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.
Strong Farm Credit finances help cushion producers, but prolonged low crop margins could strain renewals in 2026.
December 12, 2025 11:42 AM
·
American Farm Bureau Federation (AFBF) economist Danny Munch joined us on Thursday’s Market Day Report to break down the scope of the U.S. Christmas Tree industry and what growers are up against.
December 11, 2025 01:53 PM
·
Rising beef supplies and lower cattle prices, weaker hog markets, and softening dairy prices will shape producer margins heading into 2026.
December 11, 2025 01:32 PM
·
Lewis Williamson with HTS Commodities breaks down the outlook on grain storage and domestic supply chain strength as producers weigh planting decisions with forthcoming federal aid.
December 11, 2025 01:11 PM
·
A permanent national E15 standard would boost corn demand, lower fuel costs, and provide a stable path for U.S. energy security.
December 11, 2025 07:00 AM
·
Outdated reporting thresholds reduce cash-market visibility and increase the urgency of comprehensive Mandatory Price Reporting reform.
December 10, 2025 07:00 PM
·