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Stephens Inc. analysts, summarizing a call with Expana, described a mixed chicken market in which record production is being absorbed by strong demand while buyers resist higher prices. Woody breast quality problems in larger broilers are affecting the market, and bone-in thigh prices are reported down about 24%.
Record broiler output combined with weaker buyer willingness to pay pushes chicken prices lower, which lowers the cost of poultry as a protein source. Quality issues with larger birds may also shift sourcing toward smaller birds.
meatingplace.comTom JohnstonNov 13, 2026Not 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.
