premise: "I think it's a pretty positive development," said Ross Cowan, a financial analyst with Levesque Beaubien Geoffrion Inc., of the decision to concentrate on groceries. Mr. Lortie's departure, while sudden, was seen as inevitable in light of the shift in strategy. "The non-food operations were largely Mr. Lortie's creation {and} his strategy didn't work," said Steven Holt, a financial analyst with Midland Doherty Ltd.
  Provigo's profit record over the past two years tarnished the company's and Mr. Lortie's reputations. For the six months ended Aug. 12, Provigo posted net income of C$6.5 million, or eight Canadian cents a share, compared with C$18.1 million, or 21 Canadian cents a share, a year earlier. Sales were C$4.2 billion compared with C$3.7 billion. Last month, Canadian Bond Rating Service downgraded Provigo's commercial paper and debentures because of its lackluster performance.
   What made Canadian Bond Rating Service downgrade Provigo's commercial paper and debentures?
hypothesis: its lackluster performance