Category
Food & Agriculture
4 visual stories
Charted: Four Firms, 81% of Fed Cattle, and the Regions Where the Market Gets Even Tighter
Exhibit A: national steer-and-heifer CR4 near 81% per USDA PSD. Exhibit B: Texas–OK–NM procurement HHI above 3,200 in 2021. And the margin ledger flipped from +$114/head in 2023 to −$141 in 2025 while the herd contracted.
Aug 23, 2026
Charted: Only 18.5¢ of the Grocery Dollar Reaches the Farm — Marketing Still Takes the Rest
USDA ERS's revised Food Dollar puts the 2024 food-at-home farm share at 18.5¢ (up 0.1¢). The all-food farm share fell to 11.8¢ as dining-out grew — and farm-gate egg PPI still swings far harder than grocery CPI.
Aug 23, 2026
Charted: US Cattle Herd at a 75-Year Low — How Liquidation Maps Onto Beef Prices
NASS puts Jan 1, 2026 all-cattle inventory at 86.2 million head — the lowest since 1951. Beef cows sit at 27.6 million. Drought-driven liquidation still shows up in retail beef values near record territory while replacement heifers print a fragile +1% rebuild cue.
Aug 23, 2026
Charted: Egg Wholesale Spikes Hit Shelves Late — and Unwind Slower Still
In the 2025 HPAI crest, AMS national loose wholesale peaked near $8.05/doz while BLS retail hit $6.23 about four weeks later. Wholesale then fell ~30% Mar→Apr; retail dropped only ~18% in the first month of unwind.
Aug 23, 2026