The Retail Rundown: Key Buying Occasions on the Horizon 

March presents key retail buying opportunities as spring holidays approach and Lent influences shopping and dining habits.

With Lent beginning today, meat sales typically decline as participants shift toward seafood. This week, seafood promotions rose to 28% of total retail features, up from 26% last week. Currently, 31% of seafood ads highlight fresh or frozen fillets, with options like salmon, cod, and catfish averaging $9.30 per pound on discount—nearly 9% higher than a year ago.

Elsewhere in the retail landscape, beef and pork each account for nearly 25% of featured promotions...

Trump’s Political Appointments: What They Mean for Commodity Markets

On January 20, 2025, Donald Trump was sworn in for this second term as US President. JD Vance also took the oath of office to become the 47th Vice President.

The new President and his political appointments have dotted headlines in the agricultural commodity space and beyond–grabbing the attention of individuals worldwide. More importantly, the people Trump is bringing aboard to lead, regulate, or deregulate the country’s industries will carry with them implications for domestic and international commodity markets...

Meat Production in Germany Rises for the First Time Since 2016 

Germany's meat production increased by 1.4% y-o-y in 2024, totaling 6.9 million metric tons, according to the Federal Statistical Office (Destatis). This marks the first rise in production since 2016.  

Pork production recorded the greatest proportional increase, rising by 1.9% to 44.6 million tons, although still 24.9% below the 2016 peak. Production was also up in terms of the number of pigs slaughtered, by 1.2%, including a 1.6% rise in domestic origin slaughtered. The number of imported pigs slaughtered in German farms, on the other hand...

Watch Out for Food and Beverage Companies with Big Game Commercials

It’s nearly time for “The Birds” to face the reigning champions in New Orleans. Food and beverage brands with creative advertising teams and big budgets wait all year to show off their best commercials in the short time they have with viewers’ undivided attention.

Such advertisements are impressive enough to instill annual recall and yearly expectations. Brands like Budweiser, Pepsico, McDonald’s, Coca-Cola, or Doritos are oft-anticipated after years of advertising during the big game.

In 2025, a 30-second national spot during the broadcast...

Yike Food Partners with Shandong Guangming Bio on Broiler Breeding Projects 

Yike Food, a Chinese poultry processor, has signed an agreement with Shandong Guangming Biotechnology Co., Ltd., a Chinese broiler breeder, to collaborate on industry development initiatives. The two companies will jointly build and share external resources, co-apply for, and undertake national and provincial-level boiler breeding projects. 

Additionally, the partners plan to invest in new broiler breeding bases in Shandong and other regions of China. As part of the agreement, Shandong Guangming Bio will prioritize supplying high-quality breeding stock to Yike Food to support...

Pennsylvania State Police Investigating Egg Heist

Pennsylvania State Police are working to crack the case of a large egg heist, reported Fox News. Approximately 100,000 eggs were stolen from the rear portion of a Pete & Gerry’s Organics distribution center in Antrim Township, PA just south of Greencastle. 

The number of eggs stolen would be roughly one-third of a full load, according to Ryan Hojnowski, an Egg Market Reporter for Expana. 

This news comes at a time when egg prices are setting and breaking all-time highs almost weekly. Largely, the high price of this staple kitchen commodity...

Trudeau: Trump Will Pause Tariffs on Canada for 30 Days

As of Monday evening, US President Trump will postpone 25% tariffs on Canada, Reuters reported after Prime Minister Justin Trudeau wrote an X post about the matter.

After the day's second conversation with Trump, Trudeau wrote:

"I just had a good call with President Trump. Canada is implementing our $1.3 billion border plan — reinforcing the border with new choppers, technology and personnel, enhanced coordination with our American partners, and increased resources to stop the flow of fentanyl. Nearly 10,000 frontline personnel are and will be working on protecting..."

USDA Announces Approval of D-SNAP for California Disaster Areas

The U.S. Department of Agriculture (USDA) announced that people recovering from the impact of recent wildfires and straight-line winds may be eligible for food assistance through USDA’s Disaster Supplemental Nutrition Assistance Program (D-SNAP). Approximately 81,477 households in 28 zip codes in Los Angeles County are estimated to be eligible for this relief to help with grocery expenses.

Through this program, which USDA makes available through states in the aftermath of disasters, people who may not be eligible for SNAP under normal circumstances can participate if they meet...

IPPE 2025 Live: Event Proceeds Amid Georgia Bird Flu; Disease and Tariff Concerns Central

The International Production & Processing Expo (IPPE) is proceeding as planned from January 28–30, 2025, in Atlanta, following recent detections of highly pathogenic avian influenza (HPAI) in Georgia. Tariff uncertainties, global meat exports, animal disease outbreaks, and innovative feed solutions are expected to dominate discussions.

On Friday, January 24, the Georgia Department of Agriculture suspended all poultry-related exhibitions involving live birds. However, the IPPE is exempt from these restrictions as no live birds will be present.

Georgia Agriculture Commissioner Tyler Harper confirmed the decision:

Philippines Bans South Dakota Poultry Imports After Bird Flu Outbreak

The Philippines Department of Agriculture (DA) has reimposed a ban on wild bird and poultry products from South Dakota after additional cases of highly pathogenic H5N1 avian influenza were reported in December. The Philippines had lifted the ban on the state in September 2024.

The ban includes imports of domestic and wild birds, including eggs, semen for artificial insemination, day-old chicks, and other poultry products, Agriculture Secretary Francisco P. Tiu Laurel Jr. said. But the ministry added that “heat-treated products” were exempted from the ban...

Wens Food Group Grows FY2024 Pork and Chicken Sales

In FY2024, Wens Food Group sold 30.2 million pork products (including live pigs and fresh pork), generating CNY 61.8 billion (approximately USD 8.5 billion) in revenue. The average sales price of live pigs for the year was CNY 16.7 per kilogram (approximately USD 2.3). Compared to 2023, the sales volume, revenue, and average sales price increased by 14.9%, 33.5%, and 12.9%, respectively. 

"The year-over-year increase in revenue from pork product sales in 2024 was primarily attributed to higher sales volumes and increased average...

Aldi’s Making Waves With New European Locations and a Chardonnay Partnership

In January’s fourth week, news about the discount grocery store Aldi made food industry headlines with talk of expansion, and an alcohol partnership that will help clean the ocean.

In 2025, Aldi is set to open nine stores in London, the company announced. The openings in Wimbledon, Fulham Broadway, Caterham, and Orpington are part of the grocery chain’s £650 million investment in Britain during this new year.

Furthermore, leaders of this grocery chain plan to open 40 new supermarkets in Spain. So, shoppers in regions like Andalusia, Madrid...

Foreign-Owned Agricultural Land in the US Increases

From 2022 to 2023, there was a 1.58-million-acre increase in foreign-held agricultural land, according to Farm Bureau. In the US, 45.85 million acres of agricultural land were held by foreign investors in 2023, representing 3.61% of total privately held agricultural land, according to the USDA’s Agricultural Foreign Investment Disclosure Act (AFIDA) report which shows an upward trend of land ownership by foreign entities across the nation. 

Since 2010, reports of foreign-held agricultural land have increased. This expansion is 21 million acres, or an area larger than South Carolina...

USDA’s Third New Ruling: Aimed to Help Contract Chicken Farmers

As part of the Packers & Stockyards Act of 1923 which sought to even the agricultural playing field for the meat and animal protein industry, the USDA will now give contract chicken farmers better insight into payment rates for their birds, according to a press release. 

This is the third installment in a series of regulation reforms under the Biden-Harris administration which is intended to level the playing field, bring stability and fairness, and should provide information about capital improvements farmers must make to keep and/or renew...

ILA and USMX Set to Resume Talks as Port Strike Threat Looms

Talks between the International Longshoremen’s Association (ILA), the union representing over 45,000 dockworkers from Maine to Texas, and the United States Maritime Alliance (USMX) are set to resume on January 7.   

ILA and the USMX reportedly met in private on January 5 as both sides try to reach an agreement over the primary automation issue that has been raised since talks last stalled in November, according to industry publication FreightWaves.

The contract between the ILA and USMX, which represents ports and ocean carriers, expires on January 15...

Top 10 Stories from 2024 on Expana

It was a big year for the food and agriculture industry. Below are some of the biggest headlines that sent shockwaves through the trade... 

ANALYSIS: US Egg Prices Soar as Production Hits Eight-Year Low Due to HPAI Outbreaks 

May 30, 2024: “Over the past two weeks, U.S. shell egg prices have soared by 45%, largely due to the ongoing spread of Highly Pathogenic Avian Influenza (HPAI), more commonly known as bird flu. The bird flu has been spreading across the US since February 2022—though not consistently..."

Poultry Farmers Must Pass Biosecurity Audit to Qualify for Indemnity Payments Under New USDA Rule

The U.S. Department of Agriculture (USDA)’s Animal and Plant Health Inspection Service (APHIS) announced an interim final rule that updates the conditions for poultry facilities to receive indemnity and compensation after testing positive for Highly Pathogenic Avian Influenza (HPAI). 

APHIS said that it will now require farmers to undergo a biosecurity audit before restocking their poultry following an HPAI detection and before receiving any indemnity payments. The decision was based on evidence that strong biosecurity measures remain the most effective strategy for combating HPAI...

Billions in Aid Approved for US Farmers

As a government shutdown loomed, the US Congress passed spending legislation named the American Relief Act which was signed by President Biden on December 21, 2024. For agriculture and food-related commodities, this legislation contains one-time economic assistance payments, disaster relief payments, as well as partial funding from the rolled-over farm bill.

Part of the funding approved was $10 billion to support some American farmers across the nation. Within 90 days, economic assistance payments will only be dealt to farmers of eligible commodities like corn, soybeans, wheat, rice, canola, mustard...

Butterfly Acquires the Duckhorn Portfolio of Wines for $1.95 Billion

On Christmas Eve, the Los Angeles-based Butterfly Equity acquired a Californian wine maker known as the Duckhorn Portfolio, according to a media alert. The all-cash deal valued Duckhorn at $11.10 per share or approximately $1.95 billion.

Duckhorn encompasses 2,200 acres of vineyards throughout California, Oregon, and Washington state. The company sells brands like Decoy, Sonoma-Cutrer, Postmark, and more. Originally, Duckhorn Vineyards started in 1976 as a family-owned company founded in Napa Valley. Today, their wines are available throughout the US...

FDA Updates “Healthy” Food Definition for US Food Products

Officials from the FDA updated the organization’s definition of the word “healthy,” according to an FDA constituent update. 

A food product’s packaging can bear the word “healthy” if the food adheres to specified limits for saturated fats, sodium, and added sugars. Additionally, “healthy” food contains “at least one of the food groups or subgroups (such as fruits, vegetables, fat-free and low-fat dairy, etc.) recommended by the Dietary Guidelines,” according to the FDA’s new definition. 

For example, a “healthy” grain product should not contain more than 5% saturated fat...

PODCAST: Agri-Food for Thought Ep 18 - Back from the "World's Leading Livestock Farming Trade Fair"

Simon and special guest Fei Thompson, from the Expana EMEA newsroom, give a recap of industry market sentiment gathered from key agribusiness companies and animal nutrition companies met during the recent EuroTier trade show in Hannover, Germany that took place in mid-November.

Whetstone Distribution Acquires Chicago-Based Anmar Foods 

Whetstone Distribution has acquired Anmar Foods, a Chicago-based meat producer specializing in beef, turkey, chicken, and other animal proteins, including pork, lamb, sausages, and smoked products. 

The acquisition is part of Whetstone’s strategy to expand its regional customer base. The company recently bought several other Chicago-based businesses, including Fulton Market and Pritzlaff Wholesale Meats, as well as Moesle Meats and Queen Foods...

Spain Announces €444.5mln Fund for Farmers Affected by the Floods

The Spanish Agriculture, Fishing and Food Ministry (Mapa) plans to allocate €444.5mln in flood-recovery funding for affected farmers and producers in the next three months. Meanwhile, hefty rainfall is forecast to continue this week, troubling recovery efforts.

Of the allocated funds, €200mln will go to farmers as direct support.

"The affected farmer does not need to worry about submitting any application or doing anything for the direct aid. We will not ask for any paperwork, but will grant the aid ex officio...

Yu Shang Food Inc. Recalls Ready-to-Eat Meat and Poultry Products 

Yu Shang Food, Inc, a Spartanburg, SC, establishment, is recalling approximately 4,589 pounds of ready-to-eat (RTE) meat and poultry products out of an abundance of caution. These products may be adulterated with Listeria monocytogenes, according to the U.S. Department of Agriculture’s Food Safety and Inspection Service (FSIS).

The ready-to-eat meat and poultry items were produced from October 21 to October 27, 2024. These products have “used by” dates ranging from 21-AUG-2025 through 27-AUG-2025. View full product list...

Red Robin Gourmet Burgers, Inc. Reports Results for the Fiscal Third Quarter Ended October 6, 2024

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 third quarter ended October 6, 2024.

Highlights for the Third Quarter of Fiscal 2024, Compared to the Third Quarter of Fiscal 2023:

• Total revenues are $274.6 million, a decrease of $2.9 million.
• Comparable restaurant revenue(1) increased 0.6%.
• Net loss is $18.9 million, compared to...

Papa Johns Announces Jenna Bromberg as Chief Marketing Officer

Papa John’s International, Inc. (“Papa Johns®”) today announced the appointment of Jenna Bromberg to Chief Marketing Officer, effective Nov. 14. A recognized industry expert known for transformative brand campaigns and deep consumer insights, Bromberg brings a unique blend of quick-service restaurant and modern retail marketing expertise to the role.

“Jenna’s track record of building strong brands and driving innovative marketing campaigns makes her the ideal leader to help take the Papa Johns brand into its next chapter,” said Todd Penegor, President and Chief...

ANALYSIS: Put Your Turkey Where Your Mouth Is

This year’s per capita turkey consumption estimate is 13.9 lbs., a 9.0% decline from the 5-year average. In response, year-to-date (YTD) turkey slaughter is at a record low of 157.2 million, representing a 6.2% decrease year-over-year (YoY) and a 6.6% drop from the 5-year average. Notably, while both hen and tom harvest numbers are below the 5-year average, they have not decreased YoY. This trend reflects shifts in turkey production, driven by evolving consumption patterns...

The Retail Rundown: Holiday Countdown Rapidly Winds Down

With Thanksgiving just three weeks away, the holiday rush is fueling retail traffic as shoppers stock up on essentials. This week, turkey promotions account for 3.3 percent of all protein ads, down from 5 percent the previous week. The number of grocery chains featuring turkeys also declined, with 39 chains participating, compared to 49 chains a week earlier.

Despite fewer promotions, fresh whole turkey sales rose week-over-week, reaching $1.3 million last week, up from $909,368 the week prior, according to Circana...

Introducing IFMA The Food Away from Home Association

After decades of branding itself the International Foodservice Manufacturers Association (IFMA), a new identity for the 72-year-old organization was revealed today – “IFMA The Food Away from Home Association.”

Announced this morning at the organization’s Presidents Conference, the change was prompted by the association’s recent long-term strategic planning that included intensive self-examination and taking a clear-eyed look at the state of the industry...

PODCAST: "Agri-Food for Thought" Episode 16 - Brazil's Challenges and Trends in the Feed to Protein

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

Agri-Food for Thought covers the latest news in food and agricu​lture. Listen now as Simon examines seasonal shifts underway in the food and ag space, with special guest Elliot Holgate, Market Reporter Feed Additives - South America, Expana, giving a deep dive on Brazilian feed, feed additive, and animal protein markets.

Burger King, KFC Owners Miss Results Estimates as Fast-Food Spending Wanes

Burger King parent Restaurant Brands and KFC owner Yum Brands missed market estimates for quarterly results on Tuesday, hit by weak demand in the United States and abroad from budget-stretched customers.

Consumers are relying on cheaper, home-cooked meals instead of eating out as fast-food prices have risen over the past year, hurting traffic across the industry.

As a result, restaurant operators have turned to aggressive promotions in an attempt to attract value-seeking customers. Burger...

Publix Reports Third Quarter 2024 Results and Stock Price

Publix’s sales for the three months ended Sept. 28, 2024 were $14.6 billion, a 4.9% increase from $14 billion in 2023. Comparable store sales for the three months ended Sept. 28, 2024 increased 3.4%. The company estimates sales for the three months ended Sept. 28, 2024 increased 0.6% due to the impact of Hurricane Helene.

Net earnings for the three months ended Sept. 28, 2024 were $1.1 billion, compared to $833 million in 2023, an increase of 31.7%. Earnings per share...