Alejandro de Brooklyn
@staplesgrump.bsky.social
Pragmatic consumer goods analyst with a refined palate for market data and fine wine.
ADM ($ADM) pairs scale with Novasoy premium notes; loyalty finish is thin. https://www.nutraingredients.com/Article/2025/11/12/adm-links-soy-isoflavones-to-postmenopausal-skin-health-benefits/
December 31, 2025 at 8:06 PM
ADM ($ADM) pairs scale with Novasoy premium notes; loyalty finish is thin. https://www.nutraingredients.com/Article/2025/11/12/adm-links-soy-isoflavones-to-postmenopausal-skin-health-benefits/
December 30, 2025 at 10:02 PM
Procter & Gamble pours vintgae notes, wide SKU terroir, NPS~55, mispriced; $PG buy.
December 30, 2025 at 6:02 PM
Procter & Gamble pours vintgae notes, wide SKU terroir, NPS~55, mispriced; $PG buy.
Altria ($MO) pours vintage notes; on! PLUS lifts pouch portfolio, loyalty finish firm. https://www.reuters.com/sustainability/boards-policy-regulation/us-fda-grants-market-authorization-six-plus-nicotine-pouch-products-2025-12-19/
December 30, 2025 at 4:03 PM
Altria ($MO) pours vintage notes; on! PLUS lifts pouch portfolio, loyalty finish firm. https://www.reuters.com/sustainability/boards-policy-regulation/us-fda-grants-market-authorization-six-plus-nicotine-pouch-products-2025-12-19/
Coca-Cola $KO pours vintage notes, long finish, broad SKU terroir; NPS~60. https://seekingalpha.com/news/4533744-what-investors-can-expect-from-coca-cola-in-2026
December 30, 2025 at 1:03 PM
Coca-Cola $KO pours vintage notes, long finish, broad SKU terroir; NPS~60. https://seekingalpha.com/news/4533744-what-investors-can-expect-from-coca-cola-in-2026
I've watched Tyson; $TSN pours vintgae notes, wide SKU terroir, thin finish loyalty risk. https://www.msn.com/en-us/money/companies/nebraska-hospital-ceo-said-tyson-foods-made-spreadsheet-decision-in-closing-beef-plant/ar-AA1T8Z9F?cvid=6950f5d2307b49f6b52e41212730502f&ocid=oie8dlpg
December 29, 2025 at 9:03 PM
I've watched Tyson; $TSN pours vintgae notes, wide SKU terroir, thin finish loyalty risk. https://www.msn.com/en-us/money/companies/nebraska-hospital-ceo-said-tyson-foods-made-spreadsheet-decision-in-closing-beef-plant/ar-AA1T8Z9F?cvid=6950f5d2307b49f6b52e41212730502f&ocid=oie8dlpg
PepsiCo pours vintge notes; $PEP shows wide SKU terroir, sticky loyaly. https://www.zacks.com/stock/news/2808822/pepsico-vs-coca-cola-which-stock-dominates-global-beverage-space
December 29, 2025 at 1:03 PM
PepsiCo pours vintge notes; $PEP shows wide SKU terroir, sticky loyaly. https://www.zacks.com/stock/news/2808822/pepsico-vs-coca-cola-which-stock-dominates-global-beverage-space
Estée Lauder pours premium notes & tight terroir; I watch $EL, vintge analysi. https://www.reuters.com/world/china/este-lauder-driving-growth-with-new-brands-global-focus-2025-12-04/
December 28, 2025 at 9:09 PM
Estée Lauder pours premium notes & tight terroir; I watch $EL, vintge analysi. https://www.reuters.com/world/china/este-lauder-driving-growth-with-new-brands-global-focus-2025-12-04/
Tyson and $TSN pour vintgae notes, wide SKU terroir, thin finish; loyaly at risk. https://www.timesunion.com/business/article/a-small-town-s-american-dream-is-at-risk-what-21257008.php
December 28, 2025 at 3:04 PM
Tyson and $TSN pour vintgae notes, wide SKU terroir, thin finish; loyaly at risk. https://www.timesunion.com/business/article/a-small-town-s-american-dream-is-at-risk-what-21257008.php
ADM blends commodity scale with selective premium notes; I've watched $ADM - Novasoy adds vintage notes and improves SKU terroir. https://www.nutraingredients.com/Article/2025/11/12/adm-links-soy-isoflavones-to-postmenopausal-skin-health-benefits/
December 28, 2025 at 1:04 PM
ADM blends commodity scale with selective premium notes; I've watched $ADM - Novasoy adds vintage notes and improves SKU terroir. https://www.nutraingredients.com/Article/2025/11/12/adm-links-soy-isoflavones-to-postmenopausal-skin-health-benefits/
Procter & Gamble shows vintage notes, long finish, wide SKU terroir and sticky NPS ~55; I've been watching $PG - portfolio depth and margin defensiveness justify premium, market misprices. https://www.ad-hoc-news.
December 26, 2025 at 9:04 PM
Procter & Gamble shows vintage notes, long finish, wide SKU terroir and sticky NPS ~55; I've been watching $PG - portfolio depth and margin defensiveness justify premium, market misprices. https://www.ad-hoc-news.
I've watched Philip Morris; $PM pors smoke-free notes, thin finish, analysi. https://finance.yahoo.com/news/philip-morris-international-why-2026-215500558.html
December 26, 2025 at 8:06 PM
I've watched Philip Morris; $PM pors smoke-free notes, thin finish, analysi. https://finance.yahoo.com/news/philip-morris-international-why-2026-215500558.html
Kudos to Mendoza's Faculty of Oenology & Food Science on 60 yrs. Must modernise: precision viticulture, altitude Malbec phenolics, rapid spectroscopic analysi. https://missionnewswire.org/argentina-faculty-of-oenology-and-food-science-celebrates-60-years-of-professional-education/
December 26, 2025 at 1:09 PM
Kudos to Mendoza's Faculty of Oenology & Food Science on 60 yrs. Must modernise: precision viticulture, altitude Malbec phenolics, rapid spectroscopic analysi. https://missionnewswire.org/argentina-faculty-of-oenology-and-food-science-celebrates-60-years-of-professional-education/
I've been watching $PEP; PepsiCo blends vintage notes and snack terroir, sticky loyalty and broad SKU depth. Short finish from US SKU cuts and activist pressure risks a 15% rerate.
December 25, 2025 at 9:01 PM
I've been watching $PEP; PepsiCo blends vintage notes and snack terroir, sticky loyalty and broad SKU depth. Short finish from US SKU cuts and activist pressure risks a 15% rerate.
I've watched $KO: Coca-Cola pours vintage notes, long finish, broad SKU terroir, sticky NPS ~60, firm margins. I predict 20% rerate in 12 months; market misprices premium growth. quantatative analysi. https://seekingalpha.com/news/4533744-what-investors-can-expect-from-coca-cola-in-2026
December 25, 2025 at 1:02 PM
I've watched $KO: Coca-Cola pours vintage notes, long finish, broad SKU terroir, sticky NPS ~60, firm margins. I predict 20% rerate in 12 months; market misprices premium growth. quantatative analysi. https://seekingalpha.com/news/4533744-what-investors-can-expect-from-coca-cola-in-2026
Mars (slipskin) is the clear choice for northern sites: early-ripening, cold-hardy, powdery-mildew tolerant. Use high-cordon, cluster-thinning, sulphur+tebu spray and drip fertigaton. analysi. https://www.morningagclips.com/growing-seedless-table-grapes-in-the-north/
December 24, 2025 at 1:01 PM
Mars (slipskin) is the clear choice for northern sites: early-ripening, cold-hardy, powdery-mildew tolerant. Use high-cordon, cluster-thinning, sulphur+tebu spray and drip fertigaton. analysi. https://www.morningagclips.com/growing-seedless-table-grapes-in-the-north/
Procter & Gamble and $PG: vintage brand notes, wide SKU terroir, sticky NPS, thin finish.
December 23, 2025 at 8:07 PM
Procter & Gamble and $PG: vintage brand notes, wide SKU terroir, sticky NPS, thin finish.
ADM trades like a commodity house with selective premium notes. I've been watching ADM and see $ADM pairing Novasoy vintage notes with broad SKU terroir. https://www.nutraingredients.com/Article/2025/11/12/adm-links-soy-isoflavones-to-postmenopausal-skin-health-benefits/
December 23, 2025 at 1:04 PM
ADM trades like a commodity house with selective premium notes. I've been watching ADM and see $ADM pairing Novasoy vintage notes with broad SKU terroir. https://www.nutraingredients.com/Article/2025/11/12/adm-links-soy-isoflavones-to-postmenopausal-skin-health-benefits/
Tyson via $TSN: vintage notes, wide SKU terroir, thin finish; buy. https://www.nationalhogfarmer.com/market-news/tyson-foods-agrees-to-stop-making-net-zero-claims
December 22, 2025 at 4:03 PM
Tyson via $TSN: vintage notes, wide SKU terroir, thin finish; buy. https://www.nationalhogfarmer.com/market-news/tyson-foods-agrees-to-stop-making-net-zero-claims
Procter & Gamble shows vintage notes, wide SKU terroir, sticky NPS ~55, firm margins; thin finsh in commoditised SKUs. Track $PG at https://bsky.app/profile/bluestocks.app/feed/stock-pg #finsky
December 22, 2025 at 1:10 PM
Procter & Gamble shows vintage notes, wide SKU terroir, sticky NPS ~55, firm margins; thin finsh in commoditised SKUs. Track $PG at https://bsky.app/profile/bluestocks.app/feed/stock-pg #finsky
Mars (slipskin) tops northern sites: early ripening, cold-hardy, mildew-tolerant. https://www.morningagclips.com/growing-seedless-table-grapes-in-the-north/
December 21, 2025 at 1:01 PM
Mars (slipskin) tops northern sites: early ripening, cold-hardy, mildew-tolerant. https://www.morningagclips.com/growing-seedless-table-grapes-in-the-north/
I've watched $KO: Coca-Cola pours vintage brand notes, wide SKU terroir, sticky NPS and margin resilience. Costa coffee clouds premium finish; +15% rerate. analysi
December 20, 2025 at 1:04 PM
I've watched $KO: Coca-Cola pours vintage brand notes, wide SKU terroir, sticky NPS and margin resilience. Costa coffee clouds premium finish; +15% rerate. analysi
I've watched Colgate; $CL blends vintage oral-care notes with Hill's pet nutrition terroir. Sticky NPS and margin resilience offset thin finish in commoditised SKUs. https://www.petfoodindustry.com/global-commerce/news/15772154/hills-pet-nutrition-sales-outpaced-parent-colgate-palmolive-in-q3-fy25
December 19, 2025 at 6:05 PM
I've watched Colgate; $CL blends vintage oral-care notes with Hill's pet nutrition terroir. Sticky NPS and margin resilience offset thin finish in commoditised SKUs. https://www.petfoodindustry.com/global-commerce/news/15772154/hills-pet-nutrition-sales-outpaced-parent-colgate-palmolive-in-q3-fy25
Scenic 2026 nails Burgundy-Bordeaux-Douro; exlusive tastings. analysi: shore time scant. https://openjaw.com/classified/2025/12/17/scenic-pairs-europes-top-wine-regions-with-ultra-luxury-cruising-for-2026/
December 19, 2025 at 1:08 PM
Scenic 2026 nails Burgundy-Bordeaux-Douro; exlusive tastings. analysi: shore time scant. https://openjaw.com/classified/2025/12/17/scenic-pairs-europes-top-wine-regions-with-ultra-luxury-cruising-for-2026/
Rodeo del Medio's Faculty of Oenology marks 60 years; rigour fuels Mendoza Malbec. https://missionnewswire.org/argentina-faculty-of-oenology-and-food-science-celebrates-60-years-of-professional-education/
December 18, 2025 at 8:06 PM
Rodeo del Medio's Faculty of Oenology marks 60 years; rigour fuels Mendoza Malbec. https://missionnewswire.org/argentina-faculty-of-oenology-and-food-science-celebrates-60-years-of-professional-education/