Thanks for the interesting comparison. Sula’s usp and success has been because of the vineyards ecosystem which it sells as tourism as well. Is it possible to outsource parts of wine making process and just hold the farms i.e. production and later marketing/selling/distribution? Has some other global wine company done that?
Aslo the issue with ROE, competetion, inventory you mentioned…is it same for beer and spirits company also? For spirits the same thing of ageing also applies…would be good to know your thoughts.
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