Growth OpportunitiesPRMB stands to benefit as the largest player in the US bottled water market, with room to expand into the fast-growing sparkling/seltzer water and other functional hydration categories over time.
Leadership ChangeNewly appointed CEO, Mr. Eric Foss, ripped off the guidance band-aid which we think should mark the bottom in the share price.
Market PositionPrimo Brands' position as a top provider of healthy hydration solutions and its portfolio of leadership brands support attractive long-term shareholder returns.