Plants, M&A, ingredients, equipment — no recipes. A scannable trade feed for plant ops, suppliers, and buyers.
On its Oct. 22 call, Gruma said U.S. foodservice volume fell about 17% in the third quarter and should stabilize sometime in the fourth, later than planned. Its U.S. retail share rose to 59.6% from 58.0%, it now expects a 250 basis point drop in 2026 U.S. EBITDA margin, and about 70% of its 2027 corn is hedged.
Gruma's third-quarter 2026 net sales rose 1% to US$1,650.6 million, but adjusted EBITDA fell 4% to US$280.3 million and volume slipped 2% to 1,072 thousand metric tons. Gruma USA volume fell 4% to 372 thousand tons and its adjusted EBITDA fell 19%, with weak foodservice demand partly offset by private-label retail.
Follow-up: Guerrero's masa-and-tortilla trade group now says it will decide in December whether to raise tortilla prices, after saying in early October that it would hold them through year-end. Members are buying corn from Sinaloa, Jalisco and Michoacán at up to MX$10,500 a ton and have asked the state for a corn-purchase subsidy, En Primer Plano reported.
Meriden's Planning Commission took in an application Oct. 14 to change the use of 109 Hanover St. from glass manufacturing to tortilla manufacturing in the city's TOD-Hanover zone, according to the meeting agenda as reported by Patch. The applicant, scale and timeline have not been made public.
Fresno tortilla maker La Tapatia Tortilleria relocated its retail outlet in late September from Belmont Avenue to 403 N. H St. after California high-speed rail construction cut into store sales, The Fresno Bee reported. The company's tortilla and chip plants are not moving.
For the first time, the Tortilla Industry Association will run its Hands On Tortilla Production Training alongside its annual convention, May 26–29, 2027, at Planet Hollywood in Las Vegas. The $795 tuition, the same as the stand-alone course, includes a full convention pass.
Gruma's Mission Foods México bought a 5-hectare state-owned site in Delicias, Chihuahua, that Chihuahua's Congress restricted to a plant making tortillas, tostadas, totopos and baked goods. Delicias' mayor said in August 2026 that Gruma will invest about US$79 million, hire roughly 500 people and export the output to the U.S. Gruma has not published its own details.
CBOT December 2026 corn settled at 467.00¢/bu on Oct. 19, down from 480.75¢ on Oct. 14 and 474.25¢ on Oct. 16, according to USDA AMS grain reports. Central Illinois country elevators averaged $4.37 cash.
FDA classified Holsum De Puerto Rico's recall of Holsum Spinach Flour Tortillas Large (8 ct, 20 oz) as Class II on Oct. 14, 2026. The label left out FD&C Blue No. 1 and FD&C Yellow No. 5. About 9,602 units in nine lots went to Puerto Rico and the U.S. Virgin Islands.
Paraná's environmental agency, the Instituto Água e Terra (IAT), issued Castrolanda Cooperativa Agroindustrial an installation license that lets construction start on a corn tortilla unit in Castro, Brazil. The plant belongs to Castrolanda's R$500 million 2026 investment program, its largest ever.
La Tortilla Factory, which launched refrigerated Protein and Sourdough tortillas at Walmart in April, is not yet producing them internally. Insignia International CEO Jason Parasco told Commercial Baking the lines took nearly a year of trials and are being kept out of in-house production to limit risk until demand is proven.
FDA on Oct. 9 issued a final rule permitting “safe and suitable” salt substitutes in foods whose federal standards of identity list salt as a required or optional ingredient. The rule amends 80 standards directly and, through cross-references, opens 139 in total, including bread, rolls and buns, self-rising flour and self-rising white corn meal, many cheeses, sour cream, mayonnaise, salad dressing and catsup. It names no specific substitutes, adds no new labeling requirements and is voluntary. The rule is scheduled to publish in the Federal Register Oct. 13 and takes effect 60 days after publication. Docket FDA-2022-N-2226.
Following our Puebla–Morelos roundup, regional masa-and-tortilla groups report fresh cost pressure. In Sinaloa, the industrialists' federation says flour rose MX$450/t in February, sales are down as much as 30%, and 42 tortillerías closed (11 since reopened); the group is seeking federal/state help to hold the kilo near MX$29. In Guerrero, drought cut local maize output by as much as 60%, pushing Costa Chica corn to MX$9,000–10,000/t from MX$6,500–7,000 and forcing purchases from Sinaloa, Jalisco and Michoacán at about 30% more; industrialists say they will hold prices through year-end. In Chiapas, where nearly all shops run on flour, the group says flour suppliers have not raised prices and the kilo holds at MX$18–25.
La Reina, founded in East L.A. in 1958 by Bracero Program veteran Mauro Robles, will bring its brand back in late October with gluten-free rolled tortilla chips in chile lime and elote flavors, The Eastsider reports. Chief growth officer Mauro Gomez, Robles' grandson, says the flavors were inspired by street-vendor ingredients. The brand left shelves in the late 1980s–early '90s, but the factory kept making private-label tortillas. La Reina acquired Anita's Mexican Foods in 1978 and employs about 300 people across two locations. The chips launch online, at farmers' markets and at East L.A. retailers.
Broker desk Walsh Trading (Oct 2) said December ’26 corn settled at 497.75¢/bu (−5), closing under 500¢ after a 502.25 high that session. WSJ market data shows the Oct 5 settle at 497.25¢. USDA’s October WASDE is due Friday, Oct 9. Weekly commodities note for tortilla/masa cost readers; Walsh is broker commentary (solicitation), not research.
Chatha Foods Limited says commercial production has begun at CFL Unit II in Village Toffanpur, Dera Bassi (SAS Nagar), Punjab. The 3.5-acre, fully automated vegetarian plant has 16,000 metric tonnes of installed annual capacity across all categories (tortilla share not disclosed). Lines cover cold-pressed breads (tortillas, roti canai, roti and kathi-roll wraps, Malabari parathas), retort cooking bases, and formed/coated snacks with IQF/blast freezing. Output serves its Unifayre brand plus QSR, HoReCa, institutional and private-label customers in India and abroad, per the company release.
Rocky Mountain PBS (Oct 5) profiles Denver’s scratch-corn push. Jose Avila (La Diabla) plans tortillería Ocho Hileras on an adjacent property, telling RMPBS it would produce more than 3,000 tortillas per hour versus ~1,300/day in-house now. Johnny Curiel’s Alma group plans its own tortillería to control masa for its Michelin-recognized concepts; small molinos (Don Zorros, Dos Caras) already supply chefs. Foodservice-adjacent craft capacity, not a wholesale plant deal.
Reser’s Fine Foods completed refrigeration and compressed-air energy projects at its ~300,000-sq-ft Don Pancho West tortilla plant in Salem, Ore., with Energy Trust of Oregon. Company figures: >20% electricity cut (~1.9 million kWh/yr), 8% lower facility emissions; CO₂ central refrigeration ~41% less power vs. modeled baseline and 114% more capacity; VSD compressor/dryer ~44% less power.
USDA FAS GAIN MX2026-0045 (Sep 23, 2026) forecasts Mexico MY 2026/27 corn production near 24.5 MMT (~2% lower y/y) on weak profitability, high inputs, and erratic weather, with corn imports near 26.8 MMT and total corn use ~52.4 MMT. U.S. remains the dominant origin; 2025/26 import mix was ~98% yellow / ~2% white. Text-only commodities brief for U.S. export and masa/tortilla readers.
Mission Foods (Gruma) launched Better-for-You Mission Protein Tortilla Style Chips (Chile Limón, Jalapeño; 10 g plant protein/serving, GF, vegan) and Mission Grain Free Tortilla Style Chips (Sea Salt, Hint of Lime; cassava flour, chia, avocado oil; good source of fiber, non-GMO). National at Kroger and affiliates now, wider retail through fall 2026.
Spanish corn-tortilla maker Tortillas Nagual (Barberà del Vallès) installed a second Universal Robots UR3e collaborative robot on its packaging line for pick-and-place cartoncillos (carton inserts). Integrator ATX Robotics (Grupo Aritex) supplied a dual vacuum gripper and stack columns adaptable across eight corn-tortilla SKUs. Company cites 21.07 million tortillas in 2025 and 36 employees; Generalitat subsidy supported the project.
Coveris launched PolyFlex Thermoform, a recycle-ready, nylon-free high-barrier thermoform pack developed with Signature Flatbreads and Al'Fez. It is live on three Al'Fez flatbread SKUs in UK and EU retail, including Turkish-style flame-baked mini flatbreads. The structure pairs a monomaterial PE base web with a PE/PP lidding film. Coveris says it validated a 12-week shelf life and consistent performance on existing packing lines. It's recyclable today through UK front-of-store soft-plastics collection and is positioned for UK pEPR, Simpler Recycling and EU PPWR.
Gruma subsidiary Mission Foods’ Pueblo, Colo., tortilla plant remains on a permanent-closure path after manufacturing stopped Aug. 14. Food Processing (Aug 18), citing WARN and local reports, says first layoffs are set for Oct. 13, 2026, affecting about 90 employees, with pay and benefits continuing through the facility close. Framed as a workforce watch roughly two weeks before the first separation date.
Gov. Mikie Sherrill signed S-4193/A-5119, the Fortifying Corn Masa Act, on Sep. 28, 2026. Bill text sets corn masa flour at 0.7 mg folic acid per pound within one year of the effective date (act takes effect immediately). Wet corn masa language is permissive: it may contain 0.4 mg/lb. Snack foods are exempt. Angle for masa mills, plants, and co-packers shipping into New Jersey: SKU, COA, and labeling readiness as another large-market mandate stacks on California (and Alabama per prior TN coverage).
Puebla-region masa/tortilla industrialists say April–May harvest reserves are largely gone and private white maize jumped about 29.7% in roughly a month (≈MX$7,400 to MX$9,600/t), with tortilla averages near MX$18/kg and room for MX$19–20 in Puebla/Amozoc. In Morelos, the sector council ties drought scarcity to maize near MX$9,000/t and some shops at MX$30/kg (to MX$32 with delivery). SADER still says inventories are adequate. Framed for U.S. trade readers as white-maize cost context.
One brief for plant ops, packaging, and R&D calendars: TIA Tech Nashville (Sept. 29–30), PACK EXPO Chicago (Oct. 18–21), TIA Europe Barcelona (Nov. 5–6), then iba Munich 2027, SNAXPO 2027, ASB BakingTECH 2027 Atlanta, and IBIE 2028 Las Vegas. No IBIE in 2026; AIB International is training/audits, not a trade fair.
Mexico’s agriculture ministry (SADER) says white-corn inventories are sufficient and expects tortilla prices to stay broadly stable even after white corn rose about 6% over four weeks (~MX$400/t). Cost math and SNIIM shelf averages give U.S. masa and tortilla plants a Mexico price-context snapshot.
A Universidad Autónoma de San Luis Potosí (UASLP) study detected aflatoxin B1 in samples from 16 of 30 tortillerías in the San Luis Potosí capital. State health officials say Coepris keeps permanent sanitary surveillance of tortillerías and corn mills; a fuller inspector-sampling readout is expected in roughly one to two months.
Apex Capital portfolio company Juanita’s Foods acquired a ~120,000-sq-ft plant at 13100 Arctic Circle in Santa Fe Springs, Calif., as its primary manufacturing site, consolidating Mexican-style soups, stews, and sauces from its longtime Wilmington plant. Not a tortilla line — SoCal Mexican-food / hominy-adjacent capacity.
San Antonio–based C.H. Guenther acquired North Carolina–based House-Autry Mills, a dry-mix, coatings, and flavorings maker for foodservice, retail, and private label. The deal is CHG’s third major add after Fresca and Mejicano and deepens its flavor-solutions reach adjacent to tortilla customers.
WARN filing; ~90 jobs; full close set for mid-October.
RegulationMulti-state cascade and plant labeling implications.
EquipmentChicago Oct. 18–21 walk list for tortilla plants.
