Markon Cooperative issued an alert on October 26 warning that avocado harvesting has been interrupted in isolated growing regions of Mexico, with production suspended in certain areas. The immediate impact is reduced fruit moving into export channels, with Markon cautioning that U.S. receivers could face tighter availability, disrupted shipping schedules, and higher prices if the situation continues.
Mexico is the dominant source of avocados for U.S. retail and foodservice, so any disruption to harvest or export flow hits the market quickly. The severity will depend on how broadly the work stoppage spreads and how fast negotiations move — both remain unclear at this stage.
Watch for price movement at the FOB level in coming days, particularly on larger sizes where supply is already variable. Worth monitoring whether the disruption stays regional or expands to major production zones like Michoacan.