AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
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The Future of McDonald's
I think there's a lot more price and power that could be flexed at the global customers. And I sort of have a view that the big guys could actually pay a lot more because the French fries are so much more important to the value prop at a McDonald's or a Burger King than it is at Big Bear Diner. The industry, you know, it has consolidated. But also just capacity is just really, really tight and it's going to get even tighter as global demand grows three to 5%.
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