Last week, WPI reported on the ongoing fertility problems in the broiler breeding flock which is costly to the vertically integrated broiler sector that operates on a just-in-time inventory model. As of last week, egg sets were up 0.3 percent and chicks places were down 0.4 from last year, but with higher weights, broiler production was up over last year. As noted in last week’s Livestock Roundup, Tyson Foods, the largest broiler producer announced that it was transitioning out of “never ever” antibiotic chicken production to improve efficiency. Since then, Tyson announced that it is also closing four plants – one in Arkansas, two in Missouri, and one in Indiana. The company says these are older, smaller plants wher...
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.
Key Market Insights The broad market is locked in on this week’s Trump-Xi meeting in Beijing, but this is no longer just a trade summit. Increasingly, the meeting is becoming tied directly to Iran, energy security, and the growing global economic fallout from disruptions through the Strai...