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CALL DETAILS:
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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?
