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AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
The Advantages of Scale in the Frozen Food Industry
I want to talk about these guys have big share. Why is scale such an advantage here? And then I want to dive a little bit more into the supply rationalization, not rationalization, the rational supply come online that you talked about earlier. They said they feel good about it. Obviously, you've done channel checks and you think that these renegotiations are going to go really well. But let me just say a couple of different things.
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