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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”...
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 U.S. livestock for the first time in a dairy operation in Texas. Since then, the virus has spread to 1,047 dairy operations across 17 states, raising widespread uncertainty throughout the dairy and livestock markets. Industry participants have raised concerns about the outbreak's potential impact on consumer perception and demand for dairy and meat products, though government agencies reiterate that the national food supply remains safe. Expana is closely monitoring the situation...
ANALYSIS: US Red Meat Cold Storage Stocks Decline on Coasts MoM
According to the latest USDA cold storage report, boneless beef stocks declined in March compared to February, with the Middle Atlantic region down 6% and the Pacific region down 5%. Both areas serve as key entry points for imported beef, with cold storage typically the first stop after arrival at a port.
Despite the implementation of new tariffs, imported frozen beef remains competitively priced relative to domestic fresh product. This price advantage has influenced cold storage dynamics, as buyers draw down inventories for immediate...
ANALYSIS: Japan’s Q1 2025 Beef Imports Slump 17.5% to 92,915 mt
Japan’s total beef imports in Q1 2025 fell 17.5% year on year (YoY) to 92,915 metric tons (mt), a decline of 19,729 mt, according to the latest data from Japan’s Trade Statistics.
The sharpest drops were recorded from key suppliers including Australia and the United States (US), along with smaller reductions from Canada, New Zealand, and Mexico.
Imports from the US totaled 34,636 mt, down 14.9% YoY, or 6,048 mt on the back of its low cattle herd. Despite its production boom, shipments from Australia also fell...
ANALYSIS: Japan’s Beef Intake Plunges to 23-Year Low as Household Budgets Tighten
Japan's beef consumption dropped to a 23-year low in February 2025, with per capita intake falling to just 134 grams, according to data from the Agriculture & Livestock Industries Corporation (ALIC).
This marks the lowest level since November 2001, driven by inflationary pressures and a continued squeeze in household budgets. The weak yen has exacerbated the situation, pushing up the cost of imports, including food and energy, and fueling broader inflation.
Industry sources have long commented that budget-conscious consumers are turning to...
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...
ANALYSIS: New Zealand’s Q1 2025 Beef Exports Rises 1.3% YoY to 134,240 mt
New Zealand’s beef exports in the first quarter of 2025 rose 1.3% year-on-year (YoY) to 134,240 metric tons, according to the latest data from Stats NZ.
Stronger volumes to key markets including the United States, Canada, Korea, Taiwan, and the United Kingdom supported the quarterly gain. Exports to China and Japan pulled back, but total shipments still edged up by 1,781 mt.
In the first quarter of 2025, the US cemented its position as New Zealand’s top beef market, taking...
Tariff Talks 2025: Expana's Weekly Rundown #6
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 #6."
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...
The Retail Rundown: Post-Easter Pause Sets Stage for Protein Push
With Easter now in the rearview, retailers will largely tread water, positioning themselves for a seasonal surge in demand ahead of the start of summer.
Grilling demand is beginning to build toward a Memorial Day crescendo, prompting grocers to build inventory and plan aggressive promotions to jumpstart the season.
But first up is Cinco de Mayo. While it's a smaller holiday, it can still drive foot traffic. Proteins like pork, steak, and chicken are expected to see solid movement as shoppers make tacos, burritos, enchiladas, and other festive fare...
ANALYSIS: China’s Q1 2025 Beef Imports Falls 11.6% YoY to 681,607 mt
China's total beef imports for the first quarter of the 2025 calendar year plunged to 681,607 metric tons (mt), according to the latest data from the General Administration of Customs of China (GACC).
Inbound shipments fell by 11.6% year-on-year (YoY), the 89,662 mt decline was led by reduced volumes from Brazil, Argentina, Bolivia, Uruguay and New Zealand. However, strong volumes from the United States (US) and Australia helped cushion the overall decline.
Supply from South America Slides
Volumes from China’s...
Young American Food Brands Acquires Best Provision Co., Expanding Premium Meat Offerings
Young American Food Brands has announced its fourth acquisition since 2022 with the purchase of Best Provision Co., an 87-year-old pioneer in premium smoked and cooked meats.
Since 2022, Young American has steadily expanded its portfolio with the acquisitions of Hofmann Sausage, Brooklyn Burger, and Devault Foods. The addition of Best Provision further strengthens the company’s position in the premium meat category, particularly in the fully cooked and smoked segment.
A respected industry leader with deep roots in the community...
Baldor Specialty Foods Acquires Golden Packing, Launches Golden Meat Co.
Baldor Specialty Foods announced today the acquisition of Golden Packing, a premium meat company based in the Hunts Point Cooperative Market. As part of the acquisition, the business will operate under a new name: Golden Meat Co.
This strategic move aims to vertically integrate Baldor’s meat processing operations by combining its high-end sourcing capabilities with Golden’s expert butchering—all while preserving the brand’s established reputation for quality.
With this acquisition, Baldor expands its portfolio of premium, portioned meats, offering chef customers enhanced labor savings and...
ANALYSIS: Korea’s Q1 2025 Beef Imports Grow 2.7% Y-o-Y to 142,015 mt
Korea’s beef imports in the first quarter of 2025 totaled 142,015 metric tons (mt), rising a modest 2.7% year-on-year (YoY), according to the latest data from Korea Customs Service.
The 3,792 mt increase was driven by higher in-bound shipments from Australia and Canada, while volumes from the United States (US) and New Zealand declined. Australian exports climbed early in 2025 as importers front-loaded in-quota volumes on the back of of an early trigger of the 2024 safeguard threshold...
Tariff Talks 2025: Expana's Weekly Rundown #5
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #5."
ANALYSIS: Mexico Feeder Cattle Exports Show Recovery by March 2025
Mexico’s feeder cattle exports to the United States faced a significant disruption after the New World screwworm was detected in November 2024, prompting a trade suspension. Exports resumed in February 2025 through limited ports under strict inspection protocols, starting with San Jeronimo, Chihuahua, and Agua Prieta, Sonora, via the Santa Teresa and Douglas ports of entry. By March 2025, Nogales became the fourth operational port, while other ports are still awaiting authorization to install inspection pens.
As of March 31, 2025, exports reached 75,157 head...
ANALYSIS: US 2025 Ribeye Prices Surge Into Easter
As Easter weekend approaches, boneless ribeye’s remain a central focus in the boxed beef market. Strong seasonal interest has pushed prices significantly higher, from late February lows of $9.41/lb to $13.10/lb in early April, roughly a 39% increase.
Ribeye’s are traditionally featured as a holiday centerpiece by both retail and foodservice sectors, fueling a surge in buying activity leading up to Easter. This seasonal demand, combined with tightening supplies, has been a key driver behind the recent price rally...
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...
ANALYSIS: China’s Q1 2025 Meat Imports Slip 2.0% to 1.64M mt on Soft Demand, Trade Rift
China imported a total of 1.64 million metric tons (mt) of meat, including variety meats, in the first quarter of 2025, down 2.0% year-on-year (y-o-y), according to preliminary figures from China’s General Administration of Customs (GACC). The decline reflected deepening trade friction with the United States (US) and ongoing economic headwinds that continue to weigh on import demand.
Industry players also pointed to softer-than-expected consumer demand after the Lunar New Year festivities and increased.
Tariff Talks 2025: Expana's Weekly Rundown #4
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #4."
Red Robin Launches Bottomless Burger Pass to Drive Traffic
In recognition of National Burger Month, Red Robin Gourmet Burgers is introducing a new consumer engagement initiative designed to boost traffic and brand visibility: the Bottomless Burger Pass.
Set to launch April 17 at 9 a.m. MT, the limited-time offering allows guests to purchase a pass online at RedRobin.com/National-Burger-Month, granting them access to one gourmet burger and bottomless side per day throughout May 1–31, for just $20.
A limited number of black-and-gold...
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...
Pre Brands Introduces Expanded Grass-Fed Selection at BJ's Wholesale Club
Pre Brands has expanded its lineup of "better-for-you" grass-fed steaks, ground beef, and stew meat, now available at BJ's Wholesale Club locations.
Currently, Pre Brands offers its 20 oz two-pack ribeye and 20 oz two-pack New York strip at all BJ’s banners.
The latest expansion introduces three new products: an 18 oz, three-pack of sirloin steaks; 16 oz stew meat; and 90% lean ground beef in a 48 oz, three-pack. This marks a six-fold increase in the availability...
ANALYSIS: Average US Retail Q1 Ground Chuck Price up Y-o-Y; Deeper Discounts Noted
According to the latest data from Circana, the average retail price of ground chuck in the United States for the first quarter of 2025 was $6.17 per pound, a slight increase from $6.09 per pound in Q1 2024. Last year's Q1 price was the second highest of the year, surpassed only by Q2.
However, the average discounted price (the price on sale) for ground chuck in Q1 2025 dropped to $4.81 per pound...
ANALYSIS: Australia’s Q1 2025 Beef Exports Grow 12.7% Y-o-Y to 310,974 mt
Australia’s beef exports rose 12.7% year-on-year (y-o-y) in the first quarter of 2025 to 310,974 metric tons (mt), according to data from the Department of Agriculture, Fisheries, and Forestry (DAFF).
Australia’s beef exports rose by 35,983 mt in Q1 2025, continuing a strong upward trajectory. The growth was underpinned by tightening domestic supply in the United States (US), which created space for Australia’s production to gain ground.
The Oceanic exporter also made inroads in key export markets such...
ANALYSIS: Brazilian Fresh Beef Exports Surged 13.1% M-o-M in March
Brazilian fresh beef exports (chilled or frozen) grew significantly in March, reaching 215,422 metric tons (mt), according to the latest data from Brazil’s Ministry of Development, Industry, Trade, and Services. This is 13.1% higher than February, and accounts for a notable 29.6% Y-o-Y increase.
China remains the top destination for Brazilian beef, contributing with 95,962 mt of the total volume. This represents a modest 3.7% monthly growth and is 18.2% higher compared to the same period last year...
ANALYSIS: Global Beef Exporters Weigh Impact as US Tariff Kicks in on Apr 5
On the second day of April 2025, President Donald Trump has declared tariffs on the United States (US) trading partners worldwide.
Our global red meat beef team brings you the latest updates from all key exporting countries and the effects on the imported beef market in this analysis piece. In this article, we weigh the impact of the new 10% baseline tariff on US imports, set to take effect from April 5.
Tariffs imposed on the imported lean beef segment can impact...
NCBA Statement on White House Reciprocal Tariff Announcement
Today, National Cattlemen’s Beef Association (NCBA) Senior Vice President of Government Affairs Ethan Lane issued a statement after attending President Donald J. Trump’s reciprocal tariff announcement at the White House:
“For too long, America’s family farmers and ranchers have been mistreated by certain trading partners around the world. President Trump is taking action to address numerous trade barriers that prevent consumers overseas from enjoying high-quality, wholesome American beef. NCBA will continue engaging with the White House to ensure fair treatment for America’s cattle producers around the world...
Australia and New Zealand Red Meat Sectors React to 10% US Tariff
The US announced a new 10% tariff on Australian and New Zealand meat on Wednesday, April 2, putting an end to the countries' free trade agreement.
Australia will seek to negotiate to eliminate the tariff, prime minister Anthony Albanese said after the tariff announcement. "We will not join a race to the bottom that leads to higher prices and slower growth," he said.
Red Meat Advisory Council (RMAC) and the Meat & Livestock Australia (MLA) will be part of the negotiations, both organizations said...
New, Value-added US Red Meat Products Launched in Peru
USMEF partners with Peruvian importer to develop and launch affordable, nutrient-rich products made with U.S. beef liver and U.S. ham
USMEF partnered with USDA’s Foreign Agricultural Service and a Peruvian importer to introduce two U.S. red meat products to media outlets and 70 retailers, processors, caterers and institutional representatives in Lima. A liver burger and liver meatballs were developed with U.S. beef liver and U.S. ham to be affordable, easy-to-prepare meal options rich in iron and protein.
The idea for creating value-added products evolved...
ANALYSIS: US 2025 Tenderloin Prices Climb Ahead of Grilling Season
With grilling season on the horizon, it’s a perfect opportunity to revisit the beef tenderloin, a cut that has faced headwinds for much of the year.
Choice tenderloin monthly price levels have averaged about 10% lower year-over-year when compared with the equivalent month in 2024, reflecting the cost-conscious environment the beef industry has navigated thus far in 2025. Prices hit a seasonal low in February at $12.30/lb, and have since increased nearly 10%, a stronger rebound compared to last year’s modest...
The Retail Rundown: Spring Sizzle Fuels Protein Demand
Spring promotions are in full bloom at retail, with holiday-themed ads ramping up. Circulars showcase produce and snacking items alongside grilling staples, aiming to entice shoppers with vibrant displays and seasonal appeal. Beyond holiday preparations, schools and universities are approaching spring break season, likely driving an uptick in foodservice in the coming weeks.
In some regions, grocers are leveraging hams as loss leaders ahead of Easter. Last week, discounted bone-in ham averaged $2.56 per pound, while spiral-sliced varieties stood at $2.61 per pound—steady to lower than last year’s levels...
Jack in the Box Appoints Lance Tucker as Permanent CEO
Jack in the Box Inc., one of the nation’s largest hamburger chains, has named Lance Tucker its permanent Chief Executive Officer (CEO), effective immediately. Tucker will also join the company’s Board of Directors.
Tucker had been serving as the company's interim CEO following the resignation of Darin Harris in February 2025. Prior to this role, he was Jack in the Box’s Chief Financial Officer.
“Lance brings decades of experience within the restaurant industry as well as a financial mind into the CEO role that is...
Jollibee Premieres Its NEW 100% Certified Angus Beef® Burgers
Jollibee has announced the nationwide launch of its new menu items. The global restaurant, renowned for its fried chicken, aims to appeal to meat lovers with its new 100% Certified Angus Beef® burgers: the Angus Cheeseburger, Angus Deluxe Burger, and Angus Aloha Burger.
Jollibee highlights that these new offerings will set a new standard of quality in the quick-service industry, while reinforcing its commitment to value.
"We're confident that our trio of new premium Angus burgers will be...
Idaho Smokehouse Partners Recalls Nearly 30,000 Pounds of Meat Sticks Contaminated with Metal
Today, FSIS announced a recall by Idaho Smokehouse Partners, LLC, a Shelley, Idaho-based company, for approximately 29,541 pounds of ready-to-eat beef stick products that may be contaminated with metal.
The affected items are 1.15-ounce vacuum-sealed packages of “CHOMPS ORIGINAL BEEF STICK MILD,” with an expiration date of 02-10-2026 and lot code 25016 printed on the label. The products also bear the establishment number “6220A” ink-jetted on the package.
These beef sticks were produced...
Applegate Achieves Milestone in Regenerative Sourcing Nine Months Early
Hormel Foods’ natural and organic meat brand, Applegate, announced it has achieved its goal of sourcing 100% of the beef for its hot dog brands from certified regenerative grasslands — nine months ahead of schedule.
As of today, every Applegate Organics® The Great Organic Uncured Beef Hot Dog and Applegate Naturals® Beef Hot Dog is sourced exclusively from verified regenerative farms certified by Regenerative Organic Certification, Land to Market, and Certified Regenerative (endorsed by Certified Humane®).
This achievement has contributed to the transition of...
ANALYSIS: Argentina Beef Exports Up 7.5% MoM in February, Down 27.5% YoY
Following record volumes in 2024, Argentina’s beef exports declined notably in early 2025. According to the National Institute of Statistics and Census, shipments in February totaled 50,080 metric tons (mt), up 7.2% from January but still 27.5% lower Y-o-Y. The monthly recovery was supported by stronger exports to secondary markets in Europe, such as the Netherlands, Germany, and Italy, as well as to the US and Brazil. Although volumes to China also posted a modest increase, they remained considerably below 2024 levels, continuing...
The Retail Rundown: 20th Power of Meat Report Reveals Record-Breaking Meat Sales
The 2025 Power of Meat Study was unveiled this week at the Annual Meat Conference in Orlando, Florida, where Anne-Marie Roerink, Principal at 210 Analytics, shared key insights into shoppers' evolving meat and poultry purchasing habits. Here are some key takeaways from the study's 20th edition:
Meat sales reach new heights
This year’s report, released by the Meat Institute and The Food Industry Association (FMI), revealed that the meat department set a new sales record in 2024, reaching $105 billion in total...
ANALYSIS: New Zealand’s Feb 2025 Beef Exports Jump 18.2% M-o-M to 46,162 mt
New Zealand’s February 2025 beef exports rose 18.2% month-on-month (m-o-m) to 46,162 metric tons (mt), the latest Stats NZ data showed
Rising by 7,094 mt, higher volumes to key markets such as the United States (US), Japan and Korea boosted growth while outbound tonnage to its second largest destination, China fell due to the observance of the Lunar New Year...
ANALYSIS: Mexico’s Feeder Cattle Exports Post-Suspension in 2025
Mexico’s feeder cattle exports to the United States in February 2025, after trade resumed, totaled 23,816 head, a sharp decline compared to February 2024’s 110,511 head and February 2023’s 98,906 head, according to recent data..
By mid-March 2025, exports reached 15,023 head, significantly lower than the full-month totals of 135,687 head in March 2024 and 137,001 head in March 2023. With exports still being recorded for the second half of March 2025, volumes may increase, but they are unlikely to approach the levels seen in the previous...
ANALYSIS: China’s Jan-Feb 2025 Beef Imports Drop 11.3% Y-o-Y to 468,465 mt
China's total beef imports for the first two months of the 2025 calendar year slumped to 468,465 metric tons (mt), according to the latest data from the General Administration of Customs of China (GACC).
Dropping by 11.3%, the 59,684 mt was led by lower shipments from Brazil, Argentina, Uruguay, New Zealand, whilst higher volumes from the United States (US) and Australia capped further losses.
Volumes in January 2025 was recorded at 276,540 mt as importers often frontload shipments early...
ANALYSIS: Korea’s Feb 2025 Beef Imports Sink 36.7% MoM to 39,464 mt
Korea’s beef imports in February 2025 totaled 39,464 metric tons (mt), slumping 36.7% month-on-month (MoM), according to the latest data from Korea Customs Service.
Despite the 22,889 mt drop, this trend aligns with historical trends, as imports typically eased after front-loading in-quota shipments with lower tariffs back in January. The Korean New Year, that ran from late January to early February, also shortened the working month, slowing down the pace of imports.
Annually, imports rose 24.7% YoY (7,828 mt), though industry sources suggested this...
The Retail Rundown: Fresh Buying Opportunities in Bloom
Tomorrow marks the official start of spring, and retailers are seizing fresh opportunities to capture increased spending with occassions like Easter and peak grilling season soon approaching.
However, for some residents, spring still feels distant as a late-season storm sweeps through the Central US today and tomorrow, potentially impacting purchasing and consumption patterns in affected regions.
With roughly a month remaining in Lent, seafood remains a focal point in retail promotions, accounting for 33% of protein advertisements, primarily driven by fresh/frozen fillets as well...
What Trump Tariffs Mean for Food and Agriculture Trade
US President Donald Trump announced a 25% tariff on imports from Canada and Mexico and an additional 10% tariff on imports from China.
Tariffs for Canada and China are in effect as of February 4, while the tariffs on Mexico have been delayed for one month following negotiations with Mexican President Claudia Sheinbaum, who agreed to send 10,000 members of her country’s national guard to the border to address drug trafficking...
ANALYSIS: March Pet Food Market Insight Report Released
The animal protein and by-product markets experienced various trends in February, with some sectors showing price stability and others facing fluctuations. Factors such as supply constraints, disease concerns, and shifting demand, particularly within the pet food industry, impacted beef, pork, poultry, and plant-based proteins. Additionally, tariffs and global production dynamics continued to disrupt the availability and pricing of essential feed additives like vitamins, minerals, and amino acids...
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ANALYSIS: EU Retail Egg Prices Level Off, but Remain Elevated