Good analysis, to figure out secular themes… but the reality of world presents short term opportunities too, especially for a cyclical industry like this. Like this year, global food shortages (due to war in the Ukraine-Russia wheat belt), floods in Pakistan, drought in China creating supply-side windfall opportunities resulting in price increases. This will translate to windfall gains which can be reinvested in Brand Extensions, Portfolio expansions which you mentioned, to smoothen out the cyclicality in the long term
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