Trevor Scott on X
$TAP A quarter century and zero capital gain. Now being kicked out of the S&P https://t.co/RM49KQJm36
Sector
Consumer Staples
Everything our editor has picked under this sector, best first.
242 stories
Colin King on X
Risk/reward at $75 looks really attractive… Own some $CALM common and Feb 2027 call spreads at $80 / $85 strike DYODD :) https://t.co/zbjdWieHQS
TSOH Weekly Roundup (09/04/2026)
TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire…
DOMO Capital Management, LLC on X
$CPB is completely uninvestible for as long as Marc Lautenbach remains on the Board of Directors. Have been telling people this for over a year now... Just look at $PBI performance over his career and then from the moment he "left" the CEO position... https://t.co/Px6gacUNjZ
Colin King on X
Another consumer staples dividend cut... $CPB reducing dividend by 36% (CAG cut theirs in half) https://t.co/VVVvo0Gh8k
Negligible Capital on X
*CPB: SNACK CONSUMPTION TRENDS NOT WHERE THEY NEED TO BE *CPB: 1Q FY27 GOING TO BE A VERY CHALLENGING QUARTER FOR SNACKS Ozempic is wild. $CPB down 10% on the day, and down over 60% since the 2023 high https://t.co/JR6WmAFjCt
Colin King on X
@kab604 $CALM is excellent at managing a (very) cyclical business
A Busted Businesses or a Cyclical Bottom?
Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…
PAA Research on X
$ATD (think Circle K) said on its earnings call that its revenues from energy drinks are now twice that of carbonated sodas (albeit at lower margin). $ATD comped 1.7% on SSS of which a big portion was driven by double digit growth in energy drinks. I look at the charts of $CELH and $MNST and wonder how long the c-store players can count on continued growth in this category. It's energy drinks and Zyn... $CASY $MUSA
DOMO Capital Management, LLC on X
@toiletkingcap It is! Honestly... probably more-so for $ALTO as they have two plants they are looking to sell that are now worth much more. It's great for both companies though, no doubt.
SG on X
@Zerosumgame33 Manav calling $CLMT $DAR $ADM $BG "peers" is crazy to me. Other than all touching ag, they are very different businesses with very different drivers.
LWAY · long Lifeway Foods INC
Lifeway Foods holds 95% market share in kefir, is growing 20% to 35%, and trades at 12 times projected 2027 earnings as its capex cycle…
Multiples Capital on X
@erik_ywr Absolutely, that's why I been long $sbux and long @erik_ywr 😄
WD #356: Software/AI, Estee Lauder, Various Brazilian Stocks
LLM adoption is rising but may not generate returns sufficient to justify current AI investment; the aggressive portfolio exits Estee…
COCO · short Vita Coco Company INC
Vita Coco, COCO, is pitched short after a 45% monthly rally, arguing investors are overextrapolating coconut water category growth.
marginofdanger on X
@leevalueroach $BWEL
Devin LaSarre on X
Newest out. Scandinavian Tobacco Group: Shear "Q2'26 note." $STG $PM $BTI $IMBBY $MO $HAYPP https://t.co/frArnxjq8I
SG on X
On the daily chart, $SB #sugar looks like it ran too far too fast. Zoom out though and you get a better picture of exactly how far the commodity can move in an uptrend. Staying long. https://t.co/31XQLMRcCZ
Colin King on X
Mean reversion idea: $CALM 1) consistently trades at ~2x BV vs. ~1.5x today 2) consistent BV compounding (~18% CAGR since '06) 3) mid-teens ROEs justify 2x BV 4) net cash >30% BV / >20% market cap (fortress B/S) Cyclical but very short cycle time (supply driven) I own some
Thursday Tailwinds #4: Aug 27, 2026
Kri-Kri’s permit now allows 554 tonnes of daily milk processing, lifting capacity 62% at its Greek yogurt plant as it expands European…
Negligible Capital on X
@PumpCapitalLLC Yeah $CASY rocks. About the closest you can get to a public Bucky’s
Quick Value #328 - Cal-Maine Foods (CALM)
Cal-Maine, the largest U.S. egg producer, trades at 1.6x book versus a 2.1x 20-year median, with net cash and investments equal to 23% of…
OFRM · long Once Upon A Farm Pbc
Once Upon a Farm (OFRM) makes organic baby food, smoothies and kid snacks using high-pressure processing instead of heat pasteurization.
Deep Sail Capital on X
Yeah it’s pretty hard to predict, I think with good data tracking and social sentiment you might be able to gain an edge. If you can predict only a handful a year your returns could be outstanding. I successfully predicted $BYND last year for a sizeable return. You could also subscribe to https://t.co/7R7A2Nonkw
