Daniel Biolsi
@Hedgeye_Staples
Consumer Staples sector head at Hedgeye. Reporting from the store aisles. Not investment advice.
가입 May 2020
128 팔로잉 중 5.8K 팬
This is such a headwind for the alcohol industry, because the 80/20 rule in US alcohol is 75/10.
The number of Americans with an alcohol use disorder has fallen by 4 million over the past five years, from 10.6% of the population in 2021 to 8.9% today.
