YOW 0.00% 2.5¢ yowie group ltd

Yowie walmart, page-101

  1. 66 Posts.
    My understanding on Walmart is that they don't just delete a product overnight, rather they work with suppliers on an exit agreement due to the significant material nature of such a decision.
    This is even more the case with new manufacturers where they have invested significant capex and HR purely to sustain the Walmart demand. This allows manufacturers a period of time to source other customers or markets to ensure they avoid a heavy landing (like today).
    My gut feel is either Walmart got smashed by demand over Xmas (which is a HUGE positive) or YOW had supply issues. If the issue was Yowies, it could lead to a short term deletion to remind suppliers of Walmarts desired position to be supplied in full on time ALL the time.
    Either way, I'm glad I didn't see any of today's crash as my nerves are a little shot with YOW at the moment.
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