2024 May Board Book

Business Development, May 2024

Domestic Retail

The first chart below is for TTL US, the second is California. On the left is latest 52 weeks, with the timeframe progressively shorter until the last column which is the last 13 weeks, through 3-24-2024.

For the latest 52 weeks, California is trending similar to the TTL US, but tracking lower for milk, yogurt and butter. Fluid milk consumption is trending better (lower declines) in California, but has not reached the flat/slight growth of the TTL US in the latest 13 weeks. Cheese growth is slowing in CA, while accelerating across the rest of the US, with butter a similar story, but showing declines in CA vs. growth elsewhere.