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TikTok fuels cottage cheese shortage as protein‑maxxing trend spikes demand

New York Times Business •
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TikTok’s viral challenges have turned cottage cheese into a fitness fad, sparking a surge in demand that outstrips supply. Influencers showcase protein‑maxxing meals built around the dairy product, prompting followers to stock shelves and share scarcity posts. Retailers report empty fridges and longer restock cycles as the trend spreads across gyms and college dorms, and prompting supermarkets to limit purchases per customer.

Suppliers scramble to boost production, but dairy farms face biological limits that prevent rapid scaling. Prices at grocery chains have risen modestly, squeezing margin‑sensitive snack brands that rely on cottage cheese as a low‑cost protein source. The shortage also pressures private‑label manufacturers, forcing them to substitute pricier alternatives like Greek yogurt, and negotiate bulk contracts to secure steady supply for their product lines.

The episode illustrates how TikTok can reshape commodity markets overnight, turning a staple into a hype‑driven scarcity. Brands that can pivot to alternative proteins may protect profit lines, while distributors eye inventory buffers to absorb future spikes. Investors watching dairy‑linked equities should monitor demand volatility tied to online trends, as retailers reassess shelf‑space allocations and pricing strategies amid the hype.