Daniel Biolsi
Head of Consumer Staples sector at Hedgeye
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Aug 18, 2023 • 42min
Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF
Daniel Biolsi, Head of Consumer Staples sector at Hedgeye, shares thoughts on the sector in 2023. Topics covered include $COST and BJ's thesis, long Albertson's $ACI, $KVUE Kenvue thesis, Hershey $HSY international expansion, and negative sentiment around International Flavors & Fragrances $IFF.
