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USDA's July Cattle Inventory and Cattle on Feed reports showed total cattle and calves at 94.2 million head, up 200,000 from a year earlier and the first July increase since 2018. Beef cow inventory fell 0.7%, a sign of heifer retention.
The Choice boxed beef cutout has dropped nearly $40 per cwt since June, about 10%.
Early herd rebuilding signals reduced near-term slaughter supply, which supports cattle prices longer term. The weaker beef cutout raises questions about softening consumer demand, which could limit feedlot profitability and feed demand.
fb.orgBernt Nelson, Chad Smith2026年7月28日在过去 78 次中性的报告事件之后，活牛 在 5 个交易日内中位数变动 +0.2%（54% 上涨；中间一半区间为 -1.0% 至 +1.0%），20 个交易日内为 +0.7%。
在过去 44 次中性的报告事件之后，架子牛 在 5 个交易日内中位数变动 +0.3%（59% 上涨；中间一半区间为 -0.9% 至 +1.0%），20 个交易日内为 +0.5%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件；仅描述已发生的情况，不代表未来走势。不构成投资建议。
