CGC 0.00% $3.19 costa group holdings limited

CGC, page-26

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    From the link...
    ""We still think that deflation in blueberries is likely," write JP Morgan analysts. But "the potential for higher citrus export pricing to offset margin declines in the berry category leads to our change in view [from "underweight" to neutral"] as we now have no clear negative catalyst," they write."

    This is interesting, my take on it is that Costa are probably responsible for the deflation in blueberries because their entire strategy has been about creating year round supply. Hopefully that means they are taking the lions share of the blueberry market.

    If they can do the same for raspberries and avocados, I'll be over the moon.
 
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