Bullish on FOC
Matt has clearly laid out all of the big operational milestones coming up for OG and FOC over the next two quarters, the unknown is how strong the sales will actually be for the FOC products as they release the new SKUs and sign up with distributors . I tried both the unsalted butter and brie from FOC this week (picked them up at OG Thornhill) and was impressed by both, especially the brie. I am a meat and dairy eater, and although my palate is trained to conventional meat and dairy flavors, i found the FOC brie held up to dairy based brie, and I would buy it again. If the rest of their cheese line up is as good, I think they'll have a solid set of SKUs to work with, and then from there they've gotta get it in more stores.