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NYSE: MUSA
March 15, 2024
Murphy USA | Jack Callow

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.



NYSE: COTY & NYSE: HIMS
March 12, 2024
Coty and Hims and Hers Health | Ayush Malhotra

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.



TSX: CTC.A
March 10, 2024
Canadian Tire Corporation, Ltd. | Shivani Aggarwal

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.



NYSE: HAS
March 10, 2024
Hasbro, Inc. | Raghav Bhatia

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.



NYSE: NYT
March 10, 2024
The New York Times Company | Raehun Lee

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.



NYSE: MTN
March 09, 2024
Vail Resorts, Inc. | Clarrie Dee

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.



NASDAQ: GT
March 08, 2024
Goodyear Tire & Rubber Company | Shane Mahoney

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.



NASDAQ: IPAR
March 05, 2024
Inter Parfums Inc. | Manha Waheed

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.



NYSE: SEE
March 05, 2024
Sealed Air Corporation | Timofey Azhogin

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.



NYSE: UA
March 05, 2024
Under Armour | Kevin Wang

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.



TSX: DOO
March 03, 2024
BRP Inc | Gustavo Gongora

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.



NASDAQ: TXRH
March 03, 2024
Texas Roadhouse Inc | Nicole Sanctis

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.



NYSE: BRBR
February 29, 2024
BellRing Brands | Steven Liu

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.



NASDAQ: MAT & NASDAQ: FNKO
February 24, 2024
Mattel and Funko | Liyun Sun

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.



NYSE: KO & NASDAQ: MNST
February 21, 2024
Coca-Cola and Monster Beverage | Marcel Peplow

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%.



TSX: ENB & TSX: NPI
February 18, 2024
Enbridge Inc. and Northland Power Inc. | Krystal Guo

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.



NYSE: IOT & NASDAQ: AZPN
February 18, 2024
Samsara and Aspen Technology | Shriyans Duddella

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.



NYSE: TPX & TSX: ZZZ
February 18, 2024
Tempur Sealy International and Sleep Country Canada | Catherine Wang

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.



LSE: GLEN & TSX: HBM
January 01, 2024
Glencore and Hudbay Minerals | Eden Vasica

Glencore is one of the world’s largest diversified natural resources businesses. They currently have two key business lines, industrial (~80% EBITDA) and marketing (~20% EBITDA). Hudbay commands a strategic portfolio in key base and precious metals, with a particular focus on copper. They boast a robust operational footprint across the America’s and have a solid track record of resource extraction. This report analyzes potential strategic alternatives between these two companies.



NASDAQ: NFLX & NASDAQ: EA
January 01, 2024
Netflix and Electronic Arts | Casey Whintors

Netflix (NASDAQ: NFLX) is one of the largest entertainment services with approximately 247 million subscribers across over 190 countries. Netflix develops and offers TV series, films, and games across many different genres and languages on their streaming network. Electronic Arts (NASDAQ: EA) is an American video game company headquartered in Redwood City, California. The company offers innovative games and experiences for consoles, mobile devices, and personal computers boasting nearly 600 million active players globally. Top brands include FIFA, Battlefield, Apex Legends, F1, and NFL Madden. This report analyzes potential strategic alternatives between these two companies.



ASX: WAF & TSX: ORE
January 01, 2024
Western African Resources and Orezone | Rajeet Dhillon

West African Resources (ASX:WAF) is an emerging gold producer based in Australia. The company operates in Burkina Faso, Africa. WAF owns the Sanbrado Gold Mine (90% ownership), the Kiaka Gold Project (90% ownership), and the Toega Gold Project (90% ownership). Orezone Gold Corporation (TSX:ORE) is a small-cap gold producer based in Vancouver, Canada. The company’s operations focus on its 90% interest in the open-pit Bomboré Gold Mine in Burkina Faso, Africa. This report analyzes potential strategic alternatives between these two companies.



NASDAQ: NTAP & NASDAQ: NTNX
November 15, 2023
NetApp and Nutanix | Benjamin Siem

NetApp (NASDAQ: NTAP) is a leading provider of data management solutions and services, which includes cloud services, storage infrastructure, and access to hybrid multi-cloud environments. They differentiate themselves by being the only data-centric software company that provides hybrid cloud data and enterprise storage capabilities to the public cloud. NetApp provides a unified software, along with proprietary ransomware protection features. Nutanix, Inc. (NASDAQ: NTNX) provides a leading enterprise cloud platform, particularly in the realm of hyper-converged infrastructure (HCI) and cloud software. Nutanix aims to simplify and streamline data center operations by integrating various components into a single, software-defined platform. These solutions allow organizations to simply run and move their workloads, between on-premises and public clouds. This report analyzes potential strategic alternatives between these two companies.



NYSE: HOG
May 01, 2023
Harley-Davidson, Inc | Omar Al-Hmoud

Harley-Davidson, Inc. is engaged in the manufacturing and sale motorcycles as well as motorcycle parts, accessories, general merchandise, and related services. The company has a financial services segment which provides financing at both the consumer and dealership level. The company was founded in 1903 and is headquartered in Milwaukee, Wisconsin.



NYSE: H
April 21, 2023
Hyatt Hotel Corporation | Kevin Kim

Founded in 1957 and headquartered in Chicago, Hyatt Hotels Corporation ('Hyatt' or the 'Company'), is a leading global hospitality company that owns a portfolio of over 20 brands with over 1000 properties. Hyatt has over 800 properties and operates in over 60 countries across six continents.



NYSE: DKS
April 17, 2023
DICK’S Sporting Goods | Eric Zhao

DICK'S Sporting Goods, Inc. (or 'Dick's') is a sporting goods retailer that sells sports equipment, footwear, apparel, and accessories. Founded in 1948, it currently operates out of 853 locations across the United States.



NYSE: LEVI
April 17, 2023
Levi Strauss & Co. | Naoki Sakura

Levi Strauss & Co. ('LEVI') is a American apparel company that leads jeans-wear globally and company was founded in San Francisco, California in 1853. Levi Strauss & Co. currently operates in more than 110 countries with 3,100 stores worldwide. Company has four revenue segments: wholesale, e- commerce, shop-in-shop, and company operated stores.



NYSE: TPR
April 17, 2023
Tapestry Inc. | Catherine Wang

Tapestry, Inc. (NYSE: TPR) is a leading New York-based house of accessible luxury accessories and lifestyle brands. The company operates through three segments, Coach, Kate Spade, and Stuart Weitzman, in the United States, Japan, China, and internationally.



NASDAQ: MGPI
April 16, 2023
MGP Ingredients | Tony Liaw

MGP Ingredients, MGPI, MGP, or the company, is an alcohol manufacturer specializing in distilling services for downstream business customers. After the acquisition of LUXCO, a branded spirit company, MGP acquired multiple brands, which contributed to a significant growth in revenue in the branded spirit product segment. Moreover, a small portion of its revenue is attributable to the ingredient solutions segment, which is primarily comprised of wheat starches and proteins for food processors.



NASDAQ: WING
April 15, 2023
Wingstop Inc. | Hilary Lau

Wingstop Inc. is a fast-casual restaurant chain focusing on chicken wings with a retro aviation theme. It currently has approximately 1,900 locations worldwide in 8 countries and operates under a franchise model. 98% of Wingstop locations are owned and operated by independent franchisees.



NASDAQ: WOOF
April 14, 2023
Petco Health and Wellness Co., Inc. | Dennis Quek

Petco Health and Wellness Company Inc ('Petco') provides a wide variety of pet-related services, including veterinary care, grooming, training, telehealth, and pet health insurance services. It also sells pet supplies, consumables, and services through its various websites. Petco has over 1,500 pet care centers across the U.S., Mexico, and Puerto Rico.