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Circana data show US natural cheese retail dollar sales were $20.7 billion for the 52 weeks ending September 6, down 1.6% year over year, while unit sales grew 1.3%. The top shredded and slices subcategories saw declines, while chunks and string/stick grew.
Retail cheese demand is a lagging indicator for dairy processing and milk use; softer dollar sales with rising volumes suggest steady underlying consumption but pressure on prices, with limited direct effect on feed commodities.
dairyfoods.comBarbara HarfmannNov 13, 2026After 136 past neutral report events, Milk (Class III) moved a median -0.1% over 5 sessions (43% higher; middle half -0.7% to +0.5%), and -0.3% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
