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AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
The Importance of Margin Outlook in Lamb
There's a big discrepancy between what the private guys are saying and what the street expects for lamb. And again, unless you think cogs per pound, which was already up a ton last year, right, is up another ton this year, you know, mathematically you're going to get a ton of expansion over the next 12 months in that business as well. You know, so that's number two, number three,. I've talked to loads of folks in the industry. Both the big private competitors are pretty optimistic about their margin outlook. This year being their best year ever.
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