Barbarian Capital on X
$LW Lamb Weston Says Cost-Saving Efforts Are Paying Off https://t.co/ZfdGZtyiqi
Sector
Food & Beverage
Everything our editor has picked under this sector, best first.
182 stories
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.
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…
Deep Sail Capital on X
$MAMA is probably at the most attractive valuation since 3 years ago. And right as they are executing super well. This will be a couple billon dollar company in a few years.
DOMO Capital Management, LLC on X
Not good for corn / corn basis. Good for $ALTO $GPRE https://t.co/Vv0h05uhzy
DOMO Capital Management, LLC on X
$ALTO StoneX initiates with a Buy rating and $7 price target: https://t.co/AnUoeGvT6X
Colin King on X
$CALM down ~8% pre-market on 1Q27 results Likely another few quarters til cycle turn (?), balance sheet still rock solid, minimal buybacks, dividend is variable so no payout when losing money $55/sh BV (~$50 TBV) vs. $63 pre-market = 1.15x P/B https://t.co/Xx0kmu7j66
💥Yield!💥
Beyond Meat’s Q2 2026 revenue fell 8.2% as U.S. retail and foodservice volumes declined, while a flatter, not inverted, Treasury curve…
Barbarian Capital on X
El Pollo Loco to open first New York restaurant as it aims to become national chicken chain $LOCO https://t.co/eNyH3J68ZR
Dalius - Special Sits on X
@lazereater You can read about $LWAY drama here: https://t.co/gEWWLrfgXV
Nat Stewart on X
@dirtcheapstocks Pizza Inn $RAVE is close, misses slightly on EV/EBIT here. Have done large buybacks over the years, but stockpiling cash lately, now ~40% of market cap.
Lee Roach on X
Time to go long $MCD https://t.co/UbQaNOaeiH
Shake Shack: The Perfect Storm For A 2027 Breakout
Shake Shack combines 23% restaurant-level margins, 703 locations and positive free cash flow; the bullish thesis targets $4 billion…
Security Analysis 1 click
Campbell's: Profit Continues To Fall, But The Stock Is Becoming Interesting
Campbell’s $500 million savings program and Rao’s growth could lift EBIT despite weak FY2027 guidance, while volume declines and inflation…
Investor Overview Calvin Blissett on X
$TLRY: I picked because they have Montauk beer, a brand I am super familiar (lol losing braincells scuttlebutt) with because of where I live so it piqued my interest. Secular beer decline will not affect this brand, it is a premium brand and will stay so catering to the wealthiest people on the planet (Hamptons). GAAP losses and dilution, federal rescheduling of cannabis could be huge: By holding onto those 15 to 18 inactive asset pieces (MedMen Stores/Licenses) right now, Tilray owns a massive pipeline of U.S. cannabis real estate that costs them almost nothing to maintain today, but will command a massive premium the moment the federal government finalizes the Schedule III transition. CEO got no performance bonus in 26' bc missed targets. At Friday's $4.13 close, market cap is about $566M and current enterprise value is about $733M. global cannabis + beverage platform trading at ~12x FY26 adjusted EBITDA, with international cannabis +34%, Germany driving growth, FY26 revenue +11% and EBITDA +11%, 275MT annual cannabis capacity, and BrewDog acquired out of administration for ~£33M + subsequent U.S./Australia assets; 14.4% of float short.
KEDM.com on X
Buckley Capital @buckleycapital exited Dave after a 100%+ rally from its average cost — on valuation, despite calling it a great business — and substantially cut Root. The proceeds went to Celsius $CELH and Light & Wonder $LNW.AU, where the Fund calls the street's disbelief in management's $2.0bn 2028 adjusted EBITDA target irrational, implying 150%+ upside.
Domino's Pizza Group: Why I'm Sticking With Domino's UK Over Its U.S. Parent
Domino's Pizza Group trades at 11.68 times earnings with a 5.54% dividend yield, while half-year results point to an early UK turnaround.
Philipp Brohl 