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NEAR-TERM MARKET PRICING TREND |
SUPPLY vs. DEMAND |
MARKET INSIGHTS COMMENTARY |
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Available - Mixed |
Beef markets remain firm heading into summer, with rib and middle meat cuts continuing to lead the complex. Ribeyes and tenderloins are expected to strengthen through late summer, while strip loins and sirloin cuts should gradually ease as grilling demand peaks and begins to fade. Chucks and rounds remain relatively stable, providing some value opportunities compared to premium steak items. Overall, expect elevated beef pricing in the near term with more favorable buying opportunities developing later in the summer. |
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Available - Steady |
Pork markets continue to trend higher as we move further into the heart of grilling season. Butts remain the strongest primal, expected to continue to climb through late June on strong BBQ demand, while ribs should stay elevated through the July 4th holiday before easing later in the summer. Bellies are continued to see the largest increase, driving higher bacon costs through August. Loins remain the best value in the complex, offering a relatively stable and cost-effective alternative compared to other pork cuts. |
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Available - Steady |
Value-added pork items are expected to face additional cost pressure this summer. Rising belly prices continue to push bacon costs higher, while both 42% and 72% trim markets are continued to increase significantly due to demand from sausage, ground pork, and further-processed products. Operators heavily reliant on bacon, sausage, or breakfast proteins should evaluate coverage and pricing strategies now as additional increases are likely still ahead. |
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Available - Steady |
The chicken market is steady to mixed, with balanced whole bird supply and moderate, price‑sensitive demand. Breast meat is mostly stable, though tenders and trim face some pressure, while select sizes remain tight. Wings are steady, and dark meat continues to perform well, with legs and thighs supported by active deboning demand despite ongoing pressure in thigh meat. |
| Poultry (Turkey) |
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Short - Mixed |
The turkey market remains mixed, with tight whole bird and breast supplies supporting values despite cautious buying. Most other segments are under pressure, as weak, seasonal demand drives continued declines in breast meat, tenders, thigh meat, and parts. Overall demand is soft and selective, with limited support outside of the tight whole bird complex. |
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Available - Steady |
Seafood markets continue to remain mixed heading further into June, with shrimp markets trending weaker due to higher import volumes and cautious buyer activity. Salmon markets are unsettled, as demand pressures whole fish continue to be firm on limited supply. Crab meat and scallop markets remain elevated with tight inventories and steady summer demand supporting pricing, while lobster markets are easing as seasonal supply improves. |
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Available - Steady |
Butter market activity remains robust as production is supported by ample cream supplies and steady to active churns, but a forecasted softening in nonfat dry milk and Class IV milk signals possible caution ahead for long inventory positions. In the East, demand for retail butter is rebounding after a sharp April decline, while cream is being diverted into seasonal ice cream and butter production, suggesting increased short-term utilization. In the Central region, foodservice demand for butter remains light, retail demand is solid, and export interest is strong, but inventories are snug; meanwhile, in the West, domestic demand holds steady, international interest is mixed, and production is stable despite some operational disruptions. Sources: USDA AMS and S&P Global |
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Available - Steady |
Cheese supply remains stable as production is supported by healthy milk availability and resilient plant operations. Buyers should monitor for seasonal shifts in demand that may impact inventory strategies. In the East, retail demand is firm and foodservice purchasing is steady; Central region foodservice activity is moderate, with stable retail and export interest and slight pressure on inventory; West region sees consistent foodservice demand, solid retail movement, and cheese production holding steady. Foreign influences are mixed, with global demand signals remaining balanced, but buyers should prioritize U.S. domestic foodservice trends in inventory planning. Sources: USDA AMS and S&P Global |
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Class I - Increasing
Class II - Steady |
Class I - Available - Steady
Class II - Available - Steady |
Class I: Another large cost increase on Milks for June. Jumped three consecutive months.
Class II: No cost increase for June on Creams & Cultured. |
| Oils/Shortening/Margarine |
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Available - Strong |
Commodity Soybean oil markets remain elevated as stronger biofuel usage continues to utilize a larger portion of raw material availability. Pricing is expected to remain very high through the summer period, with little indication of meaningful near-term relief. Canola oil is moving in the same direction, influenced by similar global demand pressures and continued weather concerns around the crop. Premium Oil Products will also see additional increases as they track the broader commodity oil market. While more volume is being directed into biofuel channels, supply should still be sufficient to meet foodservice needs through the crop year. Increased fuel prices are also impacting prices on all products.
Tallow pricing continues to run at very high levels as strong demand keeps pressure on the category, and availability may remain limited in certain regions. The customer message should remain that tallow is best positioned as a supplemental offering rather than a replacement for seed oils.
High oleic soybean oil supply has been exhausted for the current crop year, and HIO Soy products may be unavailable for an extended period. The broader oil portfolio is in a better supply position and should remain available through the summer months.
Margarine pricing is expected to hold steady in the near term, although levels remain elevated. Imports have eased recently, but supply is still available to support domestic demand. |
| Canned Fruit (RTP Cherries, Apples, Blueberries) |
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Short - Strong |
Multiple frost/freeze events across Eastern and Midwestern growing regions will negatively impact 2026 availability and costing with products comprised of red tart cherries, apples, and blueberries. Red tart cherries will likely end up under 50% of tonnage expectations. Although not as significant, Apples and Blueberries will also be well short of normal tonnage expectations in these areas. |
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Decreasing - Bell Peppers, Broccoli, Strawberries
Steady - Tomatoes, Oranges
Increasing - Apples, Avocados, Bell Peppers, Iceberg, Romaine, Lemons, Onions, Idaho Russets |
Increasing/Steady - Strawberries, Broccoli, Bell Peppers, Tomatoes
Available/Steady - Idaho Russets, Onions
Decreasing/Strong - small Apples, Avocados, small Oranges, Lemons, Iceberg, Romaine |
Apples, tightening supply & modest increases in June. Small sizes ltd.
Avocados, MX reduced supplies has pricing up sharply. CA available.
Bell Peppers, supplies improving in CA & GA. Market trending lower.
Broccoli, heavy supplies. market easing lower. Good quality.
Iceberg, "Perfect Storm" disrupted supplies. Market jumped.
Huge Escalators going into effect for Value-Added Lettuces.
Romaine, "Perfect Storm", exquisitely scarce. Record high market.
Tomatoes, adequate but varying supplies due to growing transitions.
Strawberries, supplies improving after cool temps&rain. Market easing.
Oranges, Valencias peaking on 56/72ct, small sizes tight all season.
Lemons, 165/200s scarce. Market higher...low harvest & high demand.
Onions, CA & NM now primary summer sources, adequate supplies.
ID Potato Russets, Carton market up as Burbanks are smaller sized.
Higher Freight rates have added $/case to most produce. |
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Available - Steady |
Bulk sugar pricing is moving higher as stronger demand and slower import flow are tightening the domestic cane and beet sugar market. Customers should understand that this is a market-driven increase, not a short-term supplier adjustment, and pricing pressure is expected to continue through the summer months. Foodservice supply should remain available, but manufacturer lead times may extend as demand builds, so customers are encouraged to plan ahead and place orders early to help avoid shipment delays. |
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Available - Steady |
Egg production remains stable with forward-looking signals suggesting buyers should closely watch foodservice demand, which is maintaining a steady trend as restaurants and institutional buyers continue normal purchasing routines, highlighted in the weekly USDA report. Outlook commentary notes balanced distribution, but buyers should remain alert as ongoing Avian Influenza risks persist, and industry biosecurity efforts are heightened to mitigate potential supply disruptions. The USDA Egg Markets Overview further reinforces steady foodservice activity and solid retail movement, with no immediate changes, but recommends readiness to adjust inventory positions should Avian Influenza affect flock numbers or market flows. Sources: USDA AMS and S&P Global |
| Wheat (Flour Based Products) |
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Available - Mixed |
Favorable conditions for the spring crop planting season, along with adequate domestic harvested supply, should allow pricing to remain relatively steady across most markets as June progresses. Supply is expected to cover our needs for most bulk products through this pack year. Packaging and transportation cost pressures remain the key items to watch for potential longer-term impact on bulk flour pricing. |
| 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. |
