Thanks. That's the best post I've seen this weekend.
Operation Debt of Gratitude begins this week. We are paying off $84,000,000 of Veteran Medical Debt w @BornPrimitive and @Forgiveco_PBC @blckriflecoffeeView quoted post on X
Daniel Biolsi
Verified account Hedgeye@Hedgeye_Staples
Consumer Staples sector head at Hedgeye. Reporting from the store aisles. Not investment advice. insights.hedgeye.com/consumer-stapl…
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$KDP beverage segment accelerates, while coffee segment begins to pass on lower coffee bean prices. The coffee segment hasn't had a leader, is integrating a merger, and is now benefiting from lower commodity costs. The future is bright for both ahead of the spin.
The younger generations crack me up. I hope an ad agency started this trend.
Trying the viral “drinking a few beers alone” trend in New York CityView quoted post on X
It's difficult for Lindt to be both a luxury good and a bargain at the same time. It's even more difficult to be a luxury good on sale for less at $DLTR. It's priced at $6.88 at $WMT to get ahead of the question from the Dollar Tree haters.
Platform consolidation is inevitable. It will be a challenge for the standalone supermarkets to offer a compelling delivery subscription on their own vs. $WMT, $AMZN, and $DASH.
DOORDASH TO ACQUIRE INSTACART IN $17 BILLION DEAL
$DASH has agreed to acquire $CART for $65 per share.
Instacart shareholders can receive cash, DoorDash stock or a combination, with stock limited to 25% of the total consideration.
DoorDash plans to retain Instacart's brand, app and enterprise technology products while combining DashPass and Instacart+ into a single membership.
Instacart customers would gain access to over 50,000 additional stores, while combined membership savings are estimated at $100 million annually.
The deal is expected to close in late 2027 or H1 2028, pending shareholder and regulatory approvals.View quoted post on X
