Console / Commodities

JM

Commodity exposure (net sales)

Top inputs flowing through independent operators · Trailing 7 days · Jun 1–Jun 7, 2026

Estimated commodity weight

Pounds of input ingredient flowing through panel

Estimated via recipe-level decomposition of menu items into input ingredient weights. Confidence interval ±8%. Methodology v3.2.

Futures contract mapping

Tradeable-instrument exposure derived from panel ingredient demand

CommodityContractSymbolPanel lbs / wkContract-equiv (wk)Demand Δ4-wk trend
BeefCME Live CattleLE40,555,105405,551 cwt+1.8% WoW
PorkCME Lean HogsHE21,575,478215,755 cwt−0.6% WoW
CheeseCME Class III MilkDC18,049,650180,497 cwt+0.9% WoW
Wheat / FlourKC HRW WheatKE47,550,154792,503 bushel+2.1% WoW
CoffeeICE Coffee 'C'KC3,380,2663,380,266 lb+3.4% WoW
CocoaICE CocoaCC1,940,823880 MT−1.2% WoW
SugarICE Sugar #11SB12,736,64812,736,648 lb+0.4% WoW
Soybean OilCBOT Soybean OilZL5,434,3035,434,303 lb+1.1% WoW
ChickenUrner Barry Index66,028,40266,028,402 lb+2.3% WoW
EggsUrner Barry Egg Index6,307,6734,205,116 dozen−4.7% WoW
AluminumCME AluminumALI9,412,3774,270 MT+0.6% WoW

Contract-equivalents convert panel-observed ingredient demand into front-month contract units. For exposure modeling only — not investment advice.

Aluminum exposure derived from packaging decomposition (cans, foil, containers) — exposure_type: packaging.