missed the live Show? Watch the replay below
Hedgeye's Consumer Staples analysts Howard Penney and Shayne Laidlaw had a live Q&A session today at 2:30PM ET. Howard and Shayne discussed the most important themes developing in the Consumer Staples space.
Companies discussed included U.S. Foods (USFD), Whole Foods Market (WFM), Costco Wholesale Corp (COST) and more...
CLICK HERE to access the associated slides.
Themes will included:
- Is M&A a Positive? – has cost cutting buyout firm 3G Capital's Zero Based Budgeting scheme (ZBB) gone too far?
- Reflation Trade – why it has a long runway
- Implications of the Trump administration – what to watch in the months ahead
***Note: Stay tuned for next week's Sector Spotlight (Tuesday, February 7th at 2:30PM ET) with Healthcare analysts Tom Tobin and Andrew Freedman.
