Bega Cheese Ltd
BGA: XASX (AUS)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| x.@ | LOCK|HX& | LOCK|<Vqt$F# |
Bega Group: Lower Farmgate Milk Prices Buoy Bulk Profitability
Bega's opening farmgate milk prices for the 2025 season are about 14% lower than in 2024 as competition for milk eases. Demand for milk has lowered, with reductions in processing capacity. Milk supply has also increased. The national milk pool was up 1% year on year in October 2024.
