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
RFD News correspondent Frank McCaffrey reports from Texas on the ongoing water dispute and its implications for U.S. farmers.
RealAg Radio host Shaun Haney discusses the latest developments in the Supreme Court, trade tariffs, and the future of the USMCA under President Donald Trump.
A high-stakes legal case in a South Dakota federal court concerning misleading country-of-origin labeling (MCOOL), such as “Product of the USA,” on food products, will significantly impact U.S. agricultural policy for years to come.
Freight volatility increasingly determines export margins, making logistics costs as important as price in marketing decisions.
China’s beef policy risk stems from domestic volatility, making export demand inherently unstable. Jake Charleston with Specialty Risk Insurance offers his perspective on cattle markets, risk management, and producer sentiment.
USDA flash corn sales, Cattle on Feed and Inventory reports, and beef packer antitrust concerns dominate January agricultural market news.
Larger grain stocks increase supply pressure, but strong fall disappearance — especially for corn and sorghum — suggests demand remains an important offset.
Record corn and sorghum crops boost feed grain supplies, while reduced soybean and cotton production tighten outlooks for oilseeds and fiber markets.
Lewis Williamson with HTS Commodities joined us to provide analysis on the January WASDE report and expectations for grain markets going forward.

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:

Shawn Haney, Host of RealAg Radio on Rural Radio SiriusXM Channel 147, joined us on Tuesday’s Market Day Report with the latest news from Canada impacting the ag sector.
Dr. Deb Vnoverbeke, UNL’s Head of Animal Science, joins us with more about the university’s experiential learning programs designed to prepare veterinary students for the future of agriculture.
Lewis Williamson with HTS Commodities shares an update on post-WASDE grain movement, with corn leading export momentum, soybeans steady, and wheat and sorghum continuing to move selectively.
New SDRP funding and expanded loss programs give producers additional tools to rebuild cash flow and stabilize operations after two years of severe weather losses.
China still has a long way to go before it meets its commitment to buy 12 million metric tons of U.S. soybeans this year.
The new WOTUS proposal narrows federal jurisdiction, restores key agricultural exclusions, and gives farmers clearer permitting rules after years of regulatory uncertainty.