The beef industry has been waiting years for the herd to rebuild, and researchers at CattleFax say it is happening, but note it is taking a lot longer than originally thought.
Despite the higher prices, they say consumers are still buying up all they can.
“It does look like when we look back, January of 2025 will be the low in the beef cow herd. So, as I look at the numbers out here, I think it’s important that people recognize that our per capita beef supplies are pretty flat. They haven’t changed much. This price increase that we’re experiencing in the industry is demand-driven. Beef demand is at a 37-year high, and I think when people think about demand, obviously, quality has been the key to that. We’ve seen the quality of the animals being produced has increased substantially,” said CattleFax CEO Randy Blach.
Researchers at RaboBank have also been tracking the numbers. They say that hot consumer demand is likely here to stay.
“And I’m here to tell you, as we look at early 2025, all indications are that demand is going to continue to set new near-term record highs, looking like the best demand we’ve seen since 1986 at the moment. And a lot of that’s due to the fact that even though the consumer pricing is going up, and even though the consumer’s increasingly stressed, buying beef at retail is still a relatively cheap lifestyle upgrade that the consumer can make,” said Lance Zimmerman.
The latest Cattle On Feed report shows inventories are down two percent compared to last year at this time. Only two states saw an increase: Kansas herds grew by three percent, and Oklahoma herds grew by two percent.
Firm live cow prices and shifting dairy-side culling suggest cull cow values may stay stronger than usual this winter despite weaker cow beef cutout trends.
November 18, 2025 01:02 PM
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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.
November 18, 2025 12:37 PM
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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.
November 18, 2025 11:56 AM
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Tariff relief may soften grocery prices, but it also intensifies competition for U.S. fruit, vegetable, and beef producers as cheaper imports regain market share.
November 17, 2025 01:20 PM
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While agriculture doesn’t predict every recession, the sector’s long history of turning down before the broader economy
November 16, 2025 12:00 PM
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USMEF’s Jay Theiler discusses his leadership role in representing U.S. beef and pork and provides an update on this week’s conference in Indianapolis.
November 14, 2025 03:36 PM
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The Dairy Checkoff’s new approach to consumer marketing helps farmers bridge the gap between physical vs. digital touchpoints and deliver more end sales.
November 14, 2025 01:52 PM
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USDA released the November WASDE Report on Friday, the first supply-and-demand estimate to drop since September, just before the 43-day government shutdown.
November 14, 2025 12:22 PM
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Expanded aerial capacity strengthens the U.S.–Mexico buffer against screwworm, providing cattle producers with stronger protection heading into winter and reducing risk to herds along the southern tier.
November 14, 2025 10:34 AM
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