Consumer Staples Stocks

Beyond Meat Not Worth the Investment

"I was watching this great video of this great investor from the children\'s investment fund PCI who basically says that 99% of stocks out there are not suitable for his portfolio. And it\'s like such a crazy thing to say, but when you stop and think about it, it\'s really true that there are only a couple percent of the companies in the world that are exceptional and worth investing in. Beyond Meat is not one of them, spoiler alert, but nor are most companies. So why would you want this in your portfolio? You want to make crazy gambles."

Accor Benefiting from Improved Guidance and Cost Savings

"And meanwhile, AOR shares gaining after the hotel year's guidance was increased. Yeah, RA's guidance this morning essentially on the back of cost savings. They've been simplifying a lot of their portfolio. There was also a host of other positive news alongside their earnings. So, they issued a new buyback that's 100 million euros for the fourth quarter. They also might list their lifestyle brands portfolio that has been touted before, but they've confirmed that this morning. And this was all with their third quarter earnings, coming in line with estimates with quite positive comments about their current trading."

Coca-Cola Beats Expectations With Solid Earnings

"And we have earnings just crossing the Bloomberg terminal from CocaCola. It looks like um beats all around just from my cursory glance. Well, a pretty solid reaction in the share price. Coca-Cola shares are up 1 and a4%. Comparable thirdarter EPS came in at 82 cents which was a beat versus estimates around 78. The market is looking for an update on its uh international sales. I don't see those dropping yet. There is a focus on the international sales from Coca-Cola. We've seen continued weakness in that market which has put pressure on results. Wall Street is also looking for color on FX headwinds off the back of this, but it does look like it's pretty positive and those shares are popping even higher up 1.6%."

Walmart Teams Up with OpenAI, Unlocking New Digital Retail Opportunities

"What about Walmart? This is also a really big American. It is a big story. Just yesterday, right, we spoke, who else want to collaborate with OpenAI? And here we are. We have Walmart. The ticker is WMT. The stock is up by almost 5%. And of course, it came after announcement that the company will team up with OpenAI and enable shoppers to uh browse and uh buy products on chat GPT and of course it is a kind of big push. Analysts are pretty excited about that. They see significant opportunities. Specifically, UBS analysts are saying that it is actually making the case for Walmart to be a winner among all traditional retailers."

Kenview Rebounds Amid Controversial Tylenol Comment

"We're looking at shares of Kenview. ... this is us looking at the stock that is recouping some of its losses that we saw yesterday. The big news yesterday, President Trump saying that pregnant women should avoid taking Tylenol ... we're hearing news today from scientists and from others on Wall Street saying that there is no scientific evidence to support this being the case. And so we are seeing a rebound in the stock today and trading up as much as 7.2% earlier. So now up about 2%."

Turnaround and Base-Building Opportunity in Target (TGT)

"If you think Target's gonna be around for a long time, I think you should take a look. Not a quick flip, but a solid investment in a company that is reinventing its stores and leveraging exclusive private label brands."

Stride (LRN) as a Long-Term Growth Play in Online Learning

"The third is a company called Stride, ticker symbol LRN. This is an online learning business. We interviewed their CEO, James Rue. Hes an absolutely fantastic leader and human being. And what has happened post pandemic is there are still so many scenarios where children and families want to get extra learning online. There are certain special needs situations where a student cant get the care and attention that they need in the school system. And then there are other situations where perhaps you just have an outstanding physics student or French student in the classroom at school that wants to do some extra learning online. Finally, Stride is extending into adult learning and certifications because we all want to be lifelong learners. So, its both a wonderful business for people to consider as a customer, but I think its an excellent long-term investment."

Sprouts Farmers Market (SFM) as a Value Entry with Options

"And that's going to lead us to cheap stock number two, which is going to be Sprouts Farmers Market, stock ticker SFM. Although this is a new stock to this channel, it is well known to our family and comes with a farmers market feel. Sprouts has a strong footprint with more than 450 stores in 24 states and a market cap of $10 billion. Shares have been volatile, down 4% over the past 12 months and 16% year-to-date, even though they spiked up by roughly 30% at times. Revenues are at a record $8.4 billion with margins at a record high of 7.6%, and the forward multiple based on full 2026 estimates is about 18.3 times, with a PEG of 1.27 and a 12-month price target of $175 per share. For a more conservative entry, a cash secured put at the $95 strike expiring November 21st could generate around $200 in premium."

Sell Cash Secured Put for HIMS

"Beginning with stock number one, which is going to be Hims and Hers Health, stock ticker HIMS. And for those of you that are part of my Options Edge community, you know that this is one I recently fired off an option trade alert to where I sold a cash secured put on this particular stock this week already. At current valuations, although I could see maybe nibbling at the stock here, I would like to buy it at a much lower entry point. And that's where options comes into the equation, allowing me to potentially purchase the stock at a desired price while earning income along the way."

Weak Demand Signals at Philip Morris (PM)

"Okay. So, if we're staying on the like Americana theme, like you're in your pickup trucks smoking a cigarette, but maybe people in those pickup trucks are not smoking the cigarettes as much because Philip Morris, their stock fell today. Wall Street is skeptical of their fullear forecast. While the heated tobacco unit volumes were strong, cigarette volumes were slightly below estimates. Ultimately, the company lowered its estimate for growth and operating income due to higher investments in the US rolling out its Zen nicotine pouches, which seems to be dampening core cigarette demand."

Selling $100 Puts on Nebus as a Dollar-Cost Averaging Strategy

"For Nebus, I really do enjoy the put selling strategy. I think you can sell a $100 put for around a $7-$8 premium with 15 to 17 days until expiration; if it goes below $100, I’d end up paying roughly $9 to acquire shares. If it doesn’t, I simply keep the premium. It’s a neat way to accumulate shares at a lower cost during these pullbacks, especially since I wouldn’t mind owning more even if the price drops further."

Krispy Kreme: Trade Endorsement Amid Volatility

"I'm sorry, Carol. I convinced her to do Krispy Kreme. No, this is a big story."

Estee Lauder Upgrade by Goldman Sachs

"Just quickly, Estee Lauder is getting an upgrade, upgraded by Goldman Sachs. It's up 4.8%."

Elf Beauty Buy Opportunity from Double Bottom Formation

"This is another name that has come back from a pretty sharp sell off, but is acting very, very well. There is a buy point at 124.31. Technically, there's probably a handle that's maybe like 123.94. So you could take an entry at that double bottom base, or possibly use Friday's high as an alternate entry."

Lamb Weston Posts Strong Q1 Results Amid Restaurant Recovery

"Lamb Weston reported adjusted earnings per share and net sales for the first quarter that beat consensus estimates due to improved restaurant foot traffic, especially in the chicken fast food segment."

PepsiCo Potential 50% Upside via Activist Catalyst

"Elliott sees a path for a price increase of more than 50% from today's level. Ticker is PEP."

Proctor & Gamble Shows Resilience Amid Price Increases and Earnings Beat

"Proctor and Gamble. Okay. Ticker PG. Uh, their shares have been up more than 2%. Better than expected sales. Revenue earnings per share beat expectations. So, what was big for them? It was beauty. It was grooming. Like, you know, they have secret deodorant. I have to invest in Yes, I know. That's that's the beauty part of it. Yes, you have to. Uh, but the interesting thing is that they raise prices in all of their business divisions except for baby, feminine, and family care. And consumers paid the higher prices."

Cal-Maine Foods Disappoints Despite Growing Demand for Specialty Eggs

"So egg producer Cal Maine foods ticker C-A-L-M. Yes. Down as much as 8%. So they posted first quarter profit sales disappointed, despite growing demand for high protein foods. ... And that's why their shares are lower. Another- 115 to 94. It looks like my kind of stock."

Coty Strategic Review and Portfolio Reconfiguration

"Coty shares up nearly 3%. Their beauty brands, right? ... They've been struggling, right, to draw those shoppers in. So they bring the strategic review, consumer beauty brands, reworking their portfolio, right? ... I got 10% revenue growth in 2024. Loss is the single digit now... Free cash flow is sort of tepid."