ArrowStream Foodservice Blog

Hamburger Prices at Risk

Posted by Kate Hubbard on Sep 18, 2019 10:51:08 AM

David Maloni, ArrowStream commodity expert, stated this week that domestic lean beef trim prices have been resilient the last few weeks. What's the cause?

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Topics: Market Intelligence

Cheese Prices Continue to Rise

Posted by Kate Hubbard on Sep 12, 2019 11:10:44 AM

Cheese prices continue to rise with both blocks and barrels reaching fresh multi-year highs this week

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Topics: Market Intelligence

ArrowStream to Speak on the Digital Transformation of Foodservice Supply Chain

Posted by Kate Hubbard on Sep 10, 2019 5:07:16 PM

ArrowStream's supply chain and commodities experts, Jeff Dorr and David Maloni, will present at Revelry Group's Financial Leadership Exchange (FLEX) September 15-18, 2019, in Sun Valley, ID. 

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Topics: News

Trade War Subsidies Helping Farmers and Restaurants

Posted by Kate Hubbard on Sep 4, 2019 12:24:12 PM

The USDA projects the total net farm income to rise to $88 billion this year. ArrowStream's commodity expert, David Maloni, noted that this would be $4 billion more than the previous year and the highest since 2014.

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Topics: Market Intelligence

Tighter Beef Supplies Projected for Autumn

Posted by Kate Hubbard on Aug 28, 2019 11:55:26 AM

ArrowStream commodity expert David Maloni noted the August 1st U.S. cattle-on-feed inventory was just 0.2 percent larger than last year with placements into feedlots in July 2.1 percent lower vs. 2018. Maloni explains why this is significant and what the projection models show for beef supplies:

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Topics: Market Intelligence, Strategic Sourcing

Cheese Prices Reach Multi-Year Highs

Posted by Kate Hubbard on Aug 21, 2019 8:02:58 AM

David Maloni, ArrowStream commodity expert, noted this week that July domestic milk production was nothing to get excited about as it was flat with the prior year.

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Topics: Market Intelligence, Strategic Sourcing

Grain Crops Get a Boost

Posted by Kate Hubbard on Aug 14, 2019 12:02:23 PM

There have been questions in the trade about the USDA corn acreage and yield estimate numbers from last Monday’s reports. But, David Maloni, ArrowStream commodities expert, explains that, "reported prevent plant acreage through the Farm Service Agency (FSA) supports the acreage number. And, the corn condition ratings support the USDA yields number at 169.5. Although crop conditions aren't ideal, this is not 2012, which the chart shows. We at ArrowStream think there is a risk that the USDA reduces its corn yield and harvested acreage numbers in the coming months. But we highly doubt this will translate to sharply higher feed prices for 2020."

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Topics: Market Intelligence

Has African Swine Fever Caused a Protein Supply Shortage?

Posted by Kate Hubbard on Aug 8, 2019 11:45:05 AM

ArrowStream's commodity expert, David Maloni, noted from Friday’s monthly export data that pork carcasses were shipped to China in June for the first time on record and may signal an increase in U.S. pork exports to China in the coming months, despite the ongoing trade negotiations.

Maloni stated this week that, "there is no sign of a major world protein shortage in the U.S. trade data. U.S. total pork, chicken, turkey, and beef exports in June were 1.4 percent less than the previous year and in line with historical averages. In other words, no surge, but this is important to watch as 2020 approaches."

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Topics: Market Intelligence, Strategic Sourcing

Bacon Consumption Continues to Sizzle

Posted by Kate Hubbard on Jul 31, 2019 2:09:11 PM

June's U.S. pork production was a whopping 5.9 percent larger than the previous year. ArrowStream commodity expert, David Maloni, feels that this and tempered domestic demand brought on by concerns of African swine fever, caused the U.S. June pork supply decline to be the smallest in 24 years.

"Bacon lovers will be happy to know that June 30 pork belly stocks were 6 percent higher vs. 2018 and experienced the smallest June drawdown in five years," said Maloni. "Despite concerns about supplies, pork belly disappearance was 5.7 percent larger than the previous year. Further, the 12-month belly disappearance average is at 4 percent above prior year reaching the highest level since summer 2017. It would not surprise us if, when it’s all said and done, pork belly disappearance is strong for July as well."

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Topics: Market Intelligence, Strategic Sourcing

Cattle Herd Has Topped

Posted by Kate Hubbard on Jul 24, 2019 11:25:22 AM

ArrowStream commodities expert, David Maloni, noted this week that data suggests the cattle herd has topped.

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Topics: Market Intelligence, Strategic Sourcing

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