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COVID-19 Disruptions Create New Areas of Opportunity and Risk for the Poultry Industry
Covid-19 is disrupting the business in ways the global poultry market had never planned for, creating new areas of opportunity and risk. The impacts of Covid-19 are spread very unevenly between regions and between companies.
“Company leaders and investors need to constantly review market conditions and adjust company positioning to optimize growth and returns. There will be bigger differences between winners and losers, which will lead to a process of accelerated capital investments, consolidation, and internationalization in the coming years,” according to Nan-Dirk Mulder, Senior Analyst – Animal Protein.
Rabobank has identified three stages of Covid-19’s impact on the global poultry industry...
ANALYSIS: Don’t Sleep on Chicken Leg Quarters
With chicken front half items continuing to be the talk of the town, it’s easy to overlook the slightly less exhilarating, albeit seasonally admirable, status of frozen leg quarters...
ANALYSIS: Boneless Chicken Breasts in the Crosshairs
One of the first things that any Econ student quickly gets acclimated with is how the quantity of a given commodity that manufacturers want to sell and the quantity of consumers who wish to buy, interact with one another...
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