International Expansion of Consumer Staples

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