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PJ Kurzweil on Spectrum Brands SPB
Yet Another Value Podcast
Home and Garden and Walmartan - Is This Too Much a Cobe Beneficiary?
Home and garden was a massive cove, a bit cove ad beneficiary. Maybe people don't care as much as their garden. People want to go have experiences. One area where the half seen increase ind point of sail has been in the control space. spectrum competes there with their spectrocde business.
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