Within two weeks, as meat (lamb/beef/pork/chicken) supply becomes less in Victoria due to the staffing limits (67pc for the first three and 80pc for chicken) in Victoria due to the curfew/lockdown, some shoppers may switch to fish.
I don't know how TGR will go on getting extra stock if needed into COL/MTS/WOW supermarkets in Victoria, and whether it has sufficient available for any even limited surge in demand.
It may be hard for abattoirs/chicken processors interstate to increase production to cover any shortfall in Victoria because they only have so many staff, and farmers may not be able to supply more beasts/chickens/porkers/sheep at short notice.
TGR Price at posting:
$3.60 Sentiment: Hold Disclosure: Held