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Packaged Foods: 2023 Brings Tough Revenue Comps, but with Margin Recovery

Packaged Foods: 2023 Brings Tough Revenue Comps, but with Margin Recovery

Fundamental, Research
Packaged food companies to begin lapping price increased implemented over last year...
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Tesla: Looking Past the Noise

Tesla: Looking Past the Noise

Fundamental, Video
Analyst Garrett Nelson discusses recent developments surrounding TSLA...
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European Equities: Putin Risk in Perspective

European Equities: Putin Risk in Perspective

Fundamental, Video
European equities sell-off sparked by Russian invasion of Ukraine...
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Scotts Has Commitment Issues

Scotts Has Commitment Issues

Forensic, Research
Scotts inventory risks may prevent them from Miracle-Growth...
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A Tale of Two Drinks

A Tale of Two Drinks

Forensic, Research
We raise the concern that continued product shortages may result in revenue softness for SAM-US...
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Pea Protein in the Inventory, More Than Nine Days Old

Pea Protein in the Inventory, More Than Nine Days Old

Forensic, Research
Mismatches between inventories and gross margins go "beyond" the norm...
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