2025 December Board Book

Dairy Performance Report

2025 YTD Performance Report – Week Ending 11/13/25

January through November 2025 (YTD) total dairy sales reported $93.3B, up +$4.8B (+5%) vs LY. Cheese (+3%) and Milk (+3%) categories continue to show positive sales vs same time period. Yogurt and Weight control categories both growing +13%, driven by the high protein trends that consumers look for in dairy. Greek yogurt, convenience sizes including drinkables, probiotics and low sugar are all factors shoppers look to meet their dietary needs. Whipped toppings grew $122.5M , +6% with all signs pointing to continued growth heading into the holidays and end of the year. We all know cottage cheese sales are strong as numbers reported +$294M in sales or +17% change vs LY.

Dollar Sales Year Ago

% Chg

Product

Dollar Sales

$ Chg

NATURAL CHEESE

$17,518,815,897 $16,957,946,901 $14,734,187,737 $14,228,341,398

$560,868,996 3% $505,846,339 3%

DAIRY MILK

YOGURT

$11,070,002,948 $9,681,370,803 $1,388,632,145 13% $10,946,437,547 $9,574,172,337 $1,372,265,210 13%

WEIGHT CONTROL NOVELTIES - FZ ICE CREAM/SHERBET CREAMS/CREAMERS BUTTER/BUTTER BLENDS PROCESSED CHEESE CREAM CHEESE/CR CHS SPREAD

$8,075,374,023 $7,864,167,444 $7,530,270,801 $7,479,250,862 $5,858,506,415 $5,682,664,347 $4,690,256,220 $4,487,514,951

$211,206,578 3% $51,019,939 1% $175,842,068 3% $202,741,269 4%

$2,854,178,455 $2,978,787,722 -$124,609,267 -4%

$2,354,808,308 $2,381,407,897

-$26,599,589 -1% -$55,986,018 -3% $122,510,276 6% $294,487,166 17% $53,276,750 3%

PLANT BASED MILK

$2,074,510,666 $2,130,496,685 $2,003,689,157 $1,881,178,881 $1,746,970,955 $1,452,483,788 $1,590,487,548 $1,537,210,799

WHIPPED TOPPINGS - RFG

COTTAGE CHEESE

SOUR CREAM

ALL OTHER MILK

$290,684,462 $48,879,495 17% $93,339,181,139 $88,558,799,782 $4,780,381,357 5% $241,804,968

*Source: Circana YTD through 11-13-25 Total US – Multi Outlet+ with Conv

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