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The Consumer Staples daily insights note: Today's note looks into the impact of another avian flu outbreak, the implications of the growing "Dry January" trend, and higher ocean freight rates are coming for all.
STZ's FQ3 had two notable takeaways: expectations for the wine business have been reset lower and it did not slow the overall company and the beer segment has more momentum in the channels not covered by the POS services.
After 16 months with the ISM New Orders diffusion index below 50, key developed markets remain mired in an industrial contraction. Industrials sector (XLI) lagged the S&P 500 in 2023 by ~1000 basis points; that is a large...
We hosted our ICR Guidebook presentation on 12/4. Our Guidebook is available to print or download.