Daniel Biolsi, Head of Consumer Staples sector at Hedgeye, shares his thoughts on current state of the Consumer Staples sector in 2023.
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Chapters:
[0:00] Introduction + Episode sponsor: Hedgeye
[0:56] State of the Consumer Staples sector
[4:04] $COST and BJ's thesis
[8:24] Why long Albertson's $ACI + thoughts on acquisition proposed by Kroger
[21:14] $KVUE Kenvue thesis
[28:04] Hershey $HSY, international expansion, response to short report and GLP-1 drugs
[38:39] International Flavors & Fragrances $IFF negative sentiment
Today's episode is sponsored by: Hedgeye
This podcast is sponsored by Hedgeye. Hedgeye does fantastic work, and I think that shines through in the conversation we have today. If you like the conversation and are interested in learning more, please check out hedgeye at hedgeye.com