Yes but they are also trading down in China for the first time. Sale items are big. /
There is a great NYT story today about the two largest rival coffee chains in China how one lowered their price and got alot of the traffic and then the other went lower.. This has not happened in China before.
I think the bigger story is the weight loss drug does not negatively affect cosmetics right? In fact wouldn't you say once thin a little rouge & eyeliner may be in order and perhaps you may want to smell good? -- This is Peter Lynch investing at it's best...
And for a contrarian all thse diabetes plays decimated are buys. It's the damn salty and sweet stuff I am worried about... STZ that's why it's not moving.. Pepsi I would think is in trouble... You'll see alot of pivoting into muscle mass food and snacks.. Retaining muscle mass,.
Everyone wants a safe room now Van. But I am finding very few investible ideas. In general bullet proof walling is going to surge-- lots of small mom and pop co's...
DON'T YOU KEEP YULLIA IN A SAFE ROOM?
There is a great NYT story today about the two largest rival coffee chains in China how one lowered their price and got alot of the traffic and then the other went lower.. This has not happened in China before.
I think the bigger story is the weight loss drug does not negatively affect cosmetics right? In fact wouldn't you say once thin a little rouge & eyeliner may be in order and perhaps you may want to smell good? -- This is Peter Lynch investing at it's best...
And for a contrarian all thse diabetes plays decimated are buys. It's the damn salty and sweet stuff I am worried about... STZ that's why it's not moving.. Pepsi I would think is in trouble... You'll see alot of pivoting into muscle mass food and snacks.. Retaining muscle mass,.
Everyone wants a safe room now Van. But I am finding very few investible ideas. In general bullet proof walling is going to surge-- lots of small mom and pop co's...
DON'T YOU KEEP YULLIA IN A SAFE ROOM?

