in the kill rate, ITZ, and so far I am not seeing much. If there was an Easter demand surge, it surely didn't amount to much this year.
I have been looking at the last H&P report. The under 50# category was quite high. The model is projecting that the H&P report next week will show the 180# category to be up 3.80%. The kill for the last five weeks has been +4.22%. If the model's projection of the inventory of 180# and up is close to correct, we are going to see a modest reduction in the kill. I just hope demand doesn't falter too badly and make a small reduction still a glut on the market.
Best wishes,
dhdm