Andy Gossage of UPGS answers my questions following publication today of strong results for FY 7/2022. Also a solid current trading update. So where's the consumer downturn? Andy makes lots of interesting points about supply chain, freight costs, gross margins, and other things of wider read-across to many other companies. UPGS sailed through the pandemic, and they seem pretty confident about sailing through this downturn too.
As always, this is just for general interest, and is NOT a recommendation, nor advice. I did not charge a fee, and do not hold the shares personally.
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