McDonald's USA Launches its Largest Investment in Regenerative Agriculture

McDonald’s announced its largest investment in regenerative agriculture on Tuesday. This move aims to demonstrate the company's commitment to responsible sourcing and the stewardship of natural resources.

The company has launched the Grassland Resilience and Conservation Initiative in partnership with the National Fish and Wildlife Foundation (NFWF), the US Department of Agriculture’s Natural Resources Conservation Service (NRCS), and key McDonald’s US suppliers.

With an investment of $200 million over the next seven years, the initiative aims to improve grazing practices, restore habitats, and support water and wildlife...

The Retail Rundown: Chicken Promotions Fall Short in “National Month”

Beef and seafood ads were nearly even this week, each accounting for about 25% of featured buying opportunities. Pork and turkey held steady, while eggs gained ground, with the South Central region seeing the most feature activity.

Expana notes that the back-to-school lift in retail shell egg demand has largely passed, with September typically a slower period outside of the early-season bump. 

Despite September being “National Chicken Month,” Expana’s weekly survey found chicken ads down from last week and slightly below late August levels...

HPAI H5N1 Virus in Dairy Cattle – What We Know

In March 2024, Highly Pathogenic Avian Influenza (HPAI) A (H5N1), commonly referred to as bird flu, was confirmed in domestic US livestock for the first time in a dairy operation in Texas. Since then, the virus has spread to 1,080 dairy operations across 18 states: Arizona, California, Colorado, Kansas, Idaho, Iowa, Michigan, Minnesota, Nebraska, New Mexico, Nevada, North Carolina, Ohio, Oklahoma, South Dakota, Texas, Utah, and Wyoming.

Since the initial outbreak, cases in dairy cattle have declined significantly, though USDA confirmed two new cases in September 2025. Government agencies continue to emphasize that the national food supply is safe...

ANALYSIS: US Beef Cold Storage Values Dip Below Threshold for Third year in a Row

Beef cold storage, although higher than last year by .98%, is currently still extremely low compared to previous years. Stretching all the way out for ten years 2024 is the only year below the current levels for total frozen beef. Next month historically we see an increase in volumes and continue to do so heading into the winter months, which usually is the time of year that experiences some of the higher cold storage volumes...

EC Opens Call for Evidence to Streamline Food and Feed Safety Rules

The European Commission (EC) has launched a call for evidence to gather input on plans to simplify, clarify and modernise key areas of EU food and feed safety legislation. The initiative aims to reduce administrative burdens, boost legal clarity and speed regulatory procedures while preserving high food safety standards and EU competitiveness.

The forthcoming food safety package will outline measures to streamline rules across plant protection products, biocidal products, feed additives, hygiene requirements and official controls at EU borders, the EC said.

C-Stores Narrow the Gap with Restaurants for Key Metrics in Third-Party Delivery Study

Intouch Insight has released the second edition of its Third-Party Delivery Study, showing that food delivery continues to evolve. For the first time, first-party apps were measured alongside third-party platforms, and they're already firmly in the mix. Meanwhile, convenience stores are closing the gap with restaurants on key measures of customer satisfaction.

"Earning loyalty in delivery comes down to the details," said Sarah Beckett, Vice President of Sales and Marketing at Intouch Insight. "Our findings show that accuracy, speed...

Perdue Farms Strengthens Leadership Team with Three Senior Vice President Appointments

Perdue Farms, a fourth-generation, family-owned U.S. food and agricultural products company, today announced the appointments of three accomplished executives to its senior leadership team: Kim Poe as Senior Vice President, Strategy & Corporate Development; Sal Gala as Senior Vice President, Procurement; and Brice Westring as Senior Vice President, Research & Development (R&D).

The appointments underscore Perdue Farms’ commitment to bringing in diverse talent and leadership experience that will guide the company into its second century and advance its vision to be the most...

Coffee, Cocoa, Tea, and More Added to List of Potential Tariff Adjustments for Aligned Partners

As of September 5, products like coffee, cocoa, and tea (along with hundreds more) may be exempt from US reciprocal tariffs if a country’s leaders make a deal with the US trade team, according to a White House fact sheet that specifies exemptions for trading partners that make substantial, reciprocal commitments to mitigate the national emergency-inducing trade-deficit.

To date, market participants watched as deals with the European Union and Indonesia provided a vague mention towards exemptions for “natural resources” like EU cork...

Navigating the Trump Tariff Turbulence: A Comprehensive Timeline

US President Donald Trump and his administration have paused reciprocal tariffs on most countries.

“Based on the lack of respect that China has shown... I am hereby raising the [tariff] charged to China by the [USA] to 125%, effective immediately,” wrote Trump on Truth Social at 1:18 pm ET. 

It’s not clear if this 125% is in addition to the 20% imposed on Chinese imports to the US. In early March, Trump noted that he would add another 10% tariff on Chinese goods...

Red Robin Gourmet Burgers, Inc. Names Humera Kassem Chief People Officer

Red Robin Gourmet Burgers, a full-service restaurant chain serving an innovative selection of high-quality gourmet burgers, bottomless sides and more, in a family-friendly atmosphere, announced today the appointment of Humera Kassem as Chief People Officer, effective September 15.

In this role, Kassem will be responsible for overseeing Red Robin's organizational strategy and vision centered on the continued strengthening of Red Robin's culture and the advancement of its recently announced First Choice Plan.

"I have had the pleasure of witnessing Humera's impactful...

ANALYSIS: US 2025 Beef Wholesale Costs Take Bigger Bite Out of Retails’ Dollar

When comparing the Expana Beef Index to the USDA All Fresh Retail Price, the data underscores the growing pressure on retailers as wholesale costs consume a larger share of the consumer dollar. In July, the USDA All Fresh Retail Price was quoted at $8.90/lb, while the Expana Beef Index averaged $3.64/lb. That means wholesale accounted for roughly 41% of the retail price.  

For perspective, during the early stages of the last cattle retention phase in 2014 and similarly in 2005...

Major Restaurant Chains Ramp Up Market Expansion

This week, big players in the foodservice industry, including Chipotle, TGI Fridays, and Qdoba, have unveiled ambitious expansion plans.

By stretching accessibility and strengthening their global presence, these companies are ramping up efforts to reach international markets.

First, Qdoba announced its largest development deal in its brand's history.

The company partnered with Barry Dubin of B Wild Investments in an agreement to develop 50 new QDOBA restaurants across the states of Alaska, Utah, Nevada, Colorado and New Mexico.

It also announced that B Wild Investments has signed...

E-Commerce Drives Growth and Strategy for Private Brands in Food Retail

The Food Industry Association (FMI) released findings from its new report entitled, "The Power of Private Brands 2025: Industry Strategies to Sustain Momentum."

This report highlights the impact of e-commerce on the growth of private brands at food retailers and the tools businesses are using to boost sales and shopper loyalty.

According to the report, food retailers are increasingly recognizing the value of e-commerce and anticipate it may eventually outpace in-store purchases. It stated that sales of private brand...

ANALYSIS: How Brazil’s Beef Trade Adjusts to US Tariffs So Far

Contrary to expectations that US tariffs on Brazilian goods implemented in early August would sharply curb trade, Brazil’s beef exports posted only a modest contraction last month. According to data from the Ministry of Development, Industry, Trade, and Services, fresh beef shipments totaled 268,563 mt in August, down 2.8% from the record 276,879 mt in July but still 23.5% higher YOY.

As anticipated, exports to the United States halved MOM to 6,500 mt, representing an even steeper YOY decline of 57.4%. Despite the sharp...

ANALYSIS: Mexican Export Suspension of Cattle Creates Challenges and Opportunities for Stakeholders

Mexican feeder cattle exports to the US have faced interruptions at various points since late 2024, primarily due to sanitary suspensions imposed by US authorities following the detection of screwworm outbreaks in cattle.

Although there was a partial reactivation at certain border crossings early in 2025, trade was again suspended in May. An attempt to resume in July lasted only a few days before a new suspension. From January to August 2025, just over 200,000 head were exported, compared to nearly 940,000 during...

Tariff Talks 2025: Expana's Weekly Rundown #26

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #26."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.

...

Despite 50% tariffs remaining on Brazil and India, the Indian Prime Minister Modi and US President Trump expressed positivity that the respective trade teams would reach a deal, according to their latest social media...

FMI Statement on August CPI Food Price Numbers

Today, FMI – The Food Industry Association issued the following statement in response to the latest Consumer Price Index (CPI) numbers from the Bureau of Labor Statistics, which shows a 0.6% monthly increase in food-at-home prices for August and a 2.7% rise on a year-over-year basis.

FMI Vice President of Tax, Trade, Sustainability and Policy Development Andy Harig stated, “The rise in grocery prices after remaining flat in July is likely a result of significant production cost increases in July flowing through the supply chain...

FMI Proposes Amendments and Extended Deadline for FDA Food Traceability Rule

Today, the Food Industry Association (FMI) submitted comments on the proposed changes to the Food Traceability Rule by the US Food and Drug Administration (FDA). Among the suggestions, the FMI requested extending the compliance deadline to July 2028, believing that its amendments would facilitate a more efficient implementation of the rule

“FMI is grateful for FDA’s recognition of the need to reduce the regulatory burden on the food industry by extending the compliance date for the Food Traceability Rule. We also strongly...

ANALYSIS: High Cattle Prices Drive Dynamics in the Boxed Beef Market

With slaughter rates continuing to be constrained, kills are currently trailing 2024 year-to-date totals by 11.1%, and record high prices are becoming more common, the question arises: what is one of the major drivers in this market?

At the moment, beef production is about 10.3% lower than it was at this time last year. Currently production levels are now below what they were in 2015. Compared to 10 years ago (2015), beef production is down roughly 0.40%, and slaughter numbers are down about 3%...

PODCAST: Agri-Food for Thought Ep. 34 - AI Adoption in Agri-Food, Feat. Beth Pollack

Expana presents Agri-Food for Thought, the podcast series for agriculture and food professionals. 

Today we explore something different. A trend that is definitely here to stay and one that we are all integrating into our workflows. This transformative trend, however, is only in the infancy stages of its huge potential, and many of us, it is fair to say, are struggling to realize how to use it, and some of us even fear it… We're talking about AI, of course.

ANALYSIS: Brazil’s August 2025 Fresh Beef Exports Ease 2.8% From Prior Month’s Record High

The latest data released by Brazil’s Ministry of Development, Industry, Trade, and Services showed that fresh beef (frozen and chilled) exports totaled 268,563 metric tons (mt) in August 2025. While this was 2.8% below the record 276,879 mt shipped in July, volumes remained 23.5% higher YOY.

China remained the top destination with 158,054 mt, virtually unchanged from July 2025 (-0.2%) but up 47.9% compared to the same period last year. The country continues to expand its share of total exports, now...

Restaurant Growth Continues in 2025 Despite Forecasting and Visibility Challenges

Crunchtime Information Systems, an operations management solutions provider for the restaurant industry, shared results of a study conducted in partnership with Technomic. The research was based on a nationwide survey of 300+ multi-unit restaurant operators.

The 2025 Restaurant Growth Insights Report finds that restaurant brands are continuing to grow despite economic headwinds, focusing on scaling more sustainably while identifying critical areas for improvement...

Operators plan to increase new location openings by 20% over the next two years, even as 73%...

Canada Unveils CAD 5 Billion Rescue Plan to Help Agriculture, Other Sectors Weather US Tariffs

Canadian Prime Minister Mark Carney on Sept. 5 unveiled a CAD 5 billion ($3.6 billion) support package and a suite of trade and industrial measures, including a "Buy Canadian" procurement policy, CAD 1 billion in expanded SME lending and CAD 75 million for AgriMarketing, aimed at shielding farmers, fishers and other sectors hit by new US tariffs while reskilling 50,000 workers for a more resilient domestic economy.

The agricultural and seafood industries landed in the spotlight. The federal government announced...

ANALYSIS: US Boneless Beef Imports Remain Steady in August 2025

Over the course of August, 68,847 metric tons (mt) of boneless beef were passed for entry according to the latest Food Safety and Inspection Service monthly figures. This is a decline of just 438 mt month-over-month (-0.63%).

Brazilian shipments continued to decline with just 7,616 mt of product imported in August, a decline of 2,265 mt from July (-22.91%). The climb of Brazilian imports halted in May when 27,586 mt of product entered the US, and have been on a decline since.

TGI Fridays® Doubles Down on Global Expansion

Sugarloaf TGIF Management, LLC ("Sugarloaf"), a privately held company and manager of the global TGI Fridays® brand, announced today the extension of franchise development and master franchise agreements with long-standing franchise partners Franquicias Alimentarias S.A. and Watami Co., Ltd., to expand TGI Fridays® presence throughout Peru and Japan. With agreements in place to develop over 50 new restaurants, these partnerships underscore Sugarloaf's commitment to TGI Fridays' global growth and confidence in the strength of the brand's international business.

Building on a legacy of over 60 years...

US Implements Japanese Trade Deal; 15% Tariffs, Billions in Investments, Ag Purchases

Later on September 4, the US implemented a previously announced trade deal with Japan–setting a 15% baseline tariff on almost all Japanese goods imported to the US, according to a White House statement about a presidential order. This comes almost a week after tariffs were again disputed in the US judicial system.

The now-implemented deal also created sector-specific carve-outs and outlined commitments on both sides that will affect demand for US agricultural commodities and beyond (namely, for US rice).

Plus, the order carves...

ANALYSIS: Pork Cutout Holds Near Decade Highs Despite Mid-Summer Correction

As of the week of September 1, the Expana Pork Carcass Cutout Value remains near 10-year highs, even as a corrective trend has been underway since mid-July. Over that span, weekly cutout values have eased by 4.2%. While this trajectory reflects typical seasonal patterns, the decline has been less pronounced than many market participants anticipated, largely due to limited live hog availability in a disease-affected environment. At present, the weekly cutout stands 18.9% above year-ago levels and...

ANALYSIS: Australia’s Beef Exports Pull Back in August after Setting a Record in July

Australia’s beef exports in August 2025 eased back 9.9% month-on-month (MoM) from July’s record high to 135,570 metric tons (mt), according to data from the Department of Agriculture, Fisheries and Forestry (DAFF).

Halting July’s four straight months of growth, August volumes fell 14,865 mt, with the sharpest declines seen to major destinations such as China, Japan, and the United States (US), while shipments to Korea hit fresh record highs ahead of the looming safeguard... 

Tariff Talks 2025: Expana's Weekly Rundown #25

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read "Tariff Talks 2025: Expana's Weekly Rundown #25."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.

...

In the States, a federal appeals court ruled that US President Trump’s use of global tariffs exceeded presidential authority, but they remain active until at least October 14, 2025...

NCBA Testifies at Trade Hearing Investigation on Brazil

Urges US Trade Officials to Hold Brazil Accountable for Unfair Practices

National Cattlemen’s Beef Association (NCBA) Executive Director of Government Affairs Kent Bacus testified at a Section 301 investigation hearing regarding Brazil’s trade practices. The hearing, convened by the Office of the U.S. Trade Representative and held at the U.S. International Trade Commission, examined the Brazilian government’s trade policies and actions for unreasonable, discriminatory harm to U.S. commerce. NCBA focused attention on Brazil’s restrictions on U.S. beef and our long-standing concerns with the...

Latin American Buyers Study US Processing and Product Innovations

USMEF led a team of Latin American importers, distributors and processors to Colorado for a symposium about U.S. meat industry innovations in food safety, processing, packaging and value-added production. The team included 19 buyers from 10 countries ‒ current customers of U.S. red meat ‒ and was accompanied by USMEF representatives from those markets. USMEF’s Denver office coordinated with Colorado State University (CSU) professors on the design and implementation of the Global Innovation Symposium.

“We brought commercial partners to CSU to learn from the technical expertise available...

Circana Reports Value Menus Drive Restaurant Traffic Growth

This year, many industry players have responded to consumers' demand for affordable value amid turbulent and unpredictable economic times.

The surge in value meals has sparked a competitive wave of advertising and marketing, emphasizing to customers that quality foodservice can be enjoyed without breaking the bank.

Restaurants Embrace the Autumn Shift

The chill is in the air, and as we welcome a new, crisp month, the industry is gearing up for consumers to embrace autumn flavors and seasonal recipes. With the arrival of the new season, people are swapping their cookout favorites and salads for bonfires, comfort food, and Sunday wings.

Retailers are ahead of the curve, rolling out smoky and savory specials to capitalize on the shift, while some focus on attracting budget-conscious customers amidst rising food and labor costs.

More McValue

Starting September 8, McDonald’s will expand its...

Tyson Foods Announces Executive Leadership Appointment

Tyson Foods, Inc. today announced the appointment of Devin Cole as Chief Operating Officer (COO). As COO, Devin will oversee the company’s business segments, including Poultry, Beef, Pork, Prepared Foods and International. Devin will continue to report to Donnie King, Tyson Foods President and Chief Executive Officer.

Devin has a proven track record with more than 30 years of experience in the industry, and his appointment reflects Tyson Foods’ commitment to robust succession planning and operational excellence. Most recently, Devin served as Group President of Poultry and International, where he...

FMI Finds Shoppers Forming New Fall Routines Amid Tariff, Price Concerns

FMI – The Food Industry Association, unveiled its new ‘US Grocery Shopper Trends: New Routines’ report that highlights how shoppers are looking to create new routines this fall, while remaining concerned about food prices and the impact of tariffs.

FMI said that the majority of shoppers “show acceptance” to the current state of grocery prices.

“While shoppers' confidence about managing their food expenses was softer in February than last August, it has recovered somewhat over the past six months (79% feel they have at least some control...

ANALYSIS: Pork Picnic Combo Prices Surpass PEDv-Year Highs

Prices for Untrimmed Bone-In SS Picnic Combos have been climbing, currently averaging $1.17/lb, up from February lows near $0.78/lb. At present levels, 2025 prices are approximately 15% higher than 2024 and 9% above 2023, marking some of the strongest values in recent data collection. Prices are also trending above 2014 levels, a year notably impacted by the Porcine Epidemic Diarrhea virus (PEDv) which led to significant supply disruptions.

In contrast, the current firmness appears to be...

PODCAST: Agri-Food for Thought Ep. 33 - M&A in the Global Agri-Food Industry, August 2025

Expana presents Agri-Food for Thought, the podcast series for agriculture and food professionals. Today, we bring you up to speed with merger & acquisition activity in the global agrifood landscape that occurred in August 2025 as part of the monthly M&A focus series.

M&A activity has somewhat slowed down this summer. Beyond the obvious seasonal  business activity slowdown due to summer holidays, let’s not forget impacts of the ongoing tariffs situation, global trade deals and disputes, and overall market uncertainty.

ANALYSIS: Health Focused Consumer Trends Impact Beef Organ Meat Prices Amid Rise of Ancestral Blends

Prices for organ meats have been steadily rising, influenced by both supply and demand dynamics in the beef industry. On the supply side, reduced cattle slaughter limits the availability of organ meats, which are already produced in minimal quantities, contributing a relatively small portion to the total carcass weight.

Demand-side factors also play a significant role. Organ meats have long been favored in export markets and are commonly used in pet food manufacturing. Additionally, certain organ cuts, such as beef...

ANALYSIS: US 2025 High Steaks, Premium Cuts Surge to Historic Levels

With summer winding down and grills cooling off, tenderloins and ribeyes are heating up. Both items are trading at 52-week highs, with tenderloins pushing into record territory. This year’s rally for the two primals has begun earlier than in recent years, as tight cattle supplies and record-breaking cash cattle prices in 2025 have encouraged buyers to secure product early for year-end holiday needs...

ANALYSIS: Mexican Knuckle Export Prices Surge

In recent weeks, Mexican knuckle export prices to the United States have risen significantly, mirroring the strong upward trend observed in the US boxed beef market. This increase is primarily driven by the US's reduced slaughter levels compared to the previous year, resulting in tighter product availability and increased demand for imports from Mexico. Mexico has been able to export more beef due to its higher domestic supply, a result of increased Brazilian beef imports...

ANALYSIS: EU Pork Market Sees Price Decreases Throughout August as Bearish Sentiment Persists

Following a bearish price trend during July, the EU pork market remined bearish during August with prices decreasing constantly during the month. The Expana Bench Market Price for EU Pig deadweight grade S EXW EU (BW56) was last assessed at €1.98 /kg on August 26, which reflects a price reduction of €0.05/kg compared to the last assessment in July...

ANALYSIS: Japan’s July 2025 Beef Imports Rise 11.1% MoM to 46,941 mt On Winter Restock

Japan’s beef imports in July 2025 jumped 11.1% month-on-month (MoM) at 46,941 metric tons (mt) as the island nation stepped up replenishment ahead of winter, according to the latest data from Japan’s Trade Statistics.

Inbound shipments rose 4,697 mt from the prior month, with stronger volumes from Australia, the United States (US) and New Zealand. Despite holding the title as world’s third-largest beef importer, imports slumped 4.9% or 2,406 mt from a year ago amid elevated inventory pressure...

Upcoming Webinar (Asia Edition): Forecasting the Future of Commodity Prices, Q4 2025 and Beyond

Expana invites you to a free, live webinar featuring our experts Tom Bundgaard, Vice President of Price Forecasting, and Craig Erlam, Forecast Analyst.

Join us on September 18 at 11 AM Singapore time for a comprehensive macroeconomic briefing focused on the latest Q4 2025 commodity price forecasts and what lies ahead for 2026.

As global economic indicators increasingly hint at a potential recession, understanding the anticipated impact on commodity prices is critical for businesses planning their procurement, pricing, and supply chain strategies in the coming years.

ANALYSIS: Key Factors Shaping the Mexican Beef Cutout in 2025

During the first half of 2025, the Mexican beef cutout showed a pronounced upward movement, with prices rising at a significantly faster rate compared to previous years and peaking in early June. This escalation can be explained by several factors: ongoing drought conditions led to a reduction in available cattle, while the cost of feeder cattle increased sharply due to tighter supplies. These pressures limited the volume of cattle entering the supply chain for slaughter and processing. 

Facing these challenges, Mexican stakeholders began seeking alternatives...

Tariff Talks 2025: Expana's Weekly Rundown #24

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read "Tariff Talks 2025: Expana's Weekly Rundown #24."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.

...

On August 22, Canadian Prime Minister Carney dropped most retaliatory tariffs on US products, beginning September 1, reported Expana in an article that suggested the move may help soothe trade relations...

Hillshire Farm® Debuts Flavor-Forward Lunch Meats

Tyson Foods is turning up the flavor and bringing new energy to the lunch meat category with the launch of Hillshire Farm® Sandwich Style Lunch Meats in three bold new flavors.

• Hot Honey Ham Lunch Meat – A delightful combination of sweet honey and a kick of chilies.
• Jalapeño Ranch Turkey Breast Lunch Meat – The heat and spice of jalapeño pepper paired with the refreshing flavor of ranch.
• Pepperoni Sandwich Style Lunch Meat – Classic flavors inspired by Italian cuisine.

Crafted to spark creativity, the new lunch meats inspire fresh...

Trump Announces US-Indonesia Trade Agreement; New Details Emerge

UPDATE: July 22, 2025 4:37 PM ET

This afternoon, US President Trump posted to Truth Social after revealing a similar 19% trade deal with the Philippines, reported Expana.

"It is my Great Honor to announce our Trade Agreement with the Republic of Indonesia, as represented by their Highly Respected President, Prabowo Subianto. It is agreed that Indonesia will be Open Market to American Industrial and Tech Products, and Agricultural Goods, by eliminating 99% of their Tariff Barriers. The United States of America will now sell American Made products to Indonesia..."

Hormel Sees Q3 Sales Growth but Falls Short on Earnings

Just before markets opened Thursday, Hormel Foods reported its third-quarter financial results, missing analysts’ estimates for the period. 

The company posted net sales of $3.03 billion, with organic net sales rising 6%. Operating income totaled $240 million, while adjusted operating income was $254 million.

Earnings before income taxes reached $237 million, with adjusted earnings before income taxes at $251 million. The effective tax rate was 22.3%.

Diluted earnings per share were $0.33, and adjusted diluted earnings per share came...

Perdue AgriBusiness Marks 25 Years of Innovation, Partnership & Growth at Chesapeake, VA Facility

Perdue AgriBusiness is celebrating 25 years of operations at its Chesapeake, Virginia facility, a site that has become a cornerstone of the company’s grain, oilseed, and logistics network and a vital partner to farmers across the Commonwealth.

Since opening its doors in 2000, the Chesapeake facility has grown into the only deepwater bulk grain terminal on the U.S. East Coast—and one of only two soy crush facilities on deep water in the United States. With grain storage, a soybean crush plant...

Upcoming Webinar: Forecasting the Future of Commodity Prices, Q4 2025 and Beyond

Expana invites you to a free, live webinar featuring our experts Tom Bundgaard, Vice President of Price Forecasting, and Craig Erlam, Forecast Analyst.

Join us on September 11 at 4 PM CET / 3 PM BST / 10 AM ET for a comprehensive macroeconomic briefing focused on the latest Q4 2025 commodity price forecasts and what lies ahead for 2026.

As global economic indicators increasingly hint at a potential recession, understanding the anticipated impact on commodity prices is critical for businesses

ANALYSIS: July 2025 Boneless Beef Cold Storage Falls MOM While Posting Gains YOY

Boneless beef cold storage stocks stood at 357 M lbs in July, according to the latest USDA cold storage report. This figure represents a decline of 1.7 M lbs from June but an increase of 4.6 M lbs from last July.  

Typically, as the large fourth of July celebration wraps up and the dog days of summer begin to approach, beef cold storage stocks begin to hit a bottom before ramping up into the fall and winter months. However, with beef supply shrinking due to...

Viva Raw Recalls Pet Food Over Salmonella and Listeria Concerns

The US Food and Drug Administration (FDA) announced a voluntary recall from Viva Raw, LLC on August 25. In the announcement, the company stated two lots of dog and cat food may be contaminated with Salmonella and Listeria monocytogenes.

Items from this recall are sold frozen, in 1 lb. bricks, wrapped in clear vacuum packaging. They include Lot codes 21495 or 21975 printed on the top. Labels include:

• Viva Ground Beef for Dogs
• Viva Beef & Turkey for Puppies  
• Viva Ground Chicken for Dogs
• Viva Chunked Chicken...

The Retail Rundown: Labor Day Protein Promotions at a Glance

Seafood leads Labor Day protein promotions, accounting for 27.1% of total ad volume. Pork follows at 23.2%, with beef and chicken each capturing about 22%. Retail buying opportunities for turkey held steady at 3.5%, while promotional activity for shell eggs remained limited.

Back-to-school demand has provided fair to fairly good retail support for eggs, according to Expana, with shelf prices holding mainly steady across most areas in the past month. Last week, white large Grade A eggs were advertised at $4.49 per dozen discounted, nearly $1...

Chipotle Introduces a Whole New Way to Order for a Small Group: Build-Your-Own Chipotle

Chipotle Mexican Grill today announced it will launch "Build-Your-Own Chipotle," a family meal offering intended to feed groups of four to six people, starting tomorrow, August 26. A digital-exclusive menu option, "Build-Your-Own Chipotle" is a shareable, customizable spread of real ingredients that can be ready for pickup in as little as 15 minutes.

How To Build-Your-Own Chipotle

Whether it's for friends or family gatherings, "Build-Your-Own Chipotle" brings the Chipotle...

Applebee's Names New Chief Marketing Officer and Chief Operations Officer

Applebee’s has announced the appointment of two key executives to its leadership team.

Effective September 2, Michelle Chin will assume the role of Chief Marketing Officer.

With more than two decades of experience in the restaurant and hospitality sector, Chin has led high-performing teams and executed impactful, insight-driven campaigns at leading brands across the industry.

In her new role, she will oversee the brand’s comprehensive marketing strategy, including national advertising, digital and social media, menu innovation, and integrated campaigns. Her approach...

Domino's® Best Deal Ever Offer Has Returned!

Domino's Pizza Inc. is turning up the heat as summer winds down with the return of its "Best Deal Ever" promotion. For a limited time, starting on Aug. 25, customers can devour any pizza with any toppings for $9.99 each.

"Summer may be wrapping up, but the fun doesn't have to," said Kate Trumbull, Domino's executive vice president – chief marketing officer. "We're bringing back our hottest deal yet so customers can enjoy all sorts of delicious pizza combinations at a great value. Whether you're preparing...

BJ’s Wholesale Club Reports Q2 Results with Membership Growth and Strong Digital Sales

BJ's Wholesale Club Holdings has announced its financial results for the second quarter, highlighting both strengths and areas of softness in its performance.

"Our business model continues to perform and build upon momentum, as we grow membership and gain market share even in a dynamic environment. We enter the back half of the year on solid footing and confident in our ability to deliver strong results," said Bob Eddy, Chairman and CEO of BJ’s Wholesale Club. “We are on a powerful trajectory and our...

ANALYSIS: UK Beef Market Struggles with Tight Cattle Supply, Weak Demand, and Price Sensitivity

Cattle availability remains tight across the UK and Ireland, with slaughter numbers continuing to decline. Defra data shows a 4.9% year-on-year (YOY) reduction in GB prime cattle slaughter during the first half of 2025. Though cattle supplies remain constrained, subdued consumer demand has been the main driver for the bearish UK beef market lately. Market sources continued to highlight price stagnation in some beef cutouts due to weak sales.

The roasting beef prices have been declining in the past few months as it is...

ANALYSIS: Hog Slaughter Slows While Live Hog Market Holds Firm

Through the week ending August 16, weekly hog slaughter totaled approximately 2.42 million head, modestly higher than the prior week but nearly 4% below the same week last year. Year-to-date, slaughter is tracking around 78.4 million head, which is 2% below 2024 levels and also running leaner than the three-year average by a margin of 1.7%. In recent weeks, volumes have trailed historical benchmarks, reflecting the tighter supply environment that has characterized much of the summer. 

The firmness in the live hog market has...

Canada Drops Most Retaliatory Tariffs on US Goods

Canadian Prime Minister Mark Carney announced on August 22 that Canada will drop most retaliatory tariffs on US products, with the changes taking effect September 1. Carney clarified during a press conference that tariffs on US autos, steel, and aluminum will remain for now, but asserted that Canada now holds the best trade deal of all US trading partners.

Under the new policy, tariffs on US goods will be lifted if the products are exempt under the United States-Mexico-Canada Agreement (USMCA)...

ANALYSIS: New Zealand’s July 2025 Beef Exports Dips to 9-Month Lows at 37,023 mt

New Zealand’s beef exports in July 2025 fell to the lowest level since October 2024, coming in at 37,023 metric tons (mt), according to the latest data from Stats NZ.

Outbound shipments fell for the second straight month by 13.6% or 5,850 mt compared to June 2025 across all key destinations including the United States, China, Canada, Japan and Korea. Export volumes were mainly capped by lower cattle slaughter and seasonal lows.

On a year-on-year (YOY) basis, volumes slipped 4.1%...

ANALYSIS: USDA Livestock Forecast Points to Lower Pork Production

In the USDA Livestock, Dairy, and Poultry Outlook released August 18, 2025, the pork market was adjusted a little lower. USDA now forecasts 2025 production at 27.7 billion pounds, down 0.5% from last year.

For 2026, production is forecast at 28.4 billion pounds, a modest 2.5% increase but still under last month’s estimate. The changes stem from slower hog slaughter and lighter weights, with spring PRRS disease pressures keeping supplies tighter.

Hog prices are forecast by USDA to remain active, averaging about $77/cwt in the third quarter and...

McLane Company Expands Restaurant Portfolio with Five New National Customers

McLane Company Inc., one of the nation’s largest distributors in the restaurant and retail industries, announced today the addition of five new restaurant brands to its growing national portfolio: Carl’s Jr., Panera Bread, Steak ‘n Shake, Subway and Wendy’s.

“These new relationships with some of the most beloved brands in America reflect the trust leading restaurant chains place in McLane,” said Susan Adzick, president of McLane Restaurant. “Whether it’s helping a national chain improve service consistency across regions or unlocking growth for a regional brand...

New Resource from National Restaurant Association Provides Insights into Operational Realities

Dampened customer traffic and stubbornly elevated costs combined to keep pressure on the bottom line, resulting in modest profit margins – even by restaurant standards – according to the National Restaurant Association. Released today, the Restaurant Operations Data Abstract provides restaurant operators, investors, and industry leaders with a detailed financial snapshot of the fullservice and limited-service sectors.

Based on financial and operational data from more than 900 restaurants nationwide, the report includes a wide range of insights across key cost centers. These include food and...

Tariff Talks 2025: Expana's Weekly Rundown #23

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read "Tariff Talks 2025: Expana's Weekly Rundown #23."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.

...

This week, tariff news took a bit of a backseat to US President Trump’s dealings with Russian President Putin in Alaska—along with President Trump’s meeting with many European leaders...

Trump Says Immigration Plan Will Balance Farm Labor Needs and Border Security

US President Donald Trump said he is crafting an immigration plan aimed at bridging the gap between American farmers who rely on immigrant labor and advocates for stricter border policies—a balancing act that has taken center stage amid recent enforcement actions disrupting agricultural operations nationwide.

"The farmers want to have people who can work very hard in the field, and the other people don't want to have anybody from outside of our country. And I am working on a plan that I think is going to make...

Sabrositos Hondurenos Recalls 32,000 Pounds of Various Meat Products 

The US Department of Agriculture's (USDA) Food Safety and Inspection Service (FSIS) announced today that Sabrosito's Hondurenos is recalling nearly 32,000 pounds of various meat products produced without the benefit of federal inspection. The problem was discovered a during routine inspection.

Food that has been produced without inspection can contain undeclared allergens, harmful bacteria, and other contaminents that put human health at risk.

Items in this announcement include chorizo, pork chops and ribs produced on various dates prior to August 20, 2025. They bear false...

Product Showcase Connects US Meat Exporters with Buyers from Across Latin America

Ag industry leaders also meet buyers, learn about the cuts and variety meat items in demand in Latin America and take a retail tour in Guatemala City.

USMEF conducted another highly successful Latin American Product Showcase, connecting U.S. red meat exporters with dozens of prospective buyers from Central and South America. Held July 30-31 in Guatemala City, the 13th edition of the showcase featured 67 exhibitors and representatives from more than 80 USMEF member companies. With prospective buyers participating from 18 countries...

ANALYSIS: China’s July 2025 Beef Imports Jump 15.5% MOM to 250,292 MT

China’s total beef imports climbed for the second consecutive month, up 15.5% month-on-month (MOM) to 250,292 metric tons (mt) in July, according to the latest data from the General Administration of Customs of China (GACC).

In-bound shipments increased by 33,591 mt, driven mainly by gains from Brazil, Argentina, Australia, and New Zealand. Bolivia and Uruguay were the exception, posting declines as it partially offsetting the overall increase.

On a year-on-year (YOY) basis, July’s beef imports...

ANALYSIS: Korea’s July 2025 Beef Imports Post to 7-Month Highs at 43,634 MT

Korea’s July 2025 beef imports soared to the highest level since January 2025, rising 12.5% month-on-month (MOM) to 43,634 metric tons (mt), according to the latest data from Korea Customs Service.

The 4,843 mt increment was led by by higher inbound volumes from its two key suppliers, the United States (US) and Australia, but a dip from New Zealand capped further gains.

Year-on-year (YOY), volumes rose 13.1% or 5,058 mt as Asia’s largest beef consumer...

Australian Beef Production Hits Record in FY25, Mutton Output Climbs 12%

Australian red meat production reached record levels over the 2024–25 financial year, with beef output hitting an all-time high of 2.75 million tons, new data from the Australian Bureau of Statistics show.

Australia processed 8.88 million head of cattle in the financial year, the third-largest annual slaughter since 1978 and the highest of the last decade.

Even with increased production, average national carcase weights fell to 307kg due to seasonal factors and a higher proportion of female cattle in the processing mix...

Perdue Premium Meat Co Opens Its New Production Facility in Iowa

Perdue Premium Meat Company announced the official opening of its new production facility, a $60 million investment, on Tuesday. The new, state-of-the-art facility in Sioux City, Iowa will specialize in case-ready pork production.

“This is more than a renovated facility – it’s a long-term investment in the people, economy and future of Sioux City,” said Gary Malenke, Senior Vice President of Operations, PPMC. “Our new operations in Sioux City will allow us to better serve our customers across the country with high-quality products while creating more than 100 new jobs right here in Iowa.”

The Retail Rundown: Retailers See Early Back-to-School Spending Amid Price Concerns

While some students are already back in class, others are squeezing in the last stretch of summer before Labor Day. Either way, grocers are bracing for busy aisles as parents juggle back-to-school supplies and grocery lists. This week’s ads highlight plenty of lunchbox staples, including snacks and deli items. 

The National Retail Federation (NRF) reports that two-thirds of shoppers had already begun back-to-school purchases by early July, with more than half starting earlier than last year. Concerns about higher prices linked to tariffs...

ANALYSIS: US Loin Primal Values and Cattle Prices Over the Last Ten Years

Although the loin primal has been experiencing a little more weakness compared to the others for the Choice cutout, values are still at highs that we have never seen before at this time of year ever. The loin primal, which normally experiences a dip in value through the summer has not.

Over the last 3 years, the weekly average price was $3.85/lb and for the week of 08/11/2025 the weekly average was $4.79/lb. For comparison...

Hendrix Genetics Invests in New Poultry Pedigree Facility in the Netherlands

Dutch-based Hendrix Genetics is investing in a pedigree facility in the Netherlands as part of a new poultry breeding program, the company said. Hendrix Genetics specializes in the breeding of turkeys, poultry, swine, salmon, trout and shrimp.

“The facility will support the growth of Hendrix Genetics’ Layers and Traditional Poultry Breeding Program,” the company said.

Hendrix Genetics expects to start operations this month and reach full capacity within six to eight months.

The facility has a modern hatchery as well as rearing and production houses...

HHS Allows FDA Emergency Use of Animal Drugs to Combat New World Screwworm

The US Department of Health and Human Services (HHS) has issued a declaration allowing the Food and Drug Administration (FDA) to grant Emergency Use Authorizations (EUAs) for drugs used to treat or prevent infestations caused by New World Screwworm in animals.

"Today we are taking decisive action to safeguard the nation’s food supply from this emerging threat,” said HHS Secretary Robert F. Kennedy, Jr. “This authorization equips FDA to act quickly, limit the spread of New World Screwworm, and protect America’s...

UNFI Warehouse Workers Win Big with New Teamsters Contract

More than 300 warehouse workers at United Natural Foods Inc. (UNFI) have ratified a new five-year contract.

The new agreement was overwhelmingly supported by workers and includes wage increases of up to $8 per hour, along with Teamsters health care coverage and participation in the Teamsters Western Conference Pension Plan.

"This contract is exactly why we joined the Teamsters," said Charles Dowling, a warehouse worker and member of Local 79. "We fought hard for the pay, benefits, and protections we...

European Processor Dawn Meats to Acquire New Zealand Sheep Meat Exporter Alliance

Ireland-based processor Dawn Meats, specialized in red meat, has agreed to acquire 65% of Alliance Group for $250 million.

Alliance is one of the largest exporters of New Zealand sheep meat, but it also exports beef, venison, and others to around 65 countries, DC Advisory, the company advising the acquisition, said. Currently, Dawn Meats exports to around 50 countries, with a turnover of €3 billion, the company said.

The acquisition fits within the company’s growth plans. “A key part of Dawn’s strategic growth plan...

ANALYSIS:US Pork Exports Show Resilience Amid Mixed Global Demand in June

US pork exports totaled 527,555 K lbs in June 2025, up 7.0% year-over-year (YOY) but down 2.3% month-over-month (MOM) from May’s 564,626 K lbs, according to USDA data. Through the first half of 2025, exports reached 3.22 billion lbs, 4% below the same period in 2024.

Mexico remained as the leading growth contributor, importing 226,552 K lbs in June, up 22.4 % YOY and 5.2 % MOM. Ongoing active demand domestically for pork items in Mexico, along with free trade agreement...

ANALYSIS: Tight Supply Drives Lamb Values

The Australian lamb market is in an unsettled phase, with the Meat & Livestock Australia (MLA) Heavy Lamb Indicator, a benchmark price for heavy lambs based on national saleyard transactions, reaching a record 1,246 ¢/kg cwt, up 12% over the past month.

Although domestic and export demand is active, the main driver is processor pressure. Barely adequate-to-tight supplies have processors competing to secure lambs, raising prices even into unprofitable territory. Some Australian participants have noted that some plants are running shorter production weeks, and some...

ANALYSIS: US 2025 Cash Cattle Surge, Margins Collapse, and Slaughter Hits Record Lows

August has been a month of records: record-high cash cattle prices, record-low margins, and record-low weekly cattle slaughter. According to the USDA Five Area Direct Cattle Data, Live Steer Price, cash cattle are currently $241.00/cwt, about 25% higher than at this time in 2024. Several factors are driving these historic prices. US cattle inventories are tight, the lowest since 1951 according to the USDA, and outside pressures, such as tariffs on imported beef and a...

Red Robin Reports Results for the Second Quarter

Red Robin Gourmet Burgers, Inc., a full-service restaurant chain serving an innovative selection of high-quality gourmet burgers in a family-friendly atmosphere, today reported financial results for the fiscal second quarter ended July 13, 2025.

Highlights for the Fiscal Second Quarter of 2025, Compared to the Fiscal Second Quarter of 2024:

• Total revenues are $283.7 million, a decrease of $16.5 million.
• Comparable restaurant revenue(1) decreased 3.2%, including recognition of deferred loyalty revenue. Excluding deferred loyalty revenue, comparable restaurant revenue(1) decreased 1.3%...

Tariff Talks 2025: Expana's Weekly Rundown #22

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read "Tariff Talks 2025: Expana's Weekly Rundown #22."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.

...

The timeline for tariff negotiations between the US and China trade teams has been extended for another 90 days—moving the deadline to November 10, according to a White House fact sheet...

ANALYSIS: Mexican Beef Market Weakens as Brazilian Imports Surge

Brazilian beef imports into Mexico have surged significantly in 2025, particularly during June and July, marking a pivotal shift in the market landscape. Year-to-date, Mexico’s purchases from Brazil have increased by more than 300% compared to the same months in 2024, rising from 3,666 metric tons(mt) in June 2024 to 16,170 mt in June 2025, and from 4,907 mt in July 2024 to 15,580 mt in July 2025.

Mexico’s policy of not imposing import tariffs on Brazilian beef has fueled this growth...

ANALYSIS: China’s Meat Imports Edge Up 0.6% MOM to 533,241 mt in July 2025

China imported 533,241 metric tons (mt) of meat, including variety meats in July 2025, rising just 0.9% (3,241 mt) from a month earlier, according to preliminary data from the General Administration of Customs (GACC).

Despite the low base earlier in the year, the modest July increase also failed to match the usual sharp seasonal gains that follow a softer spring and summer, when importers typically build stocks ahead of winter dishes such as hotpots, soups and stews and other traditional...

JBS Invests $100 Million in New RTE Bacon and Sausage Facility 

JBS USA has announced plans to expand its operations in Ankeny, Iowa, by opening the largest ready-to-eat bacon and sausage facility in its portfolio.

The company has agreed to purchase a 186,000-square-foot production facility formerly owned by Hy-Vee. JBS intends to convert the space into a fully cooked bacon and sausage production plant and is looking to hire former Hy-Vee staff for the new operation.

"Today’s announcement aligns with our long-term strategy of...

Amazon Launches Same-Day Perishable Grocery Delivery in Over 1,000 Cities

Amazon is set to make one of its largest-ever grocery expansions, bringing same-day delivery of fresh and perishable food items to customers in more than 1,000 cities and towns, starting August 13.

Shoppers can now order produce, dairy, meat, seafood and other essentials for rapid delivery, with plans to reach over 2,300 communities by the end of 2025.

“Customers are looking to make their budgets stretch further, and that’s why Amazon is focused on offering a wide selection of national and local brands, including organic and natural options...

Performance Food Group Reports Strong Sales and Profit Growth Despite Decline in Net Income 

One of the largest distributors in foodservice, Performance Food Group, has announced results from its fourth quarter and fiscal year.

Quarterly Highlights

The company saw case volume increase by 11.9%. Independent Foodservice case volume rose 20.4%, while Organic Independent Foodservice case volume increased 5.9%.

Net sales were $16.9 billion, rising 11.5% for the period. Gross profit for the quarter grew 14.6% to $2 billion. This growth in sales and profit can be attributed to recent acquisitions, including that...

China Confirms African Swine Fever Outbreak in Sichuan

China has reported 210 confirmed and 795 susceptible cases of African Swine Fever (ASF) in Napo County, in the Sichuan Province, a World Organisation for Animal Health (WOAH) report showed.

The Guangxi Department of Agriculture and Rural Affairs reported the outbreak on July 25. "Following the outbreak, local authorities immediately implemented emergency response measures in accordance with the contingency plan, including lockdowns of infected and threatened areas, culling of pigs, harmless disposal, and disinfection,” the Department said.

As of time of reporting, inspections found no new cases...

The Retail Rundown: Beef Tops Retail Ads as Grocers Prepare for Labor Day

With Labor Day just under three weeks away, grocers are preparing for summer’s last big grilling rush. Most holiday orders have already been locked in, and meat and prepared food departments are expected to see strong traffic as shoppers savor the last days of summer.

Beef has overtaken seafood as the most advertised protein this week, representing 27.0% of retail buying opportunities. Pork is close behind at 26.6%, while seafood has eased to 23.3%. Chicken remains steady at 18%, and turkey ads inched up to 3%...

Diversified Foodservice Supply Appoints Lev Peker as Chief Executive Officer

Diversified Foodservice Supply (DFS), a leading provider of equipment, supplies, and parts to the foodservice industry, is pleased to announce the appointment of Lev Peker as Chief Executive Officer.

Peker brings a strong track record of leadership and growth from the automotive aftermarket industry, where he excelled as CEO of PartsID and CarParts.com. There, he successfully scaled operations, enhanced customer experience, and delivered strong financial results. His deep expertise in e-commerce, operational efficiency, and system modernization aligns closely with DFS's strategic priorities...

NCBA Notches Legal Victory Protecting Cattle Producers from Overreaching Emissions Regulations

Last week, the National Cattlemen’s Beef Association (NCBA) notched a legal victory in the U.S. District Court for the District of Columbia affirming protections for cattle farmers and ranchers from onerous and unnecessary air emissions reporting requirements. NCBA, along with a coalition of other livestock and farm groups, has engaged in this litigation for years to ensure that family farmers and ranchers were not forced to file complex, overreaching reports with the federal government about emissions under the Emergency Planning and Community Right-to-Know Act (EPCRA) and Comprehensive...

Smithfield Foods Reports Strong Q2 Growth and Increased Profitability

Smithfield Foods, an industry leader in packaged meats and fresh pork, has reported another successful quarter, highlighting its continued growth and operational efficiency.

Following a strong first quarter, Smithfield announced in June a strategic initiative to streamline operations and reduce costs. This included relocating over 100 corporate jobs to Hampton Roads and the planned closure of two regional offices in Illinois and Missouri. 

"Our strong second quarter results demonstrate the agility and resilience of our business as we navigate a dynamic macroeconomic environment. Through our iconic and diversified brand portfolio...

ANALYSIS: Australian Beef on Verge of Korea’s Safeguard Trigger, as 1H 2025 Imports Up 4.2% YOY

Korea’s beef safeguard on Australian imports is set to kick in weeks earlier than last year, as firmer buying in the first half of 2025 leaves little quota space before higher tariffs take effect.

Beef is Australia's biggest agricultural export to Korea. As of Aug. 11, Australia had filled 87.3% of its annual Special Agricultural Safeguards (SSG) limit, leaving 24,408 mt before hitting the ceiling, according to Korea Customs Service.

Most market players anticipated the safeguard would be triggered...

ANALYSIS: FSIS July 2025 Boneless Beef Shipments to the US Slow Amid Tariff Uncertainty

During the month of July, 69,285 metric tons (mt) of boneless beef were passed for entry into the US, which is a decline of 12,000 metric tons from June (-14.7%). Overseas purchasing slowed at the beginning of summer as importers worked to understand a changing tariff landscape. In many instances, participants were strategic about dates to be compliant to achieve the lowest tariff possible.

Three major origins, Brazil, New Zealand, and Uruguay all encountered volume declines. Brazil...

Armanino Foods Posts Record Sales and Profits in Q2

Armanino Foods announced record-breaking results for the second quarter of its fiscal year.

The company manufactures and markets frozen Italian specialty food items including pesto, sauces, and filled pastas for foodservice and retail markets.

In quarter two, the company accomplished record net sales of $19.9 million, an increase of more than 14% compared to the same period in 2024.

"We are proud to report another quarter of record-breaking sales and profits — a milestone that reflects both the strength of our operating model and our disciplined execution...

ANALYSIS: Brazil Sets New Record with July 2025 Beef Exports

According to the latest data released by Brazil’s Ministry of Development, Industry, Trade, and Services, Brazil has shipped 276,879 mt of fresh beef (frozen and refrigerated) in July 2025, marking a monthly growth of 15.3% and a 13.3% YOY increase.

China maintained its position as the top destination, absorbing 158,374 mt last month, marking a solid growth of 17.8% MOM and 29.7% YOY. The Asian country has maintained strong momentum since the start of the year, now accounting for 57.2% of Brazil’s total beef exports...

DoorDash Reports Record Results for Q2 FY2025

DoorDash delivered record performance in the second quarter of its fiscal year, achieving new highs in total orders, Marketplace GOV, and revenue. Total orders climbed 20% year-over-year (YOY), while Marketplace GOV increased 23% to $24.2 billion. Revenue surged 25% YoY to $3.3 billion.

Net revenue margin improved compared to both last year and last quarter, driven by more efficient logistics, higher advertising revenue, and fewer credits and refunds issued.

Adjusted EBITDA reached $655 million in Q2 2025, a...

Tariff Talks 2025: Expana's Weekly Rundown #21 

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #21."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.

...

On August 6, US President Trump issued an executive order that imposes a new 25% additional ad valorem tariff on imports from India into the States, effective 21 days after the White House announcement...

Maple Leaf Foods Sees Major Turnaround with $58M Profit in Q2 2025

Maple leaf, a Canadian food processing company, have delivered findings from its quarterly results. 

The company reported a strong second quarter, with adjusted EBITDA increasing 28.9% to $182 million compared to the same period last year. Total sales reached $1.36 billion, representing an 8.5% year-over-year increase, driven by consistent growth across all major operating segments.

Prepared Foods saw a 7.5% increase in sales, Poultry rose by 8.5%, and Pork climbed 10.7%, reflecting solid market demand...