Ann: Appendix 4C - quarterly, page-7

  1. 6,100 Posts.
    lightbulb Created with Sketch. 254
    Good balanced analysis here.

    My take on quick review:
    - Tell me a food product / brand that has made a massive success in ecommerce on its own sites that is NOT infant formula. Sure third party distribution, but I struggle to identify one on its own platform that seems to be its focus, combined with not being in the key must have retailers.
    - The impact RE. food services strikes me as complete B/S. Where has the "lower business confidence" in the restaurant industry occurred between Jan>Mar, vs last year... that makes NO sense. Strikes me as a sales botch up.
 
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