Possible scenario
Raids Keep Plants Short
35% Chance
ICE continues worksite enforcement in Kansas and nearby beef-processing centers, keeping absenteeism high and slowing slaughter lines. Packers have limited ability to replace skilled labor quickly, so wholesale beef cuts stay tight and retail ground beef remains at or above record levels.
Secondary impacts
- Consumer Non-Cyclicals -0.9%
- Consumer Services -0.5%
- Consumer Cyclicals -0.2%
Tickers
- TSN-2.6%
- JBS-1.3%
- WEN-1.1%
- -0.9%
Portfolio impact
S&P 500-0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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