"HIGH PROTEIN, LESS SUGAR FOR MODERN HEALTH MANAGERS" "Strengthen Snack Bars Leadership" "Growth Opportunity in Mexican" -- GIS deck
Do you have an opinion on how Kellogg's etc. meets the challenge of the legacy Grocery Chain + big company distribution model breaking?
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remains to be seen. No current view.
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I think they're fucked. It's hard to deal with a double death threat of distribution model breaking and america turning, slowly, on carbohydrates. Will take an amazing CEO to extricate those companies out of it.
End of conversation
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