3 ms·
Interesting thesis! We looked at the name, but never had that thesis. Maybe same could be said for CVGW (the avocado guys)?
by xwowsersx 7y ago
Interesting thesis! We looked at the name, but never had that thesis. Maybe same could be said for CVGW (the avocado guys)?
- ww520 7y agoWhen you look at the components of a fast food burger meal, you got: burger, bun, drink, and fries. Meat and drink stocks have been well analyzed and well brought. Bun has high substitutability and too diverse sourcing. That leaves fries. There're just a few players supplying the potato products. LW is the biggest one. Not sure about CVGW. Might be too small a market.