yeah RIF- i seem to only get Coles offers even though i shop at Woolies.
the Coles Easter offer is $50 for 4 weeks, but you only have to spend $120.
not sure about Aldi being a huge bugbear for Woolies or Coles, but Woolies is a huge problem for Coles and vice versa.
in other words, you will have a huge price war once Banducci gets into full swing, when he cuts margin to the bone, which means NPAT for both Woolies and Coles will decline.
the grossed up divvy is only 3%, so once it crashes through $22, probably tomorrow, it will not have much price support.
cheers crazypunter
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