Food and Leisure

October 26, 2023

Buy ($175)

Companies covered: Kraft Heinz Co (NASDAQ:KHC), General Mills, Inc. (NYSE:GIS), Hershey Company (The) (NYSE:HSY), The Hain Celestial Group, Inc. (NASDAQ:HAIN), Bellring Brands Inc. (NYSE:BRBR), Simply Good Foods Co. (NASDAQ:SMPL), Oatly Group AB – ADR (NASDAQ:OTLY), Beyond Meat Inc. (NASDAQ:BYND), Mondelez International, Inc. (NASDAQ:MDLZ), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Best Buy Co., Inc. (NYSE:BBY), Kroger Company (The) (NYSE:KR), United Natural Foods, Inc. (NASDAQ:UNFI), Target Corporation (NYSE:TGT), Costco Wholesale Corporation (NASDAQ:COST), Dollar General Corporation (NYSE:DG), Sprouts Farmers Market, Inc. (NASDAQ:SFM), Caseys General Stores, Inc. (NASDAQ:CASY), Dollar Tree, Inc. (NASDAQ:DLTR), Albertsons Companies Inc. (NYSE:ACI), Domino's Pizza Inc (NYSE:DPZ), Chipotle Mexican Grill, Inc. (NYSE:CMG), Yum! Brands, Inc. (NYSE:YUM), McDonald's Corporation (NYSE:MCD), Starbucks Corporation (NASDAQ:SBUX), Darden Restaurants, Inc. (NYSE:DRI), Restaurant Brands International Inc. (NYSE:QSR), Papa John's International, Inc. (NASDAQ:PZZA), Wingstop Inc (NASDAQ:WING), Wendy's Company (The) (NASDAQ:WEN), Sweetgreen Inc. (NYSE:SG), Marriott International (NASDAQ:MAR), Hilton Hotels Corporation (NYSE:HLT), Choice Hotels International, Inc. (NYSE:CHH), Hyatt Hotels Corporation (NYSE:H), Intercontinental Hotels Group (NYSE:IHG), Wyndham Hotels & Resorts Inc. (NYSE:WH), Accor SA ADR (OTCMKTS:ACCYY), Booking Holdings (NASDAQ:BKNG), Expedia, Inc. (NASDAQ:EXPE), TripAdvisor, Inc. (NASDAQ:TRIP), Airbnb Inc. (NASDAQ:ABNB), Sabre Corporation (NASDAQ:SABR), Amadeus IT Group ADR (OTCMKTS:AMADY), Las Vegas Sands Corp. (NYSE:LVS), Wynn Resorts, Limited (NASDAQ:WYNN), MGM Resorts International (NYSE:MGM), DraftKings Inc. (NASDAQ:DKNG), PENN Entertainment, Inc. (NASDAQ:PENN), Caesars Entertainment Corporation (NASDAQ:CZR), Churchill Downs, Incorporated (NASDAQ:CHDN), Boyd Gaming Corporation (NYSE:BYD), AMC Entertainment Holdings, Inc. (NYSE:AMC), IMAX Corporation (NYSE:IMAX), LiveOne Inc. (NASDAQ:LVO), Travel + Leisure Co. (NYSE:TNL), Yerbae Brands Corp. (OTCMKTS:YERBF)