16.12.05

Exotic Plush Pillowmakers Upgraded to Maybe Buy

Continuing with our earlier analysis of a potential pillow pair trade, our staff has recently upgraded our position on exotic plush pillow makers from "Do Not Buy" to "Maybe Buy." Reasons for the upgrade include strong YOY growth in plush pillow sales volume, especially in the very competitive food facsimile space, despite tough comps as well as the broadening demand as people recognize the excellence of novelty plush. It doesn't hurt that Kaiser sleeps on this every night.

Hamburger Pillow:



This is the biggest Cheeseburger ever! With this big Cheeseburger pillow, whether you are watching TV or taking a rest, it will provide you with the best comfort! It is very soft and cuddle! There are cheese, lettuce, and beef inside.


Recommendation: We maintain our "Long" rating for pillow makers with emerging market focus, and our "Short" rating for domestic pillow makers, while upgrading Exotic Plush Pillows to a "Maybe Buy."