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Fri. Feb 20, 2026

Just Bare Surpasses $1 Billion in Annual Sales, Setting New Standards in the Chicken Category

Ajinomoto Foods North America, Inc. Recalls Chicken Fried Rice Products

Thu. Feb 19, 2026

Huey Magoo's Partners with Jha Rajput Patel Group to Expand Across Texas and Alabama

Lee's Famous Recipe Chicken Welcomes Collin Donnelly as VP of Growth and Development

ANALYSIS: Turkey Poult Placements Rise Early in 2026 Before February Egg Sets Hit Seasonal Low

Wed. Feb 18, 2026

Go Raw Recalls Cat Food Due to Low Thiamine Concerns

Mighty Spark Leads Fastest-Growing Segment in Meat Snacks With Nationwide Expansion

The Retail Rundown: Retail Focus Turns to Lent Promotions

Tue. Feb 17, 2026

bb.q Chicken Deploys Deliverect to Modernize Digital Operations Across All US Locations

Fri. Feb 13, 2026

ANALYSIS: Early-Year Broiler Production Trends Come Into Focus

Thu. Feb 12, 2026

White Castle Touches Down at Southwest Florida International Airport

McDonald’s Reports Strong US Momentum, Sustained Global Comp Growth

NASCAR's Busch Family Reignites Successful StarKist Partnership for a Second Year

Wed. Feb 11, 2026

Fresh, Bold, Protein-Packed: Wendy's Introduces Two Savory Menu Innovations

Papa Johns Makes a Bold Run to Become the First Pizzeria Awarded a MICHELIN Star

The Retail Rundown: Beef Leads Valentine’s Protein Features as Lobster Prices Ease

Tue. Feb 10, 2026

7-Eleven Answers Chicken Cravings With New $5 Deal

Wonder Acquires Blue Ribbon Fried Chicken to Bring Award-Winning Chicken to More Diners

Fri. Feb 6, 2026

Expana's Weekly Top 10: Key Market Drivers from Trade Developments to Seasonal Trends

ANALYSIS: Broiler Hatchery Output Maintains Early-Year Expansion Signal

Thu. Feb 5, 2026

Dave’s Hot Chicken Turns Up the Heat for the Big Game With First-Ever Super Bowl Ad

Krispy Krunchy Chicken Enters the Value Wars with New Deal

Wed. Feb 4, 2026

Yum China Reports Strong Q4 2025 Growth and Strategic Expansion Plans

Melting Pot Announces Strategic Expansion Across Canada, Targets Major Hubs for New Growth

Coastal Mississippi Welcomes 2026 With Wave of New Culinary, Hospitality, and Outdoor Experiences

Tue. Feb 3, 2026

On 2/6/26, Get 2 6-Inch Subs for $6 as Subway® Celebrates the Only Date That Repeats

Kroger's Winning Playbook for the Big Game, Top Picks and Big Savings

Mon. Feb 2, 2026

Stop & Shop Lowers Chicken Prices Across New York, New Jersey, and Connecticut

Tyson Foods Delivers Chicken Sales Growth Amid Higher Prices in Q1

McDonald's Embraces Opulence with the Exclusive McNugget Caviar Kit

Fri. Jan 30, 2026

Game-Day Demand and Promotions in Foodservice

Thu. Jan 29, 2026

Bachoco Completes Acquisition of Mexico’s RYC Alimentos

Wed. Jan 28, 2026

The Retail Rundown: Protein Movement Gains from Championship Game and Severe Weather

Mon. Jan 26, 2026

Applebee’s Scores Big With New Wing Promo for the Big Game

Red Robin Delivers Dine-In Flavor at Drive-Thru Prices with New Big YUMMM Deals Menu

Fri. Jan 23, 2026

ANALYSIS: Chicken Industry Sets Stage For Potential Production Gains in Q1

Wed. Jan 21, 2026

The Retail Rundown: Beef Leads Features as Winter Weather Boosts Comfort Foods

Mon. Jan 19, 2026

Suzanna’s Kitchen Recalls RTE Grilled Chicken Breast Fillet Due to Possible Listeria Contamination

Fri. Jan 16, 2026

ANALYSIS: Broiler Production, The Final Tally Is In...

Popeyes Announces New Head Chef and Chief Marketing Officer Appointment

New Guidelines Spark a Protein-Driven Food Revolution in Foodservice

Thu. Jan 15, 2026

Hunt Brothers® Pizza Brings Back Beloved Buffalo Chicken Pizza LTO

Zaxby's Brings Back Fan Favorites for the New Year

Leadership Shifts Set the Stage in Foodservice for 2026

Wed. Jan 14, 2026

Wendy's Launches New Biggie Deals Menu

The Retail Rundown: Retail Posts Late-Year Gains, but Food Inflation Heats Up

Tue. Jan 13, 2026

Revolutionizing Value Dining with Taco Bell's New Luxe Value Menu

From Restructuring to Revival, TGI Fridays’ Global Growth Strategy

UNFI Identifies Key Trends Shaping Fresh Departments for Retailers in 2026

Jersey Mike's Launches New Chapter of Growth with International Expansion into the UK and Ireland

Fri. Jan 9, 2026

ANALYSIS: Historically Heavy Chicken, Historically Strong Demand

Subway Launches Resolution-Ready, Protein-Packed Menu to Meet Consumer Demand

Wed. Jan 7, 2026

Checkers & Rally's Joins the Value War with $5 MVP Meal Deal

The Retail Rundown: New Year's Resolutions Sustain Protein Demand

Restaurants Turn Up the Heat with Comfort Foods, Value Deals, and Returning Favorites

Tue. Jan 6, 2026

A Year of Change, Value, and Growth in Foodservice

Fri. Jan 2, 2026

ANALYSIS: Disease Outbreaks Deepen Crisis in Polish Poultry Sector in 2025

Wed. Dec 31, 2025

ANALYSIS: Chicken Inventories Hold Steady Amid Category Divergence

Tue. Dec 30, 2025

Burger King® and Popeyes® Announce New Head Chefs

Long John Silver’s Brings Back $6 Fish & Chicken Basket

Mon. Dec 29, 2025

Crayola Launches Global McDonald's Happy Meal® Experience That's Out-of-This-World

Wed. Dec 24, 2025

ANALYSIS: EU Postpones Mercosur Trade Deal Amid Farmer Protests in Brussels

PuraVida Foods Expands KidsLife™ Line with New Disney and Pixar-Themed Frozen Meals

Thu. Dec 18, 2025

ANALYSIS: Widespread HPAI Activity in Europe Driven by Wild Bird Transmission

ANALYSIS: Broiler Hatch Continues to Signal Production Expansion

Wed. Dec 17, 2025

The Retail Rundown: Holiday Demand Builds, Pork Steps Into the Spotlight

Tue. Dec 16, 2025

FSIS Announce a Recall of 62,550 Pounds of Chicken Products

Mon. Dec 15, 2025

Captain D's Moves into NYC Market with Grand Opening in the Bronx

Fri. Dec 12, 2025

Yum China Announces $460 Million Share Buyback in US and Hong Kong

Thu. Dec 11, 2025

ANALYSIS: From Shortage to Surplus- Chicken Market's Dramatic 2025 Turnaround

MEATZY Launches Subscription Service for Premium Meat and Seafood Delivery

Wed. Dec 10, 2025

The Retail Rundown: A Preview of Christmas Favorites

Tue. Dec 9, 2025

Campbell’s Acquisition of La Regina Announced Alongside Earnings

Fri. Dec 5, 2025

ANALYSIS: Broiler Hatchability Climbs in Q4, Narrowing Gap With Historical Norms

Just Bare Surpasses $1 Billion in Annual Sales, Setting New Standards in the Chicken Category

Pilgrim’s Pride announced that its chicken brand, Just Bare, surpassed $1 billion in annual retail sales in 2025. The company’s 45% annual growth rate has made it the fastest-growing brand in its category. Once a niche offering, Just Bare has quickly evolved into a leading force in frozen and fresh chicken.

“Crossing the $1 billion threshold is a testament not only to the strength of the Just Bare brand, but also to the strategic investments our organization has made in innovation, operational excellence, and consumer-driven growth,” said Fabio Sandri, CEO of Pilgrim’s. “This milestone reflects our team’s commitment to building a modern, high-value prepared foods portfolio — and Just Bare is leading the way.”

Full Story »
Feb 20 3:25 PM, Expana

Pilgrim's Pride

Consumer Packaged Goods

Ajinomoto Foods North America, Inc. Recalls Chicken Fried Rice Products

Ajinomoto Foods North America, Inc., a Portland, Ore. establishment, is recalling approximately 3,370,530 pounds of frozen not ready-to-eat (NRTE) chicken fried rice products that may be contaminated with foreign material, specifically glass, the U.S. Department of Agriculture’s Food Safety and Inspection Service (FSIS) announced today.

The NRTE chicken fried rice items were produced between September 8, 2025, and November 17, 2025. The following products are subject to recall:

1.53-kg. cardboard packages containing 6 bags of frozen “AJINOMOTO YAKITORI CHICKEN WITH JAPANESE-STYLE FRIED RICE” with BEST BEFORE/MEILLEUR AVANT dates 26 SE 09 through 26 NO 12.
20-oz. (1 lb. 4 oz.) plastic bag packages containing frozen “TRADER JOE’S Chicken Fried Rice...

Full Story »
Feb 20 7:59 AM, Expana

Pork Retail Cuts

Huey Magoo's Partners with Jha Rajput Patel Group to Expand Across Texas and Alabama

Huey Magoo's has signed a development deal with the Jha Rajput Patel group to expand its brand presence in Texas and Alabama. The Jha Rajput Patel group brings extensive experience across restaurant operations, transportation and logistics, real estate, and multi-unit franchise ownership.

The restaurant features hand-crafted chicken tenders, referred to as 'The Filet Mignon of Chicken®,' made from chicken tenderloin marinated for 24 hours and either hand-breaded or grilled. In 2025, Huey Magoo's introduced a more...

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Feb 19 11:29 AM, Expana

Franchise Development

Chicken Tenders

Lee's Famous Recipe Chicken Welcomes Collin Donnelly as VP of Growth and Development

Lee's Famous Recipe Chicken have announced the appointment of Collin Donnelly, its new Vice President of Growth and Development. This move reinforces the company's commitment to accelerating restaurant growth and franchise development.”

"We are excited to welcome Collin to our leadership team and further strengthen our development bench," said Ryan Weaver, CEO of Lee’s Famous Recipe Chicken. "His growth mindset and proven ability to build scalable teams and systems will be instrumental as we continue to grow across existing and emerging...

Full Story »
Feb 19 10:39 AM, Expana

Lee's Famous Recipe Chicken

Executive Appointments

ANALYSIS: Turkey Poult Placements Rise Early in 2026 Before February Egg Sets Hit Seasonal Low

Poult placements started off this year 2.9% above last year and only 0.8% below the 5-year average. While the turkey industry still battles historically low supplies, this slight uptick in production potential was a generally well-received sign that the market might be on a path toward less supply constraints in the future. However, this rise in poult placements was followed by a subsequent...

Full Story »
Feb 19 9:48 AM, Expana

Go Raw Recalls Cat Food Due to Low Thiamine Concerns

The US Food and Drug Administration (FDA) has announced a recall initiated by Go Raw LLC, a pet food manufacturer.

The recall involves a single lot of the company's Quest Cat Food Chicken Recipe Freeze-Dried Nuggets, which may contain low levels of thiamine (Vitamin B1). The issue was identified following an investigation prompted by a reported pet illness.

Low thiamine levels can be particularly harmful to cats, potentially leading to a deficiency of this essential nutrient. Such a deficiency can affect the cat's overall...

Full Story »
Feb 18 10:29 AM, Expana

Mighty Spark Leads Fastest-Growing Segment in Meat Snacks With Nationwide Expansion

Mighty Spark, the creator of the No. 1 selling chicken snack stick, is accelerating its national expansion in 2026, fueled by rapid category growth, expanded retail distribution and two new product innovations. The company is introducing a Maple Chicken Snack Stick flavor and a new mini stick format as chicken continues to outpace total meat snacks growth.

Chicken snack sticks are now one of the fastest-growing segments in the meat snacks aisle. Chicken sticks are growing six times faster than the overall meat snacks category, according to Nielsen data, with total meat snacks up 12% and chicken sticks up 70% in the latest 52 weeks...

Full Story »
Feb 18 9:28 AM, Expana

New Product Launch

The Retail Rundown: Retail Focus Turns to Lent Promotions

This week in retail, attention is focused on Lent and the broader economic landscape, with inflation back in the spotlight following the latest Consumer Price Index (CPI) release. Although overall inflation showed signs of cooling, food costs continue to edge higher on a monthly basis, keeping value messaging front and center as grocers work to attract price-sensitive consumers.

With the Christian Lenten season now underway, retailers are pivoting quickly. The 40-day period of fasting and reduced meat consumption among Catholics is traditionally a tailwind for seafood, and grocers are leaning into features and promotional pricing to capture traffic...

Full Story »
Feb 18 9:15 AM, Expana

Federal Reserve

bb.q Chicken Deploys Deliverect to Modernize Digital Operations Across All US Locations

bb.q Chicken, one of the fastest-growing Korean fried chicken franchises in the United States, announced today the successful rollout of Deliverect's digital ordering integration and menu management platform across more than 250 US locations.

By connecting its online ordering channels through Deliverect, the brand has streamlined menu updates and order flow across its restaurants, reducing operational complexity and improving efficiency and profitability.

With multi-channel delivery rapidly expanding in the US, this deployment enables bb.q Chicken to scale seamlessly while maintaining high operational standards...

Full Story »
Feb 17 9:04 AM, Expana

ANALYSIS: Early-Year Broiler Production Trends Come Into Focus

As the industry moves through the opening month of 2026, market participants are increasingly scrutinizing early-year supply signals to gauge how production trends are shaping up relative to last year...

Full Story »
Feb 13 11:27 AM, Expana

White Castle Touches Down at Southwest Florida International Airport

White Castle, the family-owned fast-food pioneer and the first chain to bring its restaurant Sliders to retail freezer aisles, is expanding its on-the-go footprint with a new automated kiosk at Southwest Florida International Airport (RSW), meeting travelers where and when cravings strike. Travelers passing through the greater Fort Myers area can now enjoy freshly heated, ready-to-eat beef and chicken Sliders on demand — offering a quick, convenient option before a flight or as they arrive to enjoy the area’s premier beaches...

Full Story »
Feb 12 2:45 PM, Expana

McDonald’s Reports Strong US Momentum, Sustained Global Comp Growth

McDonald’s reported fourth-quarter results showing broad-based comparable sales growth across all segments, supported by traffic gains and value positioning, while maintaining operating momentum despite restructuring costs.

"McDonald's value leadership is working," said Chairman and CEO Chris Kempczinski. "By listening to customers and taking action, we have improved traffic and strengthened our value & affordability scores. That focus helped increase global systemwide sales by 8% and delivered strong comp sales growth across all segments this quarter. The momentum we've built reinforces the progress we've made with...

Full Story »
Feb 12 9:25 AM, Expana

Fiscal Year 2025

Financial Results

Central & South America

Middle East & Africa

NASCAR's Busch Family Reignites Successful StarKist Partnership for a Second Year

In a partnership renewal, the NASCAR family- Kyle, Samantha, and Brexton Busch- is once again joining forces with StarKist, building on a highly successful collaboration last year.

"It's going to be another great year with our friends at StarKist. I grew up with the brand, and I'm a big fan," expressed Kyle Busch. "Daytona sets the tone for a long season with nonstop momentum, and racing 500 miles requires serious focus and energy behind the wheel. I never slow down, so I rely on StarKist's great-tasting...

Full Story »
Feb 12 7:42 AM, Expana

Celebrity Partnerships

Fresh, Bold, Protein-Packed: Wendy's Introduces Two Savory Menu Innovations

Fresh innovation meets premium quality with Wendy's® new Cheesy Bacon Cheeseburger and Chicken Tenders Ranch Wrap, expanding Wendy's protein lineup with bold, high-quality ingredients.

The Details:

The Cheesy Bacon Cheeseburger starts with a quarter pound* of fresh, never frozen beef, topped with American cheese, three strips of Applewood-smoked bacon and ooey-gooey cheddar cheese sauce all stacked on a premium toasted bun.

The Chicken Tenders Ranch Wrap features two crispy, juicy all-white meat chicken tenders wrapped in a soft flour tortilla...

Full Story »
Feb 11 11:28 AM, Expana

The Wendy's Company

Papa Johns Makes a Bold Run to Become the First Pizzeria Awarded a MICHELIN Star

No pizza establishment has ever earned a MICHELIN Star and Papa Johns is leading the charge to become the first. The brand is making a statement the world can rally behind: great pizza is star-worthy. With the launch of their new Pan Pizza, Papa Johns is ready to prove it.

“This is a love letter to a food that has shaped moments and memories for decades,” said Jenna Bromberg, Chief Marketing Officer at Papa...

Full Story »
Feb 11 11:18 AM, Expana

The Retail Rundown: Beef Leads Valentine’s Protein Features as Lobster Prices Ease

Beef tops protein feature volume this week, accounting for 25.1% of ad space. Seafood follows at 23.6%, with pork at 23.1% and chicken at 22.1%. Egg promotions fell to just 2% of total protein ads, down four points from the prior week amid softening retail demand.

Steaks dominate Valentine’s beef promotions, representing 40% of all beef features. Ribeyes, T-bones, and boneless strip filets lead the lineup, and all at sizable premiums compared to last year.

According to Expana’s US Valentine’s Day Index, tenderloin prices have eased month-over-month...

Full Story »
Feb 11 8:52 AM, Expana

Valentine's Day

7-Eleven Answers Chicken Cravings With New $5 Deal

A leader in convenience, the retailer is rolling out $5 chicken offers across its Raise the Roost®, Speedy Café® and Laredo Taco Company® restaurant concepts, giving customers multiple ways to enjoy bold flavors at an affordable price.

"At 7-Eleven, there's no room for boring flavors in our restaurants," said William Armstrong, Senior Vice President of Restaurant Operations at 7-Eleven, Inc. "With these deals, we've turned $5 into food that delivers on quality and delicious flavors, no matter what...

Full Story »
Feb 10 11:01 AM, Expana

Wonder Acquires Blue Ribbon Fried Chicken to Bring Award-Winning Chicken to More Diners

Wonder, a mealtime platform built to satisfy every craving without compromise, acquired Blue Ribbon Fried Chicken, an iconic New York City-based fast-casual concept known for its award-winning fried chicken, from Blue Ribbon Restaurants. The acquisition gives Wonder ownership of Blue Ribbon Fried Chicken and reflects the Company's broader strategy to own and steward beloved restaurant brands that align with its mission to make great food more accessible.

"Bringing Blue Ribbon Fried Chicken into Wonder is an exciting...

Full Story »
Feb 10 10:23 AM, Expana

Mergers And Acquisitions

Expana's Weekly Top 10: Key Market Drivers from Trade Developments to Seasonal Trends

From major trade developments and tariff shifts to supply chain warnings and seasonal demand trends, Expana’s top ten stories this week capture the forces shaping global commodity and trade markets. This roundup highlights the most impactful moves, from US trade diplomacy and USMCA advocacy to Valentine’s Day price dynamics. In no particular order:

10.Turkish glass company Sisecam has started commissioning its first European glass packaging facility in Kaposvár, Hungary, with the first furnace set to begin test production. The facility...

Full Story »
Feb 6 2:12 PM, Expana

Valentine's Day

ANALYSIS: Broiler Hatchery Output Maintains Early-Year Expansion Signal

Early-year hatchery data continues to underscore the expansionary posture of the chicken industry. Across the opening stretch of the year, both egg sets and chick placements remain firmly above year-ago levels, reinforcing the industry’s long-standing YOY production growth trend. Egg sets for the first four weeks of 2026 ran 0.9% to 1.7% higher YoY, with each week establishing a new seasonal high. Chick placements have followed a similar trajectory, posting YOY gains ranging from 1.3% to just over 3.0%, further ...

Full Story »
Feb 6 10:56 AM, Expana

Dave’s Hot Chicken Turns Up the Heat for the Big Game With First-Ever Super Bowl Ad

Dave’s Hot Chicken, the cult-favorite brand known for serving the most craveable hot chicken on the planet, is stepping onto the biggest stage in sports with its first-ever Super Bowl commercial, airing in New York and Los Angeles, marking a milestone moment in the brand’s rapid rise from parking-lot pop-up to global phenomenon.

The spot showcases what fans know best: the unfiltered, authentic reactions of real guests experiencing Dave’s signature hot chicken. Built from the brand’s viral user-generated content, the ad captures the raw emotion, humor...

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Feb 5 10:36 AM, Expana

Dave's Hot Chicken

Krispy Krunchy Chicken Enters the Value Wars with New Deal

Krispy Krunchy Chicken (KKC), a popular hot food concept found within convenience stores, has showcased its celebrated fried chicken and sides in over 3,500 locations across 48 US states.

With sales surpassing a million pounds of chicken weekly, this rapidly growing brand continues to attract customers seeking affordable and satisfying comfort food.

Recently, Krispy Krunchy Chicken entered the value wars by introducing a limited-time $4 Value Meals promotion. Customers can choose between a 2-piece dark-meat bone-in fried chicken...

Full Story »
Feb 5 7:59 AM, Expana

Convenience Stores

Retail Promotions

Yum China Reports Strong Q4 2025 Growth and Strategic Expansion Plans

Yum China has released financial results from its latest quarterly report, showcasing robust growth in its fourth quarter and marking significant milestones across various performance metrics. Total system sales increased by 7% year-over-year (YOY), excluding foreign currency translation (F/X) effects, driven by strong performances across its outlets.

"Our fourth quarter performance capped off 2025 on a high note. Thanks to our team's hard work, we delivered same-store sales growth for three consecutive quarters and same-store transactions growth for twelve...

Full Story »
Feb 4 11:39 AM, Expana

Financial Results

Melting Pot Announces Strategic Expansion Across Canada, Targets Major Hubs for New Growth

Melting Pot, the 94-unit experiential fondue franchise, is launching a strategic push to expand its footprint across Canada. Following a surge in inquiries from Canada, specifically, and strong growth in 2025, including four new restaurants opened and three additional franchises awarded, Melting Pot is looking to build on that momentum. With an Edmonton location, which has been operating for over 15 years, the brand already has a flagship spot and has identified a key opportunity to build on that...

Full Story »
Feb 4 11:19 AM, Expana

Franchise Expansions

Coastal Mississippi Welcomes 2026 With Wave of New Culinary, Hospitality, and Outdoor Experiences

As travelers begin planning their 2026 escapes, Coastal Mississippi is proud to announce a fresh wave of new developments, signaling the destination's meaningful growth. Since the summer of 2025, the destination has seen a broad range of openings, from new food and beverage concepts, hospitality enhancements, and outdoor experiences – reinforcing its reputation as a must-visit getaway where Southern charm meets elevated travel.

Highlights of the 2026 New Developments include:

Ship Island Excursions: The Gulf Coast's iconic ferry service, Ship Island...

Full Story »
Feb 4 11:11 AM, Expana

On 2/6/26, Get 2 6-Inch Subs for $6 as Subway® Celebrates the Only Date That Repeats

This Friday, Subway is giving everyone lucky numbers that are guaranteed winners: two freshly-made six-inch subs for just $6 on 2/6/26.* Snag the deal by asking for the 2/6/26 promo at Subway restaurants across the country, or on the Subway App or Subway.com using promo code 2626PROMO.

This weekend is all about the numbers – point spreads, over-unders, squares, superstitions and more. As sports fans prep...

Full Story »
Feb 3 10:48 AM, Expana

Subway Restaurants

Retail Promotions

Kroger's Winning Playbook for the Big Game, Top Picks and Big Savings

Kroger has unveiled its top party selections for the year's most-watched sporting event, the National Football League's Championship game (the Big Game).

"At Kroger, the Big Game is all about the snack spread," said Carlo Baldan, Kroger Group Vice President of Fresh Merchandising. "Our game-winning playbook includes quality at an unbeatable value, food that tastes incredible, and exclusive options you can't find anywhere else. Kroger is giving fans everything they need to score and save big on game day...

Full Story »
Feb 3 9:28 AM, Expana

Alcoholic Beverages

Retail Promotions

Stop & Shop Lowers Chicken Prices Across New York, New Jersey, and Connecticut

Stop & Shop today announced new lower, everyday prices on chicken at all its stores across New York, New Jersey, and Connecticut. With the price reductions taking effect before the “Big Game,” Stop & Shop is making it easier for customers to save on wings, tenders, and drums, which are some of the most popular staples for football snacking. In 2025, around 1.47 billion wings were consumed for the “Big Game”, according to the National Chicken Council. The lower prices apply to a wide range of products from national brands...

Full Story »
Feb 2 2:53 PM, Expana

Tyson Foods Delivers Chicken Sales Growth Amid Higher Prices in Q1

Tyson Foods has reported a solid start to fiscal 2026, posting first-quarter sales of $14.313 billion, up 5.1% year-over-year YOY , driven by gains across most of its core protein segments.

The company, whose portfolio includes brands such as Tyson, Jimmy Dean, Hillshire Farm and Ball Park, said performance reflected strong execution, particularly in Prepared Foods and Chicken. Gross profit totaled $808 million for the quarter.

"Our first quarter results reflect solid execution across our...

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Feb 2 11:37 AM, Expana

Financial Results

McDonald's Embraces Opulence with the Exclusive McNugget Caviar Kit

TikTok has been instrumental in driving food trends that have captivated social media and permeated everyday culinary experiences. A few years ago, videos emerged showcasing a luxe reinvention of the McDonald's Chicken Nugget, pairing the crispy, tender favorite with the salty, savory decadence of caviar. The intriguing combination has resonated with audiences worldwide, and McDonald's has embraced the trend.

In a bold move, the fast-food giant announces its first-ever McNugget Caviar Kits, featuring Paramount's Baerii caviar, available exclusively on February 10 at McNuggetCaviar.com, not in any McDonald's restaurants.

Full Story »
Feb 2 9:52 AM, Expana

Consumer Trends

Game-Day Demand and Promotions in Foodservice

In the weeks leading up to Valentine’s Day, the food industry prepares for what sports enthusiasts may consider a different sort of holiday: the National Football League’s championship game. This year's event is scheduled on February 8 in Santa Clara, California- South of San Francisco.

Football fans are anticipated to gather in groups for the big day, indulging in an assortment of small bites that drives food sales across grocery, retail, and foodservice, with pizza and chicken wings traditionally taking the lead.

According to the National Retail Federation's...

Full Story »
Jan 30 9:30 AM, Expana

Consumer Spending

Bachoco Completes Acquisition of Mexico’s RYC Alimentos

Mexico’s Industrias Bachoco has completed the acquisition of privately held meat processor RYC Alimentos, expanding its footprint in value-added protein products, said the company.

The deal gives Bachoco ownership of two processing plants in Puebla and around 21 retail outlets across Puebla, Oaxaca, Veracruz and Tlaxcala. Financial terms were not disclosed.

Founded in 1983, RYC produces and sells beef, pork and chicken products and generates annual net sales of approximately $150 million. The company employs more than 900 people. Bachoco said the transaction was completed...

Full Story »
Jan 29 3:57 AM, Expana

Merger And Acquisitions

Central & South America

Middle East & Africa

The Retail Rundown: Protein Movement Gains from Championship Game and Severe Weather

February is typically a sluggish period for protein sales, but demand tied to the season’s championship football matchup is delivering a timely lift for retailers. As shoppers prepare for watch parties and at-home gatherings, meat cases are seeing an uptick in interest for value-oriented, crowd-friendly cuts.

This week’s promotional mix leans toward beef, which accounts for 26% of total features. Seafood follows closely at 25%, while pork represents 24%. Chicken promotions eased to 17.5%, and egg features held steady at 4%. Turkey ads account for 2% of total ads, led by ground turkey features...

Full Story »
Jan 28 8:30 AM, Expana

Valentine's Day

Consumer Spending

Applebee’s Scores Big With New Wing Promo for the Big Game

Applebee’s, the Official Grill + Bar Sponsor of the National Football League, is offering big wins to football spectators on February 8 for the big game.

The deal includes 20 FREE Boneless Wings with any $40 online purchase!* The offer is conveniently available for To Go or delivery.

Guests are encouraged to use promo code SBWINGS26 when ordering to receive the deal.

Guests have a choice of sauce, including Classic Buffalo, Honey BBQ, Sweet Asian Chile, Garlic Parmesan, Extra Hot Buffalo...

Full Story »
Jan 26 9:21 AM, Expana

Retail Promotions

Dine Brands Global

Red Robin Delivers Dine-In Flavor at Drive-Thru Prices with New Big YUMMM Deals Menu

Red Robin Gourmet Burgers is introducing its Big YUMMM Deals value menu, designed to deliver the dine-in experience at a drive-thru price.

Launching Jan. 26, the new menu features entrées and specials starting at just $9.99. Guests can choose from fan favorites like Red Robin's hand-breaded Classic Crispy Chicken Sandwich, as well as new offerings such as the Cowboy Ranch Double Burger. Every Big YUMMM Deals meal includes a choice of standard bottomless side...

Full Story »
Jan 26 8:13 AM, Expana

Alcoholic Beverages

Red Robin Gourmet Burgers

ANALYSIS: Chicken Industry Sets Stage For Potential Production Gains in Q1

The USDA’s Livestock, Dairy, and Poultry Outlook forecast for first-quarter 2026 points to a familiar but increasingly pronounced theme across the protein complex when measured year-over-year against Q1 of ‘25. Total production trends remain uneven across the protein categories, with chicken production expectations remaining on the upswing, while other segments display more restrained or even lower, YOY projections.

Chicken production is firmly in expansion mode. Compared to Q1 last year, the USDA’s broiler production forecast advances on the back of higher chick placements, improving egg sets and placements, rising headcount, and heavier average live weights. Together, these factors are driving a significant YOY increase in...

Full Story »
Jan 23 7:53 AM, Expana

The Retail Rundown: Beef Leads Features as Winter Weather Boosts Comfort Foods

Beef leads protein feature activity this week, capturing 28.5% of total ad space. Seafood follows at 26%, while chicken gained momentum with a 20% share. Pork accounts for 18% of features, and turkey remained steady at roughly 2%.

Egg feature activity was generally flat week-over-week at about 4% as retail demand continues to build nationwide. Forecasted inclement weather across parts of the US later this week and into the weekend has lifted retailer needs, with buying activity picking up notably since early in the week, according to Expana...

Full Story »
Jan 21 8:37 AM, Expana

Suzanna’s Kitchen Recalls RTE Grilled Chicken Breast Fillet Due to Possible Listeria Contamination

Suzanna’s Kitchen, a Norcross, Ga., establishment, is recalling approximately 13,720 pounds of ready- to-eat grilled chicken breast fillet products that may be adulterated with Listeria monocytogenes (Lm), the U.S. Department of Agriculture’s Food Safety and Inspection Service (FSIS) announced today [January 16, 2026].

The ready-to-eat grilled chicken breast fillet items were produced on October 14, 2025. The following products are subject to recall:

10-lb. cases containing two 5 lb. bags of fully cooked grilled chicken breast fillets with rib meat, with lot code 60104 P1382 287 5 J14 on the side of the case and on the package...

Full Story »
Jan 19 7:17 AM, Expana

ANALYSIS: Broiler Production, The Final Tally Is In...

With 2026 underway, chicken market activity is gaining momentum as buyers and sellers jockey for early-year positioning. Amid this renewed engagement, it is easy to overlook a critical backdrop: Cumulative chicken headcount closed the year at a record high. Total production reached just over 8.82 billion head, surpassing the prior all-time peak set in 2020 by approximately 180.5 million head. This outcome closely mirrors the steady, week-over-week advances observed in the hatch throughout the past year, with late-Q4 delivering new record weekly highs in both egg sets and placements...

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Jan 16 7:00 AM, Expana

Popeyes Announces New Head Chef and Chief Marketing Officer Appointment

Restaurant Brands International was featured in Expana's latest foodservice roundup, highlighting leadership shifts taking shape in 2026.

Just before the new year, the company announced internal promotions for Head Chef positions at two of its flagship brands.

Amy Alarcon has been appointed Head Chef for Burger King, U.S. & Canada, bringing 18 years of industry experience. She will lead Burger King's culinary strategy, including menu innovation, product development, and quality standards across the brand.

Robert (Bobby) O’Brien has been appointed Head Chef for Popeyes...

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Jan 16 6:50 AM, Expana

Executive Appointments

Restaurant Brands International

New Guidelines Spark a Protein-Driven Food Revolution in Foodservice

New dietary guidelines have now been out for a week.

In the update, Americans are encouraged to include protein foods at every meal, focusing on high-quality, nutrient-dense sources. The serving goals outlined in this report are 1.2–1.6 grams (approximately 0.042–0.056 ounces) of protein per kilogram of body weight per day.

"Pretty interesting shift toward protein overall. Under the previous 0.8 g/kg guidelines, intake would have been roughly 69 g/day, while the updated guidance implies about a +34 to...

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Jan 16 6:31 AM, Expana

Hunt Brothers® Pizza Brings Back Beloved Buffalo Chicken Pizza LTO

Hunt Brothers® Pizza, the #1 branded pizza program in the convenience store industry, announced the return of the Buffalo Chicken Pizza today, one of its most popular limited time offerings, starting January 19. The Hunt Brothers Pizza LTO program increases foot traffic and profits for thousands of c-store partners by leveraging both made-to-order and grab-and-go sales strategies.

"For 17 years, our Buffalo Chicken Pizza has been one of those special Limited Time Offers that consumers look forward...

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Jan 15 10:26 AM, Expana

Convenience Stores

Consumer Packaged Goods

Zaxby's Brings Back Fan Favorites for the New Year

"New year, same saucy cravings" is the catchy motto Zaxby's shared in its latest announcement featuring exciting menu innovations.

The company is reintroducing two of its most iconic creations, back by popular demand for a limited time starting January 19.

First up is Zaxby's Southern Fried Shrimp, returning with flair in three distinct styles:

ZaxSeas Surf & Turf Meal: Combines land and sea favorites featuring the famous breading on eight Southern Fried Shrimp and three Chicken Fingerz™, served with the legendary Zax Sauce®, Texas...

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Jan 15 9:40 AM, Expana

Leadership Shifts Set the Stage in Foodservice for 2026

So far in the new year, we've seen new menus, ad campaigns, partnerships, and emerging trends.

While the industry maintains its focus on consumers, value, and traffic retention, it has ramped up efforts to facilitate growth and expansion.

In this latest foodservice roundup, Expana has assembled a detailed look at the most significant leadership changes shaking up the industry as it welcomes 2026.

Hormel Foods

Hormel Foods announced the upcoming

Hormel Foods

Hormel Foods announced the upcoming retirements of two long-time leaders: Mark Morey, Vice President of Operations for fresh pork, and Paul Peil...

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Jan 15 8:40 AM, Expana

Consumer Packaged Goods

Executive Appointments

Chipotle Mexican Grill

Restaurant Brands International

Wendy's Launches New Biggie Deals Menu

A pioneer in the "value menu" of the quick-service restaurant (QSR) industry, Wendy's has unveiled its latest promotion, delivering even greater value and the savings that consumers eagerly crave.

Home of the "fresh, never frozen" burger, Wendy's is introducing its Biggie Deals value menu, featuring fan favorites and more, which guests can bundle into $4, $6, and $8 combos.

"We know customers want choice and a meal option made just for them. That's why we're expanding Biggie Deals — to provide more ways to customize and enjoy...

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Jan 14 11:24 AM, Expana

Retail Promotions

The Retail Rundown: Retail Posts Late-Year Gains, but Food Inflation Heats Up

Early 2026 opens with a mixed picture for the food and broader retail sectors.

Retail sales closed out 2025 with solid momentum, as CNBC/NRF data showed holiday sales from Nov. 1 through Dec. 31 rising 4.1% from the year prior. Food and beverage stores also ended the year strong, posting a 0.33% month-over-month gain on a seasonally adjusted basis and a 2.85% increase from a year earlier.

That strength now faces challenges as the industry moves into its usual post-holiday slowdown, amplified by...

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Jan 14 9:21 AM, Expana

Chicken Breasts

Consumer Price Index

Revolutionizing Value Dining with Taco Bell's New Luxe Value Menu

Taco Bell is set to launch its new Luxe Value Menu on January 22, offering a new perspective on value for the conscious consumer.

Renowned for its value-focused options like the iconic Cravings Value Menu and the popular Luxe Boxes, Taco Bell continues to lead the industry in value offerings.

"At Taco Bell, value has always been about delivering more — more flavor, more abundance, more options, more excitement," said Luis Restrepo, Chief Marketing Officer, North America, at Taco Bell.

The Luxe Value Menu boasts a variety of items priced at $3 or less, introducing five innovative new selections alongside five fan favorites from the Cravings Value Menu.

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Jan 13 10:36 AM, Expana

Retail Promotions

Rewards Program

From Restructuring to Revival, TGI Fridays’ Global Growth Strategy

On to brighter days

Home to the infamous Jack Daniel’s–infused whiskey sauce, TGI Fridays has navigated a challenging stretch over the past couple of years, marked by the retirement and return of CEO Ray Blanchette, store closures, and a Chapter 11 filing at the end of 2024.

However, a turnaround has taken shape, as menu innovation and global expansion gained momentum in 2025 and continue to carry the brand forward into 2026.

On November 2, 2024, TGI Fridays announced it had filed for Chapter 11 bankruptcy , seeking...

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Jan 13 8:20 AM, Expana

Global Expansion

Central & South America

UNFI Identifies Key Trends Shaping Fresh Departments for Retailers in 2026

While shoppers are spending more deliberately, the fresh departments are still earning their attention. Categories including produce, floral, bakery, deli, specialty cheese, meat, and seafood are outperforming the rest of the store, with fresh product sales up 3.7% year over year*.

That performance reflects shifting shopper expectations: better taste, stronger nutrition, added convenience, and more transparency from the products they buy.

For retailers, success in fresh now depends on understanding these drivers and partnering with experts who can translate trends into execution on the sales floor.

Ron Selders, UNFI’s President...

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Jan 13 6:43 AM, Expana

Consumer Trends

Consumer Behavior

Jersey Mike's Launches New Chapter of Growth with International Expansion into the UK and Ireland

Jersey Mike's Subs, a leading franchisor of over 3,200 fast-casual sandwich shops known for its fresh sliced and fresh grilled subs, today announced it has signed a franchise agreement with JM Submarines UK LTD, led by Jersey Mike's founder and Chairman of the Board, Peter Cancro, to open 400 stores in the United Kingdom and Ireland. Cancro founded Jersey Mike's more than 50 years ago and remains a significant shareholder following the Company's sale to Blackstone last year...

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Jan 13 6:43 AM, Expana

Franchise Agreement

Franchise Expansions

Jersey Mike’s Subs

ANALYSIS: Historically Heavy Chicken, Historically Strong Demand

Average live weights in the US broiler industry remained at historically high levels for much of 2025, yet the market response diverged meaningfully from prior high-weight cycles. Weekly USDA federally inspected young chicken weights spent most of the year above the five-year average near 6.4 pounds, with extended stretches from late spring through early fall pressing toward the upper end of the historical range. In a more typical environment, that level of tonnage would have created sustained downward pricing pressure. Instead, the market largely absorbed the additional production.

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Jan 9 3:18 PM, Expana

Subway Launches Resolution-Ready, Protein-Packed Menu to Meet Consumer Demand

Aligned with the latest Dietary Guidelines for Americans 2025–2030, Subway is reinforcing its commitment to protein-forward, value-driven menu innovations. The brand is kicking off the new year with "resolution-ready" offerings designed to meet evolving consumer demand for affordable, better-for-you choices.

Subway’s New Year lineup delivers on what consumers continue to prioritize: "protein power" at an accessible price point.

On Jan 8, Subway introducesd its all-new Protein Pockets, each delivering more than 20g of protein, paired with fresh vegetables...

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Jan 9 11:15 AM, Expana

Retail Promotions

Checkers & Rally's Joins the Value War with $5 MVP Meal Deal

The fast-food "value war" continues, with Checkers & Rally’s joining the fray as consumers seek quality meals without breaking the bank.

The brand’s new $5 MVP Meal Deal includes a choice of sandwich, value-sized fries, a small drink, and a classic apple pie for dessert.

Guests can choose from a Mushroom Swiss Burger featuring a seasoned 100% beef patty, the Spicy Chicken Sandwich, or the Cheese Double made with a quarter pound of seasoned beef and melted cheese.

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Jan 7 11:10 AM, Expana

Checkers & Rally's

The Retail Rundown: New Year's Resolutions Sustain Protein Demand

January ushers in seasonal headwinds that typically temper consumer spending, as post-holiday budget pressures encourage more cautious purchasing behavior.

While retail traffic generally softens after the holidays, protein demand remains resilient, supported by early-year wellness goals. Protein also continues to anchor merchandising strategies across foodservice as operators adjust to shifting consumer habits, including the growing use of GLP-1 weight-loss medications.

According to the International Food Information Council’s 2025 Food & Health Survey, high-protein eating remains the most commonly followed diet among Americans, with 23% reporting adherence last year, followed by mindful eating at 19%, marking the third...

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Jan 7 8:21 AM, Expana

Restaurants Turn Up the Heat with Comfort Foods, Value Deals, and Returning Favorites

New year, new menus — restaurants are kicking off the year with fresh spins on classics and brand-new culinary creations.

In Expana’s latest Foodservice Round Up of the Year, "value"was pinned as the buzzword of 2025. Customers want (and need) quality without breaking the bank.

That theme looks set to retain its prominence heading into 2026.

With QSRs taking the lead in what’s been coined the "Value Wars," restaurants like Applebee’s and Chili’s have leaned heavily into “2 for” deals, often pairing an appetizer...

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Jan 7 8:00 AM, Expana

A Year of Change, Value, and Growth in Foodservice

As we closed the month of December and ushered out the year 2025, we look back at some of the most memorable moments in foodservice. From corporate controversy to shifting consumer behavior, the year delivered no shortage of headlines.

Controversy erupted when a popular chain restaurant walked back a logo redesign that ultimately spilled into the political arena. "Value" emerged as the buzzword of the year as restaurants competed to give consumers more for their money. Meanwhile, beef prices climbed to historic highs, pushing chicken into the spotlight as diners...

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Jan 6 7:17 AM, Expana

Agri-Food Americas 2025

Consumer Behavior

Consumer Trends

ANALYSIS: Disease Outbreaks Deepen Crisis in Polish Poultry Sector in 2025

In Poland, infectious disease outbreaks emerged as one of the most pressing challenges facing the poultry industry in 2025, as millions of birds were culled following widespread cases of avian influenza and Newcastle disease. Against a backdrop of potential export restrictions, record-high poultry prices, and intensifying regulatory pressures, the past year has ranked among the most difficult periods for the Polish poultry sector in recent years.

As of December 29, 2025, Polish veterinary authorities had confirmed 116 outbreaks of Highly Pathogenic Avian Influenza (HPAI), affecting...

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Jan 2 10:25 AM, Expana

ANALYSIS: Chicken Inventories Hold Steady Amid Category Divergence

The USDA’s most recent cold storage release presents a mixed backdrop for the chicken complex as November came to a close, with key categories moving in notably different directions. Even so, inventory levels remained tightly clustered around both last November’s close and October’s ending stocks. At 814.9 million pounds, November’s total frozen chicken inventories ranked as the ninth-highest seasonal level in at least the past three decades. This figure reflects a 0.7% year-over-year (YOY) increase and a modest 0.4% rise from October. For context, month-over-month (MOM)...

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Dec 31 6:47 AM, Expana

Burger King® and Popeyes® Announce New Head Chefs

Burger King® and Popeyes® have each announced a new Head Chef – promoting existing top talent within Restaurant Brands International (RBI).

Amy Alarcon has been appointed Head Chef for Burger King, U.S. & Canada, following 18 years as a culinary leader and Head Chef at Popeyes. Amy previously led Popeyes’ success in shaping the brand’s culinary identity and driving category-defining menu innovation, including the iconic Popeyes Chicken Sandwich.

In her new role, Chef Amy will lead the Burger King culinary strategy...

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Dec 30 8:00 AM, Expana

Executive Appointments

Long John Silver’s Brings Back $6 Fish & Chicken Basket

Long John Silver’s is bringing back its popular fish baskets, harmonizing flavors from both sea and land while delivering the value customers seek. This revival features the $6 Fish & Chicken Basket for a limited time.

"Guests have been telling us for years that our chicken is a best-kept secret," said Christopher Caudill, Long John Silver's senior vice president of marketing and innovation. "Our hand-battered chicken strips—known as Chicken Planks—are every bit as crave-worthy as our legendary fish. It's time we let that secret...

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Dec 30 7:56 AM, Expana

Retail Promotions

Long John Silver's

Crayola Launches Global McDonald's Happy Meal® Experience That's Out-of-This-World

Crayola has teamed up with McDonald's for the first time on a global scale with a new Happy Meal experience to propel kids' imagination into orbit and transform the universe into a canvas for creativity.

The Happy Meal features an exclusive lineup of co-branded, space-themed activity kits and toys designed to encourage hands-on creative moments that the whole family can share. The limited-edition Planet McDonald's Happy Meal is rolling out at participating McDonald's...

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Dec 29 1:34 PM, Expana

Central & South America

Middle East & Africa

ANALYSIS: EU Postpones Mercosur Trade Deal Amid Farmer Protests in Brussels

The European Union has postponed the ratification of its long-negotiated free trade agreement with the Mercosur bloc until January 2026, amid growing political resistance and large-scale protests by European farmers in Brussels. The decision was taken December 18, 2025, at the conclusion of the European Council meeting, one of the most consequential summits of the year.

Negotiations on the EU-Mercosur agreement, which involves Argentina, Bolivia, Brazil, Paraguay and Uruguay, began in 2000 and have stretched over two decades. Once ratified...

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Dec 24 9:51 AM, Expana

Central & South America

PuraVida Foods Expands KidsLife™ Line with New Disney and Pixar-Themed Frozen Meals

PuraVida Foods, the company redefining frozen food through flavor and technology, announced today an exciting new chapter for its KidsLife™ brand: a line of nutritious, chef-crafted frozen meals featuring select Disney and Pixar characters. Launching this month, the collection will debut exclusively with Sprouts Farmers Market nationwide beginning December 22 highlighting favorites from Disney’s Frozen, Disney’s Moana, Disney’s Lilo & Stitch, Disney’s Mickey Mouse & Friends, and Disney and Pixar’s Toy Story, bringing a fresh mix of innovation and fun to family...

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Dec 24 8:00 AM, Expana

Consumer Packaged Goods

ANALYSIS: Widespread HPAI Activity in Europe Driven by Wild Bird Transmission

Between September 6 and November 28, 2025, a total of 442 outbreaks of highly pathogenic avian influenza (HPAI) were confirmed in domestic poultry, alongside 2,454 detections in wild birds across 29 European countries, according to the latest quarterly assessment published by the European Food Safety Authority (EFSA), the European Centre for Disease Prevention and Control (ECDC), and the EU Reference Laboratory (EURL). The scale and geographic spread of these outbreaks underscore the continued intensity of HPAI circulation across Europe during the...

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Dec 18 10:40 AM, Expana

ANALYSIS: Broiler Hatch Continues to Signal Production Expansion

Closely aligned with the chicken industry’s push for higher hatchery output, the latest USDA Broiler Hatchery Report reflects modest, yet meaningful, gains in both egg sets and chick placements. For the week ending December 13, broiler-type eggs set increased 1.2% year over year (YoY), reaching 251.4 million head. This represents not only a seasonal weekly high, but also a continuation of the steady YoY growth trend observed throughout 2025, interrupted only briefly by weekly declines in late July and early October.

Chick placements followed a similarly elevated trajectory...

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Dec 18 10:38 AM, Expana

The Retail Rundown: Holiday Demand Builds, Pork Steps Into the Spotlight

With just over a week remaining until Christmas, supermarket circulars are serving as the hub for holiday party planning. Most seasonal food shopping is expected to be concentrated this week, with fresh meat and deli items leading the charge.

Store traffic is poised to increase as retailers vie aggressively for holiday dollars in an increasingly competitive retail environment heading into 2026.

Pork took the top spot in this week’s protein features, fueled by a spike in holiday ham promotions. Pork accounted for 30% of total...

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Dec 17 8:50 AM, Expana

FSIS Announce a Recall of 62,550 Pounds of Chicken Products

The United States Department of Agriculture's (USDA) Food Safety and Inspection Service (FSIS) announced a recall from Suzanna's Kitchen of approximately 62,550 pounds of fully coolked, bone-in chicken products.

The recalled items included in this announcement come in 18-lb. cases which contain four units of “FULLY COOKED BREADED CHICKEN PORTIONS,”. It has case code “P-1380 126237 B30851 23:11 K04” printed on the side of the packaging along with the USDA mark of inspection and establishment number P-1380.

This item was produced on...

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Dec 16 3:09 PM, Expana

US Department Of Agriculture (USDA)

Captain D's Moves into NYC Market with Grand Opening in the Bronx

With more than 530 restaurants across 23 states, Captain D’s, a leading casual seafood restaurant brand is bringing its iconic concept to the New York City market for the first time.

On December 8, Shahid Raza, in partnership with FSR Group, celebrated the grand opening of Captain D’s at its 763 E. Gunhill Road location in the Bronx while developing three additional locations in New York City.

Earlier in the year, Expana reported the team planned on opening five other locations in the Baltimore metro...

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Dec 15 10:36 AM, Expana

Franchise Expansions

Yum China Announces $460 Million Share Buyback in US and Hong Kong

Yum China Holdings entered into share repurchase agreements in the US and Hong Kong for a total repurchase amount of approximately $460 million for the first half of 2026, commencing on January 12, 2026. The agreement includes approximately US$350 million under Rule 10b5-1 of the United States Securities Exchange Act of 1934 in the US and approximately HK$880 million for a similar program in Hong Kong.

The share repurchase program agreements serve as a key element in...

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Dec 12 11:19 AM, Expana

Financial Results

ANALYSIS: From Shortage to Surplus: Chicken Market's Dramatic 2025 Turnaround

The year began with an unusually sharp rally across the chicken complex as a perfect storm of supply constraints and aggressive demand converged. Retailers and foodservice operators leaned heavily into chicken due to the historically wide cost spread compared to beef, which made chicken the clear feature protein nationwide. At the same time, production efficiency was severely compromised. Avian metapneumovirus and laryngotracheitis did not drive large mortality events, but they significantly reduced bird performance, cutting live weights, suppressing feed conversion, and lowering...

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Dec 11 11:01 AM, Expana

MEATZY Launches Subscription Service for Premium Meat and Seafood Delivery

MEATZY, an innovative subscription service delivering high-quality meat directly to customers' doors, has officially launched.

Developed by industry veterans with experience in supplying proteins to over 100 luxury resorts and leading chefs, MEATZY promises an exceptional culinary experience with premium beef, chicken, pork, and seafood at consistent prices.

"Protein prices keep climbing, and families are paying more for meat that's often lower quality than they realize," said the co-founder, Jorge Arevalo. "We built MEATZY to give people access to chef-grade protein...

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Dec 11 10:25 AM, Expana

Subscription Service

The Retail Rundown: A Preview of Christmas Favorites

Few protein items embody the year-end holiday spirit quite like the classic Christmas ham and the standing rib roast. These iconic centerpiece proteins often dominate holiday tables, shaping both wholesale market trends and retail advertising strategies.

This year, the wholesale beef rib market kicked off its seasonal rise in late July, climbing 32% between July 28 and Thanksgiving week. Since then, the market has shifted into typical year-end procurement mode with a generally steady undertone, and holiday buying is expected to wrap soon...

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Dec 10 9:08 AM, Expana

Campbell’s Acquisition of La Regina Announced Alongside Earnings

On December 9, The Campbell’s Company officials announced plans to acquire a majority stake in an Italian tomato processor called La Regina Di San Marzano, according to the company’s latest earnings report. By the second half of 2026, the acquisition will be complete after two payments toward the total $286 million valuation, according to Campbell's leaders.

The company entered into definitive agreements to acquire a 49% interest in La Regina, the producer of Rao’s tomato-based pasta sauces...

Full Story »
Dec 9 11:44 AM, Expana

Mergers & Acquisitions

Food And Beverage

ANALYSIS: Broiler Hatchability Climbs in Q4, Narrowing Gap With Historical Norms

Average broiler hatchability is still sitting below the 5-year average but is starting to rebound. During Q1 of this year, the average hatchability rate sat at 78.9%, 1.3 percentage points lower than the 5-year average. Throughout the year, slow gains have been made in hatchability, and Q4’s average rate is currently 79.8%. This is only 0.5 percentage points lower than the 5-year average of 80.3%.

Hatchability has been a major concern in the broiler industry for several years now. Poor hatchability decreases efficiency while also...

Full Story »
Dec 5 7:11 AM, Expana

FEATURED STORIES

ANALYSIS: Korea’s 2026 KAFTA Quota Drawdown Accelerates as Australian Beef Flows Surge

ANALYSIS: Korea Logs Highest-Ever Monthly Beef Imports at 87,162 MT in January 2026

ANALYSIS: Diverging Protein Output Trends Take Shape In Q1

ANALYSIS: Turkey Poult Placements Rise Early in 2026 Before February Egg Sets Hit Seasonal Low

ANALYSIS: US 90% Lean Heavy Cows Continue to Encounter YOY Gains

For complete market coverage visit COMTELL

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