Generating Alpha in the Consumer Staples Sector

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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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