Here is the replay of Senior Macro Analyst Darius Dale on the Wednesday May 6 edition of The Macro Show.
The Macro Show is Hedgeye's dynamic pre-market rundown highlighting the most important global macro developments. The Macro Team shares 15 minutes or less of prepared market analysis and commentary and then answers your questions in a live Q&A session.
"So, that’s what I think you should be doing again – taking down some of your gross exposure to the long side of US Equities."-Hedgeye CEO Keith McCullough to subscribers in this past weekend's Investing Ideas.
Takeaway:Below please find a replay of our discussion with David Sprinkle on the cereal category.
Thank you for those you were able to make the call today. We wanted to provide those who did not have a chance to tune in, to listen to what we learned about the cereal category today. Please click on links at the bottom of the page to listen or view the presentation.
The cereal category is not in decline, it is merely at a point of maturity
Manufacturers have to lead in innovation to lead in the category
Cold breakfast cereal has the second highest household usage rate for breakfast, eggs are #1
Opportunities for additional growth are in niche markets, such as ancient grains and muesli
Breakfast is the most important meal in the eyes of the consumer
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