Thank you my dear,
for the introduction.
I'm always a bit skeptical when it comes to food. Although people always eat.
But rising commodity prices are squeezing margins.
And for me, Unilever and Nestlé are big elephants with hardly any growth left.
But Frosta is one of those stocks that I would add to my portfolio.
The frozen food market is growing and ready meals are becoming increasingly popular.
And Frosta is doing a lot of things right here by not adding any additives to its products.
Frosta is there for everyone.
for the introduction.
I'm always a bit skeptical when it comes to food. Although people always eat.
But rising commodity prices are squeezing margins.
And for me, Unilever and Nestlé are big elephants with hardly any growth left.
But Frosta is one of those stocks that I would add to my portfolio.
The frozen food market is growing and ready meals are becoming increasingly popular.
And Frosta is doing a lot of things right here by not adding any additives to its products.
Frosta is there for everyone.
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@Tenbagger2024 In addition to this (I once saw this in a very detailed report), Frosta uses a lot of land in the smallest possible radius around the production facilities, the farmers often produce exclusively for Frosta and are paid accordingly. This ensures a relatively high level of supplier loyalty and extensive control of the entire supply chain. Frosta then determines what, how and where to produce based on sales trends and where the greatest demand is. This also gives the company great flexibility. I also think it's an exciting investment idea.
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•@Tenbagger2024 In addition, the company itself is also very active in the private label business, so large customers for large quantities, but with lower margins, are also available across the board. The higher margins are of course in our own business, but I think we are already quite well diversified in our own central business area.
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@All-in-or-nothing
I think Frosta is doing a lot of things right.
Frosta is also a supplier for some private labels.
And the demand for own brands is rising continuously.
Frosta is also increasing its dividend yield to over 3%
I think Frosta is doing a lot of things right.
Frosta is also a supplier for some private labels.
And the demand for own brands is rising continuously.
Frosta is also increasing its dividend yield to over 3%
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