◆ Contrarian Corpus
Campaigns / Spruce Point Capital → Prestige Consumer Healthcare Inc.
Spruce Point Capital vs. Prestige Consumer Healthcare Inc.

Prestige Consumer Healthcare Inc. · PBH

1 deck published between 2020-06-30 and 2020-06-30 — 122 pages, 122 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2020-06-30 initial thesis

    2020 06 64e7a1c3951efe44b73031f4_pbh_research_thesis_6 30 2020 compactado

    122pp · full_deck

    Spruce Point is short Prestige Brands: a decaying OTC roll-up with no organic growth, CFO déjà-vu from Boulder Brands' collapse, and 40-60% downside to $14.80-$22.50.