caa getting squeezed hard at r13.35. distribution plays are meant to be boring steady earners but the margi…by @easystreet_jse on $CAA

caa getting squeezed hard at r13.35. distribution plays are meant to be boring steady earners but the margin pressure on fmcg right now is real, loads of competition from the big boys. hard to see where the growth comes from unless they can actually move volume and keep costs down, feels like a value trap at these levels honestly.