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SubscribeWe see upside to $100 driven by its e-commerce flywheel and greater margin expansion. Our Black Book will have a deep-dive into the top-line drivers, margin headwinds and tailwinds, valuation framework, and upside/downside.
Haypp Group is a pure-play investment in the secular share-gaining oral nicotine category globally. The attributes of oral nicotine pouches and its leading online positioning set the company up as a multi-bagger.
Seven updates to the Consumer Staples position monitor and a short summary of the reasons behind them.
Today's daily note for Consumer Staples
FQ3 results were disappointing, but it also set up an opportunity to buy a quality company on sale.
This is our 'Elevator Pitch' for CELH which includes our variant view and detailed financials.
Daily consumer staples note covering December food manufacturing PPI, soda tax increases, and new oat milk innovation to turn around sales.
December CPI report highlights, At home dining shift?, California is the most expensive state for grocers.
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.