06.06.2025
Sausage casings bulletin, June 6, 2025

Runner market commentary
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Livestock prices have been hammered, as the supply chain that brought food to restaurants, bars and sports/concert venues have completely collapsed. Most players in this space, specialize in either restaurant deliver or retail supermarket delivery.
The search term, “direct to consumer” is on the rise, hitting a fresh 5-year high. As you would imagine, the term is search most actively where the COVID-19 virus has hit the hardest. This should support the thesis that the economy is…