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[@Hedgeye_Staples](/creator/twitter/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](https://x.com/Hedgeye_Staples/status/1975669523039584337) [@Hedgeye_Staples](/creator/x/Hedgeye_Staples) 2025-10-07T21:08Z 5508 followers, XXX engagements


"Heat waves consume more bottled water. $PRMB"  
[X Link](https://x.com/Hedgeye_Staples/status/1938228114112606255) [@Hedgeye_Staples](/creator/x/Hedgeye_Staples) 2025-06-26T13:29Z 5508 followers, XXX engagements


"$TAP chooses an insider to become the next CEO. Seems like the strategy will remain the same"  
[X Link](https://x.com/Hedgeye_Staples/status/1970101386055713250) [@Hedgeye_Staples](/creator/x/Hedgeye_Staples) 2025-09-22T12:22Z 5510 followers, 1244 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](https://x.com/Hedgeye_Staples/status/1971031582447411401) [@Hedgeye_Staples](/creator/x/Hedgeye_Staples) 2025-09-25T01:58Z 5509 followers, XXX engagements


"Doritos with protein would have a big advantage over $SMPL in being able to be in the chips aisle in the big box stores instead of the protein aisle which consumers do not enter to look for chips specifically"  
[X Link](https://x.com/Hedgeye_Staples/status/1976652748092555457) [@Hedgeye_Staples](/creator/x/Hedgeye_Staples) 2025-10-10T14:15Z 5507 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](https://x.com/Hedgeye_Staples/status/1975569234701795381) [@Hedgeye_Staples](/creator/x/Hedgeye_Staples) 2025-10-07T14:29Z 5510 followers, 1204 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](https://x.com/Hedgeye_Staples/status/1978518648240107569) [@Hedgeye_Staples](/creator/x/Hedgeye_Staples) 2025-10-15T17:49Z 5509 followers, XXX engagements