TH
Thuli N.@thuli_dd·Bearish
after reading the latest MD&A, the margin squeeze is real but what's interesting is the volumes they're pushing through the distribution network. dairy segment holding up better than snacks which makes sense given input costs. if they can stabilize input prices next half and get some operational leverage back, the R4.29 entry doesn't look terrible for a 2-3 year hold. consumer staples always come back.