JaguarConsumer – Auto Parts, Burritos and Wine
Combining three discussions in today’s JaguarConsumer podcast: 1) $AZO $ORLY $AAP Auto parts stores long term weekly charts are breaking out with strong channel checks. 2) Update on $CMG Chipotle since our last discussion. 3) Bull case for $STZ Constella
JaguarConsumer – Hasbro ($HAS)
Long term bull case for Hasbro. Extensive discussion of market opportunities ahead to improve revenue outlook based on several important products under development and launches coming up. We believe stock will continue to outperform for the next 6 to 12 months
JaguarConsumer – Cracker Barrel ($CBRL)
This weekend’s JaguarConsumer podcast covers the bull case for $CBRL which we recently flagged in chat room as the best restaurant stock for reopening play. Over 15,000 calls accumulated in Jan 2022 leap 220-strike since last October while stock currentl
JaguarConsumer – Crocs ($CROX)
Today’s JaguarConsumer podcast covers a quick review of $TXRH and earnings preview for $CROX which reports on Tuesday, Feb 23rd, before the market opens. Crocs channel checks are showing growth acceleration led by digital properties and better assortment
JaguarConsumer – UTZ Brands ($UTZ)
Fantastic podcast by Jay. 2nd time covering the bull case for UTZ. The discussion entails a long history of growth-oriented tuck-in smart acquisitions with very specific criteria to fill the needs in its product pipeline as well as to expand the coverage geo
JaguarConsumer – Leslie’s ($LESL)
Leslie’s Q4 earnings review with a particular focus on growth opportunities in under-served residential markets. AccuBlue continues to support strong growth with sequential acceleration. Discussion of upcoming important launches around Memorial Day.