Freshly Picked, June 17, 2025

Freshly Picked Insights

• This Is What Multi-Unit Success Looks Like (And How to Get It)
• Running Multiple Restaurants Shouldn’t Feel Impossible
• Growing Fast? Here’s How to Keep Profits from Slipping Through the Cracks

Produce

Avocados paused their recent slide, but pricing still trends downward long-term. Roma tomatoes continue to correct and may rebound soon. Lettuce remains stable for now but could see pressure from emerging crop disease issues.

Outlook: Avocado and tomato pricing remain favorable near term. Watch lettuce closely, as disease-driven supply disruption could create a short-term price spike.

Grains

Soybean oil rallied sharply at the end of the week following the EPA’s favorable 2026–2027 RVO announcement, boosting long-term biofuel demand expectations.

Outlook: Expect continued strength in soybean oil markets as biofuel policy and supply chain dynamics create bullish momentum through the second half of the year.

Dairy

CME block and barrel cheese both dipped slightly, while butter prices held steady. Inventories are building, but cheese demand remains consistent from both retail and foodservice.

Outlook: Cheese and butter markets should remain relatively stable, though international butter demand could create upward pressure later in the season.

Beef

Choice and select cutouts moved higher again last week, driven by stronger pricing across ribs, loins, and end cuts. Ground beef and trim prices also rose, indicating tightening supply.

Outlook: With cattle futures climbing and July 4th demand building, beef markets should continue to strengthen in the short term before stabilizing post-holiday.

Pork

Primal markets surged across the board—bellies rose 9%, hams 8%, and pork butts saw a 6% jump. Trims also moved up, reflecting solid domestic demand despite slower export activity.

Outlook: Pork prices are on an upswing that’s likely to continue into July. Operators should prepare for elevated costs and secure volume early where possible.

Poultry

Boneless/skinless breast prices fell $0.09/lb to $2.69, while tenderloins rose slightly to $2.53/lb. Wings ticked up to $1.19/lb but remain significantly lower year-over-year. Thigh meat is still elevated, up 33% y/y.

Outlook: Expect gradual seasonal softening, but supply constraints and sustained demand from foodservice will likely keep white meat prices relatively firm through summer.

Seafood

Fresh yellowfin tuna dropped 27% m/m to $3.85/lb—its lowest level in years. This dramatic pricing dip is unlikely to last, as importers adjust to market conditions.

Outlook: Yellowfin pricing likely bottomed out and should trend upward over the next few months. Consider locking in value now for future needs.

Need Help Managing Market Volatility?

Consolidated Concepts offers custom contract support, commodity tracking, and supply chain solutions to help operators thrive—no matter the market conditions. Reach out to see how we can help your business stay ahead of pricing swings and supply uncertainty.