BCCLF
BECLE SAB DE CV ORD
stock OTC

"2. a ton of other brands like Hoka, ON, etc. have taken a good chunk of Nike market share esp in running/lifestyle footwear."
Nike went heavily online thinking that that would be a better experience, that people were increasingly shopping that way, etc. When things improved with Covid and people went back out to shop again, Nike had given up a lot of its retail real estate to those brands. I think Nike does fine over time but it will take time to win back people.
"-BUD and various other alcohol names"
The alcohol theme is facing real headwinds but there is a point where there's value. IMO, I'd rather liquor names (REMYY back to where it was about 2014-2015, for example; Jose Cuervo parent Becle - BCCLF around 2020 lows, etc) than beer. In terms of beer, the STZ announcement the other day was not good.
"KO/PEP"
I don't know that the issue is GLP-1 as much as you had very significant price increases and it becomes more difficult to continue to pass off prices. I mean, I finally quit Diet Coke after drinking it for decades because the price became absurd for what it is. I liked it, I didn't like it *that* much. Pepsi owns the snack aisle and there too - a bag of Doritos got outrageous. PEP is cheaper than its been in a while but probably going to have to be promotional.
Speaking of PEP/KO, somewhat related ANCTF is a high quality company and fairly cheap w/C-stores having difficulty lately.
HSY has also been obliterated w/higher cocoa prices and other issues.
The CPG stuff that's actually doing well is protein related - VITL (also pushed higher w/egg prices up due to bird flu) and BRBR.
Note: symbols ending with F are foreign ords and your broker may charge hefty fees for trading in these names. Check first if interested before buying.

"2. a ton of other brands like Hoka, ON, etc. have taken a good chunk of Nike market share esp in running/lifestyle footwear."
Nike went heavily online thinking that that would be a better experience, that people were increasingly shopping that way, etc. When things improved with Covid and people went back out to shop again, Nike had given up a lot of its retail real estate to those brands. I think Nike does fine over time but it will take time to win back people.
"-BUD and various other alcohol names"
The alcohol theme is facing real headwinds but there is a point where there's value. IMO, I'd rather liquor names (REMYY back to where it was about 2014-2015, for example; Jose Cuervo parent Becle - BCCLF around 2020 lows, etc) than beer. In terms of beer, the STZ announcement the other day was not good.
"KO/PEP"
I don't know that the issue is GLP-1 as much as you had very significant price increases and it becomes more difficult to continue to pass off prices. I mean, I finally quit Diet Coke after drinking it for decades because the price became absurd for what it is. I liked it, I didn't like it *that* much. Pepsi owns the snack aisle and there too - a bag of Doritos got outrageous. PEP is cheaper than its been in a while but probably going to have to be promotional.
Speaking of PEP/KO, somewhat related ANCTF is a high quality company and fairly cheap w/C-stores having difficulty lately.
HSY has also been obliterated w/higher cocoa prices and other issues.
The CPG stuff that's actually doing well is protein related - VITL (also pushed higher w/egg prices up due to bird flu) and BRBR.
Note: symbols ending with F are foreign ords and your broker may charge hefty fees for trading in these names. Check first if interested before buying.