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Certified Angus Beef sets sales records, sees historically high brand acceptance rates, Lindsay Graber Runft writes.

So that actually creates less demand, which creates consumer spending degradation. And all of a sudden, you start to see economic activity slow down, and this creates what we call in supply chain ...

However, with supply rapidly entering the MV market and lead times and pricing normalizing, Barclays sees a significant probability of earnings growth stalling or even declining if demand cools.

However, with supply rapidly entering the MV market and lead times and pricing normalizing, Barclays sees a significant probability of earnings growth stalling or even declining if demand cools.