THE PROTEIN PULSE — DRIVE TIME Taco Meat Tuesday | November 10th, 2026

HOST: Protein Pulse Drive Time. Taco Meat Tuesday, November 10th. From The Sparks Group.

SHAWN: Stop letting pre-report headlines drive your enterprise risk strategy. This morning, algorithm trading will spike grain futures on a fractional Wasdy yield tweak. Don't let your team panic into reactive hedging. A two-bushel yield adjustment doesn't alter your landed feed basis today, nor does temporary cash cattle weakness change the structural deficit in beef. Major packers are actively securing multi-year rancher partnerships to de-risk live supply because they know spot relief is an illusion. Meanwhile, expanding broiler tonnage won't protect your Q1 margins if your contracts lack spec-level pricing controls. Today's Wasdy sets an input benchmark, not a procurement strategy. Audit your formula escalators, challenge processor margin traps, and enforce spec discipline across every category.

HOST: Choice grade cutout at three sixty-two seventy-four, up one ninety-five. Pork cutout at seventy eighty-one. Fresh nineties at three seventy-three. West Texas Crude at eighty-six eighty-five. Ultra-Low Sulfur Diesel at four twenty-one.

SHAWN: Today's Wasdy sets an input benchmark, not a procurement strategy. Audit your formula escalators, challenge processor margin traps, and enforce spec discipline across every category. Stay disciplined.

HOST: Protein Pulse Drive Time. Shawn Sparks, The Sparks Group.

SHAWN: Stay disciplined.