PJ Kurzweil on Spectrum Brands SPB
Yet Another Value Podcast
00:00
Inflation
The company is at hay. We've taken price increases, and by c four, especially, those price increases will have flown through, and we'll be offsetting lot of inflation. Could you be in a scenario where all a sudden these sgies are like, printing margins way above what they normally do? Is that a possibility, or my kind of dreaming? I think conceptually it makes sense. But an, i can't speak confidently that there won't be some reversion as well," he says.
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