With over 30 companies presenting, CAGNY is the largest Consumer Staples conference of the year. And yes, we'll be there. Join us on Monday, February 26, at 2 PM ET to review what was said at the conference, our takeaways, and what is actionable from a stock call perspective. We will also review what was not asked but should have been.
CAGNY is the flagship event that starts every year, with Staples companies setting their ambitious goals and targets for the year. Some will be believable, and some will not. The pricing tailwind in CPG is fading, and management teams are counting on improving volumes. We will make our case for which companies have a real plan for organic growth and which are simply hoping. Our Macro Team is projecting more Quad 3 and Quad 2 ahead (i.e. accelerating inflation), which have different implications for different companies in Staples. We will review which companies are best positioned and which management teams 'get the Macro'. Most companies presenting at the conference will outline their growth plans for the year. We will rank the companies by expected positive or negative earnings revisions and will almost certainly have new calls, pivots, and changes to the ranking on our Position Monitor.
We hope you can join us for the Best & Worst of CAGNY review.
Event Details:
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Email me if you would like to connect at the conference.
