Despite a strong performance over the last few decades, the stock of this company is trading well below its 2021 high – and last month dropped 16% after reporting one of the company’s worst quarters ever. Is this the end of a great coffee brand?
While this company may not be familiar to many people, its iconic brands certainly are. But because of corporate missteps, the owner of these gear and apparel makers has hit hard times — which we now see as an opportunity
Now that we’ve freed up capital ahead of the financial panic, we can build a shopping list of the world’s best businesses. In this issue, we’ll unpack one of the greatest endorsement deals of all time – and show how it transformed one company from a struggling industry laggard into a classic “forever stock.”
When a company has a dominant brand with pricing power, robust profit margins, and high capital efficiency, the returns can be enormous. Today, we’ll introduce a company that checks all these boxes and has used every downturn to acquire weaker competitors and take market share.