Reduction in SKUs is a major driver, then we create more for the discounters. Say that they are also commenting on dropping the lower margin business areas and using the quantity and margin graph which shows for example 80% profit made in 30% of products hence get rid of the bottom lot. It's a constant battle and challenge to keep the SKUs with the marketeers down but sell more!,
I, as an eternal optimist expected. Some shares just defy logic. PFD is one of them! As investors - we research and research again before investing our hard earned cash. PFD is a long term investment for me......
I bought at 71p, my last lot and saw it drop, so went very quiet, didnt sell and stayed in, then I have seen it rise to 90p. Happy to hold for a while. Hate to say it but Zines predictions were correct. up until recently. He predicted a drop back, and it happened. Dont think he thought that people could see the positive sides of the company and the potential. Some people do though, which is good for us long timers in this share. Always an exiting one to be in. Maybe Zine will be quiet for a while.
Interesting. Doesn't do us much but interesting all the same. Looks like Allied are cutting costs to make the bottom line add up. As GD said, someone had to get off the merry-go-round of chasing volume at any price. He needs to make Hovis premium bread again somehow. Allied's 50:50 was a blantant rip off of Hovis' 'best of both' and that niggles me every time I accidently go into a Co-op!
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