Lifeway (LWAY)

[in2it]

GfP, agree that the CC felt like an exercise by a sophomore marketing class... but, having attended early Google meetings, clearly lack of sophistication is not an infallible indicator.

Analyzing Lifeway's potential involves considering the many complexities we are facing. For example, as belief of a global food shortage grows, markets of all sorts may respond calamitously. We can also factor that recession and inflation are back in the public lexicon (and the pres. campaigns will hammer the issues).

So, at a minimum, the LWAY story seems to revolve around demographics... my guess is that neither "R" nor "I" will impact much on the "LWAY". My hope is that the "kids" here understand kefir price elasticity... point is that its possible that margins can be improved even if revenues hold.

As to your GI response... as we know, variable individual responses are the bane of research - perhaps you're just not a probiotic kinda guy... or perhaps causality confirmation requires an expanded sample size beyond 1?

Do you truly believe your multiple bacteria / shelf life hypothesis?