# Dairy Market Drivers: Whey Market Update; Restaurant Traffic Data; and Holiday Spending in a Minute!

> U.S. restaurant visits were down 2.3% year over year in the week ending October 25, extending a pattern of declines in 26 of the past 27 weeks. Grocery-store visits were also lower, while grocery sales growth has lagged food-at-home inflation for nine months; the report points to higher costs and other pressures as possible factors weighing on food spending.

- Date: 2026-11-11 · published 2026-11-11T15:21:46.213Z
- Category: macro · region US · magnitude low
- Page: https://feedsoft.ai/events/93759-dairy-market-drivers-whey-market-update-restaurant-traffic-data-and-holiday
- Commodities: [Dry Whey](https://feedsoft.ai/c/WHEY.md), [Milk (Class III)](https://feedsoft.ai/c/MILK.md)

## Why it matters

Sustained weakness in consumer food spending could soften demand for dairy products and dairy ingredients, including whey, though the figures do not establish a direct price effect. The likely near-term implication is modestly bearish demand pressure.

## Read by commodity

- MILK: bearish ▼
- WHEY: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| MILK | 2018-03-22 | [Latest Dairy Market Update - Output Growth Outpaces Demand - Irish Farmers' Association](https://feedsoft.ai/events/65994-latest-dairy-market-update-output-growth-outpaces-demand-irish-farmers.md) | -0.4% | +1.6% |
| MILK | 2020-04-03 | [U.S. dairy farmers dump milk as pandemic upends food markets](https://feedsoft.ai/events/4154-u-s-dairy-farmers-dump-milk-as-pandemic-upends-food-markets.md) | -5.0% | -21.3% |
| MILK | 2021-02-25 | [Dairy is testing historical market limits](https://feedsoft.ai/events/48806-dairy-is-testing-historical-market-limits.md) | +5.2% | +4.1% |
| MILK | 2020-04-30 | [Milk is being dumped. Why is it so hard to address dairy market chaos? - CSMonitor.com](https://feedsoft.ai/events/5178-milk-is-being-dumped-why-is-it-so-hard-to-address-dairy-market-chaos-csmonitor.md) | -1.2% | +4.7% |
| MILK | 2020-04-29 | [Historic Dairy Oversupply Results in Dumping](https://feedsoft.ai/events/5181-historic-dairy-oversupply-results-in-dumping.md) | -12.4% | -7.1% |

## Sources

- idfa.org: https://www.idfa.org/news/dairy-market-drivers-whey-market-update-restaurant-traffic-data-and-holiday-spending-in-a-minute

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.