ROADSHOWS: Communications / Media / Software - Andrew Freedman & Felix Wang /Hedgeye   •   London 10 - 11 Nov   03 - 11 Nov 26       Behavioural Finance, Portfolio Strategy & Quant - Jim Rocchio /Kailash Capital Research   •   London   05 - 05 Nov 26       US, European and Asian SELL / SHORT Ideas - Robert Prather /Vision Research   •     10 Nov - 15 Dec 26      
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The Cut

Fortnightly publication highlighting latest insights from IRF providers

Company Research

Something to Snack On: Three that Should Thrive

Consumer Staples

Report by R5 Capital

Walmart, Target, and Albertsons, roughed up by last month’s choppy market, are now building momentum and recent pullbacks present buying opportunities. WMT-Home Depot partnership shows a positive business trajectory. TGT is creating an unrivalled total experience allying with Levi's, Apple and Disney. ACI's company specific initiatives, including streamlining purchasing and growing its private brands, show the business is strong.

Edition 121 - 15 Oct 21