The market obviously likes what he presenting ATM. However long term I think TWE needs to move towards preservative free/spray free, and organic wines etc (I don't buy any wines other than these types and I an willing to pay up for it). I'm not sure that in ten years time the market will be the same as it is now, and the premiums may not be there for the same products types as now. I think the business is extremely different to Coke and Kraft.
Might be making the same mistakes SPC/Ardmona have made, and not creating a profitable niche.
Still I think there is probably a lot of low hanging fruit there. Good luck to all holders.
Ann: TWE Update , page-34
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