Expana's Weekly Top 10

This week’s Top 10 rounds up the markets’ biggest moves from geopolitics to grocery shelves, reported by Expana's respected market professionals and journalists. Highlights include Expana’s deep dive on how the Persian Gulf conflict is driving fertilizer and grain risks, Canada’s snow‑crab pricing dispute, a spike in ham promotions ahead of Easter.

This list also covers major industry shifts such as private‑label growth, Starbucks’ China deal, and union action at UNFI—alongside trade/tariff updates and our US/Europe Easter Index releases. Read on for...

Day 35 of Iran War: US, Israel Expand Strikes on Iran as Washington Ramps Up Pressure

The United States and Israel have expanded their attacks on Iran as Washington intensifies pressure on the Iranian government.

US President Donald Trump has stepped up his rhetoric, warning that the US military “hasn’t even started” targeting key infrastructure and threatening to intensify its bombing of Iran if it does not agree to Washington’s terms.

Pakistan said it would continue efforts to push Washington and Tehran towards ending the war, though it acknowledged “obstacles” to peace...

ANALYSIS: US Freight Dynamics Drive Regional Premium Amid Elevated Cage-Free Supply 

The cage-free market has taken on a slightly different regional structure this week, with the West Coast once again commanding a slight premium over the rest of the US. This shift corrects a recent, less typical period where regional values had inverted, though the current premium is being driven more by logistics than by any improvement in underlying demand.

Escalating geopolitical tensions have sharply increased diesel costs, with...

Fresh Gourmet Launches Bacon Pieces in the Produce Aisle—With a Steamy Assist from Bachelor Nation’s Aaron Clancy

Fresh Gourmet, the go-to brand for crunch-forward croutons, scrumptious salad toppings and so much more, is shaking things up at grocery stores nationwide in a way consumers won’t see coming—by bringing bacon to the produce aisle.

With the launch of its two new Bacon Pieces products, Real and Uncured, the brand is redefining where, and how, shoppers discover bold flavor. Merchandised alongside fresh vegetables instead of the traditional center-store aisle, the product invites shoppers...

USDA, DOI Announce Federal Grazing Agreement to Expand Access; Secretary Signals Support for MCOOL

The U.S. Department of Agriculture and U.S. Department of the Interior yesterday announced a joint agreement to expand livestock grazing on federally managed lands as part of a broader strategy to rebuild the U.S. cow herd and strengthen domestic cattle production.

The agreement focuses on reopening vacant grazing allotments, maintaining existing grazing capacity, improving coordination between agencies, and streamlining the permitting process.

“Rebuilding the U.S. cow herd and strengthening our domestic food supply must remain a national priority,” said R-CALF USA Property Rights Chair Shad...

Moore County Texas A&M AgriLife Extension Agent Receives Top Beef Award 

Texas & Southwestern Cattle Raisers Association awarded Marcel Fischbacher, Moore County Texas A&M AgriLife Extension Agent, as the 2026 Outstanding County Extension Agent – Beef at the Cattle Raisers Convention & Expo held in Fort Worth.

The award recognizes Texas’ most dedicated and effective local educators in cattle production who work alongside landowners to advance stewardship of land and livestock across the state and is presented annually at the association’s membership meeting.

“Marcel Fischbacher exemplifies the critical role Extension agents play in supporting beef producers and strengthening rural communities...

Starbucks Divests Chinese Business to Boyu Capital; Invests in US Operations and Personnel

On April 2, Starbucks Coffee Company leaders divested 60% of their business in China to local firm, Boyu Capital, according to a press release. On the same day, company leaders announced investment in US employees with an incentive package aimed at positioning Starbucks employment as the “most competitive total compensation and benefits packages in the industry,” read the separate release. 

In terms of the deal in China, the “joint venture oversees approximately 8,000 company-operated coffeehouses today, which will transition to a licensed operating model..."

Papa John’s Launches “Pizza Miles,” Reimbursing Customers for Gas When They Drive In for Carryout

Papa John’s is rolling out “Pizza Miles,” a limited-time Papa Rewards® promotion that reimburses customers for part of the cost of driving to pick up carryout orders.

From April 3–5, Papa Rewards members who opt in will receive $4 in Papa Dough after placing a qualifying carryout order of $10 or more through the Papa John’s app or online. Papa Dough is redeemable on future orders via the app and is valid for 14...

USDA Partnership Tackles ASF Risks in Global Feed Supply Chain

Imagine a disease so devastating that it could wipe out entire pig farms, cripple a major agricultural industry and impact the food supply for countless families. This is the reality of African swine fever virus, a global animal health threat that has caused immense damage in other parts of the world.  

According to USDA’s Animal and Plant Health Information Service, if ASFV entered the United States, it would: 

Commissioner Wilton Simpson Announces Permanent Protection of Farmland in Putnam and Madison Counties

Today, Florida Commissioner of Agriculture Wilton Simpson announced the permanent protection of nearly 1,450 acres of working Florida agricultural land through the Florida Department of Agriculture and Consumer Services’ Rural and Family Lands Protection Program. Rural lands protection easements prevent future development of the land and allow agriculture operations to continue to contribute to Florida’s economy and the production of food, timber, and other resources vital to the prosperity of Florida.

“Florida’s future depends on our ability to protect the land that...

Day 34 of Iran War: US-Israel War on Iran Intensifies; Oil Jumps, Tehran Rejects Ceasefire Claims

The United States and Israel stepped up strikes on Iran, with reported casualties and damage across multiple areas, as Iranian forces launched new missile and drone attacks in response.

In an address on Wednesday, US President Donald Trump said Washington had “destroyed the Iranian military” and was nearing its war objectives. Trump also said Tehran had sought a ceasefire, a claim Iranian officials denied...

ANALYSIS: Turkey Production Shows 3.6% Year-to-Date Gain Despite Record Low January Harvest

January’s turkey headcount came in at the lowest value ever recorded, but a much less aggressive month-over-month (MOM) decline than what is typically seen has helped bring year-to-date (YTD) production above that of last year.

This year, the number of turkeys harvested only fell 1.7% from January to February, compared to a 5-year average MOM decline of 6.5%. Last year, the headcount fell 14.5% from January...

ANALYSIS: Year-to-Date Broiler Production Continues to Skew Heavier Across Weight Classes

Through the week ending March 21st, U.S. broiler production remains firmly above year-ago levels, with total headcount now surpassing 2.04 billion, a 3.63% increase compared to 2025. While overall supply levels continue to expand, the distribution across weight classes further highlights a pronounced shift toward the heavier end of the scale.

Headcount within the smallest weight category (4.25 lbs. & down) continues to contract, declining 6.67% year over year to 304.8 million...

Burger King to Hire 60,000 as Restaurant Upgrades Boost Traffic 

Burger King is on the hunt for talent. The company announced it is looking to fill up to 60,000 positions across its roughly 6,500 restaurants, from entry-level roles to management. The chain has long been one of America’s largest employers.

According to the announcement, most of the brand’s restaurants are owned and operated by independent franchisees, many of them family-owned.

Recent efforts to modernize restaurants and streamline operations have driven notable increases in traffic, creating a need for...

McDonald's Expands McValue Menu with Under $3 Menu and Breakfast Meal Deals

McDonald's is expanding its McValue menu, including an Under $3 Menu and a $4 Breakfast Meal Deal, as an industry-focused response to rising costs, giving operators flexible offers to protect traffic and margins while still delivering value.

"For generations, McDonald's has been committed to delivering great value our fans can count on," said Alyssa Buetikofer, Chief Marketing and Customer Experience Officer, McDonald's USA. "As our customers' expectations evolve, we're making it easier for them...

America's Egg Farmers Commit $1 Million to Put Protein-Packed Eggs at the Center of School Breakfast

American Egg Board joins USDA Secretary Rollins, HHS Secretary Kennedy and White House Senior Advisor Calley Means to advance real food, real protein for America's children.

In the days ahead of Easter, U.S. Secretary of Agriculture Brooke Rollins gathered senior federal leaders including U.S. Secretary of Health and Human Services Robert F. Kennedy, Jr. and White House Senior Advisor Calley Means as well as agricultural stakeholders at the U.S. Department of Agriculture to discuss the critical role eggs play in feeding America's children a nutritious breakfast. The American Egg Board (AEB)...

BJ’s Wholesale Club Names Stephanie Reibling Executive Vice President, Chief Merchandising Officer

BJ’s Wholesale Club today announced that Stephanie Reibling has been named Executive Vice President, Chief Merchandising Officer, effective immediately.

Reibling will lead the company’s merchandising organization, playing a critical role in driving BJ’s merchandising transformation and delivering continued growth across categories. Reibling will report to Paul Cichocki, EVP, Chief Commercial Officer.

“We’re thrilled to welcome Stephanie to BJ’s Wholesale Club,” Cichocki said. “Her experience in retail and merchandising will be invaluable as we evolve our assortment, build BJ's own brands and advance...

FSIS Issues Health Alert For Frozen, Dinosaur-Shaped, RTE Chicken Nuggets Due To Traces of Lead

The U.S. Department of Agriculture’s Food Safety and Inspection Service (FSIS) is issuing a public health alert for frozen, dinosaur-shaped, ready-to-eat chicken nuggets that may be contaminated with unsafe levels of lead. A recall was not requested because the products are no longer available for purchase. However, FSIS is concerned that some product may still be in consumers’ freezers.

The chicken nuggets were produced on Feb. 10, 2026. The following product is subject to the public health alert...

UNFI Teamsters Unanimously Authorize Strike

More than 200 warehouse workers at United Natural Foods Inc. (UNFI) have voted by a 100 percent margin to authorize a strike if the company fails to deliver a fair contract and immediately cease its unfair labor practices. The group is demanding an agreement that meets or exceeds the standard already secured by thousands of UNFI Teamsters nationwide.

“We organized as Teamsters to win a contract that respects the work we do,” said Vedjo Williamceau, a warehouse worker and member of Teamsters Local 769. “The company’s unfair labor practices and refusal to negotiate fair terms...

Cargill Wins 2026 BIG Artificial Intelligence Excellence Award

Cargill has been named a winner in the 2026 BIG AI Awards, presented by the Business Intelligence Group, recognizing the company’s leadership and innovation in applying artificial intelligence to transform the global food and agriculture system.

The award highlights Cargill’s integration of artificial intelligence across its value chain from on-farm decision tools to supply chain optimization and customer co-creation, all designed to deliver measurable impact for producers, customers and consumers worldwide...

Joint Statement by the International Energy Agency, International Monetary Fund, & World Bank Group

The Heads of the International Energy Agency, International Monetary Fund, and World Bank Group have agreed to form a coordination group to maximize their institutions’ response to the energy and economic impacts of the war in the Middle East. They issued the following joint statement:

The Middle East war has caused major disruptions to lives and livelihoods in the region and triggered one of the largest supply shortages in global energy market history. The impact is substantial, global, and highly asymmetric, disproportionately affecting energy importers, in particular...

Day 33 of Iran War: US, Israel Intensify Strikes on Iran Amid Diplomatic Deadlock

US and Israeli airstrikes have continued across Iran, targeting industrial and civilian infrastructure, including steel plants and pharmaceutical factories, according to Iranian state media and officials.

US President Donald Trump, who is scheduled to deliver a White House address this evening, said the war could be wrapped up within two to three weeks even without a formal agreement. He warned he might reconsider America’s commitments to NATO if European allies do not play a larger role in countering Iran’s blockade of the Strait of Hormuz...

ANALYSIS: Unusual Market Shift 2026 Select Cutout Trades Above Choice

The data shows a brief and unusual inversion in the typical relationship between the USDA Choice and Select beef cutout values. At the same time, on March 25 and 26, the Expana Choice cutout maintained a premium over Select, holding at 3.35% on March 25 and 3.33% on March 26. Under normal market conditions, the USDA Choice cutout trades at a premium to the USDA Select cutout, reflecting higher quality and stronger demand. However, during the period from March 23 to...

The Retail Rundown: Ham Leads the Holiday Table as Promotions Surge

During Easter week, pork dominates the spotlight, accounting for 30% of all protein promotions. Within this category, ham stands out as the clear leader, making up 37% of all pork features and the highest share in the segment. Promotional activity has surged dramatically, with approximately 13,583 ham-related opportunities this week, a sharp increase from about 1,300 the week prior.

Data from Expana’s US Easter Index shows that wholesale prices for key holiday items have generally declined in 2026. The overall index dropped about 7% year-over-year (YOY)...

Cal-Maine Foods Welcomes Dudley D. Wooley to Board of Directors

Cal-Maine Foods, Inc. (NASDAQ: CALM), the largest egg company in the United States and a leading player in the egg-based food industry, today announced the appointment of Dudley D. Wooley to its Board of Directors. Mr. Wooley brings extensive leadership experience in risk management, business strategy, and governance, further strengthening the Board’s depth of expertise as the Company continues executing its long-term growth strategy.

Mr. Wooley currently serves as Chief Executive Officer of Ross & Yerger Insurance, Inc., a super-regional, employee-owned independent insurance agency headquartered in Jackson, Mississippi. With more than three decades at the firm, he has played a central role in shaping its growth, leadership, and long-term...

Yum! Brands Appoints Former Marriott International CFO Kathleen (Leeny) K. Oberg to Board

Yum! Brands, Inc. (NYSE: YUM) today announced the appointment of Kathleen (Leeny) K. Oberg, former Chief Financial Officer and Executive Vice President, Development of Marriott International, Inc., to its Board of Directors, effective April 1, 2026.

“Leeny is a highly accomplished leader with deep global experience and a strong track record of driving disciplined growth,” said Brian Cornell, non-executive chairman of the Yum! Brands Board of Directors. “Her expertise and perspective will be a strong addition to our board and will help guide our...

Private-Label Brands Surge Across US and Global Markets, Circana Reports

According to two new reports from Circana, private-label brands are rapidly expanding across CPG and FMCG markets, led by food and beverage in the US, where private label holds a 24% value share in those aisles. The data shows the sector has evolved into a strategic growth driver for retailers and has built strong momentum recently.

Circana’s global research, Category Transformation or Simply Competition: A Global Private Label Perspective, explores regional approaches to private brands across the European Union, Australia, and the...

Poultry Industry Safety Recognition Award Applications Being Accepted

The Joint Poultry Industry Safety Award Program is now accepting applications from poultry industry facilities that have demonstrated exceptional safety programs. This award program is open to members of the National Chicken Council (NCC), National Turkey Federation (NTF), and U.S. Poultry & Egg Association (USPOULTRY). Eligible facilities include poultry processing plants, further processing facilities, egg processing plants, hatcheries, feed mills, animal support services and rendering facilities. To qualify, applicants must have implemented innovative and effective safety programs as well as have maintained injury and illness rates below the industry average for three consecutive years.

According to the most recent data from the Bureau of...

NCBA and PLC Participate in Grazing Roundtable, MOU Signing

Today, public lands ranchers joined Agriculture Secretary Brooke Rollins and Interior Secretary Doug Burgum, as the secretaries signed a memorandum of understanding (MOU) to launch their Grazing Action Plan.

National Cattlemen’s Beef Association (NCBA) and Public Lands Council (PLC) leaders and members then participated in a roundtable discussing cooperative work to address longstanding challenges for federal lands grazing permittees. PLC President Tim Canterbury, PLC Past President Mark Roeber, and Industry Issues Committee Chairman Nate Thomson were joined by NCBA President-elect Kim Brackett, American National CattleWomen (ANCW)...

Grazing Agreement Cuts Red Tape for America’s Ranchers

American Farm Bureau Federation President Zippy Duvall commented today on a memorandum of understanding between USDA and the Department of the Interior to strengthen public lands grazing and the partnership between ranchers and the agencies.

“Farmers and ranchers appreciate USDA Secretary Brooke Rollins and Department of the Interior Secretary Doug Burgum for their work to improve access to public lands for grazing. Public lands offer quality grazing grounds for livestock, which in turn reduces wildfire risk and contributes to the vitality of rural communities across the West.

“The MOU will reduce delays...

USDA, DOI Move to Boost Support for American Ranchers, Help Lower Prices for Consumers

U.S. Secretary of Agriculture Secretary Brooke L. Rollins and U.S. Secretary of the Interior Doug Burgum today announced new actions aimed at boosting the supply of American born, raised, and harvested beef by supporting American ranchers with the signing of a new Memorandum of Understanding (MOU) that will strengthen coordination, cut bureaucratic red tape, and deliver immediate, tangible support for America’s farmers and ranchers who rely on public lands.

Building on the USDA’s recently released Grazing Action Plan, the agreement formalizes collaboration between the U.S. Department of Agriculture (USDA) Forest Service (FS) and the...

Day 32 of Iran War: US–Israel Strikes Continue Across Iran, Trump Issues New Threats

US and Israeli forces carried out fresh air strikes across Iran on Tuesday as the war entered its 32nd day.

US President Donald Trump warned that Washington might strike Iran’s key energy infrastructure, including its main oil export hub at Kharg Island, oil wells, and power plants, if no deal is reached and the Strait of Hormuz remains closed.

Following Trump's comments, Iran set ablaze a Kuwait‑flagged crude oil tanker off Dubai. The fire was extinguished with no reported oil spill or crew injuries...

KFC Expands Value Platform with Tiered Box Feasts 

While consumers continue to face rising living costs, KFC is leaning into a new promotion designed to drive traffic and reinforce value. As part of its Value Feast lineup, the brand is introducing three new Box Feasts at distinct price points, giving consumers more ways to enjoy a complete meal at an accessible price:

• $7 Box Feast: 1 KFC Snacker, 5pc Nuggets, 3oz Fries, Medium Drink
• $9 Box Feast: 2 KFC Snackers, 5pc Nuggets, 3oz Fries, Medium Drink
• $11 Box Feast: 1 Chicken...

ALDI US Debuts New Nationwide Digital Experience Using Instacart's Enterprise Technology

Instacart, the leading grocery technology company in North America, and ALDI U.S., America's fastest-growing grocer, today launched a redesigned ALDI U.S. website, aldi.us, and mobile app. The enhanced experience offers a more seamless, personalized way for customers to shop their favorite ALDI products online, powered by Instacart's Storefront Pro enterprise commerce platform and fulfillment solutions. Instacart first began powering fulfillment for ALDI U.S. in 2019, and is now the retailer's exclusive fulfillment partner across their website and app...

UK Protein Producer Hilton Foods Refocuses on Meat as Seafood Unit Struggles

Hilton Food Group is restructuring its seafood operations following a strategic review that revealed the division's limited alignment with the company's core meat processing capabilities, according to the UK processor's 2025 annual results.

The company's UK seafood business, Seachill, became "marginally loss-making at an adjusted operating profit level in 2025," contributing to a 17.2% decline in UK & Ireland adjusted operating profit to £37.5 million. The performance deterioration was driven primarily by volume reductions as inflation pressures affected demand and profitability...

Brooke Rollins Visits North Carolina Egg Farm Providing Eggs for 2026 White House Easter Egg Roll

American Egg Board and Braswell Family Farms Provide Inside Look at How Eggs Get from Farm to the South Lawn of the White House and Opportunity to Meet with North Carolina Farmers

U.S. Secretary of Agriculture Brooke Rollins today [March 30, 2026] toured Braswell Family Farms, a fourth-generation, family-owned egg farm supplying the eggs for the 2026 White House Easter Egg Roll on behalf of America’s egg farmers.

Hosted by the American Egg Board in partnership with the Braswell family, the visit...

US Beef Returns to Australia After 23-Year Absence

A launch event with USTR, the U.S. Embassy and the Foreign Agricultural Service commemorates the reopening of the Australian market to U.S. beef.

For more than two decades, following the first detected case of Bovine Spongiform Encephalopathy in the U.S., the beef industry and the Office of the U.S. Trade Representative (USTR) have worked diligently to regain access to the Australian market. In 2025, U.S. beef and beef products were officially declared eligible for importation into Australia — a significant milestone for the U.S. beef industry.

To commemorate and publicize this renewed...

Ag Innovation Challenge Opens: $100K for Top Entrepreneur

The American Farm Bureau Federation, in partnership with Farm Credit, is accepting online applications from entrepreneurs for the 2027 Farm Bureau Ag Innovation Challenge through June 5. Now in its 13th year, this national business competition showcases U.S. startup companies developing innovative solutions to challenges faced by America’s farmers, ranchers and rural communities.

The overall winner of the competition will receive $100,000 in startup funds, the runner-up will be awarded $25,000 and two additional business owners who advance to the final four round will receive $10,000...

Day 31 of Iran War: US-Israeli Strikes Hit Tehran, Target Power Infrastructure; Oil Rises

Overnight US-Israeli strikes hit Tehran and other cities, with power infrastructure in the Iranian capital among the targets. The attacks triggered a blackout in Tehran, which Iranian authorities said has since been restored.

Iran’s parliament speaker, Mohammad Bagher Ghalibaf, said the United States was sending mixed signals, raising the prospect of negotiations while preparing for a possible ground invasion.

Meanwhile, Pakistan’s Foreign Minister Ishaq Dar said regional talks on Sunday explored ways to bring a swift end to the war, including the possibility of...

ANALYSIS: Turkey Pricing Influences Demand Shifts and Cold Storage Accumulation

Total cold storage of turkeys was down year-over-year in February but showed a greater month-over-month increase compared to the 5-year average...

ANALYSIS: Year-to-Date Broiler Production Continues to Skew Heavier Across Weight Classes

Through the week ending March 21st, U.S. broiler production remains firmly above year-ago levels, with total headcount now surpassing 2.04 billion, a 3.63% increase compared to 2025...

ANALYSIS: US Cage-Free Market Slides on Ample Supply as Easter Demand Fades 

The US cage-free market remains under pressure, declining nearly 17% so far this week as demand has eased considerably. This downturn comes just ahead of Easter, a period that typically supports strong movement, though retailer buying patterns this year...

Retailers and Platforms Unveil Fuel Relief for Consumers and Drivers

According to Expana’s report Friday on the Middle East conflict, the ongoing closure of the Strait of Hormuz continues to disrupt the movement of oil and fertilizer, driving up energy costs worldwide. 

In response, some companies are rolling out temporary measures intended to help consumers and workers manage higher fuel costs.

Subway, for example, will offer Sub Club members a free footlong sandwich with the purchase of another footlong from April 1 through April 28 at participating locations.

The deal is valid for orders placed...

Wendy's Revamps Spicy Chicken with Panko Crunch and New Potato Bun

Wendy’s is rolling out an upgraded Spicy Chicken Sandwich nationwide, updating a menu staple the chain says helped define the category. The refreshed sandwich features a new marinade designed to deliver a juicier bite and a crispy panko-style breading blended with nine spices for a more pronounced heat.

"The Wendy's Spicy Chicken Sandwich is iconic, and we saw an opportunity to make the best spicy chicken sandwich in the category even better," said Lindsay Radkoski, US Chief Marketing Officer, The...

Zaxbys New Chief Financial Officer Michael Dixon

Saucy chicken chain Zaxbys® announced the appointment of Michael Dixon as its new Chief Financial Officer beginning March 30. Dixon will serve as a key member of Zaxbys executive leadership team reporting to Bernard Acoca, Chief Executive Officer at Zaxbys and guiding Zaxbys through the company's nationwide expansion.

"Mike's demonstrated success in accelerating and scaling financial performance across QSR organizations, maximizing unit economics, and managing complex financial environments makes him a perfect fit for Zaxbys next chapter," said Bernard Acoca, Zaxbys CEO. "As Zaxbys continues the...

Papa Johns Turns Up the Heat on Menu Innovation with Bold New Launch: Oven‑Toasted Sandwiches

Papa Johns is raising the bar on sandwich flavor with the debut of its new Oven‑Toasted Sandwiches, a crave‑worthy lineup crafted to bring the brand’s signature “better ingredients” promise into an exciting new category. As Papa Johns continues its evolution beyond pizza, this launch marks a defining step, introducing sandwiches that don’t just compete in the category, but aim to redefine it with bigger flavor, higher-quality ingredients, and a more indulgent experience.

“This launch...

Lifetime Achievement Award to Honour Christy Puffenbarger at Executive Conference

This April, Christy Puffenbarger will receive the Lifetime Achievement Award at the 50th edition of the Executive Conference at the Wynn, Las Vegas. 

The moment coincides with two milestones: the conference’s 50th edition, and Christy becoming the first woman to chair the National Turkey Federation in its 80-year history. 

The Lifetime Achievement Award is given to an individual who has had a multi-faceted and distinguished career in the food industry, while supporting and advocating for others in the sector. Few careers fit that description more completely than Puffenbarger’s...

Sysco to Acquire Jetro Restaurant Depot for $29.1 Billion

Sysco, the largest broadline food distributor in the US, has agreed to acquire Jetro Restaurant Depot, a leading cash-and-carry food wholesaler, for $29.1 billion, a deal the companies described as "transformative" for both organizations.

The March 30 announcement will see Sysco enter the "high-margin, growing, and resilient" cash-and-carry sector, creating a combined entity with nearly $100 billion in annual revenue and significant expansion opportunities.

Restaurant Depot operates 166 warehouse stores across 35 states, serving over 725,000 independent restaurants...

USDA Promotes New, Voluntary “Product of USA” Label

WHAT HAPPENED: USDA on Tuesday announced the launch of a national public awareness campaign to inform meat, poultry, and egg producers of the “Product of USA” voluntary labeling standard which went into effect on January 1, 2026, and intends to increase consumer understanding of what the label means. The claim is voluntary and ends the prior practice which allowed imported products to carry the claim after minimal processing and strengthens consumer confidence by aligning with what Americans expect and demand.

WHY IT MATTERS: The new labels follow updated USDA rules governing which products can carry the designation. Previously, items that were merely packaged or processed in the U.S. could legally use the label. In 2024, USDA revised the...

Farm Bureau Applauds President’s Call to Support Farmers

American Farm Bureau Federation President Zippy Duvall commented today on President Trump’s call on Congress to pass a farm bill and to provide market relief for America’s farmers and ranchers.

“Farm Bureau thanks President Trump for outlining action to deliver regulatory relief and for advocating for Congress to deliver much-needed certainty for farmers and ranchers working on behalf of all of America’s families.

“Farmers need a lifeline to make it through this growing season, and we appreciate the president’s support for including emergency assistance in the next funding bill. His call...

NCBA Joins White House to Celebrate Working Farm and Ranch Families

Today, leaders and members of the National Cattlemen’s Beef Association (NCBA) joined a White House event celebrating the Working Families Tax Cuts included in the One Big Beautiful Bill. NCBA played a key role in advancing this legislation, advocating for its passage and building on years of effort to expand the estate tax exemption, also known as the Death Tax, to help preserve family-owned cattle operations. “One of NCBA’s longest standing priorities was expanding the Death Tax exemption and delivering much needed tax relief to rural...

Expana's Weekly Top 10: The Impact of Middle East Tensions on Global Markets

As global events continue to reshape markets and industries, our weely recap, Expana's Weekly Top 10, brings you the most recent developments from the past seven days, all reported by Expana's team of global correspondents and journalists. 

From the Middle East conflict disrupting energy, fertilizer, and chemical supply chains, to seafood and seasonal retail trends making waves in consumer markets, Expana’s team has curated the top stories shaping industries around the world. Below are this week’s ten must-read headlines...

Day 28 of Iran War: Trump Delays Attacks on Iranian Energy Infrastructure

US President Donald Trump has delayed planned strikes on Iran’s energy infrastructure by 10 days until April 6, saying talks with Tehran are “going very well,” despite Iranian officials rejecting the US proposal as unfair.

US and Israeli forces continued strikes on Iranian cities, while Iran fired retaliatory missiles and drones at Israel and Gulf states.

Pakistan said it was relaying messages between Washington and Tehran, with Türkiye and Egypt also supporting mediation efforts as diplomatic activity intensifies to prevent a broader regional conflict.

Officials said mediators were...

ANALYSIS: US Mid Atlantic Beef Cold Storage Figure Nears 10 Year Low for February

Looking at the Middle Atlantic region, which includes Philadelphia, a major beef importing port, boneless beef stocks fell by 4,994 metric tons (MT) month-over-month, bringing the total for that region to 111,599 MT. Apart from 2018, this is the lowest February boneless beef stocks in the Mid Atlantic region in 10 years. In 2018, the inflection point was 107,858 MT.

Across the US, total boneless beef stocks continue...

Legal Challenges, Changing Demand and Wage Pressures in Foodservice

The foodservice industry continues to navigate a complex mix of legal scrutiny, evolving consumer preferences and ongoing labor challenges. Recent lawsuits targeting major brands underscore heightened expectations around transparency and worker protections, while new data reveals how even small factors like cooking oil are increasingly shaping dining decisions, particularly among younger consumers.

At the same time, global traffic trends show cautious but steady recovery, with quick-service restaurants leading the way despite economic headwinds. Layered onto this are mounting wage debates...

Hormel Foods Announces Retirement of Richard Carlson, VP of Global Food Safety & Quality Management

Hormel Foods Corporation (NYSE: HRL), a Fortune 500 global branded food company, today announced that Richard Carlson, vice president of global food safety and quality management, will be retiring after a 35-year career with the company.

Jeremiah Johnson, a 20-year company veteran and director of food safety management, will succeed Carlson as vice president of global food safety and quality management...

From Thai Curry to Harissa Salmon, Alison Brie Curates HelloFresh's New Supper Club Collection

Meal-kit service HelloFresh has partnered with Alison Brie in its latest promotion, HelloFresh Supper Club. This launch aims to reignite communal dining and inspire consumers to gather around the dinner table to share a meal.

"Between filming, writing, and producing, my weeks are packed — but sitting down to cook and eat with the people I love is something I'll always make time for," said Alison Brie. “I curated this new menu around dishes I genuinely love — bright Mediterranean...

Day 27 of Iran War: Trump Asserts Talks Underway as War Continues

The US-Israeli war on Iran shows no sign of abating, with attacks growing more intense even as US President Donald Trump asserts that peace talks are underway, a claim Tehran has denied.

Trump has asserted that Iranian leaders want a deal but fear internal backlash, and the White House has warned it is prepared to “unleash hell” if Iran refuses a resolution.

Markets continue to react. Oil prices are climbing once more amid fading hopes of de-escalation, while analysts warn the war could disrupt global...

Coast to Coast! Dickey’s Barbecue Pit Solidifies Major Restaurant Deals in Q1 

Raise a piece of Texas toast as Dickey’s grows coast to coast! Dickey’s Barbecue Pit, the barbecue legend celebrating 85 years of slow-smoked tradition is adding new locations across the U.S. as it closes out the first quarter. Big Yellow Cup fans rejoice as Dickey’s plans new restaurant openings on the horizon for Blakely, Georgia; Thibodaux, Louisiana; Secaucus, New Jersey; and additional locations in Alberta and Edmonton, Canada, bringing its Legit. Texas. Barbecue.™ to more communities.

“These new partnerships signal the strength of our family’s legacy and the continued demand for championship style barbecue...

ANALYSIS: February Chicken Cold Storage Closes Month Under Mixed Backdrop

The most recent cold storage data for February reflects a mixed picture for the chicken market, with some categories showing an uptick in frozen inventory levels, while others got cleared from the “shelves” at an accelerated rate. Overall, total chicken stocks were essentially flat month-over-month (MOM), down just 0.3%, and slightly below year-ago levels at -1.7% year-over-year (YOY).

Coming in 22.1% above year-ago levels, whole bird inventories continue to make significant upward progress, at least...

ANALYSIS: Australia’s Mar 2026 Fever Pitch Beef Rush as China Safeguard Gap Narrows

Australia is on track to ship its largest monthly volume of beef to China on record this March, as exporters race against the clock to beat a looming safeguard quota.

According to the latest data from the Department of Agriculture, Fisheries and Forestry (DAFF), cumulative monthly beef and veal exports to "Other Asia", a category dominated by China, reached 33,115 metric tons (MT) by March 23.

Based on the current pace of shipments, Expana’s in-house estimations put the final March figure at 45,533 MT...

ANALYSIS: Global HPAI Disruptions Boost US Turkey Export Competitiveness Despite Price Premiums

Total turkey exports from the US in January showed a 33.6% increase in volume from last year and a 9.8% month-over-month (MOM) increase, despite a 5-year average decline in volume from December to January of 12.7%. While pricing for most US turkey items was significantly higher this year than last year, a number of other countries suffered outbreaks of HPAI, limiting global competition. At the same time, outbreaks of HPAI within turkey flocks in the US for January were significantly lower than they were...

FSIS Issues Public Health Alert for Beef and Pork Products Produced Without Benefit of Inspection

The U.S. Department of Agriculture's Food Safety and Inspection Service (FSIS) is issuing a public health alert for various raw beef and pork products that were produced without the benefit of federal inspection and may bear a false mark of inspection. Food produced without inspection may contain undeclared allergens, harmful bacteria, or other contaminants that put consumer health and safety at risk. FSIS is continuing to investigate and may add additional products to this alert as more information is obtained.

The beef and pork items were produced from April 2024 through March 2026. The following products subject to the public health alert are:

Grassley, Smith Introduce Legislation to Study Impact of Concentration in Livestock Industry

Senate Agriculture Committee members Chuck Grassley (R-Iowa) and Tina Smith (D-Minn.) introduced the Livestock Consolidation Research Act, bipartisan legislation to support research into the economic impact of livestock market consolidation on farmers, ranchers and consumers.

“Consolidation in the meat and poultry industry impacts Iowa producers and consumers alike, and right now, they’re feeling the squeeze. The current patchwork of available data...

Ranch-to-Tray Tours Help School Nutrition Professionals and California Ranchers Build Connections

As schools across California work to incorporate more locally sourced foods into their meal programs, many districts are increasingly exploring opportunities to source proteins directly from producers. California’s Ranch-to-Tray tours help bridge that connection by bringing school nutrition professionals and beef farmers and ranchers together to better understand the pathway from ranch to tray.

“School nutrition staff are a big part of kids’ education because nutrition plays such an important role in supporting their learning, growth, and development,” said registered dietitian Kori Dover, Director of...

Summer Waiver and Increased Urgency for Year-Round E15

American Farm Bureau Federation President Zippy Duvall called for EPA’s summer waiver to allow sales of fuels blended with 15% ethanol, or E15, to be made permanent amidst growing urgency and calls for the passage of legislation.

“Farm Bureau thanks Administrator Lee Zeldin and EPA for granting a waiver to allow E15 to be sold during the summer, but the time is now for Congress to make the availability of E15 permanent.

“Biofuels play an important role in meeting America’s energy needs and are a win-win for farmers and drivers...

RBI Appoints Chris Padoan as Chief Operating Officer (COO), Popeyes US & Canada

Restaurant Brands International (RBI) has announced the appointment of Chris Padoan as Chief Operating Officer (COO), Popeyes US & Canada, effective March 23.

Padoan began his career as a teenager and has worked his way up to store ownership. He has nearly 15 years of relevant experience with RBI’s Burger King brand and most recently served as Regional Vice President for the South Region, where he led operational improvements while working closely with franchisees and restaurant teams to strengthen store...

Chewy Announces Fiscal Fourth Quarter and Full Year 2025 Financial Results

Chewy, Inc., a trusted destination for pet parents and partners everywhere, has released its financial results for the fiscal fourth quarter and full year 2025 ended February 1, 2026.

Fiscal quarter and year ended February 1, 2026 had 13 and 52 weeks, respectively. Fiscal quarter and year ended February 2, 2025 had 14 and 53 weeks, respectively. Year over year results for Fiscal Q4 2025 and Fiscal Year 2025 below compares US GAAP basis results, unless otherwise normalized for 13-weeks or...

Wendy’s Renews Warner Bros. Partnership as Growth Strategy Expands Across Markets

Wendy's is renewing its partnership for a third time with Warner Bros. Discovery Global Consumer Products (WBDGCP) to bring the DC Universe to Kids’ Meals.

The promotion is set to launch later this month and run through early June, featuring one of 12 complimentary DC superheroes along with themed DC Ride toys in each order.

Kids’ Meals include a choice of 2-piece chicken tenders, 4-piece chicken nuggets, a hamburger or cheeseburger, paired with either Jr. Hot & Crispy...

Day 26 of Iran War: Oil Eases on Ceasefire Hopes as Diplomatic Signals Remain Mixed

The war involving the United States and Israel against Iran has entered its 26th day, marked by continued military escalation alongside increasingly frequent and conflicting diplomatic signals.

Airstrikes and missile exchanges persist across Iran, Israel, and parts of the Gulf, even as talk of negotiations grows. US officials have signaled readiness to escalate military operations while also leaving the door open to diplomacy. Reports of a potential framework to end the war remain unverified, though multiple outlets indicate that a 15-point proposal has been...

duBreton Welcomes Step Toward Framework Aligned With Organic & Animal Welfare Certified Pork

duBreton welcomes the decision rendered on March 18, 2026, by the Superior Court of Quebec, which orders Les Éleveurs de porcs du Québec to comply with the directive issued by the Régie des marchés agricoles et alimentaires du Québec and to proceed with a referendum on the potential exclusion of organic and animal welfare certified pork from the collective marketing plan.

The ruling marks an important step in a process initiated by duBreton in 2023, when the company applied to the Régie seeking formal recognition of organic and animal welfare certified pork production...

The Retail Rundown: Retailers Pivot to Spring Promotions as Seafood, Pork Lead Features

Spring officially arrived last week, bringing seasonal shifts that grocers are already leveraging. The warming trend is prompting retailers to spotlight items like fresh produce alongside grilling favorites, as shoppers move away from winter staples and prepare to fire up their grills.

Join Us This April as the Executive ConferenceMarks 50 Years

Navigating 2026 means managing simultaneous pressure across trade policy, disease risk, input costs, and shifting consumer demand. The Executive Conference is where senior protein leaders come to cut through it, and this year marks its 50th edition.

This April 20–22 at the Wynn Resort & Casino, Las Vegas, 400+ senior leaders from across the animal protein supply chain will convene for three days of expert analysis and high-level discussion.

Hear directly from Expana analysts and industry experts as they share insights, discuss market dynamics, and take your questions

ANALYSIS: US Egg Prices Ease as Production Hits Two-Year High and Demand Softens

The contrast between last year’s egg market and current conditions could hardly be more pronounced. In the lead-up to Easter 2025 the industry was still firmly in the grip of an unprecedented supply shock. Highly Pathogenic Avian Influenza (HPAI) had decimated production through late 2024 and into early 2025, driving Expana’s benchmark Midwest large quotation to an all-time high of $8.58/dozen...

ANALYSIS: Earlier Procurement Signals Structural Shift in US Beef Rib vs Strip Pricing

Looking back over the past four years, the months leading into the spring grilling season consistently show a transition between 0x1 strips and Choice bone-in ribs. Seasonally, rib prices decline following the Christmas and New Year holidays, eventually falling below 0x1 strip loins as buyers shift toward more cost-effective grilling options. 

In both 2023 and 2024, rib and strip prices reached parity later in the season, mid-May 2023 at $8.22/lb and early...

Ranchers Applaud USDA ‘Product of USA’ Label; Congress Must Go Further

Today, the U.S. Department of Agriculture launched a national awareness campaign promoting the voluntary “Product of USA” label, encouraging use of its updated standard that took effect earlier this year. Under the revised definition, the label applies only to beef derived from animals that were born, raised, slaughtered and processed entirely in the United States.

R-CALF USA emphasized that while the program remains voluntary, USDA’s action reinforces a clear, enforceable standard for the label when it is used, and it closes a longstanding loophole that allowed imported beef to be labeled as a U.S. product...

Easter Spending Expected to Reach a Record $24.9 Billion

Consumer spending on Easter is expected to reach a record total of $24.9 billion this year, according to the annual survey released today by the National Retail Federation and Prosper Insights & Analytics. The amount surpasses the previous record of $24 billion set in 2023. On a per-person basis, shoppers are budgeting a record high of $195.59, up from the previous record of $192.01 in 2023.

“While economic uncertainty remains on the minds of many, consumers are still focused on holiday celebrations like Easter,” NRF Chief Economist and Executive Director of Research Mark Mathews said. “Holidays provide an important opportunity...

Day 25 of Iran War: Trump Claims Iran Talks; Tehran Denies as Attacks Escalate

The US–Israeli war on Iran entered its 25th day on Tuesday amid conflicting signals on diplomacy.

US President Donald Trump said Washington is in talks with Tehran and hinted at a broader deal, but Iranian officials denied this, accusing the US of stalling while reinforcing its military presence.

Trump delayed planned strikes on Iran’s energy infrastructure by five days. Meanwhile, fighting continues to escalate. Iran launched new missile attacks on Israel, Gulf states intercepted drones and missiles, and clashes intensified in Lebanon and Iraq.

Iran...

Survey Finds Cooking Oil Influences Where Americans Choose to Eat

Coast Packing Company, the leading supplier of animal fat shortenings in the Western U.S., has released new findings from a national consumer survey showing that the type of cooking oil a restaurant uses is no longer just a back-of-house decision. A survey of 1,005 U.S. consumers finds that 43% of Americans say a restaurant's cooking oil influences where they choose to eat. What's more, the data reveals a sharp generational split: younger diners are nearly twice as likely as older Americans to let...

USDA Promotes New, Voluntary “Product of USA” Label

Today, on National Agriculture Day, U.S. Secretary of Agriculture Brooke L. Rollins announced the launch of a national public awareness campaign to inform meat, poultry, and egg producers of the “Product of USA” voluntary labeling standard which went into effect on January 1, 2026, and increases consumer understanding of what the label means.

“Our great patriot ranchers and producers grow, raise, and harvest the world’s safest, most affordable, and abundant food supply. American consumers want to support America by buying American and this label will strengthen our food supply chain...

FSIS Issues Public Health Alert for Ground Beef Products Due to Possible  Contamination

The U.S. Department of Agriculture's Food Safety and Inspection Service (FSIS) is issuing a public health alert for a ground beef product that may be contaminated with foreign material, specifically metal. A recall was not requested because the product is no longer available for purchase.

The ground beef item was produced on Feb 26, 2026. The following product is subject to the public health alert [view labels]:

16oz (1 lb.) PLASTIC, VACUUM-PACKED, packages containing "WHITE OAK PASTURES, RADICALLY...

Egglife Launches New Grab & Go Breakfast Tacos, Expanding Its Protein-Packed Portfolio 

Egglife Foods, Inc. the Chicago-based brand reimagining flour-based foods using the power of eggs, today announced the launch of its new GRAB & GO Breakfast Tacos, expanding the GRAB & GO lineup beyond its original meat and cheese roll-ups with new, breakfast-ready options. Designed for busy mornings, the new tacos fit seamlessly into real-life routines, from early commutes and school drop-offs to post-workout refuels and everything in between.

The egglife GRAB & GO Breakfast Taco lineup includes familiar, craveable combinations like Chicken Sausage, Egg &...

US Beef Delights Top Restaurateurs and Chefs in Accra, Ghana

USMEF hosted two U.S. beef tastings at the well-regarded Nguni Bar and Grill, in Accra, Ghana. The 64 participants included professional chefs, restaurant owners and operators, food influencers and corporate banking relationship executives who work with hotels and hospitality businesses. Over two evenings, they were treated to U.S. brisket, and sirloin, ribeye and T-bone steaks.

The two-night event helps build on momentum generated by USMEF’s trade mission to Accra in 2025, says Chad Carney, USMEF Africa marketing manager.

“The tasting sessions showcased the quality, versatility and culinary appeal of premium U.S. beef cuts while strengthening engagement with key stakeholders in Ghana’s food service and hospitality industry,” Carney said. “Representatives from...

DoorDash Rolls Out Temporary Fuel Relief Program for Drivers

DoorDash on Monday launched a temporary emergency relief program aimed at offsetting higher fuel costs for US Dashers, offering both gas purchase rewards and weekly payments tied to delivery mileage.

The program provides 10% cash back on gas for Dashers who use the DoorDash Crimson Visa Debit Card, up from the standard 2% rate, at any US gas station, whether they’re on an active dash or not.

Additionally, DoorDash will issue weekly fuel relief payments to eligible Dashers who drive 125 miles or more while actively...

Davids, Vasquez Urge Trump Administration to Reverse Plan to Increase Argentinian Beef Imports

Today, Representatives Sharice Davids (KS-03) and Gabe Vasquez (NM-02) called on the Trump Administration to reverse a new policy that would significantly increase imports of Argentinian beef, warning it would harm American ranchers and fail to lower costs for consumers. The administration received bipartisan backlash over its original beef trade deal last year.

“Your prior policies, including the original bailout and now this expansion of Argentinian beef imports, continue to undermine domestic producers and fail to lower grocery costs for Americans,” the lawmakers wrote...

Disciplined Intelligence: How Byte by Yum!™ is Scaling AI at Global Speed

The conversation coming out of ICR Conference 2026, a meeting that “Mad Money” host Jim Cramer has called “the Super Bowl of consumer conferences,” was that the future of global restaurant leadership will be defined by companies that own, operate and scale intelligence as a core capability – and that winning restaurant brands will be those that shift from buying AI tools to building AI capabilities.

Ahead of the industry, Yum! Brands, the world’s largest restaurant company, built Byte by Yum!...

Day 24 of Iran War: Trump Delays Iran Power Plant Strikes for Five Days; Oil Plummets

The US–Israeli war on Iran reached its 24th day on Monday, contributing to a turbulent start to the week for global markets.

President Donald Trump announced a five-day delay in planned US strikes on Iranian power plants to allow time for ongoing negotiations, which he described as "very good and productive". 

However, Iran denied any direct talks and argued that Trump pulled back after facing threats of retaliation. Oil prices swung sharply, climbing earlier in the day before dropping following Trump’s announcement...

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...