GBA Presents: THE GREEN MARKET

  • Yum Brands' (NYSE:YUM) KFC started selling its Beyond Fried Chicken menu item yesterday in a highly-watched partnership with Beyond Meat (BYND +4.3%).
  • The chain is offering the plant-based fried chicken in six and twelve piece orders, as well as part of a combo meal.
  • Eater.com says when Beyond Fried Chicken is dunked into the signature KFC Sauce it is pretty indistinguishable from a nugget that is made with actual chicken. The flavor is observed to be appropriately meaty and seasoned well, although the texture is not a perfect match with real chicken. KFC is making clear that Beyond Fried Chicken is not being made specifically for vegans and vegetarians since they are being made on the same basket, griddle or area as meat items
This move hurts the brand. If KFC actual chicken tastes tasteless which it does -- saying this plant crap tastes just as bland.... That's going to hurt the bottom line. I would consider shorting KFC on this news.
 
Matterport shares climb 7% as 3D tech company names new Americas director
Jan. 11, 2022 1:34 PM ETMatterport, Inc. (MTTR)
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  • Matterport (NASDAQ:MTTR) remained on the rise as trading progressed Tuesday as the spatial-imaging technology company's shares climbed by more than 7% after naming a new managing director for its Americas division.
 
Van Josh Brown goes Dutch-

Dutch Bros. pops higher on CNBC positive mention
Jan. 11, 2022 1:18 PM ETDutch Bros Inc. (BROS)
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  • Dutch Bros. (NYSE:BROS) neared session highs earlier, now up 3.2%, after a CNBC commentator pitched the shares on the network.
  • CNBC commentator Josh Brown recommended the shares earlier and said that the company's energy drink Blue Rebel is the "star of the show." He said he has a small position and expects to add some at lower prices if market volatility continues.
  • "It's crack," Brown said on the network. "It's like caffeine and Hawaiian Punch and people can't stop drinking it." :vomit:
  • "I relish the opportunity for the stock to come in," Brown added. "I will keep buying. I'm very excited about this company's prospects."
  • Dutch Bros. short interest is 18.5%.
Scott said all the same crap about Lesli pool<-----

Anybody try this Blue Rebel.?

Rebel Sounds like an attempt to get the Trump/ white crowd-
 
Apparently late last week the Gov began giving out test kits contracts. I did not get one yet.

It's abit complicated as the tests bought have to be one's not already ordereed by CVS and Duene Reed etc. WMT.

Now masks. I would think this is a 3M story:

  • The health officials under the Biden administration are weighing whether to offer high-quality masks such as KN95 or N95s, for all Americans, Politico reported, citing people familiar with the matter.
  • The move comes as COVID-19 cases spike across the country fueled by more contagious Omicron variant, and amid mounting evidence that cloth masks used by many throughout the pandemic are less protective against the new variant.
  • Last week, a group of health experts including three former advisors during the Biden transition announced plans for a revamped COVID-19 response that included making N95s or KN95s “readily available to all U.S. residents for free or very low cost.”
  • Some officials in the administration led by Surgeon General Vivek Murthy have backed an initiative to distribute high-quality masks for all those who require them. They are reportedly pushing for a decision as soon as Thursday, the publication said.
  • Notable masks and PPE makers Alpha Pro Tech (APT +3.5%), Allied Healthcare Products (AHPI +2.2%), Ulta Beauty (ULTA +0.7%) Lakeland Industries (LAKE +0.1%) are trading higher in the afternoon hours.
watch APT & LAKE
 
stonedinvestor said:
  • Yum Brands' (NYSE:YUM) KFC started selling its Beyond Fried Chicken menu item yesterday in a highly-watched partnership with Beyond Meat (BYND +4.3%).
  • The chain is offering the plant-based fried chicken in six and twelve piece orders, as well as part of a combo meal.
  • Eater.com says when Beyond Fried Chicken is dunked into the signature KFC Sauce it is pretty indistinguishable from a nugget that is made with actual chicken. The flavor is observed to be appropriately meaty and seasoned well, although the texture is not a perfect match with real chicken. KFC is making clear that Beyond Fried Chicken is not being made specifically for vegans and vegetarians since they are being made on the same basket, griddle or area as meat items
This move hurts the brand. If KFC actual chicken tastes tasteless which it does -- saying this plant crap tastes just as bland.... That's going to hurt the bottom line. I would consider shorting KFC on this news.
More...

I heard a Warren B. adage the other day I had never heard before. Something to the effect of" never buy a food/restaurant stock until you taste it. Berkshire owns Dairy Queen. Talk about a place that needs a facelift. I could never understand why he bought that one. It's private.

SHAK is up 15% on the day. I had no idea they reported today either. I might have joined you on that one.

Hey guess who's in the news today for raising guidance and is up HUGE!!!!
A Stoney classic.
Wait for it!!!
v
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The Butterfly!!!!

BFLY-----> $7.40 (+17%!!!) :D

+++++++++++++++++++

Butterfly Network, Inc. Announces Preliminary Revenue for the Fourth Quarter and Full Year 2021

Butterfly Network, Inc. (NYSE: BFLY) ("Butterfly" or the “Company”), a digital health company transforming care with next generation, point-of-care ultrasound (“POCUS”), today announced certain preliminary, unaudited results for the quarter and full year ended December 31, 2021.

“Our team has performed well during the fourth quarter, with revenue exceeding our expectations,” said Dr. Todd Fruchterman, President and CEO of Butterfly. “Having announced our first enterprise-wide institutional deployment with the University of Rochester Medical Center, we are even more energized about Butterfly’s transformational potential to advance the practice of better medicine everywhere as we begin 2022.”

Preliminary, Unaudited Revenue and Recent Business Highlights:

Revenue for the fourth quarter of 2021 is anticipated to be in the range of approximately $17.9 million to $18.9 million, an increase of approximately 14% to 21% over the same quarter last year.
Revenue for the full year 2021 is anticipated to be in the range of $61.5 million to $62.5 million, an increase of approximately 33% to 35% over full year 2020. On November 15, 2021, the company issued revenue guidance of $60 million to $62 million.
Announced that University of Rochester Medical Center (URMC) and Butterfly Network will work together to deploy Butterfly iQ+ across the URMC clinical enterprise.

The preliminary unaudited revenue results described in this press release are estimates only and are subject to revision until the Company reports its full financial results for 2021.

Butterfly previously announced its participation in the 40th Annual J.P. Morgan Healthcare Conference, including a formal virtual presentation on Tuesday, January 11, 2022, at 2:15 pm Eastern Time. A live webcast of the presentation and an archived recording will be available in the Events & Presentations section of the Butterfly Network investor website.
 
THE SAVANT brought you guys the SHAK just five pages ago-- he is pretty good admit that.

Say what you want about stoney but that SAVANT he's no joke.

THOUGHTS FROM THE REAL WORLD-

I just walked the dog and ran into a dog walker professional who has this huge dog. Whatever the largest dog in the world is this is it longish hair... and we let the dogs rumble and then the dog walker says looking at her phone - Oh shit I have to take another damn Covid test....

I was a little put off who takes another test how sick are you? But then I realized it's her various employers who won't let her into their apt top get their dog to walk unless she test that day neg<---- IS THIS OUR BRAVE NEW WORLD?
 
THE GYM-

She's back. That's the good part. She works out a women who's nice and older and that really put the block on. It's tough to get conversation to go where I want it to. Then today I almost made a huge mistake... So close... I really have to be careful when i go out.--

I've got a tiny bit of Michael from the Office in me. So these two are working out and there are these long bands hanging on the wall of various colors that have different torqe & strength and the lady working outs says: just bring me the big black one... and I bit my tongue it almost blurted out: THAT'S WHAT SHE SAYS!!! I actually said "that's"
 
I heard a Warren B. adage the other day I had never heard before. Something to the effect of" never buy a food/restaurant stock until you taste it. Berkshire owns Dairy Queen.

I wonder what Warren thinks of those god-awful ads.
 
Walgreens CEO 'expects to move quickly' with Boots strategic review 14:46 WBA Walgreens Boots Alliance CEO Rosalind Brewer said during a presentation at the JPMorgan Healthcare Conference: "Now, we are announcing that we have initiated a strategic review of the Boots business. This review is very much in line with our renewed priorities and strategic direction. In particular, our increased focus on U.S. health care. While the process is at an exploratory stage, we do expect to move quickly. The review is focused on our successful Boots business, including the number seven beauty company, and is happening against a backdrop of very strong results. As we noted with our earnings last week, Boots is growing strongly and driving international AOI growth of over 88% in the first quarter. For fiscal year 2022, Boots will be the major contributor to drive our international segment sales up 9% to 11% and segment AOI up over 50%. I believe that exploring our options is the right thing to do for all of our stakeholders. That includes our people, our customers, our patients and also our shareholders. We will share more on this process in due course."

This sounds like a spin off coming.!
 
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