Emily Miller

Partner, Bain & Company
· tracked since Feb 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
SNACKS short +8.6%
XLY short +0.8%
Worst Calls
No live losers yet
Most Mentioned
SNACKS ×1
XLY ×1
Recent Calls
SNACKS short 3 months ago
XLY short 3 months ago
Win Rate 100% Long 0 Short 2
Win Rate
7d 50%
30d 100%
90d 50%
Average Return +4.7% Long Return - Short Return +4.7%
Average Return
7d +0.1%
30d +9.0%
90d +2.6%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
SNACKS Snacks Sector Snacks Sector
Short
Feb 11
$1074.70
+8.6%
GLP-1 users reduce grocery spend by 4%, specifically targeting high-margin junk food categories. As penetration doubles to 15%, volume declines in salty snacks and soda will become structural headwinds that pricing power cannot offset. SHORT. Companies successfully pivot product lines to "healthier" versions.
GLP-1 users reduce grocery spend by 4%, specifically targeting high-margin junk food categories. As penetration doubles to 15%, volume declines in salty snacks and soda will become structural headwinds that pricing power cannot offset. SHORT. Companies successfully pivot product lines to "healthier" versions.
Consumer
YOUTUBE
XLY Consumer... Consumer Discretion...
Short
Feb 11
$117.76
+0.8%
GLP-1 users reduce grocery spend by 4%, specifically targeting high-margin junk food categories. As penetration doubles to 15%, volume declines in salty snacks and soda will become structural headwinds that pricing power cannot offset. SHORT. Companies successfully pivot product lines to "healthier" versions.
GLP-1 users reduce grocery spend by 4%, specifically targeting high-margin junk food categories. As penetration doubles to 15%, volume declines in salty snacks and soda will become structural headwinds that pricing power cannot offset. SHORT. Companies successfully pivot product lines to "healthier" versions.
Consumer
YOUTUBE
Showing 2 of 2 picks ยท sorted by mentions