TickerTain — Make Analysis Fun Again

←

▶ 14:38 · $HUNTER-DOUGLAS · 3G acquired window covering leader Hunter Douglas for its scaled manufacturing, direct-to-consumer distribution, and energy-saving tailwinds

now playing · $HUNTER-DOUGLAS

$HUNTER-DOUGLASbullish· high· posalex beering

3G acquired window covering leader Hunter Douglas for its scaled manufacturing, direct-to-consumer distribution, and energy-saving tailwinds

Hunter Douglas owns the customer relationship with no concentrated suppliers or buyers, has $70B TAM, #1 market position, custom made-to-measure products with billions of permutat…

$QSR···bullish· high· posdaniel schwarz

3G Capital's RBI investment generated 30x returns by buying Burger King when brand exceeded business value

3G bought Burger King for ~$1B equity when the brand was globally recognized but the business was underpenetrated (only ~12 stores in Brazil despite brand fame), then professional…

$KHC···neutral· mediumalex beering

3G's Kraft Heinz investment underperformed due to underestimating private label disruption and retailer concentration risk

The Heinz portion returned 3x but Kraft's commoditized portfolio was overly exposed to private label share gains from powerful retailers (Walmart, Costco, Amazon); historical fina…

$SKX···bullish· high· posdaniel schwarz

3G invested in Skechers as third-largest sneaker brand with diversified portfolio, owned retail distribution, and mid-single-digit industry growth

Skechers sells $9B sneakers annually (vs Adidas $14B), 2/3 of sales outside US, second-highest customer loyalty after Nike, most diversified SKU count with no hero product risk, o…

←