Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP

The team from Half Moon Capital, Eric DeLamarter and Brandon Carnovale, come back on the pod to discuss their thesis on Keurig Dr Pepper Inc. (NASDAQ: KDP). For more on the KDP thesis, see: Half Moon Capital KDP Q2’23 Investment Thesis Update_8.1.23 Half Moon Capital KDP Investment Thesis_July 2023 For more information about Half Moon Capital, please visit: https://halfmooncapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Stream by Alphasense [1:25] Half Moon Capital's Keurig Dr Pepper Inc. $KDP thesis [5:09] Fundamental growth drivers; what market is missing on the coffee side of the business [10:01] $KDP U.S. beverage business, brands, trends [17:08] $KDP valuation [24:27] Recent insider activity [27:43] International business [31:54] Bottling aspect of the $KDP thesis [36:38] Bud Light PR [38:37] $KDP inflection point; sale-leasebacks [42:08] $KDP earnings, expectations for the year [45:12] Update on Oxford thesis $OXM Today's episode is sponsored by: Stream by Alphasense Are traditional expert calls in the investment world becoming obsolete? According to Stream, they are, and you can access primary research easily and efficiently through their platform. With Stream, you'll have the right insights at your fingertips to make the best investment decisions. They offer a vast library of over 26,000 expert transcripts, powered by AI search technology. Plus, they provide competitive rates on expert call services, and you can even have an experienced buy-side analyst conduct the calls for you. But that's not all. Stream also provides the ability to engage with experts 1-on-1 and get your calls transcribed free-of-charge—all for 40% less than you would pay for 20 calls in a traditional expert network model. So, if you're looking to optimize your research process and increase ROI on investment research spend, Stream has the solution for you. Head over to their website at streamrg.com to learn more. Thanks for listening, and we'll catch you next time. For more information: https://www.streamrg.com/