AEB: Supply Commentary – August 2026
In August demand continued to remain strong while supply continued to outpace demand. Wholesale prices remain depressed as a result and the outlook is unchanged from last month.
Flock Size and Production
AEB estimates the overall flock size between 340M and 345M, based on assessments through May and excluding small non-paying producers. This estimate is higher than other published industry estimates. Looking at total production, AEB estimates an average of 20.2M cases produced per month over the past three months.
Drivers of Total Production
Rate of lay has softened slightly, but 2026 production per hen is still projected to beat 2025, with 2027 projected higher...
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