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AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
The Consumer Preferences for French Fries
Taco Bell has this really successful LTO that they offer periodically of an actual fries. So people love fries, man. Everybody loves French fries. And everybody in the supply chain, including the ultimate customer, which is the restaurant, have big incentives to continue making fries.
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