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The selecte","content":"<ul>\n <li>A few consumer stocks make a list pushed out by Jefferies of the top single stock ideas. The selected stocks are seen having exceptional upside, leveraging the recovery, structural growth and co-specific catalysts. The Jefferies team says the companies now appear substantially cheaper than earlier in 2021, when stock prices were loftier and Street forecasts much lower.</li>\n <li><a href=\"https://laohu8.com/S/BLMN\">Bloomin</a> (NASDAQ:&nbsp;BLMN)- Buy, price target $52: \"BLMN has been our top value pick in Smid-cap restaurants, and continues to be our go-to for investors looking for real value in a well-run company that is positioned to see significant gains coming out of the pandemic. The company has done a great job with off-premise, which continues to hold up very well, and recent sales trends remain among the best in the category. Although N-T labor challenges are an obvious headwind across the industry, BLMN was one of the few companies to hold onto every employee and also provide important support through the pandemic, which we think will put them in a very strong position on the labor front as demand continues to return. 2Q margins beat by 250bps and BLMN one of the few cos to raise its margin outlook. With the stock trading at 6x ’22 EBITDA vs. the peer avg 8.5x, and top-performing casual dining restaurant stocks at 11-13x, we see plenty of room for sentiment to improve.\"</li>\n <li><a href=\"https://laohu8.com/S/ELY\">Callaway Golf</a> (NYSE:&nbsp;ELY)- Buy, price target $49: \"Topgolf is a high-quality asset with scarcity value that allows ELY to widen its TAM and synergistically augment its growth algorithm. Tailwinds to core golf are the strongest in over a decade, with Callaway uniquely positioned to capitalize. Current multiples reflect investor skepticism around the achievability of medium-term targets for the pro forma business, despite updated targets already well ahead of the initial guidance provided at the time of the merger announcement.\"</li>\n <li><a href=\"https://laohu8.com/S/CHPT\">ChargePoint Holdings Inc.</a> (NYSE:&nbsp;CHPT)- Buy, price target $40 - \"As the US market share leader in electric vehicle Level 2 charging, we view CHPT as well positioned to leverage scale and integrated hardware, software, &amp; services features to drive an estimated +57% sales CAGR through CY’25. Alongside ramping US &amp; Europe EV adoption, growing charging demand, and increased corporate customer focus on ESG &amp; sustainability metrics, we expect same-customer hardware volumes &amp; recurring high-margin software sales drive considerable GM improvement and operating profit by ’24. Based on a DCF analysis, our $40 PT represents 8.7x our FY’26 (CY’25) sales estimate of $1.4B and implies ~75% upside. Our bull-case PT of $58 (150%+ upside) assumes a 5-year sales CAGR of 63% and operating profit in ’23.\"</li>\n <li><a href=\"https://laohu8.com/S/FREE\">Whole Earth Brands Inc</a> (NASDAQ:&nbsp;FREE)- Buy, price target $22: \"Our bullish thesis is predicated on: i) the company’s advantaged clean-label/natural sweetener product portfolio positioning given the increasing global shift away from traditional sugar combined with positive health-focused consumption backdrop; ii) a long growth runway driven by innovation, distribution gains, international expansion and M&amp;A, and iii) the discounted valuation gap relative to peers (~8x FY’22 EV/EBITDA vs. ~11.6x peer median)... In addition, the company is relatively new in the public domain, so the multiple should re-rate as awareness increases among investors given company’s experienced mgmt team, attractive growth and margin profile supported by its on-trend category positioning, CAPEX light model and FCF generation.\"</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ChargePoint, Callaway Golf, Bloomin' Brands and Whole Earth Brands land on top stocks list at Jefferies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChargePoint, Callaway Golf, Bloomin' Brands and Whole Earth Brands land on top stocks list at Jefferies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 20:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3732168-chargepoint-callaway-golf-bloomin-brands-and-whole-earth-brands-land-on-top-stocks-list-at-jefferies><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A few consumer stocks make a list pushed out by Jefferies of the top single stock ideas. The selected stocks are seen having exceptional upside, leveraging the recovery, structural growth and co-...</p>\n\n<a href=\"https://seekingalpha.com/news/3732168-chargepoint-callaway-golf-bloomin-brands-and-whole-earth-brands-land-on-top-stocks-list-at-jefferies\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc.","BLMN":"Bloomin' Brands","FREE":"Whole Earth Brands Inc"},"source_url":"https://seekingalpha.com/news/3732168-chargepoint-callaway-golf-bloomin-brands-and-whole-earth-brands-land-on-top-stocks-list-at-jefferies","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160839610","content_text":"A few consumer stocks make a list pushed out by Jefferies of the top single stock ideas. The selected stocks are seen having exceptional upside, leveraging the recovery, structural growth and co-specific catalysts. The Jefferies team says the companies now appear substantially cheaper than earlier in 2021, when stock prices were loftier and Street forecasts much lower.\nBloomin (NASDAQ: BLMN)- Buy, price target $52: \"BLMN has been our top value pick in Smid-cap restaurants, and continues to be our go-to for investors looking for real value in a well-run company that is positioned to see significant gains coming out of the pandemic. The company has done a great job with off-premise, which continues to hold up very well, and recent sales trends remain among the best in the category. Although N-T labor challenges are an obvious headwind across the industry, BLMN was one of the few companies to hold onto every employee and also provide important support through the pandemic, which we think will put them in a very strong position on the labor front as demand continues to return. 2Q margins beat by 250bps and BLMN one of the few cos to raise its margin outlook. With the stock trading at 6x ’22 EBITDA vs. the peer avg 8.5x, and top-performing casual dining restaurant stocks at 11-13x, we see plenty of room for sentiment to improve.\"\nCallaway Golf (NYSE: ELY)- Buy, price target $49: \"Topgolf is a high-quality asset with scarcity value that allows ELY to widen its TAM and synergistically augment its growth algorithm. Tailwinds to core golf are the strongest in over a decade, with Callaway uniquely positioned to capitalize. Current multiples reflect investor skepticism around the achievability of medium-term targets for the pro forma business, despite updated targets already well ahead of the initial guidance provided at the time of the merger announcement.\"\nChargePoint Holdings Inc. (NYSE: CHPT)- Buy, price target $40 - \"As the US market share leader in electric vehicle Level 2 charging, we view CHPT as well positioned to leverage scale and integrated hardware, software, & services features to drive an estimated +57% sales CAGR through CY’25. Alongside ramping US & Europe EV adoption, growing charging demand, and increased corporate customer focus on ESG & sustainability metrics, we expect same-customer hardware volumes & recurring high-margin software sales drive considerable GM improvement and operating profit by ’24. Based on a DCF analysis, our $40 PT represents 8.7x our FY’26 (CY’25) sales estimate of $1.4B and implies ~75% upside. Our bull-case PT of $58 (150%+ upside) assumes a 5-year sales CAGR of 63% and operating profit in ’23.\"\nWhole Earth Brands Inc (NASDAQ: FREE)- Buy, price target $22: \"Our bullish thesis is predicated on: i) the company’s advantaged clean-label/natural sweetener product portfolio positioning given the increasing global shift away from traditional sugar combined with positive health-focused consumption backdrop; ii) a long growth runway driven by innovation, distribution gains, international expansion and M&A, and iii) the discounted valuation gap relative to peers (~8x FY’22 EV/EBITDA vs. ~11.6x peer median)... In addition, the company is relatively new in the public domain, so the multiple should re-rate as awareness increases among investors given company’s experienced mgmt team, attractive growth and margin profile supported by its on-trend category positioning, CAPEX light model and FCF generation.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/838325600"}