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Cattle Herd Rebuild Begins Just as Consumers Get Slaughtered by Record Beef Prices

by Tyler Durden, Zero Hedge
June 29, 2025
in Curated, News
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(Zero Hedge)—Foreign-owned globalist meatpacking giant JBS—labeled a “modern-day monopoly” by Republican Senator Josh Hawley—has acknowledged that the U.S. cattle industry is in the beginning stages of rebuilding its decimated herd from seven-decade lows. While the move to rebuild is underway, the company warns that meaningful increases in beef supply—and any relief for consumers facing record-high retail prices—aren’t expected until at least 2027.

“We are into herd rebuild right now,” said Wesley Batista Filho, CEO of JBS North America, in an interview quoted by Bloomberg. He added, “The economic incentives are there, the weather is helping.”


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Batista pointed out that a decline in female cattle slaughter suggests that ranchers are retaining more cows for breeding, signaling herd rebuilding has commenced. However, he warned that recovery time will be slow, with no significant increase in beef supply expected until 2027.

Batista’s analogy to the rebuilding cycle is this: “It’s more like taking the stairs than the elevator.”

Which means ground beef prices at the supermarket will remain high through this year and into 2026.

Batista’s comments come days after Goldman Sachs analysts Leah Jordan and Eli Thompson told clients that beef cycle indicators suggest a rebuilding cycle has begun:

Beef cycles typically last about twelve years on average, looking at trough-to-trough in the cattle herd. The prior trough in the herd occurred in 2014, while the prior trough in beef packer margins occurred in 2015. The current herd liquidation cycle began in 2019, with the herd tracking at ~86.7mm as of January 1, 2025, the lowest level since the 1950s. Herd rebuilding may already be underway, or is likely soon, noting supportive industry conditions (high calf prices and low feed costs), which should further constrain supply in the near-term, partially offset by record weights for cattle on feed.

Analysts posed the question: “When will the beef cycle turn?” — a question we’ve been asking at ZeroHedge as well.

Here’s a visual breakdown of the beef industry’s turning point…

The rebuilding phase will be rocky for the four mega-corporations (JBS, Tyson Foods, Cargill, and National Beef) that control 80% of beef processing in America because, as Senator Hawley warned on Wednesday at an antitrust hearing on Capitol Hill, scrutiny on the meatpacker “monopoly” has begun, calling for the urgent need of more competition.

A total of 4 companies control a whopping 80% of the entire beef-processing industry. That’s a modern-day monopoly.

The winners here? The monopolists – like Tyson Foods. The losers? Farmers & grocery shoppers.

We need more industry competition in America pic.twitter.com/UxZc7eoAOZ

— Josh Hawley (@HawleyMO) June 24, 2025

The path to rebuilding starts with reviving regional microprocessing plants across the country—creating a more resilient, decentralized food supply chain that’s less vulnerable to disruptions.

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Just as important, Americans need to rethink how they buy beef: skip the globalist mega-supermarkets and instead support local ranchers directly.

Source’s Sponsor:

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That keeps dollars in the hands of mom-and-pop ranchers, not globalist Wall Street, which has stripped the Heartland of wealth for decades. Now, the pendulum swings the other way as MAHA begins.






Three Reasons a Coffee Gift Set From This Christian Company Is Perfect for Christmas

Promised Grounds Gift Pack

When you’re searching for a Christmas gift that’s meaningful, useful, and rooted in faith, you don’t want to settle for anything generic. This season is filled with noise — mass-produced products, last-minute picks, and trends that fade as quickly as they appear. But one gift stands apart because it blends genuine quality with a message that matters: a coffee gift set from Promised Grounds Coffee.

This small Christian-owned company has become a favorite among believers who want to support faith-driven businesses while giving friends and family something they’ll actually enjoy. Here are three reasons a Promised Grounds Coffee gift set may be the most thoughtful and impactful present you give this year.

1. It’s Truly Delicious Coffee

Too many “gift-worthy” coffees look beautiful in the package but disappoint when the cup is poured. Promised Grounds takes the opposite approach — exceptional taste first, thoughtful presentation second.

Their beans are sourced with care, roasted in small batches, and crafted to bring out a rich, smooth flavor profile that appeals to both casual drinkers and true coffee lovers. Whether someone enjoys bold, dark roasts or lighter, more delicate blends, every sip reflects quality that stands shoulder-to-shoulder with the biggest specialty brands.

Simply put: this coffee is good. Really good. Some say it’s absolutely fantastic. If you want a gift that won’t be re-gifted, ignored, or shoved in a cabinet, this is it.

2. It Spreads the Word While Serving a Real Purpose

There are many Christian gifts that are meaningful… but not exactly practical. There are also useful gifts that have nothing to do with faith. Promised Grounds Coffee bridges both worlds beautifully.

Each gift set delivers an encouraging, faith-centered message through its packaging and presentation — a simple but powerful reminder of God’s goodness during the Christmas season. The cups are especially popular and serve as a daily reminder of the blessings from our Lord. At the same time, the product itself is something people will actually use and appreciate every single day.

It’s a gift that uplifts the spirit and fills the mug. A gift that points loved ones toward Scripture while still being part of the normal rhythm of life. And in a culture that increasingly pushes faith to the margins, giving a gift that quietly but confidently honors Christ can make a deeper impact than you might expect.

3. It’s Affordable, Valuable, and Elegantly Presented

Many people want to give something meaningful without breaking their Christmas budget. Promised Grounds Coffee strikes that perfect balance — the sets look and feel premium, but the price remains accessible.

The packaging is classy, clean, and gift-ready, making it ideal for:

  • Family members of all ages
  • Co-workers or employees
  • Church friends or small-group leaders
  • Hosts, neighbors, and last-minute gift needs

It’s the kind of gift that feels more expensive than it is — and more thoughtful than most of what you’ll find on store shelves.

The Perfect Blend of Faith, Flavor, and Christmas Cheer

A coffee gift set from Promised Grounds Coffee checks every box: a gift that tastes amazing, conveys your faith, supports a Christian business, and brings daily enjoyment to the person who receives it. In a season when so many gifts are forgotten, this one stands out for all the right reasons.

If you want a Christmas present that reflects your values and delivers genuine joy, Promised Grounds Coffee is the perfect place to start.

Tags: CattleFoodLedeTop StoryZero Hedge

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