When BKL announces its sales results, are the numbers reported when it sells the product to Colesworth/CW or is it when Colesworth/CW then sells it from their shelves?
If it is the former, then milk powder would already be contributing quite a nice boost to this quarter considering it has only just started appearing of the shelves of Colesworth (whether the thing actually sells off the shelf is another matter..)
BKL Price at posting:
$187.41 Sentiment: Hold Disclosure: Held