GBA PRESENTS- the public games

If you like this kind of extended research and new fresh ideas Mash that Like button.:fistbump: Ranked #1 Google metrics // Now on Facebook apparently //serving 500,000+ viewers ... this is.....

the public games
 
stonedinvestor said:
If you like this kind of extended research and new fresh ideas Mash that Like button.:fistbump: Ranked #1 Google metrics // Now on Facebook apparently //serving 500,000+ viewers ... this is.....

the public games
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America's number one Stock Thread. The People's Choice!
 
stonedinvestor said:
Being a stonedinvestor means being able to find an investment out of anything mentioned or happening.

I nailed one today folks. I'm listening to NPR talk about food inflation. Which we all know and we all know there is push back now at various food chains eating out but what of the supermarkets?

Well this story goes on to say the big brands are starting to realize they have lost customers and maybe for good. Those buying Charmin their whole life, they are buying Kirkland.. Ok good news for Costco but..

If consumers are buying many more private label offerings in the market then we are going to buy:


THS TreeHouse Foods, Inc. @$38.75

$38.74 0.22 (+0.57%)4:00 PM 07/26/24
NYSE | $USD |

Top private label food manufacturers
Some supermarket retailers rely on private label brands for up to 20% of their revenue. There are many private label food manufacturers that supply products to supermarkets and other retailers. Some of the top private label food manufacturers include:

  1. TreeHouse Foods: A US based food manufacturer that specializes in private label products, including snacks, baking mixes, and canned goods.
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Jim Cramer has been saying this for two years about the food and merchandise inflation and the coming consumer rebellion.
 
stonedinvestor said:
SCVL Shoe Carnival, Inc.

$42.14 0.54(+1.30%)3:59 PM 07/26/24

Up 62% 1 year... wow.// Lost track of these guys.
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Well Stoney, when you see me write a post that says I'd buy the whole company if I could afford it... it's a pretty good deal. It fits the mold for the type of lemonade stand I'd buy. (Yes my old analogy)

When you're good you don't have to go back and quote yourself stating how great you are, but since you brought up SCVL, I thought I might point out how I would have bought the whole damn company.

FROM 11 SHORT MONTHS AGO:

QUOTE="vanzandt, post: 5856714, member: 493912"]

I think if I had an extra $500M or so laying around, I'd buy Shoe Carnival and take it private.

It is now trading at a PE of 5.5, and I really like their stores. Clean, well run, 10X better than FL.

$500M compounded at 4% (using current granny bank rates) makes me ~$132M over the next 6 years.

Shoe Carnival, assuming they can maintain this horrible quarter's 2023 updated guidance of $3.25/share, makes me $532M over the next 6 years. After that, I own the company free and clear. VZ sits back on his yacht and collects $90M yearly (assuming, all things equal, zero growth, and most importantly, not lifting a damn finger).

Can their $3.25/share be sustained going forward? I think so. There's still a place for a bricks and mortar shoe store. Their e-commerce did well too. Yeah there's competition, but in the markets they compete... it's a classier place.

SCVL---> $21.87.

Don't expect great things, but it was a steal at $19 earlier.[/QUOTE]
 
stonedinvestor said:
If you like this kind of extended research and new fresh ideas Mash that Like button.:fistbump: Ranked #1 Google metrics // Now on Facebook apparently //serving 500,000+ viewers ... this is.....

the public games
More...




upload_2024-7-28_14-52-45.jpeg
 
TOTAL RETURN IDEA.

Thinking along the lines of Kirkland and Tree House another beneficiary of this house brand shopping is...


SPTN SpartanNash Company

$20.79 0.10 (+0.48%)4:00 PM 07/26/24
NASDAQ | $USD | Post-Market: $20.79 6:27 PM

This is a real disliked name,.
SPTN end 2023 on a weaker-than-expected note—with net sales and adjusted earnings of $2.25 billion and 35 cents per share in the final quarter missing their respective consensus estimates by $25.1 million and a penny—but the company’s forecast for adjusted earnings of $1.85 to $2.10 per share for this year also fell well below the $2.41 per share that the Street was looking for.

Ok but look 1 month.That's the private label push--right there-- and a signal to us earn are coming back. $18---->$20!

SPTN’s plan to raise adjusted Ebitda to $300 million a year by 2025 is still on track. The company is investing in automation, AI and supply-chain initiatives to achieve that goal. In fact, there are plans for additional cost cuts of $50 to $60 million this year.

Yield (FWD)
4.18%
 
Company Profile
SPTN

SpartanNash Company distributes and retails grocery products in the United States of America. It operates through Wholesale and Retail segments. The Wholesale segment offers grocery products and perishable food products, including dry groceries, produce, dairy products, meat, delicatessen items, bakery goods, frozen food, seafood, floral products, general merchandise, beverages, tobacco products, health and beauty care, and pharmaceutical products to independent retailers, national accounts, food service distributors, e-commerce providers, and corporate owned retail stores. This segment offers various support services to independent retailers. The Retail segment operates retail stores, fuel centers, and pharmacies primarily under the banners of Family Fare, Martin's Super Markets, D&W Fresh Market, VG's Grocery, Family Fresh Market, Supermercado Nuestra Familia, Forest Hills Foods, Dillonvale IGA, and Fresh City Market. It supplies private brand products to military commissaries. The company was formerly known as Spartan Stores, Inc. and changed its name to SpartanNash Company in November 2013. SpartanNash Company was founded in 1917 and is headquartered in Grand Rapids, Michigan.
 
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