The Formula Issue 31 Archives

Seeing Around Corners

Preparing for the Known Unknowns As the release of the September World Agricultural Supply and Demand Estimates (WASDE) report approaches, people in the soy market are watching closely for any changes of yield estimates. In two of the past three years, the USDA has lowered soybean yield forecasts between the August and September reports. These […]

The DecisionNext Finished Goods Index Report | September 2025

Figure 1 – The Cheeseburger Index reached 121 with a price of $1.11 in August 2025. Key Insights: August Cheeseburger Index: 121, with a forecast of continued decline through December. Ground beef remains the dominant cost driver at nearly 75% of total raw...

A Warning to Beef Buyers

Key Insights: Weekly cattle slaughter from August through December 2025 is forecasted to run roughly 38,000 head lower than last year. Elevated carcass weights are not enough to compensate for lower headcounts. Expect constrained boxed beef supply and intensified competition for high-demand cuts this Fall. 2024 Was Hard to Navigate...

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Seeing Around Corners

Category: The Formula Issue 31

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