Sign in

DairyReporter

@dairyreporter.bsky.social
18 followers 13 following 136 posts

News & Analysis on the Dairy Industry & Markets

PostsRepliesMedia
DairyReporter @dairyreporter.bsky.social · 01/05/2026
Butter prices face ongoing pressure as milk is increasingly channelled into cheese and whey. Protein demand and higher margins are reshaping dairy markets - leaving butter more volatile despite a recent rebound.
buff.ly
Whey’s growing influence on dairy price dynamics
Investment in cheese and whey processing is shifting milk flows and reshaping dairy commodity prices, from butter to high‑value protein ingredients.
000
DairyReporter @dairyreporter.bsky.social · 27/04/2026
🍨 Premium ice cream wasn’t enough: now comes super‑premium Higher butterfat, less air and real ingredients are redefining indulgence as brands push beyond premium into a new tier. 👉
buff.ly
More cream, less air: What makes ice cream ‘super-premium’?
What defines super‑premium ice cream? From butterfat and overrun to pricing and consumers, we explore how the category is evolving beyond special occasions.
000
DairyReporter @dairyreporter.bsky.social · 26/04/2026
🧈🧀 GLP‑1 drugs are reshaping diets - but high‑fat dairy isn’t disappearing Butter, cheese and ice cream face pressure as GLP‑1 use rises. But premiumisation, innovation and “permissible indulgence” could keep these categories resilient.
buff.ly
Can high-fat dairy withstand the GLP-1 effect?
GLP‑1 use is rising fast, but USDA data shows strong 2024 demand for butter, cheese and ice cream. Can high‑fat dairy stay resilient?
000
DairyReporter @dairyreporter.bsky.social · 26/04/2026
Is fibre the next protein? Danone weighs in... As gut health moves mainstream, fibre is emerging as functional food’s fastest‑rising nutrient - reshaping labels, claims and innovation strategies. Full story:
buff.ly
Fibre over protein? Danone on changing consumer demands in functional foods
Consumers are prioritising fibre, gut health and clean labels. Danone explains how fibre, natural colours and simplified labels are shaping functional foods.
000
DairyReporter @dairyreporter.bsky.social · 25/04/2026
Can a contaminated infant formula ingredient be made safe again? After the cereulide crisis, a Swiss refiner is close to a breakthrough that could reshape ingredient risk management. Full story:
buff.ly
Infant formula recall: Is there a future for cereulide‑tainted ARA oil?
Unregulated cereulide contamination in ARA oil triggered mass infant formula recalls. New safety thresholds and purification approaches may change the picture.
000
DairyReporter @dairyreporter.bsky.social · 25/04/2026
🧀 How Bel defied global snacking headwinds While rivals struggle with weak consumer sentiment, Bel is leaning into healthy snacking - with new formats, flavours and capacity expansions paying off. What’s behind the strategy? 👉 Full analysis:
buff.ly
How Bel defied global snacking headwinds
As global snack giants struggle, Bel Group is driving growth by sticking to healthy dairy and plant‑based snacks, regional investment and disciplined innovation.
000
DairyReporter @dairyreporter.bsky.social · 24/04/2026
Ultrafiltered dairy is entering its next growth phase. Protein demand, GLP‑1 diets and premiumisation are reshaping the category - and in the US, fairlife no longer has the space to itself. What’s next for ultrafiltered milk, yogurt and beyond? 👉
buff.ly
Big Soda spotted it first: Why ultrafiltered milk became a billion‑dollar bet
Once backed by Big Soda, ultrafiltered milk is now a premium growth opportunity for dairy players, driven by protein, wellness and new formats.
000
DairyReporter @dairyreporter.bsky.social · 24/04/2026
🔍 Danone & Mead Johnson: will a deal finally happen? With Reckitt under pressure to divest and Danone flush with cash, speculation is back. But litigation risk, valuation and timing could make or break the deal. 👉 Our analysis:
buff.ly
Danone’s Mead Johnson decision: Timing, risk and opportunity
Danone has revisited a potential Mead Johnson deal before. With litigation risks and strategic upside in play, could an acquisition happen this time?
000
DairyReporter @dairyreporter.bsky.social · 23/04/2026
Butter prices have fallen sharply year on year: but the pain (and gain) isn’t shared evenly. While bakers and big industrial buyers are locking in lower prices, farmers and processors are feeling the squeeze as high milk output weighs on returns. buff.ly/DzMHyZG #dairy #butter #commodities
000
DairyReporter @dairyreporter.bsky.social · 01/03/2026
Collagen is moving far beyond beauty - and into mainstream functional food and drink. Lactalis has entered the space with a first‑of‑its‑kind milk in Spain enriched with native type II collagen, formulated for joint support at a clinically backed low dose.
buff.ly
Lactalis taps collagen to blend functional dairy with longevity
Lactalis debuts a ready‑to‑drink milk fortified with native type II collagen, targeting joint health, mobility and the rising demand for functional longevity products.
000
DairyReporter @dairyreporter.bsky.social · 01/03/2026
Nestlé and Danone are navigating the fallout from the recent infant formula recalls - but both say the long‑term impact on earnings and brand equity should be limited.
buff.ly
Nestlé and Danone address infant formula recall impact
Following global formula recalls, Nestlé and Danone discuss earnings impact, restocking progress, safety testing and expectations for Q1 results.
000
DairyReporter @dairyreporter.bsky.social · 01/03/2026
Danone beat expectations in FY25 even if North America continues to drag. With leadership changes underway and 2026 guidance reaffirmed, Danone sees room for recovery in NorthAm - but the real growth engine is its health‑focused portfolio.
buff.ly
Danone beats FY25 expectations but disappoints in North America
Danone outperformed FY25 expectations with strong protein and medical nutrition growth, though North America lagged due to yogurt and creamer capacity constraints.
000
DairyReporter @dairyreporter.bsky.social · 01/03/2026
Nestlé is reshaping its portfolio - and ice cream is the latest category on the move. The move mirrors Unilever’s step to carve out its ice cream operations, highlighting how even high‑growth categories can be and better suited to specialist structures.
buff.ly
Why Nestlé is selling ice cream to Froneri
Nestlé calls its ice cream arm a distraction, opting to transfer global operations to Froneri. The move mirrors Unilever’s strategy as major CPGs streamline portfolios.
000
DairyReporter @dairyreporter.bsky.social · 28/02/2026
Health‑positioned dairy is booming: but consumer trust isn’t keeping pace. Research shows that bold promises - especially those that blend indulgence with wellness - often feel “too good to be true.”
buff.ly
Has dairy lost its health halo - and can brands bring it back?
Consumers increasingly doubt dairy’s health claims, questioning sugar content, processing, and “too good to be true” promises. Here’s how brands can rebuild trust.
000
DairyReporter @dairyreporter.bsky.social · 28/02/2026
Arla posted record revenue in 2025 and its ingredients and protein business was the real engine behind the surge. Arla’s whey and high‑value protein ingredients delivered more than 40% growth, strengthened by the integration of Volac’s whey operations.
buff.ly
Arla’s record year is fuelled by protein and cold coffee
Arla posts record 2025 results as ingredients and protein sales surge. Branded volumes lag, but RTD coffee and high‑protein products fuel growth.
000
DairyReporter @dairyreporter.bsky.social · 27/02/2026
Dairy processors are increasingly upcycling liquid whey into premium streams like proteins, permeates and mineral fractions using membrane filtration. This shift not only unlocks new opportunities.
buff.ly
How to turn whey into high-performance ingredients
Discover how modern membrane filtration helps dairy processors upcycle whey into premium ingredients, cut lactose, boost sustainability, and unlock new markets.
000
DairyReporter @dairyreporter.bsky.social · 27/02/2026
Functional dairy is being reshaped by new ingredient innovation: plant sterols, bioactive proteins, next‑gen probiotics, prebiotic fibre, and collagen are all moving into the spotlight. The opportunity for manufacturers? Only getting bigger.
buff.ly
Functional ingredients powering dairy’s next growth wave
Discover how plant sterols, probiotics, lactoferrin, collagen and fiber are reshaping the booming functional dairy market and powering gut‑health innovation.
000
DairyReporter @dairyreporter.bsky.social · 26/02/2026
In 2026, Danone is setting its sights on a transformative strategy to lead the way in the food and beverage industry. We delve into its priorities:
buff.ly
What’s at stake for Danone in 2026?
Discover Danone’s 2026 strategic focus, from high‑protein growth and medical nutrition expansion to creamers recovery and new hydration opportunities.
000
DairyReporter @dairyreporter.bsky.social · 26/02/2026
Saputo's strategic focus on enhancing operational efficiency has significantly contributed to both profit and growth in the fiscal year 2026. This commitment to efficiency has reinforced its position as a leader in the dairy industry.
buff.ly
How Saputo’s efficiency push is driving its bottom line
Saputo’s long-term efficiency programme is boosting margins, cash flow and profitability, driven by consolidation, automation and rising demand for high‑protein dairy.
000
DairyReporter @dairyreporter.bsky.social · 26/02/2026
Arla Foods achieved remarkable success in 2025, driven by a surge in demand for ingredients and protein. The company's strategic focus on these areas allowed it to set new records, reflecting the growing consumer interest in healthy and protein-rich diets. www.dairyreporter.com/Article/2026...
dairyreporter.com
Arla’s record year is fuelled by protein and cold coffee
Arla posts record 2025 results as ingredients and protein sales surge. Branded volumes lag, but RTD coffee and high‑protein products fuel growth.
000
DairyReporter @dairyreporter.bsky.social · 13/02/2026
Oatly has officially lost its battle to use the slogan Post Milk Generation on food and drink products in the UK after Supreme Court judges ruled that 'milk' is reserved for genuine dairy products: www.dairyreporter.com/Article/2026...
dairyreporter.com
Oatly ‘milk’ ban a big win for Big Dairy
Oatly has lost its UK trade mark case over the slogan “Post Milk Generation”, with the court ruling that “milk” cannot be used for non-dairy products.
000
DairyReporter @dairyreporter.bsky.social · 13/02/2026
Nestlé is due to report its FY25 results: here's what to look out for: www.dairyreporter.com/Article/2026...
dairyreporter.com
From recalls to cold coffee: What to expect from Nestlé’s FY25 results
A look at the key issues ahead of Nestlé’s FY26 results—from infant formula recalls and pricing resets to Waters portfolio decisions and coffee innovation plans.
000
DairyReporter @dairyreporter.bsky.social · 13/02/2026
TMICC lays out a bold 2026 ice cream agenda, including snackable formats, hydration and high-protein launches, GLP-1 aligned premium treats and AI-powered trendspotting: www.dairyreporter.com/Article/2026...
dairyreporter.com
Inside TMICC’s ice cream innovation engine
TMICC maps out its next wave of ice cream innovation, from premium and portion-controlled formats to functional benefits, GLP‑1 trends and AI-enabled execution.
000
DairyReporter @dairyreporter.bsky.social · 11/02/2026
New research reveals why consumers doubt “healthy indulgence.” Low‑sugar claims, natural ingredients and protein products often spark skepticism: but cues like naturalness, familiarity and premium positioning can restore trust. www.dairyreporter.com/Article/2026...
dairyreporter.com
Why consumers don’t trust healthy indulgence
Discover why consumers doubt that healthy foods can taste good, and learn how naturalness, familiarity and premium cues can make healthy indulgence believable.
000
DairyReporter @dairyreporter.bsky.social · 10/02/2026
Saputo’s efficiency drive is paying off: stronger margins, higher earnings and big gains in high‑protein + value‑added dairy. A leaner network + rising demand = momentum for FY26 and beyond. 💪🧀 #Saputo #Dairy #ProteinTrend
buff.ly
How Saputo’s efficiency push is driving its bottom line
Saputo’s long-term efficiency programme is boosting margins, cash flow and profitability, driven by consolidation, automation and rising demand for high‑protein dairy.
000
DairyReporter @dairyreporter.bsky.social · 04/02/2026
Ben & Jerry’s says Magnum unlawfully dismantled its independent board in breach of the 2000 merger deal. Magnum argues directors became “ineligible.” www.dairyreporter.com/Article/2026... 🍦⚖️
dairyreporter.com
Inside Magnum and Ben & Jerry’s legal battle
Explore how Ben & Jerry’s feud with its parent escalated into a legal fight over board control, governance changes and funding, and what comes next.
000
DairyReporter @dairyreporter.bsky.social · 03/02/2026
Oatly is taking the lead on the UPF debate with its new “trust the processed” on‑pack message - openly talking about food processing when most brands won’t. 🥛✨
buff.ly
Finally, a big-name FMCG engages openly on ultra-processed foods
Although admitting it’s a risk, Oatly is addressing the UPF issue head-on
000
DairyReporter @dairyreporter.bsky.social · 03/02/2026
The US creamer category is evolving quickly as brands tap into clean‑label demand, functional enhancements, strategic collaborations, and limited‑edition launches. www.dairyreporter.com/Article/2026...
dairyreporter.com
How coffee creamer brands stay top of mind
Real dairy, functional ingredients, celebrity tie‑ups, and limited‑edition drops are reshaping the fast‑growing US creamer category. Here’s how leading brands are innovating.
000
DairyReporter @dairyreporter.bsky.social · 03/02/2026
Need to catch up on the formula recalls? A trace toxin, a global ingredient supply chain, and major brands caught in the crossfire. Here’s what we know so far - from the first detection to worldwide action: www.dairyreporter.com/Article/2026...
dairyreporter.com
From regulatory gaps to litigation: What we know about the infant formula recalls
Cereulide‑linked recalls at Nestlé, Danone and others reveal major regulatory blind spots and supply chain risks across the global infant formula industry.
000
DairyReporter @dairyreporter.bsky.social · 03/02/2026
GLP‑1 meds are reshaping eating habits — and food brands are responding fast. “GLP‑1‑friendly” ready meals promise high protein, fiber + convenience… but are they truly nutritious? www.dairyreporter.com/Article/2026...
dairyreporter.com
Are GLP-1 ranges healthy? What food brands must know
Food brands are racing into GLP‑1-friendly ready meals, but are these products truly nutritious? We explore protein, fibre, fortification and the limits of processed options.
000
DairyReporter @dairyreporter.bsky.social · 03/02/2026
China cuts proposed tariffs on EU dairy from up to 42.7% down to 11.7% with 51 companies set at 9.5%. A key de‑escalation in recent trade tensions and welcome news for EU cheese & cream exporters. 🧀📉 www.dairyreporter.com/Article/2026...
dairyreporter.com
China cuts EU dairy duties to under 12%
China has lowered planned tariffs on EU dairy exporters from as high as 42.7% to 11.7% and 9.5%, signalling a de‑escalation in the recent trade dispute.
000
DairyReporter @dairyreporter.bsky.social · 23/01/2026
NGO @foodwatch-int.bsky.social is preparing a lawsuit against Nestlé and Lactalis over delayed infant formula recalls linked to possible cereulide contamination. buff.ly/JX4FQCr
dairyreporter.com
Nestlé and Lactalis face lawsuit over infant formula scandal
Foodwatch International is preparing legal action against Nestlé, Lactalis and authorities as recalls linked to cereulide‑contaminated infant formula spread across dozens of countries, exposing…
000
DairyReporter @dairyreporter.bsky.social · 23/01/2026
Exclusive data shows 95% of UK GLP‑1 users earn £100k+, mostly 25–35‑year‑old Millennials driving demand for high‑protein, nutrient‑dense and long‑life foods. Their smaller‑meal, convenience‑driven habits are reshaping retail strategies. buff.ly/LiHaAkG #GLP1 #RetailInsights #FoodTrends
buff.ly
What food brands must know about GLP‑1 consumers
Young, affluent and health‑driven, GLP‑1 users are reshaping food retail with demand for protein‑rich, nutrient‑dense and convenient meals.
000
DairyReporter @dairyreporter.bsky.social · 22/01/2026
Global milk oversupply is still weighing on dairy prices in 2026, with production surging across major regions. Processors are redirecting milk into higher‑value ingredients as farmgate prices fall but supply stays strong. buff.ly/xVUToXb #DairyMarkets #MilkSupply #FoodIndustry
000
DairyReporter @dairyreporter.bsky.social · 22/01/2026
Danone and Lactalis have blocked or recalled batches tied to contaminated ARA oil, following Nestlé’s earlier global recall. buff.ly/H7OMQic #DairyIndustry #FoodSafety #InfantFormula #cereulide
dairyreporter.com
Danone and Lactalis embroiled in global infant formula crisis
Danone and Lactalis block and recall formula batches amid cereulide concerns linked to ARA oil, following Nestlé’s global recall and rising safety scrutiny.
000
DairyReporter @dairyreporter.bsky.social · 21/01/2026
Healthy snacking is booming - powered by protein, fermented dairy, clean labels, and on‑the‑go formats. 🌱🥛💪➡️ Explore the top trends shaping 2026 at the Positive Nutrition: Healthy Snacking Trends webinar. Register: buff.ly/SO1QZD7 #HealthySnacking #ProteinTrends #FoodInnovation #PositiveNutrition
buff.ly
Top 5 trends shaping healthy dairy snacking
Healthy dairy snacking is booming, driven by demand for high‑protein, gut‑friendly, clean‑label and sustainable products in convenient, on‑the‑go formats.
000
DairyReporter @dairyreporter.bsky.social · 20/01/2026
Global whey protein demand is outpacing supply, and major players are investing big to fix it. 💥💪 From Fonterra’s AUS$75m upgrade to Tirlán’s €126m plant and multiple US expansions, WPC/WPI capacity is set for major growth. buff.ly/jSdZdqS #WheyProtein #DairyIndustry #FoodTech #ProteinTrends
buff.ly
Whey protein suppliers race to expand capacity amid tight markets
Dairy suppliers are rapidly expanding WPC and WPI capacity as global demand outstrips supply. Actus, Fonterra, Glanbia, Arla, Idaho, Wisconsin Whey and Tirlán invest heavily in new whey protein…
000
DairyReporter @dairyreporter.bsky.social · 20/01/2026
Cottage cheese is having a major comeback. 💥Powered by TikTok, clean labels & protein‑hungry consumers, brands like alterego, All Things, Arla & Good Culture are transforming the category - here's how: buff.ly/zJDoI0F #CottageCheese #ProteinTrends #FoodInnovation #HealthySnacking
buff.ly
How cottage cheese turned from bland to brand
Discover how cottage cheese became a high‑protein, clean‑label sensation, with premium brands like Alterego, All Things and Arla reshaping the market as viral recipes and TikTok trends drive soaring…
000
DairyReporter @dairyreporter.bsky.social · 20/01/2026
New product releases: Horizon Organic, Lifeway Foods, Ripple Foods, and more: buff.ly/ISx76DV
000
DairyReporter @dairyreporter.bsky.social · 17/01/2026
New research using long-term cohort data links high-fat cheese & cream to lower dementia risk. buff.ly/QFJU45N #DairyInnovation #BrainHealth. #FunctionalFoods
buff.ly
Dairy and dementia: Could cheese protect brain health?
Discover how high-fat cheese and cream may lower dementia risk. Explore dairy innovation opportunities for cognitive function and functional dairy products.
000
DairyReporter @dairyreporter.bsky.social · 16/01/2026
New product releases: From Arla Cottage Cheese to Oatly RTD coffee: buff.ly/ZPlsp3x
000
DairyReporter @dairyreporter.bsky.social · 15/01/2026
Cottage cheese = big business? Delve into Good Culture's $500m valuation and what this means for F&B investors:
buff.ly
$500m for cottage cheese? What Good Culture’s deal means for F&B investors
Good Culture secures a $500m investment from L Catterton to scale production, ease supply bottlenecks and accelerate growth as demand for high‑protein dairy surges. The brand is endorsed by actor…
000
DairyReporter @dairyreporter.bsky.social · 15/01/2026
Nestlé’s infant formula recall shows why QC & supply chain resilience matter - expert insights:
buff.ly
Nestlé’s infant formula recall: What’s next for the industry?
Learn why manufacturers hold ultimate responsibility and what stricter HACCP controls could mean for the industry.
000
DairyReporter @dairyreporter.bsky.social · 13/01/2026
Chinese tariffs on EU dairy remain in place, but recent moves on pork hint at possible negotiations ahead. Could this be a turning point in EU-China trade relations? buff.ly/kESuBYP
dairyreporter.com
China’s EU dairy tariffs: Is there a turning point in sight?
China has introduced tariffs of 21.9%–42.7% on EU dairy imports after subsidy probes, sparking trade tensions. The European Dairy Association disputes the claims, while recent pork tariff cuts offer…
000
DairyReporter @dairyreporter.bsky.social · 09/01/2026
Nestlé faces its biggest recall in history: and investors are worried. Experts say uncertainty + delayed communication do more damage than the crisis itself. Full analysis:https://buff.ly/FwzFUnY #Nestle #FoodSafety #Investing
buff.ly
Nestlé’s reputation in danger over global infant formula recall
Nestlé faces scrutiny after its largest-ever infant formula recall. Experts explain how transparency, trust, and crisis response will shape investor confidence in 2026.
023
DairyReporter @dairyreporter.bsky.social · 08/01/2026
The a2 Milk Company is now the first-ever Official Dairy Milk Partner of the #AustralianOpen! a2 Milk will be poured across cafés, lounges and the wider Melbourne Park precinct in a major win for the NZ dairy player. buff.ly/NyB9TQP #AO26 #a2Milk #Tennis #DairyNews
buff.ly
Game, set and milk: How the a2 Milk Company became Australian Open’s official milk partner
Find out how The a2 Milk Company became the Official Dairy Milk Partner of the 2026 Australian Open, leveraging the event’s huge reach to grow its premium brand presence.
000
DairyReporter @dairyreporter.bsky.social · 07/01/2026
Pecana is shaking up plant‑based dairy with the world’s first certified organic pecan milk 🌱🥛 Female‑led, US‑grown & fully traceable, it’s naturally creamy without gums or added sugar. buff.ly/AimSirc #PlantBased #DairyAlternatives
dairyreporter.com
Pecana brings traceable, organic pecan milk to market
Pecana sets a new standard in alt-dairy as the first organic pecan milk, delivering natural creaminess, transparent sourcing and a premium yet accessible offering.
040
DairyReporter @dairyreporter.bsky.social · 06/01/2026
Global milk supply continues to exceed demand. Regional butter price gaps are reshaping trade flows, with cheaper US supply weighing on EU/NZ pricing. Production remains strong across major regions into 2026. buff.ly/ApvHp1q #dairy #GDT #butter #commodities
buff.ly
Global dairy oversupply: Will milk keep on flowing?
Milk production continues to exceed global demand, driving dairy prices lower at the end of 2025. GDT index drops 4.3%, butter slumps 12.4%, while US exports surge amid regional price disparities.
000
DairyReporter @dairyreporter.bsky.social · 06/01/2026
Whey shortages are surfacing despite broader dairy oversupply due to strong protein fortification demand, limited production growth and tight US availability sold into 2026. Ripple effects include redirected buying to Europe and rising WPI price pressure. buff.ly/BB24VTb #ingredients #protein #whey
buff.ly
Why is there a whey protein shortage?
Demand for whey protein is already strong and growing throughout the world - linked to both functional health and GLP-1s. Scarcity in the US is making this shortage even more acute, and manufacturers…
000
DairyReporter @dairyreporter.bsky.social · 06/01/2026
New China duties could materially raise costs for EU exporters: provisional rates of 21.9%–42.7% on cheese and high‑fat milk/cream (>10% fat). Estimate: €118m–€280m/yr in added deposits (based on 2023 flows). Final decision due 21 Feb 2026. buff.ly/UGgYbWU #dairy #EU #China #supplychain
dairyreporter.com
EU dairy hit by Chinese tariffs
China could impose up to 42.7% tariffs on EU cheese and high-fat milk and cream producers after an investigation
010