There is no way to know about margins by looking at the retail price at this stage, but they are generally the lowest cost producer. So I would guess the businesses that need $8+ for a dozen to be viable would be the first to experience pressure, but I haven't seen any pressure on them.
Coles homebrand are FRM. Last time I was at my local Coles it had one third homebrand/sunny queen/Farm Pride. Sunny were being discounted. Nothing to read into that as it's all anecdotal, but some people chose the FRM branded eggs over the homebrand which again we don't know what the margin would be on then.
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