COMMODITY FOOD MARKET UPDATES: w/o November 3, 2025

CATEGORY	NEAR-TERM MARKET PRICING TREND	SUPPLY vs. DEMAND	MARKET INSIGHTS COMMENTARY
Beef (Commodity)	Increasing	Short - Mixed	No significant changes have been reported in the Beef markets. Consumer demand remains steady but soft. Higher prices continue to push consumers toward alternative protein categories. Buyers remain largely on the sidelines, waiting for stronger demand signals to justify increased purchasing activity. Seasonally, Ribeye and Tenderloin availability will begin to tighten, with prices expected to appreciate and remain firm into early December. Renewed market volatility is anticipated to emerge beginning the second week of November and continue through year-end.
Pork (Commodity)	Decreasing	Available - Weak	Butts and spareribs are forecast to decline over the next four weeks (~11% for butts, ~12% for spareribs) as seasonal production builds and post-holiday demand softens. Markets are expected to stabilize into October before trending lower into Q4.
Pork (Value-Added)	Decreasing	Available - Steady	Bacon markets are easing with bellies forecast down roughly 11% over the next four weeks. Seasonal supply increases are pressuring wholesale values, while retail and foodservice demand remain steady but unable to absorb the additional volume. Markets should stabilize after the current correction.
Poultry (Chicken)	Decreasing	Available - Steady	The front half of the bird remained steady in price. The back half of the bird remains steady and supply is broadly available.
Poultry (Turkey)	Increasing	Short – Strong	Pricing continues to rise across the board for turkey. Availability is short of demand by far. This is expected to continue near term. Avian Influenza has begun to strike in various areas, likely to continue near term which further affects supply.
Seafood	Mixed	Steady - Steady	On-again/off-again tariffs are creating volatility in seafood markets. Import costs are up, supply chains are inconsistent, and species availability varies. Demand remains steady, but uncertainty on trade policy is keeping buyers cautious and pricing unstable.
Butter	Decreasing	Steady - Steady	The USDA’s latest dairy market report indicates that domestic butter demand remains steady or somewhat stronger across regions, with export demand also robust outside of the retail sector, which is experiencing rising retail butter demand. Foodservice sales are reported as steady in the Central and West regions, with some holiday-related stock-building by producers, especially in the West, aiming to meet Q4 holiday and export demands. While bulk butter inventories are generally healthy, some regional markets report demand outpacing production, and butterfat loads are widely available, suggesting a well-supplied market. Overall, the focus for the foodservice sector appears to be on replenishing stocks in preparation for upcoming holiday and export activity, keeping demand stable despite recent price fluctuations. Source: USDA AMS as of October 24
Cheese	Increasing	Steady - Steady	U.S. cheese production remains steady across all regions, with most plants successfully fulfilling consistent contractual and domestic orders for foodservice operations, even as some Central and East region facilities undergo maintenance downtime without disrupting output schedules. Foodservice demand is particularly robust for mozzarella and cream cheese, with strong retail activity supporting overall market stability, while barrel cheese inventories in the Central region are tightening. Manufacturers are allocating production toward steady contract commitments, and domestic demand is holding firm, especially from foodservice clients, although export interests, including those from Mexico, are increasing but remain mixed overall. Inventory levels are comfortable heading into late October, and milk availability is sufficient to meet all production requirements, ensuring reliable supply for foodservice channels. Overall, foodservice cheese sales, particularly for mozzarella and cream cheese, remain a focus and are reported to be moving well nationwide. Source: USDA AMS as of October 24
Fluid Dairy	Class I - Increasing Class II - Decreasing	Class I - Available - Steady Class II - Available - Steady	Class I: Milks will decrease for November. Class II: Creams & Cultured will increase for November.
Oils/Shortening/Margarine	Steady	Available - Steady	Though we are hearing some news about renewed trade with China, that has yet to provide any impact on the Soybean or Soy Oil Markets. Prices remain relatively steady as they have for the past months on Soy Oil Products. As the trade news has not changed with Canada, Canola Oil has also maintained steady pricing of late. Generally Speaking there have been no significant price movements on Oilseed products in recent weeks and near term pricing will likely remain at similar levels. Margarine prices have shown a little fluctuation in recent days in world markets which may lead to some small changes in the coming days, but overall pricing should remail relatively steady. Meat Fats (Lard and Tallow) are still selling at a premium due to increasingly high demand against historic supply levels. It is suggested that Operators use these products to supplement their oilseed products instead of as a replacement. That will help to maintain food costs.
Produce	Lower - Avocados, ID Russets Steady - Apples, Bell Peppers, Onions, Tomatoes Higher - Broccoli, Iceberg, , Romaine, Value-Added Lettuces, Oranges, Strawberries, Lemons	Improving/Steady - Idaho Russets Good/Steady - Apples, Avocados, Bell Peppers, Onions, Tomatoes Short/Strong - Broccoli, Iceberg, Romaine, Value-Added Lettuces, Strawberries, Oranges, Lemons	Apples, new crop available. Perfect growing conditions in September promoted sizing, limiting supplies of smaller 125 & 138ct Apples. Avocados, MX fruit peak 48 & 60ct. Few #2s. Market low & soft. Bell Peppers, adequate supplies now from southeastern states. Broccoli, very ltd. due to Pin Rot & insects. Market exceptionally high. Iceberg, very ltd. Light weight 32-35lbs. Market exceptionally high. Value-Added t third tier of escalation. Market exceptionally high. Romaine, very ltd., few Hearts. Light wts. Market exceptionally high. Tomatoes, ample volume from both coasts. Nice quality. Strawberries, limited supplies. Quality Fair. Market exceptionally high. Oranges, New Crop Navels just starting. Market higher. Lemons, market strong. CA tight, 165 & 200 scarce. Some soft & decay. Onions, new crop WA/ID/OR harvest still underway. Strong demand. ID Potatoes, bumper harvest complete. New crop Norkotah mostly #1s. Market is on the floor for all carton sizes.
Sugar	Steady	Available - Steady	Sugar prices have remained steady in most markets as current supply levels are still adequate to cover near term needs bases on a strong crop last year. Harvest has begun for both cane and beets. Weather has been positive for a good crop so far. We do not expect to see any major price changes in the near term as the actual yields (of the Beets and Cane) are yet to be known. As the harvest is in full swing, we will know more about longer term pricing.
Shell Eggs	Steady	Available - Steady	Shell egg demand is rising as the Thanksgiving baking season begins, driven by active promotions at major retailers and increased interest from the foodservice sector. Foodservice demand for shell eggs and breaking stock is reported as moderate, with suppliers able to meet orders on mostly normal delivery schedules. Feature activity at retail outlets has sharply dropped for conventional caged eggs, with a strategic shift toward cage-free brown-shelled varieties, likely influenced by consumer and foodservice preferences. Offerings and supply levels for eggs range from moderate to fully adequate, supporting steady activity in the foodservice market. Overall, foodservice operators can expect reliable egg availability as the holiday season progresses. Source: USDA AMS as of October 29
Wheat (Flour Based Products)	Steady	Available - Steady	Wheat Markets have shown little change in recent days. As harvest was completed as expected, supply is adequate to maintain supply based on current demand. Seasonal demand peaks may cause some slight price increases on some products. However, generally speaking it is not expected that we will see any significant price moves as we move through November.
All UniPro Foodservice Sales Market Insights information is based on domestic US market data only, unless indicated otherwise. The UniPro Foodservice Market Sales Insights update is not a recommendation to buy or sell a commodity. While this update is based on sources we believe to be reliable and accurate, UniPro Foodservice does not guarantee the accuracy of the information presented.