Americans are tightening grocery budgets as food costs stay high.
Circana data shows beef is holding strong, making up more than half of fresh meat sales, which is good news for cattle producers.
Meanwhile, plant-based alternatives are starting to lose ground. In-store branded products are on the rise as shoppers hunt for deals and value.
People are shopping more often but buying less each trip, and many are blending grocery runs with dining out while trying to cut food waste.
Beef demand at the grocery store is not just showing up on the shelves.
Cull cow prices are hitting record highs as tight cattle supplies and strong ground beef demand push markets higher.
The National price for 85% lean cull cow topped $300 per hundred pounds last week.
USDA reports retail ground beef prices also hit record levels in June.
Higher U.S. tariffs on Brazilian beef could mean fewer imports, which helps support domestic cull cow prices.
Producers could now have a choice: sell now or hold cows for next year’s calves. If more cows are slaughtered, it could slow herd rebuilding into 2026.
Plan for sharp, short-term volatility after unexpected outages; permanent closures rarely trigger major price spread disruptions.
December 12, 2025 12:25 PM
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Rising beef supplies and lower cattle prices, weaker hog markets, and softening dairy prices will shape producer margins heading into 2026.
December 11, 2025 01:32 PM
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Cattle imports from Mexico remain stalled amid the New World screwworm outbreak. At the same time, Tyson closures add pressure on Nebraska producers and markets ahead of the USDA’s upcoming Cattle on Feed Report.
December 08, 2025 01:55 PM
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The Lexington shutdown pushes national slaughter capacity utilization nearer long-run averages, underscoring how tight cattle supplies are reshaping packer operations.
December 06, 2025 06:00 AM
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The newly elected Executive Vice President of the Tennessee Cattlemen’s Association (TCA), Dale Parker, joins us on-set to share his vision for his state’s cattle industry.
December 01, 2025 02:47 PM
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Tyson’s capacity cuts weaken local basis, tighten kill space, and heighten dependence on imports, signaling more volatility for producers.
December 01, 2025 11:09 AM
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Tyson’s Nebraska plant closure and falling Cattle on Feed numbers send cattle markets tumbling. Analysts warn of tighter supplies, weak margins, and rising global competition.
November 25, 2025 12:05 PM
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One trader said the products entering the U.S. are primarily grind and trim, noting that the volume and type of beef, on its own, should not cause a major disruption. However, he says fund traders are reacting heavily to headlines rather than market realities.
November 24, 2025 02:42 PM
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According to November’s Cattle on Feed Report, Nebraska now leads the nation in cattle feeding as tighter supplies continue to reshape regional market power and long-term price dynamics.
November 24, 2025 11:47 AM
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