Consumers’ food consumption habits have changed due to the pandemic and we will show how. The pandemic has created new winners and losers in consumer staples. We have two Best Idea Longs to present, as well as an analysis of Albertsons ahead of its IPO later this week. We have too much to present in one Black Book, so we will split our thoughts on the grocery industry and four tickers (GO, SFM, KR, and ACI) into two presentations. On Wednesday, we will present our grocery industry analysis, our investment case for Grocery Outlet, and a pre-IPO analysis of Albertsons. Then we will follow up the next week with our investment case for Sprouts Farmers Market and why we kept Kroger on our long bias list as inflation trends pickup in Q3.
More details to come.
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