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@Hedgeye_Staples "The musical chairs-like swapping of CFOs continues in consumer staples with $FRPT's CFO leaving to join $CPB. I could point out that the share prices of the X companies this year that had a CFO departure are all lower. But I can say the same thing about nearly all the CPG companies that retained their CFOs"
X Link @Hedgeye_Staples 2025-10-07T21:08Z 5523 followers, 1043 engagements

"$BUD's global partnership with Netflix will be interesting. It's a more effective way to reach your audience. Coors Banquet sales have grown for XX consecutive Qs after tie-ins with Yellowstone and Cobra Kai. The more authentic the tie-in the more effective the result"
X Link @Hedgeye_Staples 2025-09-25T01:58Z 5519 followers, XXX engagements

"I'm going to disagree on this one. They cite a price comparison of XXX like items as showing that $DLTR is losing its pricing advantage to $WMT. There might be all XXX items in the entire store that are directly comparable. The only directly comparable sections are the freezer and canned soups and veggies"
X Link @Hedgeye_Staples 2025-10-07T14:29Z 5516 followers, 1208 engagements

"$DLTRs multi-price green light: in seasonal customer baskets of goods only containing $XXXX items were flat. Multi-price point only baskets were up +HSD%. Mixed baskets were up DD%"
X Link @Hedgeye_Staples 2025-10-15T17:49Z 5516 followers, XXX engagements

"Surfside's parent company is suing AB InBev for trade dress infringement from its new Skimmers vodka-tea. If Surfside drinkers get those two cans confused they must have had at least ten drinks"
X Link @Hedgeye_Staples 2025-10-23T23:47Z 5523 followers, XXX engagements