HLF 0.00% 0.7¢ halo food co. limited

Ann: Change in substantial holding, page-27

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  1. 4,736 Posts.
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    Yes I certainly think the KTD model is broken, in fact it's broken the min it took detour other than it's core business which I originally invested in.

    Let me ask you this, do you honestly think selling the grandma bars, the bailey drink, even Tonik is going to out us make us high enough margins to see a $1 profit in the business? Even when we do you will see them buried in the hugh inventory costs in the next Q rinse and repeat.

    Bottom line is, the margins are just not high enough, they should just open up a string of bubble tea shops as I am sure they will make more money that way.

    My two cents
 
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