the retail fronting side of metcash has had a great deal of panel beating in the past 24 months, many have enjoyed the ride. I've been exploring the B2B side, where MTS acts as the key wholesale partner across channels and customers, Convenience is an example. Opportunities to deliver literally 10's of millions of uncontested sales growth abound across all product classes. you can argue about the margins, you can't argue against the enhanced buying power this volume can deliver. What I can't get my head around is the indifference displayed by MTS leadership in this division. B2B requires that you mostly respond to RFPs - I get that takes work. What about where there is no RFP and MTS has the sole opportunity to close out supply deals that would make your eyes water.
Mr MTS CEO if you are reading this - why don't you ask your C-Store team for an opportunities report. If you can't find $100m in recurrent revenue, with no headcount needed I'd be amazed. At 12%-15% margin and full delivery recovery, you can do the maths.
If your inaction gives IREXCHANGE oxygen......
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