geest

after the dairycrest washout due to supermarket power it appears geest/northern foods et al are in for a dose of the same, though in their case the ramifications are even greater as their typical portfolio of products starts off with a net higher margin than dairycrests milk biz did, therefore impact on profitability even greater

working in the food industry i hear the rattle amongst the retail buyers but have seen no concrete evidence of any chilled sector target specifically, apart from the usual constant nut crunch(that is suppliers getting theirs crunched!)

anybody got more specific info? As the chilled dairy category is getting hit at the moment i can only believe that those retail buyers will turn their attention to maybe cheese/yoghurts/cream/?........any thoughts?

geests share price for instance appears to be breaking down from a long term double top and was wondering if their garlic baguette or salads biz was maybe in for a hammering? v.large profit margins in prepared salads especially