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.
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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Tyson’s closure reflects deep supply shortages in the U.S. cattle industry, tightening packing capacity, weakening competition, and signaling more volatility ahead for cow-calf producers and feedyards.
November 21, 2025 07:02 PM
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Removing the 40% duty sharply lowers U.S. beef import costs on beef, coffee, fertilizer and fruit, and restores Brazil’s competitiveness during a period of tight domestic supply.
November 21, 2025 10:30 AM
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