---
title: The Dairy Blues
description: Dairy prices are plummeting, impacting farmer margins. Explore the reasons behind this and consider protective price caps to navigate the trend.
image: https://media.licdn.com/dms/image/v2/D4E12AQFe92F70GSm3g/article-cover_image-shrink_720_1280/B4EZpa9onoIUAQ-/0/1762462698445?e=1764201600&v=beta&t=Sj4eUH45aOioVfMtG0fce5vs6hnJr_rZ0t1SL2IzI78
---

[Skip to content](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/the-dairy-blues#main-content)

![Datum Logo Stacked](https://datumfs.com/hs-fs/hubfs/Datum%20Logo%20Stacked.png?width=80&height=97&name=Datum%20Logo%20Stacked.png)

- [David](https://datumfs.com/team)
- [Commodity Sourcing & Risk Management](https://datumfs.com/commodity-research-and-forecasts)
- [Resources](https://datumfs.com/en/maloni-intelligence-chart-of-the-week)
  
  Show submenu for Resources 
  
    - [Blog](https://datumfs.com/en/maloni-intelligence-chart-of-the-week)
    - [Podcast](https://datumfs.com/commodity-kitchen-podcast)
    - [Collaboration](https://datumfs.com/datum-advisors-0)

Open main navigation

Close main navigation

- [David](https://datumfs.com/team)
- [Commodity Sourcing & Risk Management](https://datumfs.com/commodity-research-and-forecasts)
- [Resources](https://datumfs.com/en/maloni-intelligence-chart-of-the-week)
  
  Show submenu for Resources 
  
    - [Blog](https://datumfs.com/en/maloni-intelligence-chart-of-the-week)
    - [Podcast](https://datumfs.com/commodity-kitchen-podcast)
    - [Collaboration](https://datumfs.com/datum-advisors-0)
- [Email us](mailto:david@datumfs.com)

[Email us](mailto:david@datumfs.com)

 Nov 6, 2025 4:27:07 PM

# The Dairy Blues

![Picture of David Maloni](https://app.hubspot.com/settings/avatar/520f8829ce5a723a41ab6a8a3d9604b0) [David Maloni](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/author/david-maloni)

Share: [facebook-f icon](http://www.facebook.com/share.php?u=https://datumfs.com/en/maloni-intelligence-chart-of-the-week/the-dairy-blues) [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://datumfs.com/en/maloni-intelligence-chart-of-the-week/the-dairy-blues) [Twitter icon](https://twitter.com/intent/tweet?url=https://datumfs.com/en/maloni-intelligence-chart-of-the-week/the-dairy-blues) [pinterest-p icon](http://pinterest.com/pin/create/link/?url=https://datumfs.com/en/maloni-intelligence-chart-of-the-week/the-dairy-blues) [envelope icon](mailto:?body=https://datumfs.com/en/maloni-intelligence-chart-of-the-week/the-dairy-blues)

Dairy fans, brace yourselves. **Cheese prices have slipped** this week, and **CME spot butter**? Let’s just say it’s skating at its lowest non-COVID price in over a decade.

So what's going on with dairy? Flashback to 1993: the Cowboys were hoisting the Lombardi Trophy, and America’s milk cow herd was massive. Fast forward to now — that herd is *again* at its largest since that Super Bowl. Coincidence? Maybe not.

Milk producers have been adding margin by crossbreeding beef calves with their dairy cows — the ag world’s version of building a “super team.” But even super teams can struggle when the scoreboard looks rough.

October’s **All Milk Price Received** is estimated at its *lowest for that month in seven years* — down a jaw-dropping **25%** since January. That’s rougher than a Buffalo Bills playoff loss (sorry, Bills Mafia).

Bottom line: **milk farmer margins are declining**.

With cheese and butter markets trending bearish, this might be the *perfect* moment to revisit **price caps** — contracts that let buyers ride the wave down while staying protected.

We can help you with this. Hit us up at the links above — let’s talk strategy before the next whistle blows.

![](https://media.licdn.com/dms/image/v2/D4E12AQFe92F70GSm3g/article-cover_image-shrink_720_1280/B4EZpa9onoIUAQ-/0/1762462698445?e=1764201600&v=beta&t=Sj4eUH45aOioVfMtG0fce5vs6hnJr_rZ0t1SL2IzI78)

[commodity markets](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/commodity-markets), [foodcosts](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/foodcosts)

## Related posts

[![](https://media.licdn.com/dms/image/D4E12AQHImORUuLAjIw/article-inline_image-shrink_1500_2232/0/1710887557792?e=1716422400&v=beta&t=bBNT-dvctS5h21JdfTWgMgt-tc5keuzCsEm7Tooe6HU)](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/grocery-vs.-restaurant-pricing)

[commodity markets](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/commodity-markets), [supply chain](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/supply-chain)

## [Grocery vs. Restaurant Pricing](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/grocery-vs.-restaurant-pricing)

![Picture of David Maloni](https://app.hubspot.com/settings/avatar/520f8829ce5a723a41ab6a8a3d9604b0) [David Maloni](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/author/david-maloni) 

 Mar 21, 2024 5:56:20 PM

There has been talk of some consumers snubbing restaurants as of late due in part to rising menu...

[Read more](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/grocery-vs.-restaurant-pricing)

[![](https://media.licdn.com/dms/image/v2/D4E12AQFvChaDZJ6H-g/article-cover_image-shrink_600_2000/B4EZXzOia8HMAQ-/0/1743542429722?e=1749081600&v=beta&t=6EGPs6N-kYcuqs-MXHePBkHioHF7inNy9AHkjs7_Q5Q)](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/chicken-wing-declines)

[commodity markets](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/commodity-markets), [restaurants](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/restaurants)

## [Chicken Wing Declines](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/chicken-wing-declines)

![Picture of David Maloni](https://app.hubspot.com/settings/avatar/520f8829ce5a723a41ab6a8a3d9604b0) [David Maloni](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/author/david-maloni) 

 Apr 3, 2025 2:46:41 PM

The chicken wing market has taken a dive, dropping 18% over the past month. In contrast, chicken...

[Read more](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/chicken-wing-declines)

[![](https://media.licdn.com/dms/image/D4D12AQFaNRhOGoTQDA/article-inline_image-shrink_1500_2232/0/1700585877792?e=1706745600&v=beta&t=I4Nk-eirQVhPul2GURuDl1Be0y9jqoIlXIGKQHIX23Y)](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/price-inflation-trending-better)

[commodity markets](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/commodity-markets), [restaurants](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/restaurants), [supply chain](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/supply-chain), [foodcosts](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/foodcosts)

## [Price inflation trending better](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/price-inflation-trending-better)

![Picture of David Maloni](https://app.hubspot.com/settings/avatar/520f8829ce5a723a41ab6a8a3d9604b0) [David Maloni](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/author/david-maloni) 

 Dec 1, 2023 12:55:21 PM

Consumer price inflation has been a genuine concern for the economy and the consumer for the last...

[Read more](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/price-inflation-trending-better)

[linkedin-in icon](https://www.linkedin.com/in/davidmaloni/)

---

[![](https://datumfs.com/hs-fs/hubfs/Datum%20Logo%20Long.png?width=960&height=418&name=Datum%20Logo%20Long.png)](https://datumfs.com)

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "David Maloni",
    "url" : "https://datumfs.com/en/maloni-intelligence-chart-of-the-week/author/david-maloni"
  },
  "dateModified" : "2025-11-06T21:27:16.635Z",
  "datePublished" : "2025-11-06T21:27:07.000Z",
  "headline" : "The Dairy Blues",
  "image" : [ "https://media.licdn.com/dms/image/v2/D4E12AQFe92F70GSm3g/article-cover_image-shrink_720_1280/B4EZpa9onoIUAQ-/0/1762462698445?e=1764201600&v=beta&t=Sj4eUH45aOioVfMtG0fce5vs6hnJr_rZ0t1SL2IzI78" ],
  "mainEntityOfPage" : {
    "@id" : "https://datumfs.com/en/maloni-intelligence-chart-of-the-week/the-dairy-blues",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://datumfs.com/hubfs/Datum%20Logo%20Long.png"
    },
    "name" : "Datum FS"
  }
}
```