Hedgeye’s Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF

2023-08-18

Daniel Biolsi, Head of Consumer Staples sector at Hedgeye, shares his thoughts on current state of the Consumer Staples sector in 2023. For more information about Hedgeye, please visit: https://app.hedgeye.com/insights 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,...

Daniel Biolsi, Head of Consumer Staples sector at Hedgeye, shares his thoughts on current state of the Consumer Staples sector in 2023.

For more information about Hedgeye, please visit: https://app.hedgeye.com/insights

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

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