Starbucks taps kombucha to pivot from sugary drinks and recapture consumers

Starbucks taps kombucha to pivot from sugary drinks and recapture consumers

First Cold Brew and now kombucha is being added to the beverage fold at Starbucks as it, much like Coca-Cola and PepsiCo, are contending with the increasing consumer preference for healthier beverages, snacks, and food. In other words, less sugar as evidenced by the consumer wane for high calorie, high margin Frappucinos, and sugar soda as […]

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Coca-Cola: turning free water machine into a cash stream?

Coca-Cola: turning free water machine into a cash stream?

As part of our Clean Living investment theme, we’ve seen case volumes of not only sugary beverages but also those laced with artificial sweeteners come under pressure as consumers shift to healthier alternatives, including a variety of waters both still and sparkling. Existing soda giants, such as Coca-Cola have been expanding their beverage offering in […]

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 Our Clean Living theme hitting Frappuccino sales at Starbucks

 Our Clean Living theme hitting Frappuccino sales at Starbucks

The war on sugar has hit companies like Hershey Foods (HSY), forcing it to pivot its snacking M&A strategy to better meet shifting consumer preferences for healthy, natural and organic snacks. We’ve seen a prononced shift for waters and seltzers that is driving companies like National Beverage Corp. (FIZZ), home of LaCroix, and Cott Corp. […]

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WEEKLY ISSUE: Taking a Last Sip from Our Venti Latte as We Head into the Summer

WEEKLY ISSUE: Taking a Last Sip from Our Venti Latte as We Head into the Summer

In this week’s issue of Tematica Investing, we’re making some moves with the Tematica Investing Select List as we exit Starbucks shares and trim back our position in USA Technologies. We preview Costco’s earnings later this week and offer updates on our holdings in Apple, MGM Resorts, Paccar and Rockwell Automation.

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WEEKLY ISSUE: Robust Earnings and March Retail Sales Bode Well for Select List

WEEKLY ISSUE: Robust Earnings and March Retail Sales Bode Well for Select List

Earnings season for 1Q 2018 is underway, and while we’ve gotten off to a promising start, the season is only just getting started. We’ll continue to watch all the data as it comes in for 1Q 2018 to size up what we’re likely to hear in the coming weeks. We’ve got some bullish results from a competitor of Applied Materials, and we’re putting Habit Restaurant shares under the microscope.

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WEEKLY ISSUE: The Impact of Tariffs and Continued Rundown of Select Positions

WEEKLY ISSUE: The Impact of Tariffs and Continued Rundown of Select Positions

As the market vacillates back and forth based on the latest concerning proposed steel and aluminum tariffs, we share our sobering perspective and continue to share updates for positions on the Tematica Investing Select List.

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When $4 coffee is no longer enough, Starbucks brings out the Reserve

When $4 coffee is no longer enough, Starbucks brings out the Reserve

People used to think we were crazy for paying $3-$4 for a cup of Starbucks coffee, but it soon became what we call an Affordable Luxury/Guilty Pleasure. Now in order to perk up growth and recapture some of the company’s early magic it intends to roll out both a Reserve line and Reserve coffee bars. […]

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Falling grocery prices help explain weak restaurant results 

Falling grocery prices help explain weak restaurant results 

Cash-strapped consumers are feeling some extra change in their pockets following continued price declines at “food-at-home” prices over the last several months. Leave it to the government to come up with such a mouthful of a term. This lower cost alternative to eating out helps explain the horrible restaurant traffic and sales results over the […]

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Getting this nursing stock off the bench and into the game

Getting this nursing stock off the bench and into the game

As expectations are reset, it can mean opportunity — opportunity for taking positions in companies we see as well-positioned from a thematic perspective, but at better prices than just a few weeks ago. We saw that last week with CalAmp Corp (CAMP), and we see it again this week with this nursing staffing company

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