AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
McDonald's Global Margin
The crop is slightly below average, but it's close enough to average where you know, last year's was historically bad and this is like a C minus. So they really start normalizing there. But then let's talk about why is global the one that's getting this huge margin squeeze when they're managing to pass basically off this through on food service. And my view is that's temporary because they can finally start going on an offense and pushing price on those big customers.
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