Founded in 1869 and headquartered in Camden, New Jersey, The Campbell's Company (Campbell's) is one of the largest manufacturers and marketers of processed food in the United States, and hosts a wide variety of brands, including Chunky, Rao's Homemade, Goldfish, and Pepperidge Farms.

Ulta Beauty, Inc. is the largest specialty beauty retailer in the U.S., offering cosmetics, skin care, haircare, and salon services through over 1,437 standalone stores and 500 Target shop-in-shop locations.

The Simply Good Foods Company is in the nutritious snacking industry, offering a portfolio of health-focused brands, including Quest, Atkins, and OWYN. Founded in 2017, the company develops and distributes high-protein, low-carb, and plant-based snacks and meal replacements.

Tamarack Valley Energy (“Tamarack” or the “Company”) explores, develops, and produces crude oil, natural gas, and natural gas liquids in the Western Canadian Sedimentary Basin. Their primary properties are the Clearwater and Charlie Lake assets located in Alberta, Canada, which represent 90% of their production.

OPCH offers a compelling opportunity as a market leader in the fragmented home infusion industry, with significant buy-and-build potential. It is well-positioned to benefit from macro trends, including the cost-effectiveness, convenience, and safety of home infusion, an aging population, and the rising demand for specialty infusion drugs.

Boston Beer Company, Inc. (“Boston Beer,” “the Company”) is the US's largest craft beer producer. Boston Beer has pioneered its space, creating new categories such as hard cider and spiked iced tea. Their most notable brands are Twisted Tea and Truly.

Dream Finders Homes (NYSE: DFH) is a U.S. homebuilder based in Jacksonville, Florida. DFH was ranked 14 in total U.S. homes closed in 2023, growing at an industry-leading 76% CAGR since its inception. DFH operates in Southern markets, focusing on affordable housing through an asset-light strategy, where land is not recorded in the balance sheet, reducing the exposure to the risk of holding land.

METRO INC. (MRU) operates 983 food stores and 640 pharmacies across Québec and Ontario, employing over 97,000 people. With a 14% market share, Metro leverages automated distribution centers, a proprietary supply chain, and the MOÏ loyalty program in an attempt to differentiate itself.

Pop Mart International Group (9992), founded in 2010 in Beijing, China, is a rapidly growing entertainment and lifestyle brand specializing in pop toys and collectibles. The company offers high-quality collectible figures designed by diverse artists, sold in blind boxes to enhance consumer excitement.

Flush is one of the largest casino and gaming companies in the US operating 28 gaming properties across ten states: Nevada, Illinois, Indiana, Iowa, Kansas, Louisiana, Mississippi, Missouri, Ohio and Pennsylvania.

Murphy USA Corporation (“Murphy USA” or the “Company”) is one of the United States’ largest independent retailers of gasoline and convenience store products. With over 1,700 locations across 27 states, Murphy USA prides itself on saving its customers money on gas and items within its stores.

Coty Inc. and its subsidiaries are global players in beauty product manufacturing and distribution. They operate in multiple segments, offering a range of products like fragrances, cosmetics, and skin care. Their brand portfolio includes Calvin Klein, Gucci, and CoverGirl, among others, sold through various channels, including e-retailers and traditional stores. Hims and Hers operates a consumer-centric platform connecting users with licensed healthcare professionals. They offer telehealth consultations for a range of health needs, including sexual health, hair loss, dermatology, mental health, and primary care, along with providing personalized health and wellness products. This report analyzes potential strategic alternatives between these two companies.

Canadian Tire Corporation Limited (“CTC” or “CT” or the “Company”) is a group of companies selling a wide range of products in automotive, playing, fixing, seasonal and living categories through both physical and online storefronts. It has over 1,700 stores throughout Canada with 90% of all Canadians living 15 minutes away from a Canadian Tire store, enabling it to become Canada’s #1 retail brand.

Hasbro, Inc. (NASDAQ: HAS) is an American multinational conglomerate holding company headquartered in Pawtucket, Rhode Island. Hasbro, Inc. is one of the largest toy makers in the world. They also operate in digital gaming and entertainment.

The New York Times (NYSE: NYT) is a renowned global media organization, which is dedicated to reporting top-calibre news and information across the globe. Headquartered in Manhattan, the Times has distinguished itself to become the golden standard of journalism. The company's diverse offerings include its core news product, as well as more interest-specific products such as The Athletic, Cooking, Games, Audm, and Wirecutter.

Founded in 1962 and headquartered in Colorado, Vail Resorts, Inc. is a holding company that owns and operates a variety of subsidiaries, including mountain resorts, hotels, and ancillary services such as golf courses, ski schools, dining, and rental services.

Goodyear is a global tire manufacturer and distributor, established in 1898 and headquartered in Akron, Ohio. Serving original equipment mounting and replacement markets for various vehicles, it operates under brands like Cooper, Dunlop, and Kelly.

Inter Parfums Inc. (NASDAQ: IPAR) is a global manufacturer, marketer, and distributor of prestigious fragrance and cosmetics products. The company is known for its licensing deals with a wide variety of well-known brands including DKNY, GUESS, Coach, Kate Spade and Van Cleef & Arpels.

Sealed Air Corporation (“Sealed Air” or the “Company”) provides various packaging products and equipment in the Americas, Europe, Africa, and Asia. The Company operates through two segments: Food, and Protective. While the Food segment focuses on providing food safety and extending shelf life, the Protective segment offers solutions designed to protect goods during transportation and storage.

Under Armour Inc. (“Under Armour” or the “Company”), designs, manufactures, and distributes sportswear apparel through direct-to-consumer channels, e-commerce storefronts and third-party retail outlets. The company has over 15,000 physical stores and is sold across 150 countries. Under Armour was founded in 1996 in Baltimore, Maryland, United States.

BRP Inc (“BRP” or the “Company”) is a Canadian Powersports manufacturer operating under the brands Sea-Doo, Can-Am, Ski-Doo, Rotax, Lynx, Alumacraft, Manitou, and Quintrex. The company sells its products through its loyal network of nearly 3000 dealers in over 130 countries and is a market leader ininnovation and product performance.

Originating in Clarksville, Indiana in 1993, Texas Roadhouse Inc, is an American casual dining restaurant chain. Since then, the restaurant has expanded two other concepts including Bubba’s 33 and Jaggers. Texas Roadhouse restaurants operate in the US and ten foreign countries. They specialise in “Hand-Cut-Steaks” and “Fall-off-the-bone ribs” as well as sides, burgers and sandwiches.

BellRing Brands, Inc. specializes in delivering a range of nutritional products within the United States. The company supplies ready-to-drink protein shakes, additional ready-to-drink beverages, powders, nutrition bars, and various other itemsthat are primarily marketed under the Premier Protein and Dymatize brands. Distribution channels include club, food, drug, mass, eCommerce, specialty, and convenience outlets.

Mattel (Nasdaq: MAT) is a leading global toy company and the owner of a portfolio of iconic brands and partners with global entertainment companies to license other intellectual property. It has ranked as the #1 toy company in the US for 29 consecutive years, #2 in Europe, #1 in Latin America, and #2 in Australia. Funko (Nasdaq: FNKO) has one of the industry’s largest portfolios of licensed content panning various product categories, including figures, plush, accessories, apparel, homewares, vinyl records, posters or digital NFT. Fueled by the growth of the pop culture industry, Funko's innovative product design and strategic market positioning have contributed to the establishment of protective moats. This report analyzes potential strategic alternatives between these two companies.

The Coca-Cola Company (NYSE: KO) or “Coke” is the third largest beverage company in the world by revenue and has been in business for over 130 years. Operating globally across more than 200 countries and territories, Coke offers a diverse range of products in the soft drink, tea, and sports drink segments. Coke is characterized by stability and reliable dividend yields for investors. Monster Beverage Corporation (NASDAQ: MNST) or “Monster” is the second largest brand in the United States energy drinks market, trailing behind Red Bull by $1.82B in yearly revenue as of 1Q23. Monster has seen high market cap appreciation over the past year, with a 29.9% increase in its share price compared to the industry average of 12.4%.

Northland Power Inc. is a Canadian renewable energy company that develops and operates wind, solar, and natural gas projects worldwide, emphasizing sustainability and clean energy solutions. It primarily operates in North America and Europe, with some presence in Asia, Latin America, and other regions. Enbridge Inc. operates a vast network of pipelines that transport crude oil, natural gas, and liquids across North America. It owns a diversified portfolio spanning midstream and downstream operations. It also invests in renewable energy projects. This report analyzes potential strategic alternatives between these two companies.

Samsara Inc. (NYSE: IOT) provides solutions that connect physical operations data to its Connected Operations Cloud in the United States and internationally. It serves transportation, wholesale and retail trade, construction, manufacturing, food and beverage, and other industries, as well as government. Aspen Technology, Inc. (NASDAQ: AZPN) provides industrial software that focuses on helping customers in asset-intensive industries worldwide. The company serves a range of asset-intensive industries, including oil and gas exploration and production. This report analyzes potential strategic alternatives between these two companies.

Tempur Sealy International, Inc. (NYSE:TPX) is a global manufacturer and distributor of mattresses and bedding products. The company is known for its premium mattresses, including memory foam and hybrid mattresses. TPX has 700+ stores over 100 countries, ranging from North America to Asia. Sleep Country Canada Holdings Inc. (TSX:ZZZ) is a leading mattress retailer in Canada. The company offers a wide range of mattresses, bedding accessories, and sleep-related products. Sleep Country has 289 stores throughout Canada and has 5 leading ecommerce platforms. The company operates under the Dormez-vous, Sleep Country Canada, Hush, and Endy retail banners. This report analyzes potential strategic alternatives between these two companies.

Taylor Morrison Home Corporation (TMHC) is a leading national homebuilder, established in 2007 and headquartered in Scottsdale, Arizona. Specializing in constructing single-family and multifamily homes, TMHC caters to a wide range of buyers, from first-time homeowners to luxury market clients, operating under brands like Taylor Morrison and Darling Homes

Aritzia Inc. (TSX: ATZ) is a Canadian women’s fashion retailer with its main consumer base in North America. The company was founded by businessman Brian Hill in 1984 in Vancouver, British Columbia. Aritzia is known for its curated collection of “everyday luxury” pieces from exclusive in-house and third-party brands such as Babaton, The Super Puff, TNA, and more.