The Grass is Greener. Uncovering Value: Scotts Miracle-Gro

In a recent interview penned in Value Investor Insight, Jonathan Boyar explains why the Scotts-Miracle Gro shares deserve a closer look.

Jonathan Boyar argues that the investor concern around Scotts has been overdone. He considers its U.S. consumer business a uniquely strong franchise, which will continue to thrive beyond any short-term negative comparisons as millennials increasingly move into homes and continue to show a greater propensity to spend on lawn and garden products than their parents. The company estimates that 20 million people have bought Scotts’ products for the first time since the pandemic started. After a modest reset this year, Boyar expects high margin revenue growth in the consumer business to resume.

To read the article in its entirety, please click here.

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This information is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security, including an interest in any investment vehicle managed or advised by Boyar Asset Management (“Boyar”) or its affiliates. Past performance does not guarantee future results. This material is as of the date indicated, is not complete, and is subject to change without notice. No representation is made with respect to the accuracy, completeness or timeliness of information and Boyar assumes no obligation to update or revise such information. Nothing in this article should be construed as investment advice of any kind. Consult your financial adviser before making any investment decisions. Any opinions expressed herein represent current opinions only and no representation is made with respect to the accuracy, completeness or timeliness of information, and Boyar Asset Management and its affiliates assumes no obligation to update or revise such information. You should not assume that any investment discussed herein will be profitable or that any investment decisions in the future will be profitable. Past performance does not guarantee future results. Certain information has been provided by and/or is based on third party sources and, although believed to be reliable, has not been independently verified and Boyar Asset Management or any of its affiliates is not responsible for third-party errors. Any information that may be considered advice concerning a federal tax issue is not intended to be used, and cannot be used, for the purposes of (i) avoiding penalties imposed under the United States Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter discussed herein. Boyar Asset Management clients and its employees own shares of Scotts Miracle-Gro.
This information is for illustration and discussion purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Boyar Asset Management Inc. is an investment adviser registered with the Securities and Exchange Commission. Registration of an Investment Advisor does not imply any level of skill or training. A copy of current Form ADV Part 2A is available upon request or at www.advisorinfo.sec.gov. Please contact Boyar Asset Management Inc. at (212) 995-8300 with any questions. Clients/employees of Boyar Asset Management own shares in Scotts Miracle-Gro.