AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
Why Were Cogs Up 20% Last Year?
The gross margin is only off about 100 bits from Q1 of 19. And again, this was worth with the worst crop year in the Columbia basin, which annihilated margins. So I mean, just an enormous, enormous amount of evidence to suggest margins will be at all time high this year,. And they're going to continue marching higher from there.
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