456 - Americans are eating more meat despite alternatives & higher prices — Will it continue? | Damian Mason Podcast
About this episode
The episode discusses the current state and future outlook of meat consumption in the U.S. amidst rising prices and competition from alternatives.
The U.S. butchers 600,000 head of cattle, 2.5 million hogs, and 185 million broilers every single week. Where all that product goes — and what it means for prices and profitability — is more complicated than most people realize. Michael DiSabato, animal protein analyst and founder of Highline Consulting Group, breaks down the economics, the numbers, and the outlook for beef, pork, and chicken in one of the most data-rich episodes The Business of Agriculture has produced. The consumer was supposed to trade down when beef prices went through the roof. They didn't. The fake meat companies were supposed to steal market share. They flopped. And now protein snacks — jerky, bars, shakes — are a multi-billion dollar growth category that's adding consumption occasions without cannibalizing the dinner plate. Michael and Damian dig into the K-shaped economy and what it means for premium cuts, why beef prices aren't coming down anytime soon, the surprising inversion in chicken pricing where thigh meat now costs more than breast, the pork industry's missed innovation opportunity, and why the only real long-term threat to protein consumption is one nobody in agriculture wants to talk about —…
Sponsors
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