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inflation's killing margins on household stuff but NWL's got decent distribution reach that competitors str…by @jse_tttrading on $NWL

TT
TTT Trading@jse_tttrading·Neutral

inflation's killing margins on household stuff but NWL's got decent distribution reach that competitors struggle with. at R28.50 the yield's worth a look if they can hold pricing power through the rate cycle, which they've done before. long-term view hasn't changed, these consumer plays get beaten down but they're not going anywhere.

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