RE:A Possible Comparable Company Yes, that is on my comparables list. 4pct margin if i am not mistaken. No comparable found at ahc margins, let alone the quality of the earnings (sans debt).
Waiting for a private rwport on vi-jon, will share info fro if it adds to our exchanges here. Btw, vi-jon is investing us$70 million on capacity increase. I like this info in all respects, including reduced likelihood of ahc acquisition, not that the brothers will sell again soon in my humble opinion.
if my research is correct, and sku throughout/customization is the name of the game of PLs, than ahc appear to be on the path to mastery of it: u want green bubbly aloe hand wash with a touch of...., we got that and x other options... Very few alternative explanations to the current stellar margins passed on by stingy and 'i name the price' behemoths like costco, walmart, etc.
An alternative is they have major healthcare service provider contracts. That would be royal flush, all in signal for me.