RE:Just Out…… ITS to nearly Double by 2027Ouch. That is a huge disappointment!
So which report is Brett going to reference now? An old report that says 15% CAGR or the latest one at 8% CAGR?
Cost inflation in the US is running at 8% right now so this implies no "real industry growth" net of inflation.
15% growth justifies a 13x Multiple.
8% growth is typically associated with a 10X multiple.
Brutal. Need to take twice as much share vs competitors to grow at 15%. Does anyone have access to the report?