Happening Soon | CONSUMABLES IN QUAD 4 | WEN, TOST, BOWL, CELH, HLN, SOVO

09/23/22 12:17PM EDT

CALL DETAILS:

  • Date & Time:  Friday, September 23rd @ 12:30 PM ET (in 10-minutes)
  • Webcast & Slides: CLICK HERE 

We are hosting an Idea Hunt call for Restaurants and Consumer Staples in 10-minutes. 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.
  • Will the food scare have a lasting impact on Wendy's (WEN)?
  • Can Toast (TOST) take more share as restaurants look to drive sales and automate functions? Can the stock perform in a tech meltdown?
  • How long can Bowlero (BOWL) create value through bowling center acquisitions?
  • 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?

Happening Soon | CONSUMABLES IN QUAD 4 | WEN, TOST, BOWL, CELH, HLN, SOVO - idea hunt Q3

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