All BUBs IF tins have been discounted at my local Woolies...tins sit at the bottom row while Bellamys is pretty much empty...they've now put some discounted BUBs IF in the empty section while Bellamy's is being restocked..it's not a good look and generally I'm starting to feel like the IF market is feeling pretty saturated...I think the organic IF is also being discounted at Coles online..looks like the main hope IMO is that Vietnam and other ex China export market can turn into a critical mass and achieve a significant chunk of sales.
I'm also surprised why they're not pushing the 100% Australian angle more on the goat IF in the Australian supermarkets.
Was very unhappy with the Jen Hawkins appointment (Myer was an absolute disaster), the new BS vitamins product and the MD selling down shares.
Still seeing a medium term growth story here but we need a catalyst and it's not Jen sorry she's well past her use by date as a marketer...and there's enough vitamins out there.
BUB Price at posting:
93.5¢ Sentiment: Hold Disclosure: Held
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