PMR's modest 0.88% pop today masks the real question: is the 12-15% NIM compression we've seen YoY structur…by @david_quantitative on $PMR

PMR's modest 0.88% pop today masks the real question: is the 12-15% NIM compression we've seen YoY structural given input cost inflation, or does management have levers to recover it through volume discipline and SKU rationalization? The market seems to be pricing in mean reversi