Cotton Must Compete on Performance and Price Discipline

Cotton demand depends on demonstrating performance and reliability buyers can rely on, not messaging alone.

NASHVILLE, Tenn. (RFD-TV) — U.S. cotton is losing market share not because of fiber quality, but because it has drifted away from competing like a commercial product in a price-driven apparel market. That’s the central warning from Robert Antoshak, Vice President of Global Strategic Sourcing & Development at Grey Matter Concepts, who argues cotton has leaned too heavily on values-based messaging while rivals win on execution.

Antoshak notes polyester gained ground through consistency, scale, and cost control — areas where sourcing teams and CFOs make decisions. In contrast, cotton is often marketed on awareness and virtue rather than measurable performance, reliability, and economics. Buyers, he emphasizes, do not “support” fibers; they select them based on spreadsheets, risk management, and sell-through results.

Antoshak says that for cotton to regain its share, it must deliver more consistent quality and prove it can compete beyond just values and branding.

“There’s a lot more synthetic fiber being consumed these days than there is natural fiber,” he said. “That’s a trend that has been stubbornly in place for, goodness gracious, probably 25 years, perhaps longer, when that slide began to occur. Much of it’s based on a combination of the appeals of synthetics because they’re easier to spin. They tend to be cheaper. It’s a more uniform product. But coupled with that, it’s not just a mill thing. A lot of brands and retailers discovered that they could use synthetics effectively in their products and then, in effect, by doing that, enhance their margins.”

Cotton’s advantage lies in its physical performance—breathability, comfort, moisture management, and wearability—especially in next-to-skin products such as tees, underwear, bedding, and workwear. Antoshak says cotton does not need to be cheaper than polyester, but it must justify any premium by reducing returns, improving durability, and protecting brand value.

He also cautions that a focus on purity limits growth. Strategic cotton blends and tighter supply-chain consistency could expand demand while reducing mill risk.

Farm-Level Takeaway: Cotton demand depends on demonstrating performance and reliability buyers can rely on, not messaging alone.
Tony St. James, RFD-TV Markets Specialist
Related Stories
Big oils-and-fats volumes can support crush demand, but fuel markets can quickly tighten supplies.
Mexican livestock officials are emphasizing surveillance and inspection systems to preserve access to the U.S. cattle export market. Texas’ Bovina Feeders explains the rising stakes as the border stays closed.
Cuban economic reforms could open up nearby export demand, but policy execution remains the key uncertainty.
ASFMRA’s George Baird shares insight on spring planting progress, acreage trends, and the financial factors influencing Mid-South farmers this season.
Heavy cattle weights are cushioning beef supplies despite shrinking herd numbers.
Domestic textile demand plays a shrinking role in supporting U.S. cotton prices.

Tony St. James joined the RFD-TV talent team in August 2024, bringing a wealth of experience and a fresh perspective to RFD-TV and Rural Radio Channel 147 Sirius XM. In addition to his role as Market Specialist (collaborating with Scott “The Cow Guy” Shellady to provide radio and TV audiences with the latest updates on ag commodity markets), he hosts “Rural America Live” and serves as talent for trade shows.

LATEST STORIES BY THIS AUTHOR:

U.S. Agriculture Faces Mixed Weather, Market Pressures
Co-founders Jeremy and Heather Clark share how Vets to Cowboys helps U.S. veterans build new skills, find community in cattle ranching, and discover new opportunities in agriculture.
Strong exports and production support ongoing corn demand.
Strong consumer demand supports livestock market outlook.
Farm legal expert Roger McEowen discusses a new rail antitrust case in Kansas and its potential implications for farmers as rail upgrades signal continued export-driven demand for logistics.
Surging energy markets are quickly becoming a cost story for U.S. agriculture as crude oil climbs on supply fears tied to the Middle East conflict.