Is Walmart's investment in Sustainable Beef a big deal? If Walmart were serious about beef, they would be buying or building their own kill plant, Barnard says, unless it's a precursor to a bigger move.
For many industry stakeholders, the go-to solution seems to be more localized, regional supply chains. To these folks, the cohort of soon-to-be-built processing plants looks like a golden next era of the meat business.
In production agriculture, the output is largely a commodity. But whether the output is commodity or differentiated, the system of how the output is produced matters as much as the output itself.
Is there really a massively growing market of repeat buyers for something that has even a hint of a mushy cardboard eating experience? Especially in a time when meat quality is at all-time highs.
Suboptimal cattle production isn't just an innocuous segment that has no effect on the rest. Poorly managed cattle are a drag on the whole system and the impacts are worsening as we look to address big challenges.
Just for fun, let's say the DOJ goes full 1911 and ‘Standard Oils’ the meat industry.
The ‘Big 4’ become the ‘Midsize 22’. Then what? Janet Barnard offers insights.