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Michael Kesselman
@mek
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“Center of the Store” is an attractive segment to build an owned-brand portfolio
Assumptions: Sub-categories / aisles worth targeting, CotS brand platform has real value
How important is this?: Not Important
How confident are you?: Agree
Acquisition pipeline is deep with brands of scale that we can purchase at attractive multiples
Assumptions: Sufficient M&A opportunities exist
How important is this?: Very Important
How confident are you?: Strongly Agree
Acquisition pipeline is deep with brands of scale that we can purchase at attractive multiples
Assumptions: Sufficient M&A opportunities exist
How important is this?: Somewhat important
How confident are you?: No Opinion / Unsure
3rd Party brand portfolio is stable and growing
Assumptions: 3rd party relationships are strong
How important is this?: Somewhat important
How confident are you?: No Opinion / Unsure
3rd Party brand portfolio is stable and growing
Assumptions: 3rd party relationships are strong, Increased owned-brand exposure will not impact relationships
How important is this?: Somewhat important
How confident are you?: Strongly Agree
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Iowa
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