CommodityOne Weekly Report – Week of July 8th, 2025

Poultry

Tenders remain tight and are expected to stay limited into summer. Wing demand is rising, tightening availability. Breasts, thighs, and leg meat are in better supply. Protein availability varies widely by cut—planning and substitution flexibility are key.

Beef

A potential labor strike was avoided, but supply remains limited. Pricing is steady to higher, particularly on middle meats like strips and top butts, which are outperforming ribs. End cuts are also firming due to lean trim demand. Expect continued pressure on pricing and availability.

Pork

Markets softened post-holiday across butts, ribs, and bellies, though some volatility persists. Loins are stable, and trim remains strong. Lower demand for hams is driving prices down. Overall, pricing is favorable but still fluctuating—short-term buying opportunities may exist.

Seafood

Seasonal demand is driving up interest in wild salmon, tuna, swordfish, snapper, lake fish, and bass varieties. Supply is steady but demand-driven cost increases are likely. Now is a strategic time for LTO planning and category cost analysis.

Produce

Weather disruptions and growing region transitions are driving up costs on several key items. Iceberg, romaine, broccoli, cauliflower, and Brussels sprouts are all trending higher due to heat and reduced yields. Bell peppers and squash, especially colored and yellow varieties, are also limited with firming markets on both coasts. Avocados and lemons remain tight with strong demand and lower production, while grapes—particularly green—are high as California harvest begins. On the more stable side, tomatoes, cucumbers, celery, and onions show good quality and steady pricing. Operators should expect continued fluctuation and plan for substitutions or spec adjustments as needed.

Dairy

Eggs, cheese blocks, and butter are trending down due to increased supply and reduced demand. Cream is widely available, offering stable input pricing across categories. California egg markets remain slightly elevated. Volatility in dairy inputs has eased for now.

Grain

Soybean oil dropped sharply last week, but markets remain volatile due to geopolitical factors. Canola and palm oils also trended down. These shifts may offer temporary relief on frying and processed items, though ongoing uncertainty suggests a cautious outlook.