Wednesday, April 30, 2008 8:50:15 PM
in which they confirm the low price elasticity in the milk-stuff segment - hope the "kids" are listening. As I had written earlier, they also believe that the commodity price "thing" is an industry changing event, with global demand outstripping supply for a long, long time.
http://tinyurl.com/3kennt
That said, if LWAY can focus on their core brands, even if they simply maintain margins, revenue growth from price increases (which will be ubiquitous in the food industry) could well maintain the curve.
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