Meat and Dairy Thrillers

Meat and Dairy Thrillers

From The Commodity Kitchen with David Maloni by David

November 5, 2025 · 12 min · Season 1 · Episode 3

About this episode

The episode discusses current trends in meat and dairy markets, including cheese and butter prices, alongside some Halloween-themed stories.

Welcome back! We open with a couple of Halloween scare stories before diving into markets: cheese is around recent highs (discussed near $1.80/lb) with a long-run support near $1.50/lb that hasn’t held below for long over the past 10–15 years; we’re not especially bullish on cheese here. Butter remains around the 1.60 level and relatively rangebound despite holiday demand. On proteins, retail beef prices in September rose 14.7% YoY to a record high, likely starting to curb consumption, while pork (+1.6% YoY) and chicken (+1.5% YoY) present better value. We also flag a potential resumption of Mexican cattle imports (no date yet) that could help beef supplies in 2026. Give the full episode a listen for our take on price floors, value spreads across proteins, and what these developments could mean in the weeks ahead. Connect with out hosts: David Maloni’s LinkedIn: https://www.linkedin.com/in/davidmaloni/ Jerry Dalton's LinkedIn: https://www.linkedin.com/in/jerry-dalton-0324a821/ Click here to find out more: https://datumfs.com/

People in this episode

Host: David

Topics covered

  • meat markets
  • dairy prices
  • Halloween stories
  • retail beef
  • market analysis

Keywords

  • cheese prices
  • butter prices
  • retail beef
  • market trends
  • Halloween stories

Mentioned in this episode

Products: cheese, butter, retail beef

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