Commercial American cheese disappearance rose 3.5% YOY between January and November. That compares to a 2.9% lift in commercial disappearance of other cheese varieties (including mozzarella) over the same 11-month period. Overall domestic cheese demand rose 3.5% YOY to 502,630t in November.

In terms of stocks-to-use at the end of November, American cheese stood at 55.7, up 1.9% from the prior month and 8.7% up YOY. Butter was at 27.4 at the end of the month, down 29.9% from October and 18.7% YOY.

Butter commercial disappearance rose by 2.3% for the year to November, despite a weak April-June period. This mostly reflected strong prior-year comparables when retail sales surged during COVID lockdowns. Among other key dairy products, domestic commercial disappearance of NFDM/SMP continues to be patchy but is still trending lower, falling 23.1% for the year to date and down 40.8% in November.