PJ Kurzweil on Spectrum Brands SPB
Yet Another Value Podcast
The Business Is Under Earnings - Is That Really Real?
Inflation is a big factor. Definitely ocean freight, those have spiked. And ankana persisted, this is also a business that he knows impacted by resins, metals. So i really think a, in the barquays conference right after the deal, management admitted that h h i and h t c are really most exposed to a inflationary forces. But given the opportuniy to sell it or spin it, i think those are really the paths forward for that business that make sense.
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