Posts by Paul Dykstra :

Carcass Weights Up, Quality Grades Shift

Date: Jun 14 2024

| CAB Insider

Price spreads between quality grades are beginning to seasonally widen—as expected this time of year—but the magnitude of the spread movement is less pronounced than in recent years.

Seasonal Cutout High

Date: May 30 2024

| CAB Insider

Beef Month is nearing its end and with that the anticipation of spring holiday and grilling season demand begins to tarnish. Father’s Day remains a target in mid-June and spot market wholesale beef demand will likely hold up through that period.

Carcass Quality Set to Climb Seasonally

Date: Jan 04 2024

| CAB Insider

With the arrival of the new year the beef market will rapidly adjust to changes in consumer buying habits. This will remove demand pressure from ribs and tenderloins, realigning the contribution of these most valuable beef cuts to a smaller percentage of carcass value

Misaligned Cattle Markets and Record-high Carcass Weights

Date: Dec 11 2023

| CAB Insider

Few things in cattle market trends are entirely predictable but the fact that carcass weights peak in November is as close to a sure bet as one could identify. Genetic selection for growth and advancing mature size has fueled the long-term increase in carcass weights.

Credit End Meats With CAB Value-Add

Date: Nov 22 2023

| CAB Insider

We focused on fourth-quarter middle meat demand as a beef price driver in the last edition of the Insider. This is certainly the case in the current data as rib and tenderloins are pricing near their annual highs. However, a look at annual price trends across the beef carcass shows increasing contributions to CAB premiums from both ends of the carcass.

Middle Meats and Supply Driving Fourth Quarter Spreads

Date: Nov 08 2023

| CAB Insider

At the retail level, November brings a brief shift in focus, away from beef to turkey and ham, for Thanksgiving meals. Turkeys are the classic “loss leader” item in grocery stores during November as retailers practically give them away to lure a volume of shoppers to spend on the high-margin center of the store goods.

CAB Brand Sales Third Best in 45-Year History

Date: Oct 25 2023

| CAB Insider

In this CAB Insider,shifting market dynamics have already marked trend changes in the 2023 cattle and beef markets. These shifts are most succinctly summarized through two factors, fewer cattle and higher prices, that will further entrench themselves in near term trends.

Feedyard Insights Bring Focus to Profitability

Date: Oct 11 2023

| CAB Insider

The recently published “Industry Insights” report conducted by CattleFax analysts in partnership with Angus Media revealed several interesting trends and attitudes from the feedyard and cow-calf sectors. Focusing on feedyard factors most relevant to the CAB brand and end-product merit shows attitudes and behavior aligned with the market’s pull-through demand signals

Carcass Weights Surge

Date: Sep 27 2023

| CAB Insider

Heavier carcasses typically coincide with richer marbling and higher quality grades. But seasonal grade trends simply push quality lower this time of year as USDA’s grading report for the September 11 week shows an abrupt leg down in percent USDA Choice