Myracle or just short term belt tightening
3G Capital’s Brands Lose Market Share Amid Focus on Costs
3G is doing something that make sense and it's easier. Cutting costs. If the PE of a great business is 25x each million of permanent cost cutting makes the market cap go up 25 million. They buy bloated companies and extract cost synergies of billions of USD.
I would do the same. With the share price going through the roof they can buy their competitors one after the other.
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