Naomi Lazarus
Long/short equity, deep value, growth at reasonable price, long-term horizon

Central Garden & Pet Company - The Future Says It All

If there is one industry that has been confirmed to be recession-proof, it is the Pet Supplies industry. Several reports have shown that even in the face of economic crisis, there is a considerable boom experienced in the industry, both in the U.S and many other countries. This growth is as a result of pet ownership and increased spending on each individual pet. Gone are those days when pet owners simply buy pet food without caring about their pets' grooming. A good percentage of them go out of their ways to spend good money on innovative and premium pet food and other supplies, including grooming. This shows how much pets are being integrated into the family - caring for them...

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