for Prevention and Treatment of New World Screwworm 

Today, the U.S. Food and Drug Administration conditionally approved Dectomax-CA1 (doramectin injection) injectable solution for the prevention and treatment of New World screwworm larval infestations, and prevention of NWS reinfestation for 21 days. Dectomax-CA1 is conditionally approved for use only in cattle. 

“We understand the urgency with which America’s farmers and ranchers are asking for tools to fight New World screwworm,” said FDA Commissioner Marty Makary, M.D., M.P.H. “Today’s conditional approval – the first in the U.S. for NWS – shows our dedication to rapidly advancing important animal medicines when they are needed most. We...

ANALYSIS: USDA Report Highlights Continued Declines in Frozen Pork Inventories

The USDA’s August Cold Storage report, released on Friday, reveals that frozen pork stocks have remained near 10-year lows throughout most of 2025, with several months registering inventories 10–20% below the decade-long average. This persistent shortfall reflects a combination of reduced hog slaughter and production volumes, driven in part by recent disease outbreaks, alongside the lingering impact of the Prop 12 implementation in 2024. Seasonal inventory patterns, characterized by spring and...

ANALYSIS: US Boneless Beef Cold Storage Stocks Hit 52-Week Low in August 2025

Boneless beef stocks hit a 52-week low in the latest USDA Cold Storage report, with just 354.7 million pounds (M lbs) in freezers nationwide. This marks a modest month-over-month decline of 2.3 M lbs (-0.7%).

On a year-over-year basis, 2025 cold storage levels have closely mirrored 2024, with both years consistently falling below the 5-year average. The reduced cattle slaughter has led to tighter supplies and lower volumes of beef entering cold storage. Meanwhile, existing inventory is being...

ANALYSIS: US Flank Steaks Remain at Unprecedented Levels for This Time of Year 

Flank steak prices typically decline as summer winds down and grilling season comes to a close, but 2025 has proven to be an exception. In September, weekly prices reached a historic high, surpassing the previous record set in 2023. Since August, values have reached their highest levels for this period in nearly four decades, surpassing all years back to 1985. 

Historically, flank steak prices begin to soften from mid-to-late July into August. However, that seasonal decline hasn't occurred this...

Trump Claims He Will Meet With Lula; No Date Yet

On Tuesday in New York, US President Trump gave remarks to the United Nations General Assembly, via the White House live stream. At the end of his remarks, Trump began speaking about tariffs--disclosing that he'd be meeting with Brazilian President Lula in the coming week(s).

"Brazil now faces major tariffs in response to its unprecedented efforts to interfere in the rights and freedoms of our American citizens and others," started Trump who alluded to the conviction of former Brazilian President Bolsonaro and about unfair trade between the US and Brazil...

Expana Unveils New Unified Platform Transforming Global Food Market Data Into Strategic Intelligence

Expana, the world’s largest agri-food-focused Price Reporting Agency (PRA), launches a modern integrated platform that combines trusted pricing data with AI-enhanced cost models and personalized insights.

Built on the legacy of Urner Barry, Mintec, Feedinfo, Tropical Research Services (TRS) and Stratégie Grains, Expana unites 200+ years of expertise into a modern hub. The platform delivers a comprehensive food commodity database and actionable intelligence for volatile markets.

Expana is supported by IOSCO-assured pricing, predictive analytics, cost modeling and expert analysis.

United Natural Foods Announces Fourth Quarter Financial Results

United Natural Foods has released details of its financial results for the final quarter of its fiscal year.

Net sales reached $7.7 billion in the quarter, marking a 1.6% increase year-over-year (YOY). The gross profit for this period was $1.03 billion.

The report highlighted operating expenses of $1.046 billion, or 13.6% of net sales, compared to $1.075 billion, or 13.2% of net sales in 2024.

The company reported a net loss of $87 million in the fourth quarter...

Potential Tariff Adjustments for Aligned Partners: Coffee, Cocoa Among Exempt Commodities

As of September 5, products like coffee, cocoa, and tea (along with hundreds more) may be exempt from US reciprocal tariffs if a country’s leaders make a deal with the US trade team, according to a White House fact sheet that specifies exemptions for trading partners that make substantial, reciprocal commitments to mitigate the national emergency-inducing trade-deficit.

To date, market participants watched as deals with the European Union and Indonesia provided a vague mention towards exemptions for “natural resources” like EU cork...

ANALYSIS: September Pork Cutout at Decade Highs Despite Recent Softening

The weekly Expana Pork Carcass Cutout is navigating at 10‑year highs for September, despite some recent softening in daily readings. The cutout is currently 7.9% above this same point in 2024 and 28.4% higher than the 10‑year average...

UPDATE: Public Health Alert for Listeria Contamination in Marketside Linguine with Beef Meatballs

Editor's Note: The FSIS updated this health alert September 26, 2025 after this article was published. This story was updated to reflect those changes on September 29, 2025.

In addition to the “MARKETSIDE LINGUINE WITH BEEF MEATBALLS & MARINARA SAUCE”, which can be found at Walmart, the FSIS updated its announcement to include “TRADER JOE’S CAJUN STYLE BLACKENED CHICKEN BREAST FETTUCINE ALFREDO” found exclusively at Trader Joe's.

This product comes with "best if used by" dates of September 20, 24 and 27 of 2025 printed on the label, and bears...

ANALYSIS: Hogs and Pigs Report Reflects Smaller Breeding Herd

According to the USDA's Quarterly Hogs and Pigs report, the total United States hog and pig inventory as of September 1, 2025, was 74.5 million head. This figure was down 1% from the same period in 2024 but up 1% from the previous quarter. The breeding herd totaled 5.93 million head, reflecting a 2% decline year-over-year and a slight decrease from June. Market hog inventory came in at 68.5 million head, also 1% below last year but 1% higher than the prior quarter.

The report shows a modest...

ANALYSIS: Japan’s Aug 2025 Beef Imports Pull Back 7.9% MOM as Household Spending Sags

Japan’s beef imports in August 2025 fell 7.9% month-on-month (MoM) at 43,221 metric tons (mt), according to the latest data from Japan’s Trade Statistics.

Inbound shipments dropped 3,720 mt from the prior month, with weaker volumes noted across all key suppliers such as from Australia, the United States (US), Canada and New Zealand.

Kroger and DoorDash to Bring Fast, Convenient Grocery Delivery to Millions Nationwide

DoorDash, a global leader in local commerce, and The Kroger Co., America's grocer, announced an expansion of their relationship to bring Kroger's full grocery assortment, including fresh food, exclusive Our Brands products, and affordable everyday essentials to customers. Through the expanded relationship, Kroger will make shopping easier for customers, leverage the company's growing store network in new ways, and attract new households and incremental shopping occasions.

Customers want the convenience of on-demand delivery paired with value and savings from their...

FSIS Issues Recall for 58 Million Pounds of Corn Dogs and Sausages on a Stick Products

The Food Safety and Inspection Service (FSIS) of the US Department of Agriculture (USDA) has announced a recall of approximately 58 million pounds of corn dog and sausage-on-a-stick products. This action follows reports of wood pieces being embedded in the product batter.

An investigation was prompted by multiple customer complaints and has, so far, identified five injuries associated with the issue.

Hillshire Brands Company conducted an internal investigation, revealing that fragments from the wooden sticks entered the production...

Secretary Rollins Speaks on State of Farm Economy; Announces Suite of Actions to Support Farmers

Today, in Kansas City at the Agriculture Outlook Forum, U.S. Secretary of Agriculture Brooke L. Rollins spoke on the current state of the farm economy in the United States and addressed the ways President Trump is supporting American agriculture. U.S. farm production inputs are significantly more costly than four years ago, putting pressure on farmers’ bottom line. Between 2020 and now, seed expenses have increased 18%, fuel and oil expenses increased 32%, fertilizer expenses increased 37%, and interest expenses increased by a whopping...

Standard Meat Company Celebrates 90 Years with New Fort Worth Facility

Proven Leadership, People-First Focus, and an Innovative New Plant Build on Strong Family Foundation for the Future

Standard Meat Company (SMC), a fourth-generation, family-owned innovator in the protein processing and packaging industry, celebrated a major milestone with 90 years in business.

Founded in 1935 (with roots going back even further to a family meat stall in Fort Worth's historic public market) the company has evolved into a global supplier for the food service and retail industries, partnering with some of the most forward-thinking...

ANALYSIS: Veal Slaughter Remains Well Below Year Ago Levels

USDA data shows special-fed veal slaughter in the Northeast and North Central regions remains well below prior years, with year-to-date totals through mid-September 2025 at 50,984 head, down 35% from 2024 and over 40% below 2022. Weekly kills have consistently tracked under the 3-year average. According to some market participants, supplies remain short as calf availability continues to be limited, in part due to market competition and elevated young calf values.

Packers have also been operating on reduced schedules, with several noting difficulty securing consistent head...

ANALYSIS: US Lamb Weights Trending Lighter

US lamb liveweights have been trending below year-ago levels in recent weeks, with USDA Federally Inspected weekly slaughter data showing averages 6 to 9 pounds lighter than the same period in 2024. Early September weights came in around 112 to 114 pounds, down from the 121 to 122 pound range seen during this same time last year. While the year-to-date average is holding near 123 pounds, roughly flat with 2024, it masks a consistent seasonal downtrend that began in late June...

Tariff Talks 2025: Expana's Weekly Rundown #28

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 #28."

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.

...

On Tuesday in New York, US President Trump gave remarks to the United Nations General Assembly, via the White House live stream...

ANALYSIS: Argentina’s Beef Exports Rose 11.2% M-O-M in August to 70,854 mt

Argentina’s beef exports increase for the fifth consecutive month, up 11.2% month-over-month (M-O-M) to 70,854 metric tons (mt) in August, according to the latest data released by the National Institute of Statistics and Census. On a year-over-year (Y-O-Y) basis, this represents a slight 1.1% gain compared to the same period in 2024.

China remained by far the main destination for Argentina’s beef, representing 72.2% of total exports in August, reaching 51,177 mt. This is 12.1% higher than July’s figure and accounts for a marginal 0.7% increase Y-O-Y. On a year-to-date basis, China’s share of Argentina’s beef exports now stands at 69.9%, totaling...

ANALYSIS: New Zealand’s Aug 2025 Beef Exports Retreat to 29,805 mt on Low Output

New Zealand’s beef exports in August 2025 fell for the third straight month, coming in at 29,805 metric tons (mt), according to the latest data from Stats NZ.

Falling to the lowest level since October 2024, outbound shipments were 19.5% lower, or 7,218 mt compared to July 2025 across all key destinations including the United States (US), China, Japan and Korea, while shipments to Canada increased...

US Commodity Markets Brace for More Extreme Weather and Hurricane Activity – Agri-Food Americas 2025

Presenting at Agri‑Food Americas 2025 in Chicago, James Tyler, Weather and Crop Researcher at Expana, and Francina Dominguez, assistant professor at the Department of Atmospheric Sciences at the University of Illinois Urbana‑Champaign, said extreme weather events are becoming more frequent and severe across the US.   

Dominguez showed that global surface temperatures in the last 10 years were the warmest on record since the dawn of agriculture. Dry areas are projected to become drier, places that are wet are projected to be...

AI, Data, Agile Partnerships to Be Strategic Focuses in Next Decade, Says Agri-Food Americas Panel

Industry executives gathered at Agri-Food Americas 2025 in Chicago today to discuss disruptors and opportunities shaping the global food sector over the next decade. Participants included Dave McMurray, former Chief Procurement Officer at Kellanova; Jonathan Ostroff, Founder of Fusion Foods; and Thomas Isaf, President of Interra International.    

McMurray cautioned about political uncertainty, saying, “political climate is always volatile, difficult to predict.” He emphasized the importance of mastering AI and using the right data, noting that being an early adopter of AI tools...

Supply and Demand Trends for Amino Acids, Vitamins, and Feed Phosphates - Agri-Food Americas 2025 

Elliot Holgate, Expana’s market reporter for Feed Additives - Latin America, and Kevin Bull, Expana’s senior forecast analyst, teamed up at Agri-Food Americas 2025 today to outline the regional and global drivers behind key feed additives. Holgate provided a snapshot of some industry amino acid and vitamin market dynamics, while Bull gave a glimpse of the price forecasting capacity Exapana now provides for methionine and vitamin E.   

Holgate demonstrated the highly concentrated nature of lysine production, noting that three producers account for more than one-third of global capacity and 76% of lysine capacity is located in China. “Capacity has grown 74% between 2019 and 2024, but consumption has declined by 2%. Chinese lysine production and capacity increases far outweigh global consumption growth and this has resulted in anti-dumping investigations in the EU, Brazil and US," he said, adding that since anti-dumping duties were implemented earlier this year in Europe, Chinese FOB prices in Europe dropped.

Feed and Bakery Procurement Execs in Chicago Promote Strategic Partnerships to Navigate Volatility

A panel of procurement leaders from the food and agriculture sector discussed the significant market challenges of 2025 and strategic responses to ongoing volatility during Expana’s Agri-Food Americas conference in Chicago today.   

Panelists included Jason McDonald, Senior Manager of Procurement at Sara Lee Frozen Bakery; Ed Fish, Senior Vice President at Bay State Milling; Jerry W. Rogers, Senior Director of Procurement for Feed Ingredients at Wayne Sanderson.   

Rogers pointed to the difficulty of managing risk amid historically low commodity prices.

Trade, Debt and Demographics Shape Next Era of Agricultural Policy – Agri-Food Americas 2025

Dr. David Kohl, Professor Emeritus in the Department of Agriculture and Applied Economics at Virginia Tech, offered a broad forecast for the agricultural and food sectors, describing a “bifurcated” global economy and outlining megatrends expected to shape farming, trade, and policy through 2035. The remarks were delivered at Expana’s Agri-Food Americas 2025 conference in Chicago today.   

Dr. Kohl framed the global economy as divided, with the US performing relatively well, while much of the rest of the world grapples with slower activity.

USDA Refines SNAP Requirements

As of today, the US Department of Agriculture plans to refine the requirements around government subsidized food stamps or Supplemental Nutrition Assistance Program (SNAP), according to a USDA press release which cited the Trump administration's goal to "turn the tide" on chronic disease in America.

"Currently, SNAP retailers are required to stock three varieties of food in each of four staple food categories – dairy, protein, grain, and fruits and vegetables – 12 foods total," read the release which proposes doubling the number of food choices, closing loopholes allowing snack foods, and simplifying the standards for retailers...

The Retail Rundown: Fall Promotions Highlight Beef Roasts, Pork Ahead of October

Fall retail trends have been unfolding for several weeks, with grocers promoting cooler-weather favorites and leaning into the early wave of seasonal excitement—embraced by some shoppers and resisted by those reluctant to let go of summer.

With the season officially underway as of Monday, beef roasts are seeing stronger promotion, now accounting for 28% of total beef ads compared with 24% two weeks ago. Even so, steaks remain the top feature item, followed by ground beef...

ANALYSIS: China’s August 2025 Beef Imports Rise to 7-Month Highs at 256,726 mt

China’s total beef imports climbed for the third consecutive month, up by just 2.6% month-on-month (M-O-M) to 256,726 metric tons (mt) in August, according to the latest data from the General Administration of Customs of China (GACC).

Rising to the highest level since January 2025, in-bound shipments increased by 6,435 mt, driven mainly by gains from key suppliers such as Australia, Brazil, Bolivia, Colombia and Uruguay. Argentina and New Zealand were the exception, partially offsetting the overall increase...

Jason Henshaw Named Vice President and General Manager of Perdue Specialty Meats

Perdue Specialty Meats and Emerging Brands today announced the appointment of Jason Henshaw as Vice President and General Manager of Perdue Specialty Meats, which includes the premium and natural protein brands Niman Ranch and Coleman All Natural Meats, as well as the Perdue Premium Meat Company operations.

Henshaw brings more than two decades of leadership experience in consumer-packaged goods (CPG), agriculture, food, and supply chain management. His career spans entrepreneurial ventures, large-scale transformation programs, and executive management roles, with a proven track record in finance management, new product development, and building resilient, high-performing organizations...

Moving Beyond Tariff Headlines and Managing Supply Chain Complexities - Agri-Food Americas

Marcel Goldenberg, Chief Market Reporting Officer for Food, Feed & Industrial at Expana, outlined key trends and challenges shaping commodity input markets, urging agri-food companies to adopt data-driven strategies to manage rising costs and supply chain complexities.   

Speaking at Agri-Food Americas 2025 in Chicago today, Goldenberg highlighted that the Producer Price Index (PPI) rose 2.7% year-on-year from August 2024 to August 2025. “Energy was up 5.2%, electricity up 6.3%, piped gas up by 7.1%, but some have dropped, like gasoline, fuel oil,” he said

Is a Recession on the Horizon? - Agri-Food Americas 2025 

Since commodities follow the macroeconomy, analyzing the broader economy, especially the Purchasing Managers Index (PMI) – a timelier index than GDP, can help gauge the path ahead for commodity prices, Tom Bundgaard, Vice President, Forecasting , Expana, said at Agri-Food Americas in Chicago today.  

There is not only a correlation between PMI and commodity prices but there is also a lead lag between the two. The highs and lows in PMI come with a bit of a lead lag before we see similar peaks for commodity categories.  

Geopolitics, Tariffs, and Trade Policies Under the Lens at Agri-Food Americas 2025

Speaking at Agri-Food Americas 2025 in Chicago today, a panel of agricultural economists and policy advocates examined how geopolitical uncertainty, tariffs and trade policies are shaping the food and agriculture sector, focusing on events of the past six months and strategies for navigating ongoing volatility.   

The panel featured Darrell E. Fletcher, Managing Director of Commodities at Bannockburn Capital Markets; Fred Gale, economist for China agricultural markets and former USDA economist; Greyson Mann, Senior Manager of Government Affairs for the US-China Business Council; and Shawn Arita

Kellanova’s Dr. Deepali Palta Inspires at Women in Food & Agriculture Summit

On September 22 in Chicago, Kellanova’s Global R&D VP, Dr. Deepali Palta took the stage at the Women in Food and Agriculture Conference and delivered a keynote that felt less like a speech and more like a shared journey. With warmth, clarity, and authenticity, she invited the audience into her world — one shaped by curiosity, courage and connection.

From childhood breakfasts in India, where she learned to ask questions and listen closely, to earning a Ph.D. in Materials Science and Engineering at Georgia Tech

Dino Nuggets On the Go? Tyson Drops New Chicken Cups

On September 22, Tyson Foods dropped chicken nuggets in a brand-new form: Chicken Cups, as detailed in a company press release. These new nugs are available in grocery freezers throughout the USA.

"Tyson Foods’ Innovation team developed this new cup format after recognizing the consumer need for more convenient ways to eat chicken. Ideal for busy lifestyles, the cups are stored frozen and can be enjoyed straight from the microwave in 90 seconds to 2 minutes," read the release...

US Beef, Pork Featured at Culinary Event in Trinidad and Tobago

U.S. beef and pork took center stage during a recent trade promotional event in the Caribbean nation of Trinidad and Tobago. USMEF partnered with the USDA Foreign Agricultural Service and the U.S. Embassy in Port of Spain, the nation’s capital, for a meat cutting demonstration and tasting reception. Local chefs, restaurateurs and influencers enjoyed premium U.S. food and beverage products such as beef and pork, table grapes, wines, bourbons and whiskeys at the reception.

Kaylee Greiner, manager of retail and foodservice engagement for Texas Beef Council, joined USMEF Caribbean Representative Elizabeth Wunderlich and Latin America Representative Homero...

C&S Wholesale Grocers Completes Acquisition of SpartanNash

C&S Wholesale Grocers, LLC (“C&S”) today announced the completion of its acquisition of SpartanNash Company (“SpartanNash”). The combined company employs more than 30,000 team members and operates almost 60 complementary distribution centers covering the U.S. and serves close to 10,000 independent retail locations, as well as military commissaries and exchanges, with more than 200 corporate-run grocery stores.

“The combination of these two great companies creates a platform for future success. As ONE, we bring the best team in the industry to provide advanced solutions to ensure...

ANALYSIS: China’s Meat Imports Fall to Fresh Lows at 504,608 mt in Aug 2025

China imported 504,608 metric tons (mt) of meat, including variety meats in August 2025, slumping 5.4% (28,634 mt) from a month earlier, according to preliminary data from the General Administration of Customs of China (GACC).

Inbound tonnage dropped to its lowest level since Expana began tracking in January 2020. The decline reflected higher domestic output, persistent inventory pressure, broader macroeconomic headwinds, and ongoing trade tensions.

A wave of meat plant license suspensions linked to disease concerns and renewal lapses amid...

ANALYSIS: The Great Sandwich Debate, Beef or Chicken?

In the ongoing competition between chicken sandwiches and hamburgers at quick-service restaurants (QSRs), wholesale pricing plays a critical role in determining which protein gets the promotional spotlight.

QSR chains typically rely on raw material pricing to decide which item to promote, balancing both cost-efficiency and customer demand. In this analysis, we use the wholesale price of imported frozen 90% lean boneless beef (EBP 3555) from Australia and New Zealand, blended with domestic fresh 50s (EBP 1062) to create a 75% lean burger patty to represent the hamburger. For chicken sandwiches...

New USDA Export Plan: Red Meat and Poultry Via Rail to Mexico; Screwworm Case Contained

As of September 18, a new, collaborative plan to export US red meat and poultry to the Mexican market via rail gained support from the USDA FSIS. 

"Through this innovative partnership, inspection personnel from Mexico’s National Service of Agri-Food, Health, Safety and Quality (SENASICA) will be inspecting at participating federally inspected establishments to reinspect and clear for export eligible US meat and poultry shipments at the point of origin. This process will eliminate the need for routine border inspections by Mexican officials..."

Diversity Culture Yields Better Outcomes, Stronger Teams - Women in Food & Agriculture

A panel featuring Brian Choi, CEO of The Food Institute; Brian Carlson, CIO of Sodexo North America; and Tosin Jack, Director of Market Reporting at Expana, discussed the strategic value of gender diversity and inclusive leadership in corporate performance at Expana's Women in Food & Agriculture in Chicago today.   

Choi said having women in the team is a strategic advantage. Carlson stressed the need for inclusive leadership, saying, “if you’re the leader of a group, make sure everyone is heard, balanced view, creating an equal forum.”   

Leaders Urge Skill-Building and Responsible Deployment of AI - Women in Food & Agriculture

A panel featuring Luana Clapis, Chief Data Officer of Expana; Natalie McCaffery, AI-LEAF Institute Youth Education Project Lead at AIVO Institute; and Mary Snapp, Vice President for Strategic Initiatives at Microsoft, held during Expana's Women in Food & Agriculture in Chicago today discussed how artificial intelligence is reshaping the food and agriculture sectors and what leaders must do to navigate the transition.   

Clapis said uncertainty will persist, but AI’s potential remains to “connect the dots, it will reshape the industry." 

Horizon Organic's Patricia Stroup Says Influence, Branding Key to Leadership - WFA

Patricia Stroup, Chief Operating Officer of Horizon Organic and former Chief Procurement Officer at Nestlé SA, said at Expana's Women in Food and Agriculture (WFA) conference in Chicago today that effective leadership hinges on influence, personal branding and stakeholder diplomacy, not rank or authority alone. Stroup outlined a framework that can help advance through a mix of practical tactics and relationship-building within the workplace.   

Stroup told attendees she begins with a straightforward question to her teams: “What do you want?” She said the

Inclusive Culture and Building Teams that Endure - Women in Food & Agriculture

Expana’s Women in Food & Agriculture event in Chicago brought together industry leaders to discuss diversity, inclusion, and culture within the sector. Today (September 22) the event's delegates attended a panel on belonging by design explored building teams and cultures that endure.   

Panelists included moderator Denitresse Ferrell, Founder & CEO of Culture Refinery; Christopher Bylone van Sandwyk, Global Belonging Strategist at Innovation Unbiased and former Global Head of Belonging, Inclusion, Diversity, Equity, & Accessibility at Krispy Kreme; Annie Ryu, CEO of The Jackfruit Company and Jack & Annie's; Rosalind Fox   

ANALYSIS: Tight UK Cattle and Beef Supplies Drives the Market

The UK cattle and beef market has faced tight supplies recently, primarily due to an elevated slaughter rate earlier in 2025. Record-high prices reported in Q2 2025 contributed to a higher-than-usual slaughter rate in the first half of the year. As a result, the number of cattle available for slaughter in the second half of 2025 has become increasingly limited. 

By June 2025, the UK cattle population had fallen to 4.91 million head, representing a 1.4% decrease compared to the previous year. This marks the lowest population recorded by the Department for...

ANALYSIS: US Imports of Mexican Beef Expand as Market Balances Against Brazilian Slowdown

US demand for Mexican beef increased in August, providing an additional channel for product that had faced pricing pressure in the Mexican market during the summer months. Shipments to the US during August averaged about 3,100 mt per week, roughly 10 percent higher than in July. By early September, weekly volumes rose further to around 3,560 mt, placing them 15 to 25 percent above the July average and also above the levels recorded in August. The increase coincided with tighter US slaughter levels and reduced domestic production, which pushed buyers to look more actively toward Mexican suppliers...

Strong July for Pork Exports; Another Slow Month for Beef

July exports of U.S. pork were slightly below last year but accounted for a larger share of production, according to data released by USDA and compiled by the U.S. Meat Export Federation (USMEF). Market access obstacles continued to weigh heavily on exports of U.S. beef, with the vast majority of plants still ineligible to ship to China.

Pork exports totaled 238,922 metric tons (mt), down just 1% from a year ago, while value fell 4% to $680.9 million, largely reflecting the 10% decline in pork variety meat prices due to China’s tariffs...

Cattlemen Thank House for Passage of Continuing Resolution

Today, National Cattlemen’s Beef Association (NCBA) Senior Vice President of Government Affairs Ethan Lane issued a statement thanking the House of Representatives for advancing a continuing resolution to avoid a government shutdown:

“We commend the House for passing the continuing resolution. America’s hardworking farmers and ranchers need predictability and stability from government, and House leadership is leading the charge to do just that. We encourage the Senate to follow suit and ensure that this continuing resolution reaches the President’s desk as soon as possible...

Tariff Talks 2025: Expana's Weekly Rundown #27

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 #27."

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.

...

US tariff revenue may be used to fund the nation’s farmers, reported Reuters about an interview between Agriculture Secretary Rollins and the Financial Times...

Hormel Foods Releases 2024 Global Impact Report

Hormel Foods Corporation, a Fortune 500 global branded food company, today shared its 19th annual Global Impact Report. The report, available online, provides fiscal year 2024 progress through the lens of Good Feeds Us All, the company’s next-generation global impact framework.

“Good Feeds Us All evolved naturally and purposefully from our earlier 20 By 30 Challenge,” said Katie Clark, senior vice president and chief communications officer at Hormel Foods. “The 20 By 30 Challenge cast a wide net, which was reflective of where we were in our global...

ANALYSIS: Australia Drives Korea’s August 2025 Beef Imports to Seven-Month Peak

Korea’s August 2025 beef imports rose for the second consecutive month, reaching 47,475 metric tons (mt), the highest level since January 2025, data from Korea Customs Service showed.

Rising 8.8% month-on-month (MoM), imports increased by 3,841 mt, led by higher volumes from the United States (US) and Australia. Fimer volumes from Canada contributed to the increase, while shipments from New Zealand were broadly stable compared with the prior month, tempering overall growth...

FDA to Repeal Frankfurter Color Additive Orange B Listing, Cites No Use Since 1978

The US Food and Drug Administration on Wednesday proposed removing a long-standing regulation that allows the use of the color additive Orange B on frankfurter and sausage casings, saying the additive appears to be no longer used in US food production.

FDA records show Orange B was last batch-certified in 1978 and the agency has received no certification requests since, leading it to tentatively conclude the authorized use has been abandoned and the listing is outdated.

HPAI H5N1 Virus in Dairy Cattle – What We Know

In March 2024, Highly Pathogenic Avian Influenza (HPAI) A (H5N1), commonly referred to as bird flu, was confirmed in domestic US livestock for the first time in a dairy operation in Texas. Since then, the virus has spread to 1,080 dairy operations across 18 states: Arizona, California, Colorado, Kansas, Idaho, Iowa, Michigan, Minnesota, Nebraska, New Mexico, Nevada, North Carolina, Ohio, Oklahoma, South Dakota, Texas, Utah, and Wyoming.

Since the initial outbreak, cases in dairy cattle have declined significantly, though USDA confirmed two new cases in September 2025. Government agencies continue to emphasize that the national food supply is safe...

McDonald's USA Launches its Largest Investment in Regenerative Agriculture

McDonald’s announced its largest investment in regenerative agriculture on Tuesday. This move aims to demonstrate the company's commitment to responsible sourcing and the stewardship of natural resources.

The company has launched the Grassland Resilience and Conservation Initiative in partnership with the National Fish and Wildlife Foundation (NFWF), the US Department of Agriculture’s Natural Resources Conservation Service (NRCS), and key McDonald’s US suppliers.

With an investment of $200 million over the next seven years, the initiative aims to improve grazing practices, restore habitats, and support water and wildlife...

The Retail Rundown: Chicken Promotions Fall Short in “National Month”

Beef and seafood ads were nearly even this week, each accounting for about 25% of featured buying opportunities. Pork and turkey held steady, while eggs gained ground, with the South Central region seeing the most feature activity.

Expana notes that the back-to-school lift in retail shell egg demand has largely passed, with September typically a slower period outside of the early-season bump. 

Despite September being “National Chicken Month,” Expana’s weekly survey found chicken ads down from last week and slightly below late August levels...

ANALYSIS: US Beef Cold Storage Values Dip Below Threshold for Third year in a Row

Beef cold storage, although higher than last year by .98%, is currently still extremely low compared to previous years. Stretching all the way out for ten years 2024 is the only year below the current levels for total frozen beef. Next month historically we see an increase in volumes and continue to do so heading into the winter months, which usually is the time of year that experiences some of the higher cold storage volumes...

EC Opens Call for Evidence to Streamline Food and Feed Safety Rules

The European Commission (EC) has launched a call for evidence to gather input on plans to simplify, clarify and modernise key areas of EU food and feed safety legislation. The initiative aims to reduce administrative burdens, boost legal clarity and speed regulatory procedures while preserving high food safety standards and EU competitiveness.

The forthcoming food safety package will outline measures to streamline rules across plant protection products, biocidal products, feed additives, hygiene requirements and official controls at EU borders, the EC said.

C-Stores Narrow the Gap with Restaurants for Key Metrics in Third-Party Delivery Study

Intouch Insight has released the second edition of its Third-Party Delivery Study, showing that food delivery continues to evolve. For the first time, first-party apps were measured alongside third-party platforms, and they're already firmly in the mix. Meanwhile, convenience stores are closing the gap with restaurants on key measures of customer satisfaction.

"Earning loyalty in delivery comes down to the details," said Sarah Beckett, Vice President of Sales and Marketing at Intouch Insight. "Our findings show that accuracy, speed...

Perdue Farms Strengthens Leadership Team with Three Senior Vice President Appointments

Perdue Farms, a fourth-generation, family-owned U.S. food and agricultural products company, today announced the appointments of three accomplished executives to its senior leadership team: Kim Poe as Senior Vice President, Strategy & Corporate Development; Sal Gala as Senior Vice President, Procurement; and Brice Westring as Senior Vice President, Research & Development (R&D).

The appointments underscore Perdue Farms’ commitment to bringing in diverse talent and leadership experience that will guide the company into its second century and advance its vision to be the most...

Red Robin Gourmet Burgers, Inc. Names Humera Kassem Chief People Officer

Red Robin Gourmet Burgers, a full-service restaurant chain serving an innovative selection of high-quality gourmet burgers, bottomless sides and more, in a family-friendly atmosphere, announced today the appointment of Humera Kassem as Chief People Officer, effective September 15.

In this role, Kassem will be responsible for overseeing Red Robin's organizational strategy and vision centered on the continued strengthening of Red Robin's culture and the advancement of its recently announced First Choice Plan.

"I have had the pleasure of witnessing Humera's impactful...

ANALYSIS: US 2025 Beef Wholesale Costs Take Bigger Bite Out of Retails’ Dollar

When comparing the Expana Beef Index to the USDA All Fresh Retail Price, the data underscores the growing pressure on retailers as wholesale costs consume a larger share of the consumer dollar. In July, the USDA All Fresh Retail Price was quoted at $8.90/lb, while the Expana Beef Index averaged $3.64/lb. That means wholesale accounted for roughly 41% of the retail price.  

For perspective, during the early stages of the last cattle retention phase in 2014 and similarly in 2005...

Major Restaurant Chains Ramp Up Market Expansion

This week, big players in the foodservice industry, including Chipotle, TGI Fridays, and Qdoba, have unveiled ambitious expansion plans.

By stretching accessibility and strengthening their global presence, these companies are ramping up efforts to reach international markets.

First, Qdoba announced its largest development deal in its brand's history.

The company partnered with Barry Dubin of B Wild Investments in an agreement to develop 50 new QDOBA restaurants across the states of Alaska, Utah, Nevada, Colorado and New Mexico.

It also announced that B Wild Investments has signed...

E-Commerce Drives Growth and Strategy for Private Brands in Food Retail

The Food Industry Association (FMI) released findings from its new report entitled, "The Power of Private Brands 2025: Industry Strategies to Sustain Momentum."

This report highlights the impact of e-commerce on the growth of private brands at food retailers and the tools businesses are using to boost sales and shopper loyalty.

According to the report, food retailers are increasingly recognizing the value of e-commerce and anticipate it may eventually outpace in-store purchases. It stated that sales of private brand...

ANALYSIS: How Brazil’s Beef Trade Adjusts to US Tariffs So Far

Contrary to expectations that US tariffs on Brazilian goods implemented in early August would sharply curb trade, Brazil’s beef exports posted only a modest contraction last month. According to data from the Ministry of Development, Industry, Trade, and Services, fresh beef shipments totaled 268,563 mt in August, down 2.8% from the record 276,879 mt in July but still 23.5% higher YOY.

As anticipated, exports to the United States halved MOM to 6,500 mt, representing an even steeper YOY decline of 57.4%. Despite the sharp...

ANALYSIS: Mexican Export Suspension of Cattle Creates Challenges and Opportunities for Stakeholders

Mexican feeder cattle exports to the US have faced interruptions at various points since late 2024, primarily due to sanitary suspensions imposed by US authorities following the detection of screwworm outbreaks in cattle.

Although there was a partial reactivation at certain border crossings early in 2025, trade was again suspended in May. An attempt to resume in July lasted only a few days before a new suspension. From January to August 2025, just over 200,000 head were exported, compared to nearly 940,000 during...

Tariff Talks 2025: Expana's Weekly Rundown #26

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 #26."

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.

...

Despite 50% tariffs remaining on Brazil and India, the Indian Prime Minister Modi and US President Trump expressed positivity that the respective trade teams would reach a deal, according to their latest social media...

FMI Statement on August CPI Food Price Numbers

Today, FMI – The Food Industry Association issued the following statement in response to the latest Consumer Price Index (CPI) numbers from the Bureau of Labor Statistics, which shows a 0.6% monthly increase in food-at-home prices for August and a 2.7% rise on a year-over-year basis.

FMI Vice President of Tax, Trade, Sustainability and Policy Development Andy Harig stated, “The rise in grocery prices after remaining flat in July is likely a result of significant production cost increases in July flowing through the supply chain...

FMI Proposes Amendments and Extended Deadline for FDA Food Traceability Rule

Today, the Food Industry Association (FMI) submitted comments on the proposed changes to the Food Traceability Rule by the US Food and Drug Administration (FDA). Among the suggestions, the FMI requested extending the compliance deadline to July 2028, believing that its amendments would facilitate a more efficient implementation of the rule

“FMI is grateful for FDA’s recognition of the need to reduce the regulatory burden on the food industry by extending the compliance date for the Food Traceability Rule. We also strongly...

ANALYSIS: High Cattle Prices Drive Dynamics in the Boxed Beef Market

With slaughter rates continuing to be constrained, kills are currently trailing 2024 year-to-date totals by 11.1%, and record high prices are becoming more common, the question arises: what is one of the major drivers in this market?

At the moment, beef production is about 10.3% lower than it was at this time last year. Currently production levels are now below what they were in 2015. Compared to 10 years ago (2015), beef production is down roughly 0.40%, and slaughter numbers are down about 3%...

PODCAST: Agri-Food for Thought Ep. 34 - AI Adoption in Agri-Food, Feat. Beth Pollack

Expana presents Agri-Food for Thought, the podcast series for agriculture and food professionals. 

Today we explore something different. A trend that is definitely here to stay and one that we are all integrating into our workflows. This transformative trend, however, is only in the infancy stages of its huge potential, and many of us, it is fair to say, are struggling to realize how to use it, and some of us even fear it… We're talking about AI, of course.

ANALYSIS: Brazil’s August 2025 Fresh Beef Exports Ease 2.8% From Prior Month’s Record High

The latest data released by Brazil’s Ministry of Development, Industry, Trade, and Services showed that fresh beef (frozen and chilled) exports totaled 268,563 metric tons (mt) in August 2025. While this was 2.8% below the record 276,879 mt shipped in July, volumes remained 23.5% higher YOY.

China remained the top destination with 158,054 mt, virtually unchanged from July 2025 (-0.2%) but up 47.9% compared to the same period last year. The country continues to expand its share of total exports, now...