On Thursday, April 28th at 2 PM ET, we will host an Idea Hunt call for Restaurants and Consumer Staples. We are on the hunt for longs and shorts where our estimates differ materially from consensus expectations and where the multiple could be re-rated. We will present our analysis after a further round of vetting on a handful of companies. We will vet companies, including Monster Energy and Treehouse Foods in Consumer Staples and Dutch Brothers in Restaurants.
Topics we will cover on the call include:
- How to be positioned in Restaurants & Consumer Staples in Quad 4.
- Monster Energy - What is the risk of a tie-up with Constellation Brands? What does it portend for the company's core growth opportunity?
- Dutch Bros - Will BROS benefit from the dislocation at SBUX?
- Treehouse Foods - Is now the time to own private label? Can price increases catch up to cost increases in 2022?
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CLICK HERE for the webcast and materials at the time of the event. |
