
Factory prices for No. 9-10 chickens, the size used most for fried chicken, fell to 3,308 won per kg in late September, down over 37% from a March peak, according to the Korea Poultry Association. Fried chicken chains have kept menu prices flat, with some chains reluctant to lower prices or restore portion sizes.
Lower poultry input costs in Korea reflect recovered supply after avian influenza disruption, a bearish signal for chicken feed-linked demand and margins. Retail stickiness means the price decline is not passing through to consumers.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.