# Geiger: 'A lot of good things going on' in dairy industry | Profitability | farmweeknow.com

> CoBank dairy economist Corey Geiger describes strong dairy demand, with cottage cheese, high-protein shakes and yogurt growing by double digits, and $14 billion of new dairy processing investment coming online through 2028. He notes beef-on-dairy now provides about 20% of farm income, while Class III milk prices near $15 are not covering costs.

- Date: 2026-11-13 · published 2026-11-13T09:07:48.680Z
- Category: market · region US · magnitude low
- Page: https://feedsoft.ai/events/97479-geiger-a-lot-of-good-things-going-on-in-dairy-industry-profitability
- Commodities: [Milk (Class III)](https://feedsoft.ai/c/MILK.md), [Nonfat Dry Milk](https://feedsoft.ai/c/NFDM.md)

## Why it matters

Surplus cheese and butterfat with weak Class III prices pressure milk values for feed buyers, even as strong protein demand supports the sector longer term.

## Read by commodity

- MILK: bearish ▼
- NFDM: neutral

## Sources

- farmweeknow.com: https://www.farmweeknow.com/profitability/geiger-a-lot-of-good-things-going-on-in-dairy-industry/article_9374e82b-116d-45fa-b024-e17bcad9925a.html

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