AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
Lamb's Share in Emerging Markets
US and Europe is like, you know, 100 to 300 bps per year. If that were to go negative five or something, that would be a big problem. But I guess it's a question of how severe consumer preferences change and how quickly. Do you know what the man looked like kind of at the height of Atkins or was that just too long ago? We only have standalone financials for lamb going back to like 2014.
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