New U.S. dietary guidance reorders school meal priorities, adding cost and implementation pressure
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Startups producing cultivated meat are stalling because slow, unpredictable food approvals prevent them from scaling to retail; many firms are closing or shifting focus to restaurants or overseas markets. Without streamlined regulatory pathways and investment in large-scale cell biomass production, the sector risks losing momentum despite consumer interest and earlier investor enthusiasm.

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A prolonged contraction in the U.S. herd has pushed beef costs sharply higher, with the beef and veal CPI rising roughly 15% year-over-year and wholesale choice beef up about 16% in 2025. Herd rebuilding faces long lead times—meaning meaningful retail supply relief is unlikely before 2028—while packer losses, plant closures and policy responses complicate near-term options.
