Commodity forecasting highlights from CommodityONE
This snapshot report is released every week. To learn more about the FULL report, click here.
Designed to support purchasing and forecasting teams in managing price risks, CommodityONE provides powerful tools like commodity forecasting and item-specific food cost modeling to help you plan smarter and maximize profitability. Learn how you can receive even more in-depth insights delivered daily from CommodityONE to elevate your strategy.
Expert insights curated weekly.
Powered by CommodityONE
Freshly Picked Insights
- Your Reports Show What You Spent. Do They Show What You’re Missing?
- You Added Locations. Did You Multiply Opportunity—or Just Complexity?
- The Doors Are Locked. Are Your Profits Still Walking Out?
Poultry
October boneless skinless thighs averaged more than $0.50 per pound above breasts, while young-bird slaughter ran 2.9% below the prior year. For multi-unit restaurant groups, that combination makes standardized poultry specifications and menu mix worth reviewing together rather than treating all chicken purchases alike. Explore Consolidated Concepts commodity insights to prioritize supplier discussions and assess how cut-level exposure differs across concepts, regions and purchasing commitments.
Outlook: Supply restraint may persist into Q1, while breasts and tenders are expected to recover relative value in 2027.
Beef
Q4 2026 beef production is projected 3.8% below 2025, yet domestic 90s trim reached a 17-month low. Ribs moved higher on holiday buying, underscoring why a portfolio-wide beef forecast should distinguish grinding material from steak cuts. Explore Consolidated Concepts beef market insights to review purchasing priorities across locations and weigh near-term domestic trim opportunities against longer-term imported-supply exposure.
Outlook: Near-term domestic softness may persist, but lower output from major exporting countries could strengthen imported trim prices later.
Pork
Pork production increased 0.5% year over year, but bellies fell nearly 12% in a week and 42 and 72 trim declined more than 20%. For chains with substantial bacon or processed-pork exposure, those moves warrant a closer look at coverage timing and contract terms. Explore Consolidated Concepts commodity insights to frame supplier negotiations around systemwide demand rather than extrapolating one unusually weak market week.
Outlook: Historically low pork prices may offer contracting opportunities before tighter winter supplies increase upside risk, with weak demand potentially tempering gains.
Produce
Large roma tomatoes in 25-pound packs climbed more than 44% in two weeks, while 24-count iceberg lettuce was essentially unchanged week over week. Meanwhile, a harvest stoppage in Mexico introduced avocado supply uncertainty. Explore Consolidated Concepts produce insights to help prioritize location-level communication, alternate specifications and substitution planning where menu dependence is highest, rather than applying the same purchasing response to every produce item.
Outlook: Further tomato and lettuce increases remain possible, and the duration of Mexico’s harvest disruption will shape near-term avocado risk.
Dairy
The U.S. dairy herd added a net 26,000 cows in September, lifting milk production 2.6% above the prior year and 6.3% above September 2024. Ample supply and U.S. price premiums to competing exporters are important context for cheese and butter purchasing. Explore Consolidated Concepts dairy insights to inform contract reviews across your restaurant portfolio while checking how each agreement actually passes market changes through.
Outlook: Abundant supply points to continued near-term cheese pressure and limited sustained butter upside unless production conditions or international prices change.
Grains
U.S. 2026/27 corn export sales reached 23.5 million metric tons, nearly 34% behind the prior year—far weaker than USDA’s expected 4% decline. For multi-unit procurement teams, that gap is a reason to revisit grain-market assumptions, not assume immediate savings across finished products. Explore Consolidated Concepts commodity insights to distinguish commodity signals from the pricing formulas, processing costs and contract terms governing your purchases.
Outlook: Corn’s ability to remain above $4.40 depends heavily on stronger export sales, with a move toward $4 possible if demand disappoints.
Seafood
August frozen cod fillet import prices increased 3.8% month over month, while pollock rose 14%, breaking their earlier closely aligned pattern. A single whitefish assumption could therefore obscure meaningful differences across a restaurant group’s menu and sourcing commitments. Explore Consolidated Concepts seafood insights to reassess species specifications, supplier conversations and purchasing priorities before the next systemwide buying cycle.
Outlook: A cod price correction could develop as import volumes normalize, with renewed upside possible in March of the following year.
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.
Want the full report in your inbox everyday?
Submit the short form to learn how to get the FULL CommodityONE report delivered DAILY to your inbox:
CommodityONE offers a diversity in format and provides definitive content that presents the trends and forecasts that align with what’s happening in the industry. Sign up for CommodityONE today to unlock the most in-depth foodservice commodities report on the market.
Expert insights curated weekly.
Powered by CommodityONE
