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ANALYSIS: Cage-Free Market Momentum Shifts; First Gains Since Late November
The cage-free market has begun to show upward momentum this week, marking its first upward adjustment in nearly two months. After a prolonged period defined by surplus production and muted demand nationwide, a shift in buying needs—driven largely by aggressive retail promotions—has injected a more bullish tone into the category.
Retail demand, particularly along the West Coast, has strengthened notably and is absorbing a large share of available cage-free supply. This improvement coincides with the rollout of new promotional features, some priced as low as $0.99/dozen. Other promotions, while less aggressive, are still frequently positioned below...
ANALYSIS: US Shell Egg Prices Retreat as Post-Holiday Inventories Build
Shell egg prices have begun to ease in the post-Thanksgiving period, with Midwest large slipping 3cts to $2.58/dozen on Tuesday—the first downward move since late September. While the holiday performed in line with expectations and, in some cases, exceeded them, early December often brings a natural cooling in demand. Many consumers enter the month well-stocked after the long holiday weekend, leaving retailers to pull lighter volumes as they assess sell-through before committing to fresh rounds of replenishment.
These softer retail pulls, combined with...
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