B-F Sees “Little, if Nothing” to Add to Portfolio, Plus Other Reads from Barclays

Dear Client: This week executives from major CPG companies participated in the 2023 Barclays Global Consumer Staples Conference.  Coming off of their recent Q1 earnings call [see WSD 08-30-2023], Brown-Forman ceo Lawson Whiting and cfo Leanne Cunningham dove into a wide range of topics at the event, providing more color on recent moves within their own company as well as into the larger spirits landscape.  "LITTLE, IF NOTHING" LEFT TO ADD TO B-F PORTFOLIO. To kick off the conversation, Lawson