Nice writeup. I bought a Cuisinart ice cream maker a few years back which makes ice cream that tastes head and shoulders above anything store bought. Plus the Ninja Creami has to be taking share given all the buzz on social.
Really solid point... within this business specifically, I'm a huge fan of the away-from-home sub-segment... would own that all day long
The grocery channel seems challenged LT, especially for impulse purchases... if I'm shopping, I'll def buy ice cream, treats, junk food... if we do food delivery (which we increasingly use) then I leave most/all the impulse stuff behind... granted, this trend is not showing up in category volumes yet
Management has bought a lot of stock since the spin.
There might be a better way but I just follow the regulatory announcements. You can sign up to receive alerts.
https://news.magnumicecream.com/?h=1&t=regulatory
Saw some filings on that. How do you track international insider activity?
great call out. https://news.magnumicecream.com/directorpdmr-shareholding-805099/
CFO And CEO buying in decent size.
Nice writeup. I bought a Cuisinart ice cream maker a few years back which makes ice cream that tastes head and shoulders above anything store bought. Plus the Ninja Creami has to be taking share given all the buzz on social.
Really solid point... within this business specifically, I'm a huge fan of the away-from-home sub-segment... would own that all day long
The grocery channel seems challenged LT, especially for impulse purchases... if I'm shopping, I'll def buy ice cream, treats, junk food... if we do food delivery (which we increasingly use) then I leave most/all the impulse stuff behind... granted, this trend is not showing up in category volumes yet
private equity is circling