this Costco chat around milk is actually stupid. I used to represent the largest company in the world in FMCG supplying Costco. A Costco store in represents the turn over of approx 10 supermarkets and they have 10 outlets . So its not relevant for their earnings. Yes it is very difficult to gain ranging in Costco as they have a very limited range count and I personally believe costco would be chasing A2 not the other way, hence ranging of stage 4. My best mate works at blakmores and he talks to me about they didn’t really have a strategy and just pumped out stock and they didn’t give a thought to their Asian strategy. A2 I believe holds back stock, creates demand and has one of the best Asian Stratigies in ever seen! Go long go hard A2 will go plus +20 this year INMO.
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