TSCDY News and Press, Tesco PLC ADR From 06/22/22

Tesco shares are largely unchanged in GBP terms since I initially covered the firm in September, but the ADRs have declined noticeably due to the strong US dollar. Inflation, yet to peak, is an increasingly big issue for UK consumers and the group's cost base. Consumer behavior normal...

Beyond Meat is a leader in the plant-based food market. The growth within the industry historically and into the future looks fruitful, but the nature of the market is changing with the introduction of new entrants. BM is losing its competitiveness and its financials are a mess. W...

This month I had a total of 10 transactions, mainly due to the re-evaluation of my portfolio. Dividends were up $87.06 YoY. My forward dividend yield at the end of April was approximately €870 ($934). For further details see: My Portfolio May Update - 8 Buys, 2 Se...

Challenging macro conditions driven by soaring inflation expected to hit profits this year. Long-term restructuring appears to have helped improve profitability and cash generation. Further cost savings expected over the coming years. Stiff competition could result in market share...

Food price inflation has driven overall inflation higher in the US during 2022, with food prices rising 9.4% year on year in April. Food price inflation has not been unique to the US, as rising fertilizer prices and Ukraine export concerns have driven prices higher globally. Exchange prices f...

Dino Polska S.A. (“Dino”) is a grocery chain that operates exclusively in Poland. Dino has a market cap of approximately USD $6 billion. I believe Dino is a highly durable, gem of a business with exciting, predictable long-term prospects. For further details se...

Sohra Peak Capital Partners was founded by Jonathan A. Cukierwar, CFA in 2021. Sohra Peak is a long-term oriented investment partnership built to capitalize on the structural market inefficiencies found in today's global equities markets. Sohra Peak Capital Partners recorded a loss of...

Tesco PLC. (TSCDF) Q1 2022 Earnings Conference Call April 13, 2022, 04:00 AM ET Company Participants Ken Murphy - Chief Executive Officer Imran Nawaz - CFO Conference Call Participants Andrew Porteous - HSBC Andrew Gwynn - BNP Paribas James Anstead - Barclays James Grzinic - Jefferies Rob Joy...

The following slide deck was published by Tesco PLC in conjunction with their 2022 Q1 earnings call. For further details see: Tesco PLC 2022 Q1 - Results - Earnings Call Presentation

Albertsons Companies has done quite well to grow its business in recent years and its bottom line has benefited as a result. Overall, the company looks to be cheap on both an absolute basis and relative to similar players in the space. This makes ACI stock a compelling prospect fo...