Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF from Yet Another Value Podcast

Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF

42 minutes Posted Aug 18, 2023 at 11:00 pm.

] Introduction + Episode sponsor: Hedgeye

] State of the Consumer Staples sector

] $COST and BJ's thesis

] Why long Albertson's $ACI + thoughts on acquisition proposed by Kroger

] $KVUE Kenvue thesis

] Hershey $HSY, international expansion, response to short report and GLP-1 drugs

] International Flavors & Fragrances $IFF negative sentiment

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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

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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

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