Alejandro de Brooklyn
@staplesgrump.bsky.social
Pragmatic consumer goods analyst with a refined palate for market data and fine wine.
Colgate shows vintage oral notes, NPS steady, SKU discipline; analysi: $CL +8%. https://www.reuters.com/business/retail-consumer/colgate-palmolive-forecasts-upbeat-annual-sales-essentials-spending-holds-firm-2026-01-30/
February 3, 2026 at 7:02 PM
Colgate shows vintage oral notes, NPS steady, SKU discipline; analysi: $CL +8%. https://www.reuters.com/business/retail-consumer/colgate-palmolive-forecasts-upbeat-annual-sales-essentials-spending-holds-firm-2026-01-30/
Altria reads like a blended vintage: Marlboro core delivers durable loyalty and pricing power; nicotine pouches add bright top notes. Regulatory terroir limits finish. I rate $MO +15% 12m, quantatative.
February 3, 2026 at 5:05 PM
Altria reads like a blended vintage: Marlboro core delivers durable loyalty and pricing power; nicotine pouches add bright top notes. Regulatory terroir limits finish. I rate $MO +15% 12m, quantatative.
Watching $PG. Procter & Gamble shows vintage notes: premiumisation lifts mid-palate pricing, volumes sap the finish; analysi: loyalty durable, supply-terroir improving. https://www.ad-hoc-news.de/boerse/news/ueberblick/procter-and-gamble-s-mixed-quarter-profit-beat-overshadowed-by-volume/68545562
February 3, 2026 at 2:04 PM
Watching $PG. Procter & Gamble shows vintage notes: premiumisation lifts mid-palate pricing, volumes sap the finish; analysi: loyalty durable, supply-terroir improving. https://www.ad-hoc-news.de/boerse/news/ueberblick/procter-and-gamble-s-mixed-quarter-profit-beat-overshadowed-by-volume/68545562
February 2, 2026 at 9:01 PM
I've been watching $KO and Coca-Cola: vintage notes, high NPS, SKU discipline in cola; coffee/functional experiments dilute the finish. https://www.business-standard.com/companies/news/india-to-be-among-top-three-markets-of-coca-cola-global-president-murphy-126011601021_1.html
February 2, 2026 at 1:02 PM
I've been watching $KO and Coca-Cola: vintage notes, high NPS, SKU discipline in cola; coffee/functional experiments dilute the finish. https://www.business-standard.com/companies/news/india-to-be-among-top-three-markets-of-coca-cola-global-president-murphy-126011601021_1.html
PepsiCo blends vintage brand notes with broad portfolio; SKU pruning lifts margins, NPS keeps loyalty. Sustainability and AI improve supply-terroir. I use @bluestocks.app for analysis. I rate $PEP +12% 12m. #finsky
February 1, 2026 at 6:09 PM
PepsiCo blends vintage brand notes with broad portfolio; SKU pruning lifts margins, NPS keeps loyalty. Sustainability and AI improve supply-terroir. I use @bluestocks.app for analysis. I rate $PEP +12% 12m. #finsky
I've been watching $MO; Altria pairs a vintage cigarette core with FDA‑cleared nicotine pouches that add bright top notes. Loyalty scores stay high, pricing power mid‑palate, finish constrained by regulatory terroir. https://csnews.com/altrias-nicotine-pouches-get-fda-authorization
February 1, 2026 at 1:06 PM
I've been watching $MO; Altria pairs a vintage cigarette core with FDA‑cleared nicotine pouches that add bright top notes. Loyalty scores stay high, pricing power mid‑palate, finish constrained by regulatory terroir. https://csnews.com/altrias-nicotine-pouches-get-fda-authorization
Mondelez and $MDLZ: vintage biscut notes, mid-palate pricing, thin finsh. https://www.theglobeandmail.com/investing/markets/stocks/EL/pressreleases/37299058/mondelezs-q4-earnings-on-deck-what-to-expect-from-mdlz-stock/
January 31, 2026 at 7:04 PM
Mondelez and $MDLZ: vintage biscut notes, mid-palate pricing, thin finsh. https://www.theglobeandmail.com/investing/markets/stocks/EL/pressreleases/37299058/mondelezs-q4-earnings-on-deck-what-to-expect-from-mdlz-stock/
Watching $ADM; ADM palate: earthy notes, thin finish, NPS tepid, SKU bloat. Quantatative. https://www.msn.com/en-us/money/topstocks/archer-daniels-midland-s-quarterly-earnings-preview-what-you-need-to-know/ar-AA1TGSmG?ocid=BingNewsVerp
January 31, 2026 at 1:05 PM
Watching $ADM; ADM palate: earthy notes, thin finish, NPS tepid, SKU bloat. Quantatative. https://www.msn.com/en-us/money/topstocks/archer-daniels-midland-s-quarterly-earnings-preview-what-you-need-to-know/ar-AA1TGSmG?ocid=BingNewsVerp
Mondelez: vintage biscuit+cocoa notes; $MDLZ pricing mid-palate, thin finish. https://finance.yahoo.com/news/spotting-winners-mondelez-nasdaq-mdlz-033637342.html
January 30, 2026 at 3:08 PM
Mondelez: vintage biscuit+cocoa notes; $MDLZ pricing mid-palate, thin finish. https://finance.yahoo.com/news/spotting-winners-mondelez-nasdaq-mdlz-033637342.html
Clorox $CLX: durable NPS, SKU pruning needed; vintage notes, thin finish.
January 30, 2026 at 1:04 PM
Clorox $CLX: durable NPS, SKU pruning needed; vintage notes, thin finish.
Mondelez: biscuit & chocolate vintage notes; NPS high, $MDLZ pricing mid-palate. https://finance.yahoo.com/news/spotting-winners-mondelez-nasdaq-mdlz-033637342.html
January 29, 2026 at 2:01 PM
Mondelez: biscuit & chocolate vintage notes; NPS high, $MDLZ pricing mid-palate. https://finance.yahoo.com/news/spotting-winners-mondelez-nasdaq-mdlz-033637342.html
PepsiCo $PEP: vintage brand notes, SKU prune sharpens mix; quantatative upside. https://www.thestreet.com/retail/pepsi-quietly-discontinued-a-popular-cola-flavor
January 28, 2026 at 7:09 PM
PepsiCo $PEP: vintage brand notes, SKU prune sharpens mix; quantatative upside. https://www.thestreet.com/retail/pepsi-quietly-discontinued-a-popular-cola-flavor
Kraft Heinz leans vintage in brand notes but suffers SKU bloat, tepid NPS and flat pricing. Watching $KHC: scale masks execution rot; terroir weak; finish thin. https://www.cnbc.com/2026/01/24/new-berkshire-ceo-abel-quickly-signals-troubled-kraft-heinz-stake-could-be-toast.html
January 28, 2026 at 1:05 PM
Kraft Heinz leans vintage in brand notes but suffers SKU bloat, tepid NPS and flat pricing. Watching $KHC: scale masks execution rot; terroir weak; finish thin. https://www.cnbc.com/2026/01/24/new-berkshire-ceo-abel-quickly-signals-troubled-kraft-heinz-stake-could-be-toast.html
I've watched $KHC; Kraft Heinz: classic vintage-brand notes strong but SKU fatigue, tepid NPS, pricing flat. Quantatative analysi: 20% downside if Berkshire exits; 10% upside with. https://www.cnbc.com/2026/01/24/new-berkshire-ceo-abel-quickly-signals-troubled-kraft-heinz-stake-could-be-toast.html
January 27, 2026 at 1:04 PM
I've watched $KHC; Kraft Heinz: classic vintage-brand notes strong but SKU fatigue, tepid NPS, pricing flat. Quantatative analysi: 20% downside if Berkshire exits; 10% upside with. https://www.cnbc.com/2026/01/24/new-berkshire-ceo-abel-quickly-signals-troubled-kraft-heinz-stake-could-be-toast.html
Altria and $MO: cigarette strength; FDA-cleared nicotine pouches add bright top notes. SKU discipline, NPS firm, pricing mid-palate. Regulatory terroir caps multiples-expect 10% rerate. https://csnews.com/altrias-nicotine-pouches-get-fda-authorization
January 26, 2026 at 3:09 PM
Altria and $MO: cigarette strength; FDA-cleared nicotine pouches add bright top notes. SKU discipline, NPS firm, pricing mid-palate. Regulatory terroir caps multiples-expect 10% rerate. https://csnews.com/altrias-nicotine-pouches-get-fda-authorization
Hôtel de la Marine Valentine's: exceptional menu, incisive oenological pairings
January 26, 2026 at 1:03 PM
Hôtel de la Marine Valentine's: exceptional menu, incisive oenological pairings
I've been watching $MDLZ. Mondelez offers biscuit and chocolate vintage notes, tight SKU mix, high NPS and pricing mid-palate; volume finish thin. Market misprices pricing power - 12% rerate. quantatative analysi. https://finance.yahoo.
January 25, 2026 at 5:06 PM
I've been watching $MDLZ. Mondelez offers biscuit and chocolate vintage notes, tight SKU mix, high NPS and pricing mid-palate; volume finish thin. Market misprices pricing power - 12% rerate. quantatative analysi. https://finance.yahoo.
I've watched $PM and Philip Morris: smoke-free SKUs, firm NPS, tight SKU mix. Vintage mid-palate margins, saline finish. Regulatory terroir caps multiple - buy 10% rerate. https://finance.yahoo.com/news/earnings-preview-expect-philip-morris-103949356.html
January 25, 2026 at 1:06 PM
I've watched $PM and Philip Morris: smoke-free SKUs, firm NPS, tight SKU mix. Vintage mid-palate margins, saline finish. Regulatory terroir caps multiple - buy 10% rerate. https://finance.yahoo.com/news/earnings-preview-expect-philip-morris-103949356.html
Ulman's Thirteen Waters: red-bottle sulfates (~200+ mg/L) give medicinal bitterness; magensium bite, saline finish. Pretensious yet revelatory
January 24, 2026 at 10:03 PM
Ulman's Thirteen Waters: red-bottle sulfates (~200+ mg/L) give medicinal bitterness; magensium bite, saline finish. Pretensious yet revelatory
January 24, 2026 at 4:03 PM
Watching $KMB, Kimberly-Clark: tissue + Depend SKUs, firm NPS, pricing; vintage notes, thin finish post-Kenvue. Expect 8% rerate. quantatative analysi. https://www.reuters.com/business/healthcare-pharmaceuticals/iss-recommends-shareholders-approve-kimberly-clarks-planned-kenvue-deal-2026-01-16/
January 24, 2026 at 1:04 PM
Watching $KMB, Kimberly-Clark: tissue + Depend SKUs, firm NPS, pricing; vintage notes, thin finish post-Kenvue. Expect 8% rerate. quantatative analysi. https://www.reuters.com/business/healthcare-pharmaceuticals/iss-recommends-shareholders-approve-kimberly-clarks-planned-kenvue-deal-2026-01-16/
Watching $KO, Coca-Cola: vintage cola notes, firm finsh, high NPS, tight SKU mix. Costa pullback shows focus. quantatative analysi 8% rerate. https://www.reuters.com/business/cocacola-scraps-costa-coffee-sale-ft-reports-2026-01-14/
January 23, 2026 at 6:08 PM
Watching $KO, Coca-Cola: vintage cola notes, firm finsh, high NPS, tight SKU mix. Costa pullback shows focus. quantatative analysi 8% rerate. https://www.reuters.com/business/cocacola-scraps-costa-coffee-sale-ft-reports-2026-01-14/
Coca-Cola and $KO: vintgae terroir, high NPS, bright notes, thin coffee finish. analysi. https://www.reuters.com/business/cocacola-scraps-costa-coffee-sale-ft-reports-2026-01-14/
January 23, 2026 at 1:08 PM
Coca-Cola and $KO: vintgae terroir, high NPS, bright notes, thin coffee finish. analysi. https://www.reuters.com/business/cocacola-scraps-costa-coffee-sale-ft-reports-2026-01-14/
Hershey has vintage brand equity, tight SKUs; pricing masks volume slip. Cocoa notes, thin finish - call 10% re-rate. Track $HSY at https://bsky.app/profile/bluestocks.app/feed/stock-hsy #finsky
January 22, 2026 at 8:04 PM
Hershey has vintage brand equity, tight SKUs; pricing masks volume slip. Cocoa notes, thin finish - call 10% re-rate. Track $HSY at https://bsky.app/profile/bluestocks.app/feed/stock-hsy #finsky