Consumer Staples Themes
On Thursday April 22nd at 2PM we will be hosting a consumer staples theme deck. The deck will include a new and updated best idea list. We will review the current state of the consumer staples sector and update our best ideas. We will have commentary on all of our best ideas.
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Participating Dialing Instructions Toll Free: Toll: UK: 0 Confirmation Number: 13718753 CLICK HERE for webcast link and materials. |
The Hedgeye Macro Team continues to call for Quad 2 in Q2. Consumer Staples stocks underperform in Quad 2. Using the Quads as a backup we will go through the sub-sectors and our best long and short ideas within.
- 2021 will be like no other year for the consumer staples sector in differentiating the cyclical from the secular. There are numerous investment opportunities, because the market is doing a poor job at discerning where the companies belong.
- Our position monitor going forward will only have longs and shorts in ranked order. With that change we will be making numerous changes to the ranked order of our best long and short ideas.
- We will dig into numerous sub-sectors including grocery, beer, vertical farming, and plant-based beverages.
- We will explore a number of the headwinds and tailwinds for our covered companies and how that may drive earnings upside or shortfalls.
- We will explain why not every easy comparison is a long and why not every difficult comparison is a short.
