Day 31 of Iran War: US-Israeli Strikes Hit Tehran, Target Power Infrastructure; Oil Rises

Overnight US-Israeli strikes hit Tehran and other cities, with power infrastructure in the Iranian capital among the targets. The attacks triggered a blackout in Tehran, which Iranian authorities said has since been restored.

Iran’s parliament speaker, Mohammad Bagher Ghalibaf, said the United States was sending mixed signals, raising the prospect of negotiations while preparing for a possible ground invasion.

Meanwhile, Pakistan’s Foreign Minister Ishaq Dar said regional talks on Sunday explored ways to bring a swift end to the war, including the possibility of...

Sysco to Acquire Jetro Restaurant Depot for $29.1 Billion

Sysco, the largest broadline food distributor in the US, has agreed to acquire Jetro Restaurant Depot, a leading cash-and-carry food wholesaler, for $29.1 billion, a deal the companies described as "transformative" for both organizations.

The March 30 announcement will see Sysco enter the "high-margin, growing, and resilient" cash-and-carry sector, creating a combined entity with nearly $100 billion in annual revenue and significant expansion opportunities.

Restaurant Depot operates 166 warehouse stores across 35 states, serving over 725,000 independent restaurants...

Expana's Weekly Top 10: The Impact of Middle East Tensions on Global Markets

As global events continue to reshape markets and industries, our weely recap, Expana's Weekly Top 10, brings you the most recent developments from the past seven days, all reported by Expana's team of global correspondents and journalists. 

From the Middle East conflict disrupting energy, fertilizer, and chemical supply chains, to seafood and seasonal retail trends making waves in consumer markets, Expana’s team has curated the top stories shaping industries around the world. Below are this week’s ten must-read headlines...

Day 28 of Iran War: Trump Delays Attacks on Iranian Energy Infrastructure

US President Donald Trump has delayed planned strikes on Iran’s energy infrastructure by 10 days until April 6, saying talks with Tehran are “going very well,” despite Iranian officials rejecting the US proposal as unfair.

US and Israeli forces continued strikes on Iranian cities, while Iran fired retaliatory missiles and drones at Israel and Gulf states.

Pakistan said it was relaying messages between Washington and Tehran, with Türkiye and Egypt also supporting mediation efforts as diplomatic activity intensifies to prevent a broader regional conflict.

Officials said mediators were...

Legal Challenges, Changing Demand and Wage Pressures in Foodservice

The foodservice industry continues to navigate a complex mix of legal scrutiny, evolving consumer preferences and ongoing labor challenges. Recent lawsuits targeting major brands underscore heightened expectations around transparency and worker protections, while new data reveals how even small factors like cooking oil are increasingly shaping dining decisions, particularly among younger consumers.

At the same time, global traffic trends show cautious but steady recovery, with quick-service restaurants leading the way despite economic headwinds. Layered onto this are mounting wage debates...

From Thai Curry to Harissa Salmon, Alison Brie Curates HelloFresh's New Supper Club Collection

Meal-kit service HelloFresh has partnered with Alison Brie in its latest promotion, HelloFresh Supper Club. This launch aims to reignite communal dining and inspire consumers to gather around the dinner table to share a meal.

"Between filming, writing, and producing, my weeks are packed — but sitting down to cook and eat with the people I love is something I'll always make time for," said Alison Brie. “I curated this new menu around dishes I genuinely love — bright Mediterranean...

Day 27 of Iran War: Trump Asserts Talks Underway as War Continues

The US-Israeli war on Iran shows no sign of abating, with attacks growing more intense even as US President Donald Trump asserts that peace talks are underway, a claim Tehran has denied.

Trump has asserted that Iranian leaders want a deal but fear internal backlash, and the White House has warned it is prepared to “unleash hell” if Iran refuses a resolution.

Markets continue to react. Oil prices are climbing once more amid fading hopes of de-escalation, while analysts warn the war could disrupt global...

ANALYSIS: EU Barn Egg Prices Hit Record Highs on Structural Supply Tightness

Barn egg prices across the EU climbed to unprecedented levels in last week’s assessments, underpinned by sustained supply-side constraints and seasonal demand ahead of Easter. Prices for barn eggs averaged 2.95 €/kg, marking a historic high and maintaining a significant premium of around 26% over cage eggs.

This price divergence reflects increasingly structural dynamics within the egg market. A growing number of retailers are transitioning away from cage eggs in favor of cage-free sourcing policies. While this shift supports higher-value segments, it is also tightening the availability of barn eggs, particularly for the...

Day 26 of Iran War: Oil Eases on Ceasefire Hopes as Diplomatic Signals Remain Mixed

The war involving the United States and Israel against Iran has entered its 26th day, marked by continued military escalation alongside increasingly frequent and conflicting diplomatic signals.

Airstrikes and missile exchanges persist across Iran, Israel, and parts of the Gulf, even as talk of negotiations grows. US officials have signaled readiness to escalate military operations while also leaving the door open to diplomacy. Reports of a potential framework to end the war remain unverified, though multiple outlets indicate that a 15-point proposal has been...

Join Us This April as the Executive ConferenceMarks 50 Years

Navigating 2026 means managing simultaneous pressure across trade policy, disease risk, input costs, and shifting consumer demand. The Executive Conference is where senior protein leaders come to cut through it, and this year marks its 50th edition.

This April 20–22 at the Wynn Resort & Casino, Las Vegas, 400+ senior leaders from across the animal protein supply chain will convene for three days of expert analysis and high-level discussion.

Hear directly from Expana analysts and industry experts as they share insights, discuss market dynamics, and take your questions

IUF and TESCO Signed a New Global Agreement to Strengthen Workers’ Rights in Food Supply Chains

The IUF with its affiliate USDAW, the union representing workers in the largest UK supermarkets chain TESCO, signed a new Memorandum of Understanding (MoU) with TESCO.

It establishes a collaborative framework to promote and protect workers’ rights across TESCO’s global food supply chains, with a focus on gender equality. The MoU contributes to the implementation of human rights due diligence initiatives as it reflects a shared commitment to responsible business conduct, with TESCO committing to engage its suppliers on improving labour conditions and meaningful...

Day 25 of Iran War: Trump Claims Iran Talks; Tehran Denies as Attacks Escalate

The US–Israeli war on Iran entered its 25th day on Tuesday amid conflicting signals on diplomacy.

US President Donald Trump said Washington is in talks with Tehran and hinted at a broader deal, but Iranian officials denied this, accusing the US of stalling while reinforcing its military presence.

Trump delayed planned strikes on Iran’s energy infrastructure by five days. Meanwhile, fighting continues to escalate. Iran launched new missile attacks on Israel, Gulf states intercepted drones and missiles, and clashes intensified in Lebanon and Iraq.

Iran...

ANALYSIS: EU Pork Exports Surge in 2025 Amid Production Growth and Competitive Pricing 

European pork exports expanded across 2025, driven by increased production and competitive global pricing, though geographic divergence reveals winners and losers in key markets. 

According to the latest European Commission data, EU pork exports increased during 2025, with both overall exports—including byproducts—and fresh and frozen meat sales growing compared with 2024. 

Cumulative EU pork production from January through December 2025 increased approximately 3.34% year-over-year (YOY) to 21.79 million MT. This production surge outpaced domestic EU demand, making international...

EU FTA a Kick in the Guts to the Meat Industry

The Australian Meat Industry Council (AMIC) has expressed extreme disappointment with the outcome of the European Australia Free Trade Agreement (FTA), which locks in restrictive red meat access, resulting in a permanent competitive disadvantage for Australian meat to the EU.

The volumes and conditions attached to beef, sheep and goat meat trade to the European Union under this FTA limits, rather than supports trade into this important market of 450 million consumers.

The details are particularly hard to stomach for an industry which is already under attack from global trade restrictions and facing significant increases to the taxes charged by the Australian Government on meat exporters...

A‑EU FTA Delivers Worst Ever Free Trade Agreement for Australian Red Meat Industry to Date

The Australian red meat industry says the Federal Government has badly let the sector down, signing an extremely disappointing free trade deal with the European Union that falls far short of what Australia needed and expected.

Australia’s red meat industry is devastated that the Federal Government signed an FTA that falls well short of delivering a significant increase in market access, despite repeatedly indicating it would not sign a bad deal.

While the incremental increase in quota access has been noted, the outcome is...

Day 24 of Iran War: Trump Delays Iran Power Plant Strikes for Five Days; Oil Plummets

The US–Israeli war on Iran reached its 24th day on Monday, contributing to a turbulent start to the week for global markets.

President Donald Trump announced a five-day delay in planned US strikes on Iranian power plants to allow time for ongoing negotiations, which he described as "very good and productive". 

However, Iran denied any direct talks and argued that Trump pulled back after facing threats of retaliation. Oil prices swung sharply, climbing earlier in the day before dropping following Trump’s announcement...

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...

Day 21 of Iran War: Iran Intensifies Campaign Against Gulf Arab States

The Iranian campaign against Gulf Arab states is expanding, carried out in response to an Israeli strike earlier this week on the South Pars gas field.

On Friday, Tehran launched an attack on an oil refinery in Kuwait, while Israel continued its bombing of the capital. Kuwait’s national oil company reported that multiple units were taken offline. 

Iranian strikes on Qatar’s Ras Laffan LNG facility cut about 17% of output, potentially for up to five years, according to QatarEnergy...

Expana's Weekly Top 10: Middle East Market Turbulence, Trade Deals, and Seafood Expo Insights

Expana’s Weekly Top Ten showcases original reporting from the company’s global correspondents, focusing on the most impactful, market-moving stories of the week.

From daily analysis of how the on-going conflict in the Middle East is shaping global commodity markets to live coverage from Seafood Expo North America in Boston, Expana delivers the intelligence that keeps our customers informed and up-to-date to optimize their businesses.

10. Expana's America's seafood experts attended the 44th Seafood Expo North America convention held from...

Day 20 of Iran War: Energy Markets Surge Following Gulf Facility Attacks

The US–Israeli war against Iran has escalated across multiple fronts, involving targeted killings of senior Iranian officials and retaliatory strikes on critical energy infrastructure.

Israel attacked the South Pars gas field on Wednesday and carried out assaults in northern Iran for the first time since the war began in late February.

In response, Iran launched missiles at oil and gas facilities in Qatar, Saudi Arabia, and the United Arab Emirates, striking Qatar’s Ras Laffan Industrial City, the world’s largest liquefied natural gas (LNG) hub...

ANALYSIS: EU Pork Production Rises 3.3% in 2025 

According to the latest European Commission data, cumulative EU pork production from January through December 2025 increased approximately 3.34% year over-year (YOY) to 21.79 million metric tons. This marked the second consecutive year of rising pork production across the ...

Day 19 of Iran War: Middle East Supply Fears Boost Oil 6%; US Eases Shipping Rules

The US-Israeli war on Iran is spreading regionally on its 19th day, with missiles and drones targeting Gulf countries, including Saudi Arabia, Kuwait, and Jordan. Israel bombed central Beirut early Wednesday, killing at least six people and marking an expansion of the US-Israeli war against Iran. Iran carried out further retaliatory attacks on Israel, causing significant damage, and vowed revenge after Israeli strikes killed security chief Ali Larijani and Basij commander Gholamreza Soleimani.

Global markets remain volatile as US diesel prices climbed past $5 per gallon on Wednesday, marking their highest level since 2022. Meanwhile, the national average price for...

Jack Link’s Launch Doritos Nacho Cheese Flavored Beef Jerky and Meat Sticks

Link Snacks, the innovative force behind the Jack Link’s brand, is introducing its latest creation: Jack Link’s Doritos® Nacho Cheese flavored beef jerky and meat sticks. This latest launch is a testament to the iconic collaboration between Jack Link’s and PepsiCo, showcasing industry-leading synergy.

“Doritos Nacho Cheese is one of our most iconic flavors—and this partnership with Jack Link’s underscores our commitment to bringing consumers new ways to enjoy the bold taste they know and love,” said Tina Mahal...

Day 18 of Iran War: Israel Claims Iran's Security Chief Killed; Oil Regains Some Ground

The US–Israeli war on Iran has entered its 18th day, with escalating strikes across multiple cities causing civilian casualties and widening regional instability.

Iran has retaliated against US assets, while Israel has expanded operations against Hezbollah in southern Lebanon. Gulf states report intercepting missiles and drones as airspace disruptions spread.

On Tuesday, Israel said it had killed Iran’s national security chief, while a senior Iranian official stated that the new supreme leader had turned down de-escalation proposals relayed through intermediaries...

Day 17 of Iran War: US Allies Decline Trump's Request to Send Ships to Strait of Hormuz

On the 17th day of the US-Israeli war on Iran, Israel launched a fresh wave of airstrikes on Tehran. Iranian officials dismissed US claims of truce talks, emphasizing readiness to defend the country.

Amid rising tensions in the Gulf region, Iran’s Foreign Minister Abbas Araghchi says the Strait of Hormuz “is open, but closed to our enemies, to those who carried out this cowardly aggression against us and to their allies”.

US President Donald Trump is pushing allies to form a coalition to secure the Strait of Hormuz, while Japan and Australia have said...

The Winn-Dixie Company Transitions Stores Under the Winn-Dixie Brand

The Winn-Dixie Company today announced that seven Harveys Supermarket locations across Florida and southern Georgia will transition to the Winn-Dixie banner as part of the company’s broader brand transformation and commitment to bringing its stores together under one trusted name.

The conversions mark another step forward in the company’s evolution to The Winn-Dixie Company, reflecting a sharpened focus on growing the Winn-Dixie brand and delivering a more unified grocery experience for customers across Florida and southern Georgia. Following the transition, customers will continue to be served by their local store teams while...

WHO Renews Partnership With the University of Oxford, Promoting Healthy and Sustainable Diets

WHO/Europe has designated the Nuffield Department of Primary Care Health Sciences at the University of Oxford as the WHO Collaborating Centre for the Promotion of Healthy and Sustainable Diets. This builds on the strong foundation of a previous collaboration, as the Department partnered as a collaborating centre in 2013–2021. The new centre will support WHO’s work, specifically in the WHO European Region, by providing evidence and building capacity to advance policies for healthier and more environmentally sustainable food systems.

The centre’s key areas of support...

Day 14 of Iran War: US Temporarily Eases Russian Oil Sanctions; Shipping Risks Mount 

Israeli airstrikes have hit Tehran on the 14^th day of the Iran war as Iran and its allies launch retaliatory attacks across Gulf states, sharply escalating tensions across the region and disrupting global energy markets.

Shipping through the Strait of Hormuz, a vital route linking the Gulf to the Gulf of Oman, remains severely disrupted.

On Friday, the US issued a 30-day license for countries to buy Russian oil and petroleum products currently stranded at sea. Oil prices eased following the announcement, though prices are...

Expana's Weekly Top Ten: From Middle East Tensions to Tariff Refund Challenges

Welcome to this week's Top 10. In this edition, we've compiled original content pinpointing key developments affecting global markets and industries following the ongoing conflict in the Middle East.

This recap highlights ripple effects on oil prices and amino acid markets to impactful changes in US seafood consumption and tariff refunds. Additionally, explore shifts in dietary guidelines and new investments aimed at enhancing sustainability and traceability in the seafood sector. This list is in no particular order.

10. Stay informed with Expana's comprehensive coverage on global markets as...

Importers Face Long Wait for Tariff Refunds

Importers across industries, expecting refunds of roughly $166 billion collected under now-invalidated emergency tariffs instituted by Trump, face a prolonged and uncertain wait. That is according to a government filing that estimated more than 4.4 million hours of manual processing to handle the claims.

After the Supreme Court struck down the International Emergency Economic Powers Act (IEEPA) tariffs last month, UW Customs and Border Protection (CBP) told the Court of International Trade that refunding duties from more than 53 million import entries, of which 20.1 million remain unliquidated, presents an unprecedented logistical...

Day 13 of Iran War: Strait of Hormuz Tensions Continue, Brent Crude Tops $100 Again

US and Israeli strikes on Iran continued Thursday as the war entered its 13th day, while Tehran intensified retaliatory attacks that have unsettled global energy markets.

Iranian President Masoud Pezeshkian said Tehran could consider ending the war if its “legitimate rights” are acknowledged, reparations are paid, and binding international guarantees are put in place to prevent future attacks.

Maritime tensions are increasing around the Strait of Hormuz, with reports of tanker attacks off Iraq and drone strikes targeting energy infrastructure throughout the Gulf...

Day 12 of Iran War: Oil Prices Rebound After Tuesday’s Slide; Maersk Reports Multiple Ships Stranded

On Day 12 of the US-Israel war on Iran, Israel continued its bombardment of Tehran and intensified its bombings across Lebanon. Iranian retaliatory strikes persist, as several Gulf states, including Kuwait, Qatar, Saudi Arabia, and the United Arab Emirates, report intercepting missiles and drones in their airspace.

The US military says it has destroyed 16 inactive Iranian mine-laying vessels, following a warning from US President Donald Trump of “grave consequences” if oil shipments through the Strait of Hormuz are disrupted...

Day 11: Trump Says Iran War Could End “Very Soon,” But Not This Week

On the 11th day of the US–Israel war on Iran, Tehran endured what officials described as some of the heaviest overnight bombardments so far.

Speaking on Monday, US President Donald Trump commented that the war could end “very soon,” but noted that it would not be over this week. 

Iranian Foreign Minister Abbas Araghchi responded that Iran would continue fighting for as long as necessary, casting doubt on Trump’s claim that the war may cease in the near future.

Crude oil prices fell more than 10% Tuesday...

Crude Oil Set for Record Daily Surge as Iran War Enters Tenth Day

On Monday, the United States and Israel continued their attacks on Iran during the tenth day of the war, with Israeli strikes on oil facilities in Iran causing toxic smoke across Tehran. 

Meanwhile, Iranian forces sustained their retaliatory strikes on US military assets and other key infrastructure in Kuwait, Qatar, Saudi Arabia, and the UAE. The latest Iranian attacks on Bahrain have damaged a water desalination plant.

More than a week after the assassination of Iranian Supreme Leader Ayatollah Ali Khamenei in US-Israeli strikes...

US-Israel War on Iran Enters Seventh Day Amid Ongoing Strikes and Regional Fallout

The US-Israel war on Iran has entered its seventh day, with strikes continuing across the Middle East. 

Regional impacts are mounting. In Kuwait and Bahrain, missile attacks from Iran were intercepted, with a fire contained at a Bahraini oil refinery. The UAE and Qatar faced multiple missile and drone strikes, while Tel Aviv was targeted in Iran’s attacks.

Israel intensified its bombardment in Lebanon, and Azerbaijan suspended cross-border traffic following drone attacks...

US–Israel War on Iran Escalates With New Strikes, Senate Backs Trump’s War Powers

On the sixth day of the US-Israeli war on Iran, new strikes hit Iran and the wider region, with explosions reported again in Tehran. Israel has launched attacks on the Lebanese capital, Beirut, and multiple waves of Iranian missiles were fired toward Israel overnight.

The US Senate rejected a measure to limit US President Donald Trump’s war powers as Washington signaled deeper strikes in Iran, following a US torpedo attack that sank an Iranian warship near Sri Lanka. The war appears likely to persist, with US officials signaling operations could last weeks...

US‑Israeli Strikes on Iran Enter Fifth Day as Shipping Companies Divert Vessels 

The United States and Israel have launched strikes against Iran for a fifth day, targeting military, government, and nuclear-related sites in and around Tehran. In response, Iran has launched retaliatory missiles and drones, striking energy infrastructure and diplomatic compounds across the Gulf.

The conflict is expanding regionally, with heightened security alerts across Gulf states and reports of damage to civilian and economic infrastructure. The Strait of Hormuz, a vital global energy chokepoint, has experienced significant disruptions threatening worldwide oil flows...

Iran War Enters Fourth Day, Driving Higher Crude Prices and Broad Commodity Swings

The US-Israeli war on Iran intensified into its fourth day, with Tehran reporting a death toll of 787 as strikes continue to target leadership and infrastructure. Israel’s campaign, initially described as a two-week operation, is reportedly advancing faster than expected, with no firm end date signaled. US President Donald Trump said the war could last four to five weeks.

Global markets remain on edge. Crude oil surged nearly 4% in overnight trade, while European equities fell sharply. US stock futures also pointed lower, with the three major indices last shedding about 2%...

ANALYSIS: Middle East Conflict Impacts Shipping Routes for EU Pork Exports

Concerns surrounding shipping routes have emerged across the EU pork industry following the escalation in the Middle East conflict, following the military action by the US and Israel against Iran on February 28.

While pork meat demand across the Middle East is marginal, several key trade partners for EU exports are based in Asia. China, the Philippines, Japan, and South Korea account for approximately 45.5% of Europe's total exports of fresh and frozen...

How the US‑Iran Conflict Is Affecting Global Commodity Markets

US and Israeli strikes on Iran over the weekend, which killed Iran’s Supreme Leader Ayatollah Ali Khamenei, have sparked significant disruptions in energy, freight, and wider commodity and agricultural markets.

Oil surged at the start of the week, global stock markets wavered, and the energy and shipping sectors have become central to an escalating crisis as commercial traffic through the Strait of Hormuz has halted to a near standstill. 

On Monday, the US-Israeli air campaign against Iran escalated, extending the conflict to Lebanon as Israel responded to strikes by...

ANALYSIS: International Trade Summary for US Eggs in 2025

Expana Webinar on March 3: The Expanding Impact of Hormuz Disruption

Escalating conflict in the Middle East has triggered significant volatility across global energy, shipping and commodity markets, with transit through the Strait of Hormuz severely disrupted. Crude oil prices have surged, tanker traffic has slowed, and risk premiums are rising as geopolitical tensions intensify. The implications extend beyond energy, with emerging knock-on effects across fertilizers, agriculture and global food markets.  

Expana will host a live Intelligence Briefing delivering coordinated, cross-market analysis of this fast-moving situation. Our specialists will assess the impact on

Expana's Weekly Top 10: Markets Rally After SCOTUS Tariff Ruling, Section 122 Takes Center Stage

Welcome to Expana's Weekly Top 10 Stories, where we highlight the week's most significant events and trends across various sectors.

This edition features a crucial Supreme Court tariff ruling that leads to strategic pivots by the administration, a major sustainability-focused investment in China's industrial sector, and pivotal European Commission proposals affecting the fertilizer market.

We also cover notable shifts in the foodservice industry, dramatic agricultural incidents, and key economic indicators suggesting potential inflationary pressures. Explore these stories for a concise overview of impactful...

ANALYSIS: EU Egg Supply Tightens Ahead of Easter

In the run-up to Easter, market participants describe the EU egg sector as increasingly delicate, not because of a single disruptive event, but because of how little spare capacity remains in the system. Several traders and packers say production has been running close to planned levels for months, leaving limited flexibility to respond to shifts in demand. As one source noted, “there is simply less room to adjust than there used to be.”

Buyers across retail and food manufacturing are said to be acting cautiously. According to industry...

The SCOTUS Decision Is In: IEEPA Tariffs Are Out

On February 20, the US Supreme Court (SCOTUS) judges released their decision about the legality of US President Trump’s use of the International Emergency Economic Powers Act (IEEPA) to impose “reciprocal tariffs” on US trading partners across the globe. 

“IEEPA does not authorize the President to impose tariffs. The judgment... is vacated, and the case is remanded with instructions to dismiss for lack of jurisdiction,” read the latest Opinion of the Court for Learning Resources, Inc. v. Trump. 

Chief Justice John Roberts wrote the majority opinion and the court agreed 6-3 that the tariffs exceeded the law...

Expana Weekly Top 10: Trade Turbulence, Retail Shifts, and Weather-Driven Market Disruption

Welcome to this week's edition of the Expana's Weekly Top 10, where we dive into the latest developments across global markets and industries. This week, we explore insights from Fruit Logistica 2026 with Thess Mostoles, highlighting resilience in fresh produce markets amid supply chain challenges. The impact of extreme weather on European agriculture and shifts in retail amid Lent's seafood demand also take center stage. Additionally, we cover significant trade and economic issues, from Wendy's planned closures and Hormel's divestiture...

Walmart Reports Strong Growth in Sales and Revenue in Q4 and Fiscal Results

Walmart has unveiled impressive quarterly and yearly results, demonstrating robust growth across various segments and maintaining its market-leading position.

Walmart President and CEO said, "The pace of change in retail is accelerating. It’s exciting. And our financial results show that we’re not only embracing this change, we’re leading it. For our customers and members, the future is fast, convenient, and personalized.”

Here's a closer look at Walmart's impressive Q4 and fiscal year performance.

Highlights from Q4...

ANALYSIS: EU Free-Range Egg Prices Surge Amid Tight Supply

EU free-range egg markets have extended their rally for a third consecutive week, consolidating a robust recovery following several weeks of decline from mid-December 2025 to late January. In this week’s reporting, average values increased by 4.8% week-on-week, reflecting persistent tightness in cage-free supply and renewed bullish sentiment among market participants.

The rally comes after a period of subdued sentiment driven by balanced supply and steady consumer demand over the holiday period. However, the ongoing shift by major European retailers toward cage-free and higher-welfare eggs is increasingly reshaping supply across marketing channels. As supermarket shelf space prioritizes barn and free-range products, the availability of these...

McDonald’s Reports Strong US Momentum, Sustained Global Comp Growth

McDonald’s reported fourth-quarter results showing broad-based comparable sales growth across all segments, supported by traffic gains and value positioning, while maintaining operating momentum despite restructuring costs.

"McDonald's value leadership is working," said Chairman and CEO Chris Kempczinski. "By listening to customers and taking action, we have improved traffic and strengthened our value & affordability scores. That focus helped increase global systemwide sales by 8% and delivered strong comp sales growth across all segments this quarter. The momentum we've built reinforces the progress we've made with...

PODCAST: Ep. 38 - Infant Formula Recalls, MAHA, and Reformulation: Food Ingredients in Spotlight

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

In this episode of Agri-food for Thought, host Simon Duke welcomes Expana Editorial team member Fei Thompson to discuss the dynamic and challenging landscape of the food additives sector in early 2026.

They begin with the global infant formula recalls triggered by cereulide toxin found in arachidonic acid (ARA) oil supplied to major manufacturers like Nestlé, Danone, and Lactalis. The contamination highlights vulnerabilities in global ingredient supply chains

ANALYSIS: EU Retail Egg Sentiment Firms Slightly After January Correction

EU wholesale prices for medium/large eggs fell to €2,826 per metric ton in January, down 4.4% month-on-month, as post-holiday trading slowed and inventories rebuilt. Despite the decline, average prices remained nearly 20% above year-earlier levels, highlighting the market’s continued structural tightness and reduced production base...

A-EU FTA Negotiations Must Rectify Punitive Access

Australia’s red meat industry has issued its clearest message yet on the pending endgame of the Australia-European Union Free Trade Agreement (A-EU FTA) negotiations.

Improved market access is essential, and the FTA is the way to achieve it.

With the EU only allocating quota increases to its trading partners, rather than genuinely liberalising its import regime, Australian negotiators must remain firm.

Andrew McDonald, Chair of the Australia–EU Red Meat Market Access Taskforce, said Australia cannot afford to fall further behind other global suppliers...

November Pork and Beef Exports Below Year-Ago Levels; Lamb Trends Higher

Exports of U.S. pork remained relatively strong in November but were below the large total reported in November 2024, according to data released by USDA and compiled by the U.S. Meat Export Federation (USMEF). Beef exports were significantly lower year-over-year, due in large part to the ongoing lockout by China. Lamb exports were a bright spot, posting the largest volume since July and highest value since May. 

Exports of U.S. pork totaled 254,085 metric tons (mt) in November, down 7% from a year ago but the third largest of 2025. Exports...

Expana's Weekly Top 10: Key Developments in Weather, Trade, and Market Trends

This week on Expana, headlines brought together a dynamic mix of extreme weather, evolving trade disputes, and shifts across consumer and corporate landscapes. A major winter storm disrupted US infrastructure and supply chains, while new tariff threats reshaped trade flows in seafood, agriculture, and manufacturing. Together, these developments highlight growing pressures across food, commodities, and retail sectors worldwide. Below, Expana presents the top 10 stories influencing markets, trade, and consumer sentiment this week- In no particular order.

10. Winter Storm Grips Much...

Bachoco Completes Acquisition of Mexico’s RYC Alimentos 

Mexico’s Industrias Bachoco has completed the acquisition of privately held meat processor RYC Alimentos, expanding its footprint in value-added protein products, said the company. 

The deal gives Bachoco ownership of two processing plants in Puebla and around 21 retail outlets across Puebla, Oaxaca, Veracruz and Tlaxcala. Financial terms were not disclosed. 

Founded in 1983, RYC produces and sells beef, pork and chicken products and generates annual net sales of approximately $150 million. The company employs more than 900 people. Bachoco said the transaction was completed...

ANALYSIS: Saudi Disease Restrictions Accelerate EU Egg Market Adjustment

Saudi Arabia’s temporary suspension of poultry and egg imports from France and Poland, prompted by ongoing HPAI and Newcastle disease outbreaks, adds a further layer of disruption to an EU egg market already marked by elevated sanitary risks and fragmented trade flows. Although the immediate volume impact at the EU‑27 level remains limited relative to the 2020–2021 export peak, the suspension is highly significant in terms of trade concentration and risk pricing for key supplying member states.

Export data from the European Commission...

EC Creates Task Force to Strengthen Import Controls on Food and Feed Safety

The European Commission (EC), on January 26, 2026, launched a new Task Force aimed at reinforcing the European Union’s ability to ensure that imported food and feed products meet its safety standards while supporting jobs and growth among EU producers.

The EC said the initiative will focus on food and feed safety, pesticide residues, and coordinated monitoring of targeted imported goods.

Bringing together expertise from the EC and Member States, the Task Force will work to harmonize import controls, develop recommendations for joint actions

Zelensky Invites Businesses to Invest in Ukraine as 'End of War Documents' Nearly Ready

Speaking at the World Economic Forum in Davos, Switzerland today (January 22) Ukraine's President, Volodymyr Zelensky, said that "the documents for ending this war" [Russia-Ukraine] are "nearly ready."

"Today's meeting [with US President Donald Trump on the sidelines of the World Economic Forum a few hours earlier] was positive," he added. Zelensky also said the US team will go to Moscow today to continue peace talks.

Addressing business owners in the audience, Zelensky said: "Yes, there is a little risk right now

ANALYSIS: EU Layer Flock Downturn Signals Continued Sector Adjustment

EU layer flock data for October, 2025 indicate a noticeable reduction compared with the same month in 2024. Current numbers lie near the lower end of the post-pandemic range, showing that producers entered the final quarter of 2025 with a more cautious approach to production.

The decline in flock size reflects an adjustment to ongoing structural and regulatory factors shaping the sector. Continued emphasis on welfare and environmental compliance, alongside a cautious approach to biosecurity and production planning, led many producers to maintain stable and efficient operations rather than expand...

Trump Provides Global Overview and Thoughts on Greenland in Davos Address

Speaking at ​the World Economic Forum in Davos, Switzerland today (January 21), US President Donald Trump shared what he described as "phenomenal news" about his first year of his second term, boasting about the economic performance of the US since his re-election, calling it the "most dramatic turnaround" ever seen in American history.

Trump blamed former President Joe Biden for causing inflation and said that under his leadership grocery prices are now down.

Beyond the domestic economy Trump argued that the US is the

At Davos, Von der Leyen Hails "Mother of All Deals" with India

European Commission President Ursula von der Leyen announced Tuesday at the World Economic Forum in Davos, Switzerland, that the European Union (EU) is nearing the conclusion of a free trade agreement with India.

While some details remain to be settled, she described the deal as “the mother of all deals,” highlighting that it would encompass a market of 2 billion people and represent nearly a quarter of global GDP, underscoring the EU’s goal to diversify its trade partnerships.

Foodservice Finds Momentum This Holiday Season Amid Shifting Consumer Spending

As the holidays approach and the year winds down, the foodservice industry competes with retail on how consumers stretch their dollars during "the most wonderful time of the year."

CNBC recently reported that, based on restaurant purchasing data, consumers continue to dine out, but many are opting for appetizer items instead of entrée menu options.

Despite the challenges of disease, supply issues, and rising costs, the American foodservice industry remains resilient and continues to find ways to tap into consumer spending this December, even as some consumers scale back.

Expana Announces Agri-Food Europe 2026: The Industry Event for Market and Procurement Strategy

Expana, the world’s largest food and agriculture price reporting agency (PRA) and market intelligence provider, announces the return of Agri-Food Europe, taking place February, 25-26, 2026, at the Hotel Okura in Amsterdam.   

Building on a successful 2025 edition that united over 300 senior executives across buying, selling, finance, sourcing, and supply chain roles, Agri-Food Europe 2026 stands as the strategic industry event for global leaders in the food and agriculture commodity markets. 

The event delivers two days of critical market insight