Forum Archive Index - January 2002

["Viewpoint ." <viewpoint_@hotmail.com>]

Donkeyboy - good piece about Frucor. So right as there always had to be an 
exit strategy for Bains. Also agree with what you say Frucor is worth.

You mentioned margins - The Independent mentioned a few weeks ago that Berri 
in Aust slashed the price of their Smart brands and became the top-selling 
brand in supermarkets in November. Frucor's market share in this segment 
fell from 37% to 24%.

The size of the price reductions are apparent when Berri got 37% volume 
share but only 16% value share.

All the signs of an impending price war. Isn't that often the case in a 
competitive market - especially when a new entrant starts taking market 
share on good margins. Doesn't usually last too long before the encumbents 
start fighting back



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