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Stephens Inc. analysts said ample chicken supplies are pressuring jumbo breast values, cutout values and broiler processing margins despite strong demand. They also noted US pork output has beaten forecasts, with hog slaughter above expectations and pigs per litter improving.
Heavier broiler and pork supply weighs on chicken and hog prices, which pressures protein feed demand and margins for integrators; relief depends on moderating pullet placements later in the year.
meatingplace.comPeter VoskampJul 27, 2026Not enough comparable past events yet for a historical read.
After 159 past bearish report events, Lean Hogs moved a median -0.2% over 5 sessions (47% higher; middle half -2.2% to +1.3%), and +1.0% over 20.
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.
