(click on image to enlarge)
If you go to Wal-Mart's investor presentation at: http://media.corporate-ir.net/media_files/irol/11/112761/Transcripts/3Q11_transcript.pdf
on page 15 is: "Produce and dairy were our strongest categories." Note above what Dean is saying.
Supermarkets wear the pants in the dairy industry - they are on top. Next comes the processors and the farmers get what is left.
