The Commodity Kitchen with David Maloni & Jerry Dalton
David
45 episodes
2 weeks ago
In this episode, we take you through the latest movements across food, energy, and agricultural markets. The Datum FS Commodity Index is down 6% month over month, driven largely by steep declines in dairy and poultry. We unpack what’s behind the sharp drop in chicken breast, wing, and tender prices, the continued weakness in butter, and the broader trends putting pressure on nearly every major commodity. You’ll also hear our thoughts on how these shifts compare to past market lows and what mi...
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In this episode, we take you through the latest movements across food, energy, and agricultural markets. The Datum FS Commodity Index is down 6% month over month, driven largely by steep declines in dairy and poultry. We unpack what’s behind the sharp drop in chicken breast, wing, and tender prices, the continued weakness in butter, and the broader trends putting pressure on nearly every major commodity. You’ll also hear our thoughts on how these shifts compare to past market lows and what mi...
In this episode, we take you through the latest movements across food, energy, and agricultural markets. The Datum FS Commodity Index is down 6% month over month, driven largely by steep declines in dairy and poultry. We unpack what’s behind the sharp drop in chicken breast, wing, and tender prices, the continued weakness in butter, and the broader trends putting pressure on nearly every major commodity. You’ll also hear our thoughts on how these shifts compare to past market lows and what mi...
In this first episode of The Commodity Kitchen Podcast, we dive into the latest moves across the commodity markets. From the sharp drop in chicken prices to ongoing weakness in dairy and record cattle herds, we break down what’s driving these shifts. We also touch on feed costs, seasonal production changes, and government policies shaping the outlook. Our goal is to help you make sense of the trends that matter most right now. Connect with out hosts: David Maloni’s LinkedIn: https://www.li...
Welcome to Farm to Fork: The Innovators. Today’s guest is Arah Tan, the Senior Vice President of Supply Chain and Logistics at OTG Management—a leading foodservice company operating in high-traffic venues like LaGuardia, JFK, and Newark Airports. In this episode, we dig into the unique challenges of airport food operations. Arah shares how OTG navigates complex logistics, vendor contracts, and the unpredictable nature of disruptions—from hurricanes to global pandemics. She brings a unique len...
On this episode, I’m joined by Aaron Cooper, an expert in the beef cattle industry and founder of 33 Ventures and Cooper Family Akaushi. With over a decade of experience breeding and marketing premium red Wagyu (Akaushi) cattle, Aaron offers rare insights into both the commodity and specialty beef markets. We discuss why many ranchers are still hesitant to rebuild herds despite record-high prices, how input costs and land access impact profitability, and the surprising truth behind imported b...
Welcome back to Farm to Fork the Innovators! Today we dive deep into a hot-button topic impacting our food supply chain: tariffs. Joining me is Tom Healy, a seasoned international sourcing executive with extensive leadership experience at renowned brands like Dairy Queen, Heinz, and Jack Link’s. Tom brings a wealth of expertise, having managed sourcing strategies across 26 countries during pivotal trade disruptions. In this conversation, Tom sheds light on how major U.S. brands adapted their ...
Our guest today is Wiggs Civitillo, the founder and CEO of Starfish Networks, an innovative company driving traceability and connectivity in food supply chains. In today's episode, Wiggs shares how major tech players like IBM have shaped this space and how Starfish Networks uniquely connects over 200 different traceability solutions. We dive deep into the critical challenges facing food supply chain technology today and why these technological advancements are essential. During our insightful...
Welcome to Farm to Fork! In this episode, I’m joined by Jim Balis, an industry veteran and the Head of Strategic Operations at Capital Spring, a leading private equity and debt investment firm specializing in food service. With a wealth of experience in restaurant operations and franchising, Jim shares his perspective on where the food service industry is headed and how businesses can adapt to consumer trends, supply chain challenges, and the evolving role of technology. Throughout this...
Welcome to Farm to Fork: The Innovators. In today’s episode, I sit down with Marieke de Ruyter de Wildt, the founder of Open Food Chain, a blockchain-powered platform revolutionizing global food traceability. In this conversation, we dive into the current state of data and technology in the global food supply chain, how Asia is catching up to the U.S. in supply chain innovation, and why manufacturers play a critical role in driving change. Marieke also explains how blockchain can solve major ...
The foodservice industry is at a pivotal moment, and understanding consumer behavior is key to staying ahead. In this episode of Farm to Fork: The Innovators, I sit down with Mike Halen, Senior Restaurant Analyst at Bloomberg Intelligence, to break down the current state of the restaurant and foodservice industries. Mike returns to the show after accurately forecasting last year’s market shifts, and today, he shares his latest insights on consumer spending, inflation, and restaurant performan...
Welcome to another episode of Farm to Fork: The Innovators! Today we’re diving into the ever-evolving world of foodservice with Mike DiBeneditto, CEO of Golden Waffles. With nearly a century of history behind the brand, Golden Waffles has become a staple in fresh waffle programs globally. Mike’s journey, from his early days in foodservice distribution to leading one of the most unique and successful companies in the industry, offers a wealth of insights on how to stay ahead in the competitive...
Welcome to Farm to Fork: The Innovators. I’m excited to introduce you to another trailblazer in the world of food—Andy Raabe, CFO Partner at Seaton Hill Partners. With over four decades of involvement in the food supply chain myself, I love sharing the stories of those who are transforming how we produce and serve food. Andy brings a wealth of expertise from his time leading finance and supply chain at established brands like Potbelly and pioneering smaller fast-casual concepts. In our discus...
Welcome! Ttoday we’re diving into the intersection of solar energy and agriculture with our guest, Peter Schmitt, the Director of Project Development at U.S. Solar. With decades of experience in the food supply chain, I aim to uncover the transformative strategies shaping how we produce and serve food. Today’s topic, agrivoltaics, is an innovative blend of solar farming and agriculture that promises to reshape how land is used sustainably. In this episode, Peter walks us through the exciting ...
In this episode, I sit down with Francisco Martin-Rayo, the co-founder and CEO of Helios—an innovative AI platform that’s changing the game in agriculture and commodities. Together, we examine the current state of commodity markets, discuss how climate change is reshaping supplies and prices, identify which crops are feeling the greatest impact, and explore actionable strategies for adapting where and how we produce our food. Strap in, hit subscribe, and join me as we harvest progress, forgi...
In this episode of Farm to Fork: The Innovators, I sit down with Ali Cox, a fifth-generation farmer and the visionary founder of Noble West, a leading food marketing agency. Together, we dive into the evolving farming landscape, tackling the rising operational costs and exploring groundbreaking agricultural practices like upcycling and regenerative farming. Ali shares her insights on the challenges of commoditizing food offerings and how these shifts are shaping the future consumer food exper...
In this episode of Farm to Fork: The Innovators, I sit down with Wink Jones, co-founder and CEO of Meal Ticket, to discuss the evolving challenges and opportunities in the foodservice supply chain. We dive into Wink's journey from being a professional kayaker to leading an innovative SaaS company that’s transforming how data is used across the industry. Together, we unpack the complexities of outdated systems, the hurdles of data normalization, and how Meal Ticket’s tools are enabling distrib...
Welcome to Farm to Fork: The Innovators. Our guest for this episode is Richard Tufton, Vice President of Supply Chain at Pastured Proteins for Regenified, a company committed to advancing regenerative agriculture and protecting it from greenwashing. In this episode, we explore Richard’s expertise in promoting regenerative farming practices to improve soil health and create more sustainable, nutrient-dense food. With Regenified’s certification seal, Richard and his team ensure consumers can tr...
In this episode, I’m joined by Jayson Berryhill, the co-founder and CEO of Wholechain, a blockchain-based solution for enhancing traceability in supply chains. Jayson’s background in mobile technology and his time working in Indonesia led him to pivot towards solving supply chain visibility challenges, particularly in food and agriculture. Wholechain, under his leadership, is now a key player in traceability across industries, serving clients like Estée Lauder, McCormick, and Chicken of the S...
In this episode, Loraine Yalch, President of National Accounts at Armada Supply Chain Solutions, joins us to discuss the critical role of transportation and distribution in the food service supply chain. With over 23 years of experience in the industry, Lorraine shares how Armada operates as a 4PL, helping businesses optimize their logistics by managing relationships, enhancing network efficiency, and reducing risk. We dive into the current landscape of transportation, why distribution capaci...
In this episode, I sit down with Jonathan Maze, Editor in Chief of Restaurant Business Magazine. Jonathan has been a leading voice in the restaurant industry for nearly two decades, providing deep insights into what's working and what's not. In our conversation, we explore the current state of the consumer, the so-called restaurant recession, the factors driving it, which restaurant brands are thriving, and the key characteristics behind their success. We'll also dive into the future of the r...
Welcome to Farm to Fork: The Innovators! In today’s episode, we’re joined by Austin, a multi-generational farmer and agritech leader from Royal Family Farming in Royal City, Washington. Austin and his family are leading the charge in sustainable cattle farming, producing beef that is better than carbon neutral. We’ll discuss the essential role of cattle in maintaining healthy soils, the benefits of crop rotation, blockchain technology for food transparency, and the future of family farming i...
The Commodity Kitchen with David Maloni & Jerry Dalton
In this episode, we take you through the latest movements across food, energy, and agricultural markets. The Datum FS Commodity Index is down 6% month over month, driven largely by steep declines in dairy and poultry. We unpack what’s behind the sharp drop in chicken breast, wing, and tender prices, the continued weakness in butter, and the broader trends putting pressure on nearly every major commodity. You’ll also hear our thoughts on how these shifts compare to past market lows and what mi...
