July 01, 2026
What Happened to the Margin Outlook?
"Since mid-April, the projected profit margin over a rolling four-quarter timeframe has fallen by approximately $33 per head. The decline can be traced to several developments on both sides of the margin equation: higher feed costs as corn supplies tighten and lower expected hog revenue as heavier carcass weights, abundant domestic protein supplies and a more competitive international pork market weigh on prices..."
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August 31, 2026
What Happened to the Margin Outlook?
"Since mid-April, the projected profit margin over a rolling four-quarter timeframe ...
"Since mid-April, the projected profit margin over a rolling four-quarter timeframe has fallen by approximately $33 per head. The decline can be traced to several developments on both sides of ...
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July 01, 2026
Mixed Signals, Strong Margins
"In this column, I typically focus on the fundamental drivers influencing hog ...
"In this column, I typically focus on the fundamental drivers influencing hog producer profit margins. While aggregate open market margins for the next year have retreated from recent highs, they ...
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April 02, 2026
Margins Hold – Demand in Focus
"When we last wrote this column at the end of 2025, we emphasized the opportunity ...
"When we last wrote this column at the end of 2025, we emphasized the opportunity to protect a profitable 2026. At the time, open market margins for the following four quarters were sitting near ...
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