Vitamins and supplements business BKL still generate over 20% of its revenue from China but this is one market where we can see rapidly evolving competition hurting BKL’s sales and margins and any success by Penny Wong looks unlikely to have a meaningful impact on BKL’s performance.
- We’ve avoided BKL for many years and at this stage of its cycle, we see no reason to 2nd guess what comes next i.e. the too-hard basket.
MM still has no interest in BKL
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