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
American soybean and corn leaders, along with Canada’s AgriFood sector, testified before the U.S. Trade Representative’s Office in support of the trade pact between the U.S., Mexico, and Canada.
Higher ocean freight raises export costs just as global grain competition intensifies.
Henning Strauss, CEO of STRAUSS, joins us to share his company’s commitment to crafting tools that farmers wear.
Strong plant output and rising exports contrast with softer domestic blending demand, suggesting margins are poised for volatility.
Milk output is rising, but steep drops in Class I–IV prices are tightening margins heading into 2026.
Tight cattle supplies continue to drive lower beef output despite heavier weights.

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:

Global pork production is expected to rise in the first half of 2026, despite trade volatility stemming from shifting import policies and swine disease pressures.
Clearer 45Z rules favor U.S. oilseeds, but final RFS volumes remain critical to locking in demand.
Even small declines in the calf crop translate into sustained supply pressure, supporting cattle prices over multiple years.
Clear right-to-repair guidance reduces downtime, repair costs, and operational risk.
Tennessee State Veterinarian Dr. Samantha Batey joined us with the latest on biosecurity efforts and the state’s new “Know Before You Show” initiative.
Texas Agriculture Commissioner Sid Miller discusses the state’s latest efforts to prevent the New World screwworm from reaching Texas.