Interesting points;
I would love to see the KTD have a record EBITDA quarter (overall) soon. I think it can be in a very vulnerable position if it doesn’t actually. It should all come together soon with Coles contracts being realised soon and they are claiming the should be able see the profits from their growing inventory and raw materials in the next couple of quarters.
Although I actually woud’nt be be fussed if profitability isn’t established from their own brands just yet; as long as sales are increasing and momentum is positive. These expenses you just described are a good sign for me; developing a brand and getting a product out to as many consumers as possible is not a cheap exercise. So long as costs are managed proportionately and within reason I’m not concerned.
Very interesting quarter ahead ! I’m looking forward to it just quietly. !
Question
How do you know about rebates been offered to distributors as a tactic to have the product spread faster. This is a significant thing to consider. Has this been make public or are you just assuming ?
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