USDA ERS data shows domestic commercial disappearance of cheese declined 0.4% YOY in March following consistent increases during the prior 12 months. The overall March decline reflected a 1.7% YOY fall in American cheese and a 0.4% YOY increase in Other-Than-American cheese varieties (including mozzarella).

Domestic commercial disappearance of butter declined 6.4% YOY in March and fell 4.4% over the last six months. Domestic demand for WPC continues to surge, and SMP/NDM sharply recovered in Q1-26.