So one thing that I can say for certain since my brother is in the industry is the poultry industry is in a huge huge hole right now. Avian flu has mutated to the extent it can cross between various farm animals and without using vaccines or antibiotics they have to not only put the birds down but practically burn the barns down they were in as well.

This is why you are seeing more and more of these companies walk back their vaccine/antibotic-free poultry products back. It isn't possible for them to be mass raised at this point and the price to stay low given the situation. There is also a huge fear in that humans might be able to get sick from eggs now. Avian flu hasn't been something spread through eating eggs before that people were concerned about but here we are.

Ag in general is getting hit hard with Cali getting washing out all the time right now as well. While we are trying to onshore stuff like food the places historically that it would be grown are not in good shape right now.