Despite higher inventory and currency woes, Spectrum Brands (SPB) looks promising on cost-reduction efforts and gains from GPIP.
Solid demand, online strength and gains from the HEYDUDE acquisition raise optimism in Crocs (CROX) despite freight woes and inflation concerns.
Despite cost inflation and currency woes, Snap-On (SNA) looks well-poised on robust sales, and gains from its Value Creation model, RCI initiative and other cost-reduction plans.