Scarce Cattle, Smart Supply episode artwork

EPISODE · Jun 25, 2026 · 26 MIN

Scarce Cattle, Smart Supply

from The Commodity Kitchen with David Maloni · host David

Welcome back to Markets to Menus. In this episode, our host David Maloni is joined again by John Goodwin, Senior Commodity Analyst at ArrowStream, to break down the latest moves across commodity markets, including the ripple effects of the Iran-U.S. conflict, fuel market pressure, cattle supply tightness, Brazil weather impacts, and what those developments could mean for foodservice buyers.Later, David sits down with Megan Posenato, Vice President of Supply Chain and Quality Assurance at NAYA, a fast-growing Middle Eastern fast-casual brand rooted in Lebanese recipes and family tradition. Megan shares what she learned helping scale Shake Shack’s supply chain from roughly 40 to 500 U.S. locations, what she is building now at NAYA, and why inventory visibility, supplier relationships, forecasting, technology, and strong teams are essential for emerging restaurant brands. Connect with our host:LinkedIn: https://www.linkedin.com/in/davidmaloni/Connect with our guests:John Goodwin: https://www.linkedin.com/in/john-goodwin-23574a129/Megan Posenato: https://www.linkedin.com/in/megan-posenato-68150748NAYA: https://www.eatnaya.com/This episode is brought to you by ArrowStream CommodityONE, delivering superior commodity research and forecasts powered by deep Industry expertise & cutting edge AI.Find out more about us here:https://arrowstream.com/commodityone-for-foodservice-supply-chain/

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Scarce Cattle, Smart Supply

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