Research
FORUM TRANSCRIPT

Cranswick – H2 2021 Trading Update & Cost Challenges – 23 September 2021

  • Public Equity
  • Consumer
  • Europe
PREMIUM

Specialist

Former director at 2 Sisters Food Group Ltd

Agenda

  • UK pork and poultry trends, discussing coronavirus and Brexit impacts, CO2 shortages and third quarter product pressures
  • Cost pressures and supply chain challenges impacting operating margins
  • Cranswick's (LON: CWK) business overview, discussing move into poultry
  • Competitive positioning vs 2 Sisters, Moy Park and Avara Foods, including potential market share shifts

Questions

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