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ASDA - comment

Pricing pressure is bound to force ASDA to stretch the definition of sourcing meat from UK/Irish farmers. We expect more sourcing of cheaper beef at the margins, but the potential bad publicity will stymie efforts to make significant supply chain changes for now.

https://www.grocerygazette.co.uk/2025/06/25/ulster-farmers-union-asda/

Aengus McMahon26 June 2025ASDA
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Lowell - comment

Wolfgang Felix26 June 2025LOWELL
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CPI Property Group - comment

Aengus McMahon26 June 2025CPI
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