WOW woolworths group limited

Ann: Update on Woolworths Group supply chain industrial action, page-18

  1. 2,861 Posts.
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    I agree, but my personal concern about a re-entry is around the fact that mistakes seem to be accelerating not reducing. It's one thing after another antagonising customers (and now workers).

    There is an amazing moat here, both COL and WOW have a unique position in the western world. The market is fairly valuing COL because while they share many of the same corporate initiatives WOW has been alienating it's customer base at a higher rate and therefore profit is directly affected.

    It's why this has dipped and will continue to do so if further mistakes are made. I'm guessing right about now funds are talking to corporate about the very things we're discussing here.
 
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