CALL DETAILS:
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On Thursday, September 22 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. Our best ideas often are sourced from vetted Idea Hunt companies.
The topics we will cover include:
- How to be positioned in Restaurants and Consumer Staples in Quad 4.
- Is Celsius Energy (CELH) a disrupter in the $60B energy drinks category? How long can it continue to add $300M in revenue annually?
- Haleon's (HLN) shares have stumbled out of the gate, does that represent an opportunity to invest in the spin-off?
- Can Sovos Brands (SOVO) continue to create value by plugging acquisitions into its playbook or should the strategy adjust?
Stay tuned for the Restaurant companies we will include in the Idea Hunt.