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Investment Philosophy, Media & Press

Reuters: eMACYated

February 20, 2024

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Media & Press

Reuters: Arista’d Development

February 12, 2024

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Media & Press

Reuters: Levis Straus—Earnings, Outlook, & Weakness

October 5, 2023

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Media & Press

Reuters: Snack-Makers React to Weight Loss Drugs

October 5, 2023

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Investment Philosophy, Media & Press

Reuters: Kellanova and WK Kellogg—Snap, Crackle, and Crumble

October 2, 2023

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Media & Press

Reuters: Store Card Credit Delinquencies

August 24, 2023

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Investment Philosophy, Media & Press

Reuters: Nordstrom—Earnings & Outlook

August 24, 2023

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Investment Philosophy

Amazon—Earnings & Outlook

August 4, 2023

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Investment Philosophy, Media & Press

Reuters: P&G—Earnings & Outlook

July 28, 2023

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Investment Philosophy

Coca-Cola—Earnings & Outlook

July 26, 2023

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Investment Philosophy

Pepsi—Earnings & Outlook

July 13, 2023

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Media & Press

Reuters: Amazon Prime Day

July 11, 2023

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Investment Philosophy, Media & Press

Reuters: Levis Straus—Earnings & Outlook

July 6, 2023

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Media & Press

Reuters: Costco—Earnings⬇ Margins⬆

May 25, 2023

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Media & Press

The Food Institute: Convenience Stores’ Evolution

March 10, 2023

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Investment Philosophy, Media & Press

Reuters: Costco—Hip to be square?

March 2, 2023

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