Back to $RCL

rcl's been taking strain with input costs still elevated and rand weakness making imports expensive. the po…by @jse_tttrading on $RCL

TT
TTT Trading@jse_tttrading·Neutral

rcl's been taking strain with input costs still elevated and rand weakness making imports expensive. the poultry side especially feels the squeeze when feed costs spike, and we're not seeing that flow through to retail prices quick enough. long-term view hasn't changed but ngl the margin compression is real while we wait for inflation to normalize properly.

View