Category Archives: Guilty Pleasures

McDonald’s takes steps to offer better burgers

McDonald’s takes steps to offer better burgers

While we would pause to say McDonald’s is a contender for our Clean Living investment theme, the company continues to overhaul its food offerings, making them a “better” Guilty Pleasure choice for consumers. Yes, it would be a stretch to call those now artificial ingredient free burgers “healthy” but we do applaud McDonald’s efforts to […]

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Cannabis-infused beverages catch growing attention, including Coca-Cola’s

Cannabis-infused beverages catch growing attention, including Coca-Cola’s

Cannabis is catching a lot of attention this week following the news that even Coca-Cola is considering cannabis-infused drinks. While Coca-Cola isn’t the first company to consider tapping into the increasingly legal market, much like the tobacco company Altria (MO), home of Marlboro cigarettes, it is facing a waning market for its core sugary and […]

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Hershey’s transformation continues with the purchase of Pirate’s Booty but…

Hershey’s transformation continues with the purchase of Pirate’s Booty but…

With sugar under attack as well as the overall shift toward healthier for you foods, snacks, and beverages that are part of our Clean Living investing theme, it comes as little surprise to us that candy company Hershey continues to scoop up companies outside of its bread and butter candy business. The thing is Hershey is […]

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Guilty Pleasures: the affordable treats that bring a moment of happiness

Guilty Pleasures: the affordable treats that bring a moment of happiness

The inelastic nature of the products produced by these guilty pleasure companies has enabled them to weather price increases better than other products and services that are considered to be more of a commodity in nature. One in particular, as unfashionable as it might be, has us adding it to the Tematica Select List this week.

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Tobacco Giant Altria exploring expanding its Guilty Pleasure reach with cannabis

Tobacco Giant Altria exploring expanding its Guilty Pleasure reach with cannabis

After our recent podcast in which we talked with Bill Kelly from AgriCascadia about the cannabis industry, it comes as little surprise to us that Guilty Pleasure company Altria and others in the tobacco industry are “exploring” entry into the cannabis space. From our perspective, Big Tobacco has the manufacturing scale and distribution reach currently […]

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With Its Games No Longer “Destination TV”, the NFL Goes Where the Fans Are

With Its Games No Longer “Destination TV”, the NFL Goes Where the Fans Are

Much has been made about the declining ratings in the NFL over the past two seasons and its causes. Cord-cutting, political protests, distaste for the violent hits, the fact that your team hasn’t had an 11-win season since 1991 . . . no matter what the cause, fewer and fewer folks plopped down on the couch last season and that has owners concerned.

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Soft and hard seltzers gaining share and quenching consumer thirst

Soft and hard seltzers gaining share and quenching consumer thirst

When companies ranging from PepsiCo and Coca-Cola add aggressively to their product portfolio it likely means we are at or near an inflection point in terms of consumer preference. That is what we are seeing with flavored seltzers given PepsiCo’s 2018 introduction of its bubly Sparkling Water, its more recent acquisition of SodaStream and Coca-Cola testing its Dasani […]

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Beer and Spirits company Constellation Brands invests big in cannabis 

Beer and Spirits company Constellation Brands invests big in cannabis 

We are seeing soft drink companies bring new products to market to market due to shifting consumer preferences that are in tune with our Clean Living investing theme. A different side of consumer tastes is moving away from beer to wine, spirits, and non-alcoholic drinks, which explains why Anheuser-Busch InBev and Budweiser keep rolling out […]

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Diabetes solutions tapping our Disruptive Innovators and Digital Lifestyle investing themes

Diabetes solutions tapping our Disruptive Innovators and Digital Lifestyle investing themes

When it comes to the market that is diabetes — it affects some 30 million Americans, more than 9% of the population, according to the CDC and rates of those diagnosed with diabetes rises with age, to 25% of those 65 and older — we are seeing a number of new products and services that […]

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