The Super Bowl Snack War: Why Pepsi is Slashing Game-Day Prices

In this episode, the team discusses the sudden resurgence ofconsumer staples, exploring why this traditionally "unloved" sector is seeing its highest relative strength since 1995. The team breaks down the defensive rotation away from volatile tech stocks, the temporary sales boost from Winter Storm Fern, and the impact of historic cocoa and tariff relief on companies like Hershey and McCormick. Finally, they examine the significant 15% price cuts at Pepsi and Walmart’s milestone as the first trillion-dollar retailer, offering a selective outlook on which brands can withstand the long-term headwinds of GLP-1 drugs and a strapped lower-income consumer. Please note that some of the companies discussed in thispodcast may be held in an AMI strategy or in personal accounts including HSY,MKC, CL, PG, CLX, ELF, EL, CPB, UTZ, PEP, WMT, and COST