Martin Vlcek
Contrarian, growth at reasonable price, macro, small-cap

Caesarstone: 47% YoY U.S. Sales Growth Creates Stock Upside

Caesarstone Sdot-Yam, Ltd. (NASDAQ:CSTE) manufactures high-quality, innovative-engineered quartz surface material for various applications, most often for countertops in new and renovated kitchens, as well as bathroom vanities, flooring, wall cladding and more. Thanks to the company's strong marketing and distribution performance track record, tremendous market share gain opportunities and sales growth rates in the U.S. and other new countries, as well as quartz being the fastest-growing material within the surfaces category with only an 8% penetration and an early growth stage in the product life cycle, Caesarstone is poised to grow its sales by at least 20% annually in the next five years and keep growing afterward. To boost growth, the company is expected to start up...

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