The price for fattened cattle, known as *boi gordo*, is firming in Brazil's physical market, driven by a persistent restriction in the supply of animals ready for slaughter. As of July 30, the *arroba* (15 kg) of common cattle was quoted at R$350.00 in the key São Paulo market, with prices for the export-standard “Boi China” trading at the same level, according to market data. The rising cost of the core raw material signals increasing input costs for major domestic meatpackers, including publicly traded firms like JBS (JBSS3) and Marfrig (MRFG3), which rely on consistent cattle flow for their operations.