CHICAGO (RFD-TV) — Retail beef sales are holding steady, despite differences in consumer spending power. Analysts say that while some households are facing financial pressures, other consumers are helping to maintain overall demand.
Rich Nelson, chief strategist at Allendale Inc., notes this balance is likely to keep retail sales stable in the short term.
“We do have news that [retail sales] should be [stable],” he said. “We do have news that the lower third of consumers is struggling right now. However, we don’t really have that confirmed on the retail beef pushback yet. We’ve been speculating about this issue for two, if not three years. So far, the middle-class consumer and the higher-income consumer are making up for the concerns on the lower end here in the very short term.”
Nelson adds that cash cattle prices jumped $6 last week, but wholesale beef prices have dropped by $4 over the past few weeks, despite a rebound in cash cattle markets.
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.
November 18, 2025 12:20 PM
·
Ethanol markets remain mixed — weaker production and blend rates are being partially balanced by stronger exports as winter demand patterns take shape.
November 17, 2025 01:24 PM
·
Strong U.S. yields and steady demand leave most major crops well supplied, keeping price pressure in place unless usage strengthens or weather shifts outlooks.
November 17, 2025 01:17 PM
·
Retail competition and improved supplies are helping offset food inflation, pushing Thanksgiving meal costs modestly lower despite higher prices for beef, eggs, and dairy.
November 16, 2025 03:00 PM
·
As economic pressures continue to squeeze agriculture, ag lenders are signaling a more cautious outlook for farm profitability heading into next year, particularly among grain producers facing lower commodity prices and higher operating costs.
November 14, 2025 02:10 PM
·
China’s cost advantage with Brazilian soybeans and vague public messaging leave U.S. export prospects uncertain heading into winter.
November 14, 2025 11:03 AM
·