Quick Value #334 - Flowers Foods (FLO)
Flowers Foods trades at 7.5x earnings after an 80% decline, as a 50% dividend cut and potential asset sale aim to reduce leverage following…
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Consumer Staples
Everything our editor has picked under this sector, best first.
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Devin LaSarre on X
Newest out. Imperial Brands: Collapse $IMBBY $LOG $MO $PM $BTI $STG $HAYPP https://t.co/n7OxkJ7DQj
PepsiCo: Why A 4.6% Yield At 15 Times Earnings Still Wins Against A 5% Treasury
PepsiCo trades at 15.28 times 2026 earnings with a 4.61% yield as international growth, cost cuts and higher cash flow support its dividend.
Steven Fiorillo 3 clicksDOMO Capital Management, LLC on X
Wow - corn-o-plenty for $ALTO and $GPRE Shocking USDA numbers today.....
TSOH Weekly Roundup (10/09/2026)
Paramount Skydance’s debt-heavy Warner Bros. Discovery acquisition, streaming bundle pricing and alcohol-industry diversification anchor…
Negligible Capital on X
I think $SFM trades at 11x earnings (a discount to $KR mind you) solely because Michael Burry had to buy the stock. Dude curses anything he touches Technicals look awful but it's still a great cheap growing business buying back a lot of shares. I think if you buy here and look away for a year or two it does very well, even if Burry stays long (broken clock)
A Capital on X
@JDerevyanny Who invests in a $400mm cannabis company run by a guy who goes to SXSW with celebrities besides my 15 year old cousin? That being said, $MSOS getting close to the “wave it in” price on LT regulatory optionality…
A Capital on X
@jupiters_string $VITL? 👀
POST · long Post Holdings INC
Post Holdings remains a large position after the stock's recent decline.
A Qualitative Primer on the Nicotine Pouch Space
Nicotine pouches show low brand loyalty and sharply varied preferences, with U.S.
Barbarian Capital on X
$LW Lamb Weston Says Cost-Saving Efforts Are Paying Off https://t.co/ZfdGZtyiqi
Barbarian Capital on X
Constellation Brands Profit Rises on Higher Beer, Spirits Sales $STZ https://t.co/TG7FcZt9xX
MGP Ingredients (MGPI) - The Hangover After the Whiskey Boom
MGP Ingredients trades at 0.74 times tangible book after whiskey oversupply drove sales declines and more than $400 million of impairments.
Fajasy on X
Quick $BRUN 8-K update released today. P.S. Got the info and analysis done instantly via SECSift, then sent to my email! 👀 https://t.co/7L1DxtZYNH
Devin LaSarre on X
Newest out. British American Tobacco: Harvest $BTI $PM $MO $IMBBY $HAYPP $STG https://t.co/IjOEe4izVz
British American Tobacco: Harvest
British American Tobacco’s U.S. reset revives combustibles and rebuilds its nicotine-pouch portfolio after legacy-brand writedowns and Velo…
$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital
Turning Point Brands' FRE and Alp nicotine pouches aim to become a third C-store brand behind ZYN and Velo as PMTA rules limit new entrants.
Prepared Remarks on X
I cannot reconcile the significant insider buying at $celh w/Bloom’s scanner data, clear shelf space gains, & social momentum. Plus freight headwind Alani LTOs (witches brew) are doing well/slight accel but core CELH doesn’t have accel potential until Q1 Too much risk I think
Barbarian Capital on X
Keurig Dr Pepper Hires Kimberly-Clark President Torres to Helm Coffee Spinoff $KDP $KMB https://t.co/8CPQhRReM4
Barbarian Capital on X
McCormick Is Working to Win Over Value-Conscious Shoppers $MKC https://t.co/cNn2B5biRP
BDC on X
I think $MCD has a better shot of finding a bottom near these levels than $NKE does. People still need to eat. MCD, while not healthy, is still a popular go-to for relatively cheap food (I know its not as cheap as it once was - but its all relative). And MCD still has durable unit growth to point to. Don't think they have brand issues nearly as severe as Nike does. Not advice. Just my 2c.
Ian Bezek on X
@kiwicarrotcake @valuedrift I own $KOF, $HERDEZ and $ALSEA so not really looking for more of this kind of exposure. But the company is fine.
Chipotle: Takeover Talk Aside, The Margin Math Is Why I Still Say Buy
Chipotle's Q2 revenue rose 9.3% as traffic and market share grew; the case rests on pricing catching inflation to restore margins.
The Alpha Analyst 
$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital
Turning Point Brands targets third place in nicotine pouches behind ZYN and Velo, with FRE and Alp nearing half of revenue despite falling…
