JaguarConsumer Weekly Callouts – March 3 (CLX, COCO, EVRI, IGT, Macau, Travel Tracker)

Clorox (CLX) – Over the last few weeks, Citigroup had several conversations with investors on Clorox while also hosting an investor lunch in NYC to discuss the key bull/bear debates. Since their upgrade to Buy in November, they have been arguing that the recovery post the August cyberattack was moving faster than expected with conservative guidance bars both on the top line and margins. They fully acknowledge this is now better understood by the market and stock upside is more limited after CLX’s 32% increase over the last four months (outperforming staples peers by ~2,300bps). “H