Although the CME cheese markets have weakened as of late, that has not been the case with butter....
So what’s driving the dairy slump? Think long-ball power: domestic milk production has been as mighty as a Shohei Ohtani blast, fueled by the largest U.S. milk cow herd since 1993 (yes, the last time the Blue Jays won the World Series—coincidence or omen?). Add in beef-on-dairy strategies improving farmer margins, and this herd strength could carry into 2026.
At Datum FS, we help teams play smart with risk. Our contracting tools—like upside price caps that still give you downside participation—can be game-changers for categories like dairy.
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