Best of Bloomberg Intelligence (08/15/2022)

The video discusses the trend of right-sizing in corporate structures to enhance growth and focus, particularly in the consumer staples sector. It highlights the involvement of activist investors and the potential for spinoffs to unlock value. The challenges faced by companies, such as slow adaptation to market changes and the impact of COVID-19 on beverage companies, are examined. The need for diversification and strategic investment, especially in the context of declining sectors like cigarettes, is emphasized.

What actions are companies in the consumer staples sector expected to take in the second half of the year?

How have activist investors influenced companies like Unilever and Nestle?

What example does the text provide regarding Kellogg's corporate strategy?

What challenges have beverage companies faced post-COVID according to the text?

What is suggested as a better use of funds for companies struggling with their investments?