Podcasts Business Yet Another Value Podcast Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF

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

Published: Aug. 18, 2023, 11 p.m.

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

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Chapters:

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[0:00] Introduction + Episode sponsor: Hedgeye

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[0:56] State of the Consumer Staples sector

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[4:04] $COST and BJ's thesis

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[8:24] Why long Albertson's $ACI + thoughts on acquisition proposed by Kroger

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[21:14] $KVUE Kenvue thesis

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[28:04] Hershey $HSY, international expansion, response to short report and GLP-1 drugs

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[38:39] International Flavors & Fragrances $IFF negative sentiment

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Today's episode is sponsored by: Hedgeye

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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