CKF 0.53% $9.52 collins foods limited

its not about price, its about appetite suppression and rewiring...

  1. 1,777 Posts.
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    its not about price, its about appetite suppression and rewiring of consumer habits through medication. As adoption of appetite suppressants increase throughout the known western world, fat consumers are better able to control their "impulses" when they feel like cheap and nasty fast food.

    so effectively the heavy users (in more than one respect mind you), applying pareto principle of 20% of customers eating 80% of the KFC, will drastically reduce their intake of fatty foods and soda. And you will see most KPIs for CKF decline over time. Terminal value gone.
 
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