Why it’s on the map
Marketed as a 'domestic sourcing winner' — but meat is on NEITHER list. Closing/selling 3 beef plants.
Government money & contracts
Long-standing USDA/AMS commodity vendor and DoD food supplier.
Customers & commercial
USDA, retail.
Catalysts
Section 32 pork purchases.
Risk
Cattle cycle, debt, litigation.
Tariff durability
Hype vs substance: thin.