RFG 2.56% 8.0¢ retail food group limited

Hi all, I've had another read of the presentation.I think...

  1. 49 Posts.
    lightbulb Created with Sketch. 7
    Hi all, I've had another read of the presentation.

    I think increasing DKs exposure through the DK occasions is a good move as it aims to use a new e commerce channel to reach a broader market. I note that RFG says it will also receive an e- commerce fee under this model (page 60). Not much more detail but could be another revenue stream for RFG (please let me know if I have misinterpretEd this page)

    Additionally, page 48, also lists Supermarkets as a key driver for the retail industry. With the launch of DK occasions, it could be possible the next step to enter into a wholesale opportunity with a supermarket (similar to Krispy Kreme and woollies).

    Overall I think the consolidation of Michelle's into GJ and Pizza Capers into Crust simplifies the company.

    Again, I think it is really positive that guidance has remained the same, which should result in the largest NPAT RFG has had in over 5 years. Which should in theory lead to ongoing investment and growth into a simpler business model.

    See how the August report goes.
 
watchlist Created with Sketch. Add RFG (ASX) to my watchlist
(20min delay)
Last
8.0¢
Change
0.002(2.56%)
Mkt cap ! $199.1M
Open High Low Value Volume
7.9¢ 8.1¢ 7.8¢ $251.5K 3.160M

Buyers (Bids)

No. Vol. Price($)
1 1285 7.9¢
 

Sellers (Offers)

Price($) Vol. No.
8.0¢ 756975 2
View Market Depth
Last trade - 16.10pm 03/07/2024 (20 minute delay) ?
RFG (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.