Published on May 4, 2026
Key Drivers:
Table egg layers increased to 313 million as producers queued extra pullets as replacement layers.
March egg production rose 6% compared to 2025 levels, significantly boosting availability.
Prices have plunged to the lowest level since 2019 due to the surplus.
The market currently shows limited prospects for a near-term price recovery.
Outlook: High production levels are expected to keep wholesale prices suppressed through the second quarter.
Key Drivers:
A significant jump in March inventories brought the 2026 inventory build back on track.
Record cream supplies are creating a larger-than-normal butter surplus despite strong domestic use.
Butter prices have eased recently in an effort to attract more market demand.
Outlook: Ample cream supplies should keep prices steady even as export demand remains robust.
Key Drivers:
Production is up over 3%, but frozen inventories remain at their lowest level since 2019.
Cheese exports have surged 20% and now represent 8% of total U.S. production.
Prices are holding in the $1.50-$1.70 range, consistent with the last two years.
Outlook: Cheese futures are trending higher, with market expectations reaching $1.80 this summer.
This comprehensive research empowers you to make informed business decisions. The information contained in this monthly market update is for informational purposes only. It represents our best estimates of commodity market conditions and is subject to change without notice. While we strive to provide accurate information, Gordon Food Service cannot guarantee the completeness or accuracy of the content. Any reliance you place on this information is strictly at your own risk.
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