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[@stoic_alonso](/creator/twitter/stoic_alonso)
"This is clear by now. Tomorrow at Moram we will publish about one of the industries that is capturing the money the consumer no longer spends on alcohol. $RI $DEO $BF.B $BUD"  
[X Link](https://x.com/stoic_alonso/status/1964134436464734627) [@stoic_alonso](/creator/x/stoic_alonso) 2025-09-06T01:11Z XXX followers, 1048 engagements


"TFF Group a barrel supplier of $DEO $RI $LVMH $CPR.MI $RCO $BF.B just reported that their order intake this quarter in Alcohol was down -40%. Not the news that anyone invested in this companies would like to see as this is representative of their sales forecast & inventories"  
[X Link](https://x.com/stoic_alonso/status/1965495669331992758) [@stoic_alonso](/creator/x/stoic_alonso) 2025-09-09T19:20Z XXX followers, 2843 engagements


"$PUIG Puig's LfL growth has shown greater strength than its peers in the last X quarters. This is a combination of: - Brand strength - Lack of geographic exposure to Asia - Right category mix for long-term beauty category outperformance $OR $IPAR $ELF $EL $COTY $LVMH"  
[X Link](https://x.com/stoic_alonso/status/1971276636642476482) [@stoic_alonso](/creator/x/stoic_alonso) 2025-09-25T18:12Z XXX followers, 1711 engagements


"Meanwhile this is what the latest survey that got cited in Reuters today has to say about the topic: $DEO $DGE $RI $BF.B"  
[X Link](https://x.com/stoic_alonso/status/1975551813190582372) [@stoic_alonso](/creator/x/stoic_alonso) 2025-10-07T13:20Z XXX followers, XXX engagements


"The LVMH $MC Perfumes & Cosmetics division saw revenue growth acceleration in Q3 despite the continued weak China consumer environment. Excited to see what $PUIG reports at the end of this month and if the JP Morgan report TP still holds true after the release"  
[X Link](https://x.com/stoic_alonso/status/1978474182293041440) [@stoic_alonso](/creator/x/stoic_alonso) 2025-10-15T14:52Z XXX followers, XXX engagements


"It feels like the money remittance industry is subject to constant "transitory" tailwinds that the market does not take seriously and keeps awarding its players with low multiples $WU $RELY $IMXI $EEFT $IDT"  
[X Link](https://x.com/stoic_alonso/status/1974870194477465823) [@stoic_alonso](/creator/x/stoic_alonso) 2025-10-05T16:12Z XXX followers, 1258 engagements


"The market offering $DEO $DGE $RI $BF.B at PER XX means their long-term growth is under question. Their executives remain in denial this is what Diageo's interim CEO Nik Jhangiani had to say in September about the new market trends"  
[X Link](https://x.com/stoic_alonso/status/1975551808950202670) [@stoic_alonso](/creator/x/stoic_alonso) 2025-10-07T13:20Z XXX followers, 1629 engagements


"Q3 2025 Earnings season in the Restaurant industry is expected to be a continuation of what have been seeing in 2025. Marginal improvements could happen but overall the red should continue to dominate in our heatmap. $DPZ $TXRH $SG $SHAK $PTLO $PZZA $WING $JACK $CMG $CAKE $MTY.TO $EAT $GTIM $CAVA $MCD $SBUX"  
[X Link](https://x.com/stoic_alonso/status/1977432326545260793) [@stoic_alonso](/creator/x/stoic_alonso) 2025-10-12T17:53Z XXX followers, 1346 engagements


"@Moneyma13779821 @deepvalueco 😂Haha you have a point there I found that excuse funny too. That said I think the ROCE decline of $MTY started in 2016 with the Kahala acquisition when Stanley still was the CEO. Under Eric the ROCE still got a little worse"  
[X Link](https://x.com/stoic_alonso/status/1978277669964853724) [@stoic_alonso](/creator/x/stoic_alonso) 2025-10-15T01:52Z XXX followers, XX engagements


"Can someone explain to me why $RI rose +4% after weak results and a pretty discouraging earnings call"  
[X Link](https://x.com/stoic_alonso/status/1978994578205114739) [@stoic_alonso](/creator/x/stoic_alonso) 2025-10-17T01:20Z XXX followers, XXX engagements


"Europe has a pretty hostile environment for industrial companies to do business. $OI decided yesterday to close a plant in France after X months of non-stop protests post-restructuring announcement. $VRLA $VID $VID.MC"  
[X Link](https://x.com/stoic_alonso/status/1979163735966073252) [@stoic_alonso](/creator/x/stoic_alonso) 2025-10-17T12:33Z XXX followers, XXX engagements


"$PUIG Competitors $OR and $IPAR published results today. Showing a clear regional divergence between Interparfums U.S. and European businesses: - Europe remained strong with +5% Q3 sales growth - U.S. fell X% YoY - L'Oreal showed greatest resilience in the Skincare segment"  
[X Link](https://x.com/stoic_alonso/status/1980673649788006597) [@stoic_alonso](/creator/x/stoic_alonso) 2025-10-21T16:32Z XXX followers, XXX engagements