Lab-Based Dairy is So Boring

It’s strange to admit, but as more and more consumers react negatively to the lack of nutrition and marketing honesty in plant-based and lab-based beverages, news of their falling sales, struggling stock prices and consumer skepticism has become almost … boring.  

But being boring is one thing. Being Bored is another level entirely. Let’s explain. 

Two years ago, when “lab-based” milk seemed to be promising some more of the same mislabeling craziness that plant-based dairy imposters have been foisting on consumers for decades, an over-hyped beverage called “Bored Cow” entered the marketplace.  

Promising “animal-free dairy milk,” (which, per FDA standards of identity, is impossible), Bored Cow played the same trick as other purported lab-based milk imitators — it fermented one dairy protein (out of hundreds of milk’s total chemical components), added a bunch of other stuff to it, and decided to market it as milk, complete with spurious sustainability claims and promises to “fix our food system,” etc.  

NMPF complained to the FDA, and, as has been customary with FDA for the past several decades when it comes to dairy terms, very little happened. But another place where little seems to be happening is … Bored Cow’s sales. Once the hype died down, did Bored Cow just … wander away? 

A look at the company website, tryboredcow.com, returns a message saying “Sorry, this store is unavailable.” Same thing happens to the website of one of its two corporate parents, the venture-capital-established Tomorrow Farms. Bored Cow’s Instagram page was last updated last August.  

Perfect Day, the other entity from which Bored Cow was spawned, at least still has an active web presence. The company is active enough, in fact, to get sued by the Organic Consumers Association for peddling Bored Cow as milk when it’s actually, as alleged in the lawsuit, about 87% fungus, among other things. (You can see why they’d prefer to associate with dairy, with limited fungus demand among American beverage consumers.) According to an article detailing the suit, Bored Cow has become a bit of a distraction for Perfect Day, which in 2023 pivoted to building business-to-business relationships with large consumer products companies and didn’t want to focus on brands. 

Multiple requests for comment from Perfect Day were not returned. Bored Cow doesn’t seem to have any contact information.  

To be sure, Bored Cow still seems to exist. Target and Walmart are selling it, and UberEats says it can deliver you some in an hour if you’d like. But if this is the lab-based revolution, it’s a bit underwhelming. Sales of real milk are up, dairy investment is booming, and the return to milk (and the turning away from alternatives) is genuine. Proving yet again that reports of the death of dairy a few years ago were greatly exaggerated. Now it seems like it’s the one-time wave of the future that’s on life support.  

An interesting thought. But it’s also one that’s become so obvious that’s it’s getting a little … you know.   

NMPF CEO Doud Discusses Dairy Achievements on FMMOs, Whole Milk for Dairy Radio Now Listeners

As June Dairy Month begins, NMPF President & CEO Gregg Doud explains for listeners of Dairy Radio Now that NMPF has helped notch two important achievements for the dairy community: the implementation of long-awaited updates to the Federal Order system, and passage by the Senate Agriculture Committee of legislation to expand milk choices in schools.

NMPF Applauds Senate Committee for Advancing Whole Milk Bill

The National Milk Producers Federation applauded the Senate Committee on Agriculture, Nutrition and Forestry for supporting by voice vote the Whole Milk for Healthy Kids Act, a vital piece of legislation for increasing student milk consumption and nutrition access. 

The bill’s markup today is a critical step in passing this bipartisan legislation, which has already been approved at the House committee level.   

“The Whole Milk for Healthy Kids Act is about making informed, science-backed decisions that prioritize the health and future of our children,” NMPF President and CEO Gregg Doud said. “We’re grateful that this common-sense legislation has received such strong support from both sides of the aisle. We commend Senators Marshall and Welch for authoring this bill in the Senate and advocating passionately for its passage, as well as Chairman Boozman and Ranking Member Klobuchar for their bipartisan leadership in moving the bill through committee. Passing the Whole Milk for Healthy Kids Act will allow more schoolkids to access essential nutrients in their diets, and that’s something everyone can get behind.”  

This bill, if signed into law, would provide schools with the option of serving whole and 2% milk. Whole and 2% milk are the most consumed varieties at home, more satiating than lower fat varieties and offer the same 13 essential nutrients including protein, calcium and vitamin D.  Currently, school meal rules in effect since 2012 only allow 1% and fat-free milk options.  

The bill is sponsored by Sens. Roger Marshall, R-KS, Peter Welch, D-VT, Dave McCormick, R-PA, and John Fetterman, D-PA. In addition, Chairman John Boozman, R-AR and Ranking Member Amy Klobuchar, D-MN, both strongly supported the bill as did many other committee members from both parties.  

The House of Representatives is considering similar legislation led by House Agriculture Committee Chairman GT Thompson, R-PA, and Rep. Kim Schrier, D-WA. The House bill was approved by the House Education & the Workforce Committee with bipartisan support Feb. 12, and it now awaits floor action. The full House passed a similar bill in 2023, but that year’s session expired before Senate approval.  

With today’s successful committee vote, the next step is floor action in both the House and the Senate. NMPF has a call to action on its website urging dairy advocates to speak up on the bill.

Kinler Joins NMPF as Senior Director of Board, State and Member Relations

Casey Kinler this week is joining NMPF as its new Senior Director of Board, State and Member Relations for NMPF. In this role, she leads efforts to build and strengthen relationships with our members, sponsors, and state affiliates. This includes supporting the planning and execution of NMPF’s annual meeting and board meetings.

Casey brings a decade of experience in member engagement. Before joining NMPF, she served as Director of Membership Experience at the American Composites Manufacturers Association, where she led initiatives in member retention, onboarding, and engagement. Previously, she held the role of Director of Membership and Marketing at the Animal Agriculture Alliance, where she managed sponsorship outreach, member recruitment and coordinated its annual event.

Casey holds a master’s degree in communications from George Mason University and a Bachelor of Science in Agricultural Communications from Auburn University.

U.S. Dairy Strengthens Mexican Ties

NMPF and the U.S. Dairy Export Council (USDEC) strengthened its ties with the Mexican dairy industry at the seventh annual U.S.-Mexico joint summit, held May 27–29 in Madison, WI.

U.S. producer, processing and promotion leaders throughout the dairy supply chain, including representatives from Dairy Management, Inc., Dairy Farmers of Wisconsin and the Wisconsin Cheese Makers Association joined Mexican representatives including members of the National Confederation of Livestock Organizations (CNOG), Mexican Association of Milk Producers (AMLAC), National Chamber of Dairy Manufacturers (CANILEC), and National Agricultural Council (CNA).

This year’s gathering took on added importance amid an uncertain trade landscape and growing animal health concerns, including H1N1 and New World screwworm. NMPF and USDEC reaffirmed their commitment to the partnership and agreed with their Mexican counterparts on key policy areas to prioritize. These include the preservation and improvement of trade relations (including the avoidance of tariffs and/or new barriers to bilateral trade), the active defense of common food names, and the commitment to grow dairy consumption in both countries.

The event culminated in a renewed joint statement reaffirming the two industries’ commitment to working together to address shared challenges and raise the profile of dairy in both markets.

The regular meetings have reinforced the partnership between the U.S. and Mexican dairy industries since a memorandum of understanding was established in 2005. Leading U.S. and Mexican dairy organizations have used these discussions to enhance industry collaboration and strengthen dairy production in North America.

Mexico remains the top export destination for U.S. dairy products, accounting for 30% of exports by value last year. The binational meeting strengthens collaboration with one of the industry’s most critical global partners.

DMC Margin Drops $1.13/cwt in April, Mostly on Lower Milk Price

The monthly DMC margin fell $1.13 cwt in April to $10.42/cwt of milk on a lower all-milk price.

The DMC feed cost calculation rose $0.13/cwt of milk from March to April, mostly on a higher premium alfalfa hay price, as smaller corn and soybean meal price changes were nearly offsetting on a milk equivalent basis. The all-milk price was down $1/cwt to $21/cwt.

The DMC Decision Tool on the USDA Farm Service Agency website projects the April margin as the lowest for 2025. It shows monthly margins rising steadily from there to top out at $13.92/cwt in November.

NMPF Prompts U.S. Investigation into Global Nonfat Milk Solids

The U.S. International Trade Commission (ITC) announced an investigation on May 20 into global nonfat milk solids competitiveness for the United States and other major suppliers, including Canada, after extensive NMPF and U.S. Dairy Export Council advocacy for a probe.

The announcement followed an April 23 letter from the U.S. Trade Representative (USTR) requesting a formal Section 332 investigation into global suppliers’ pricing and trade practices for products with high levels of nonfat milk solids, including casein, caseinates, lactose, skim milk powder, and milk protein concentrates and isolates.

NMPF and USDEC have been closely monitoring a notable spike in certain nonfat milk solid exports from Canada following 2020 implementation of the U.S.-Mexico-Canada Agreement (USMCA). USMCA included rules on Canadian exports of skim milk powder, milk protein concentrates and infant formula that imposed higher penalty rates on exports that exceed a volume threshold. USMCA introduced these measures to curb Canada’s propensity to offload excess nonfat milk solids onto global markets at artificially low prices.

However, data shared by NMPF with USTR suggest Canada has sidestepped these obligations by shifting dairy protein production and exports to other product categories that evade the USMCA export disciplines. In meetings and written communications to both the current administration and the previous one, NMPF has urged USTR to address this behavior, which harms American dairy producers both domestically and abroad.

ITC’s 11-month investigation will evaluate Canadian and other global suppliers’ nonfat milk solids competitiveness to determine if any pricing or trade practices violate international trade rules. NMPF and USDEC will actively support the investigation and continue to insist on changes in Canada’s actions.

FARM ES Supports Farmers, Releases Version 3 Prep Guide

The National Dairy Farmers Assuring Responsible Management (FARM) Program released its FARM Environmental Stewardship Version 3 Prep Guide, helping to prepare farmers and evaluators for on-farm evaluations using the updated platform.

The Prep Guide outlines Version 3 data collection, tips for completing the evaluation and program expectations. FARM encourages farmers and evaluators to use this document when preparing for an evaluation.

Training on Version 3 topic areas are ongoing. The optional advanced manure-module training session held May 28 provided an in-depth overview of how manure management can influence ES Version 3 results.

Each of the optional, advanced training sessions is designed for evaluators who wish to better understand the data inputs, environmental footprint results, and how to run scenarios to support farmers who wish to explore continuous improvement opportunities.

MAHA Report Criticizes U.S. Food System, Cites Whole Milk’s Benefits

A White House commission’s report on food and public health released last week outlined numerous criticisms of the U.S. food system, alarming some segments of agriculture as dairy considered its implications.

The report from the Make America Healthy Again (MAHA) commission defended the importance of nutrient-dense “real” foods and specified whole milk for its benefits. “Whole milk and other dairy products are rich sources of calcium vitamin and bioactive fatty acids which support bone health help regulate inflammation and may reduce the risk of type 2 diabetes,” the report said.

The commission, chaired by Health and Human Services Secretary Robert F. Kennedy Jr.; Agriculture Secretary Brooke Rollins, released the report May 22.

As expected, the Kennedy-led report noted that American children are often unhealthy, which the commission attributed to ultra processed food, exposure to chemicals, lack of exercise, stress and overprescription of pharmaceuticals. The report criticized corporate influence of food marketing and said industry-funded nutrition research has led to “skewed outcomes” in dietary patterns and even the government’s recommendations in the Dietary Guidelines for Americans.

The report didn’t single out farm chemicals atrazine and glyphosate as major problems requiring a ban while raising doubts about them by calling for more research into the effects of cumulative exposure to chemicals such as pesticides.

The report said the MAHA Commission will immediately begin developing a strategy to improve child health outcomes, with the report due in August.

FMMO Changes in Effect as of June 1

June 1, World Milk Day and the start of National Dairy Month, also marked the end of a multi-year process NMPF initiated and led, with the official implementation of the Final Rule to update Federal Milk Marketing Order pricing formulas.

As of this month, the “higher-of” Class I price mover for most (non-ESL) milk has been restored; dairy product make allowances and Class I differentials nationwide are updated, and barrel cheese is no longer being used to determine the Class III price. A final part of the Rule, to increase the component composition factors for skim milk in all FMMO price classes, will be implemented Dec. 1 to avoid disrupting existing risk management positions.

NMPF successfully argued for these necessary updates in five specific proposals presented at a record-long FMMO hearing from late summer 2023 to early winter 2024. The arguments all flowed from the fundamental principle that FMMO product price formulas must evolve with the changing structure of the dairy industry to properly fulfil their role of accurately translating dairy product prices into milk values embodied in the orders’ classified prices.

USDA not only validated this principle in the Final Rule – it also established a blueprint that will make it much easier to keep the pricing formulas updated in the future, ensuring the FMMO pricing system will never again get as outdated as it has been prior to next week.

NMPF’s exhaustive efforts began in 2021 and included more than 200 meetings to formulate the proposal among NMPF leaders and experts, along with coalition building across agriculture.

A separate “15A” legal proceeding filed earlier this year against the FMMO system by several organic milk companies that are seeking to exempt organic milk from the system does not affect the implementation.

State Dairy Advocates Strategize at NMPF Summit

Representatives from nearly 20 state dairy organizations met for the 2025 Dairy Association Stakeholder Summit at NMPF’s offices in Arlington, VA. to discuss mutual issues of interest and devise ways to better coordinate with one another and with NMPF on May 7.

This annual summit NMPF organizes brings together leaders from state-level dairy advocacy groups to strategize for a better dairy community future. Issues discussed this year included farm bill policy, labor availability and immigration, trade challenges, nutrition policy, environmental regulations, and the dairy economic outlook.

Dairy farmers may have common goals and policy priorities, but each state has its own legislative and regulatory climate. The Stakeholder Summit allows state representatives to report on what their producers are experiencing, giving NMPF the tools and understanding to better advocate for policy solutions that work for all farmers.

At the same time, federal program implementation nationwide may vary widely by state. For example, the Dairy Margin Coverage (DMC) safety net rules are standardized nationwide, but each state has its own Farm Service Agency offices to run the program.

The Stakeholder Summit enables producers to give voice to these issues, positioning NMPF to work with agencies like the USDA to address any inconsistencies in implementing federal programs, DMC, or otherwise.

In addition to the summit, NMPF staff helped coordinate Capitol Hill visits for farmers who participated in the summit.