ANALYSIS: US Beef Feet Falling Short of 2025 Price Levels
2026 prices are roughly half of 2025 levels, and the gap widened through the month. The YOY deficit started at -54.0% and ended at -57.3%, meaning despite both years trending upward, 2026 lost further ground at the close of the month relative to where it started.
The rallies are structurally incomparable, and the supply picture explains why. July 2025 gained $0.289/lb with weekly moves as large as $0.139, driven by tight supplies that fell short of buying interest. July 2026's entire monthly gain of...
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