asymm, this is Mark's reply to a fellow long on removing 12% net profit from the deck:
" We haven't modeled out all of the new business yet, but nothing has changed in any negative way in terms of prior guidance. The majority of new business planned is very high margin business compared to the legacy business, so that kind of speculation concerning the mix is incorrect. The difference in margins between selling a potato and an MLB-branded pint of ice cream is very wide.