10 Comments

How do you think the company will do if the French economy dips into recession? They be more defensive as a food producer, but I also think of retail bakeries as more expensive than the grocery store. And it sounds like they are also connected to the restaurant business.

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Feb 18Liked by Olivier at Emerging Value

Interesting business for sure, dividend is too tiny for me

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Interesting company.

Do you think the water business makes sense as a segment of a bakery? Why did they go into that?

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