Aug. 22 at 3:37 PM
$KHC $LKNCY $AKBA $FN $ZBCN Kraft Heinz benefits from resilient packaged-food demand, Luckin Coffee benefits from Chinese store growth and consumer spending, Akebia advances treatments for kidney disease, FN remains speculative, and ZBCN remains highly speculative. I'm watching consumer volumes, store growth, clinical milestones, and liquidity.