Reply To: Traders Market Weekly: When Logic Hits You in The Face


The Oppenheimer Consumer Conference may be the most intriguing item on the conference schedule next week.

Companies due to present include Albertsons Companies (ACI), BJ’s Wholesale (BJ), Dollar General (DG), Ulta Beauty (ULTA), and Walmart (WMT). Analysts will be looking to see if recent data points suggesting some weakness at the lower end of the consumer spending matrix are being seen widely. There will also be a sharp focus on if inflation costs are being passed on to consumers, as well as the updates on the promotional backdrop, supply chain issues, and inventory management.

The consumer packaged goods sector will also be represented at the conference with execs from Cal-Maine Foods (CALM), J&J Snack Foods Corp. (JJSF), SunOpta (STKL), Hostesss Brands (TWNK), and Utz Brands (UTZ). As part of its conference preview, Oppenheimer said the updates from leading retailers such as Ulta Beauty (ULTA) and Dollar General (DG) on efforts to drive alternative revenue streams will be watched closely.