ConsumerStaplesCOVIDFactorstoWatch–100Read-ThroughsfromEarningsWeeks1+2ConsumerStaplesIndustryPrimerWecombedthrough37earningsreleases/calls—globally—fromApril15thtoMay1standidentified100read-throughstoourStaplescoverage.Presentedviaourfactorstowatch(EmergingMarkets(EM),OnPremiseShutdown,ProductionDisruption,TravelRetail,Health&Hygiene,PantryLoading,RecessionTradeDown,BigBrandsEffect).Relevanthighlightsfromreleasesincomingpages.Wecloselylinkthesefactorstoourproprietaryinteractivefinancialmodel&accompanyingnoteGuidanceforInvestinginaWorldwithoutGuidance.Wesuggestinvestorsusetheread-throughsandmodelingtoolintandem.Thematicread-throughsPantryloadingreverse...