▪ Brief reminder of what was discussed last time for P7: P7 S4OC results were $2.4M favorable to Forecast 2 despite inflation pressure remaining high in P7
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S4OC Results: P8 Sourcing Savings were $1.2M favorable to Forecast 2; Market Savings in Fresh show an over-delivery based on commodity indexing; the current, inflationary environment has had an adverse effect on Cash Savings Trade rate insights: Deeper dive on trade rates with our top 15 national brand suppliers is underway to understand gaps in funding rates
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EXECUTIVE SUMMARY
▪ Inflation & Cost forward look: Working hypothesis is that inflation peak is P8, new high of ADUSA cost inflation +12.7%
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Latest detail happenings! ▪ Fresh ▪ Private Brands ▪ A Brands
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