I suspect a massive boost to earnings from panic buying will be announced soon. A number of Sydney supermarkets I shop at have been sold out of Bega cheese products for a weeks, while a lot of the other brands have plenty of stock. Clearly a very strong brand!
Also noticed about a 20% shelf price increase went through at my local Coles in early March. Not sure if this is widespread but if it was across the board will also provide support.
BGA Price at posting:
$4.72 Sentiment: Buy Disclosure: Held
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