Companies covered: Pepsico, Inc. (NASDAQ:PEP), Coca-Cola Company (The) (NYSE:KO), Keurig Dr Pepper Inc. (NASDAQ:KDP), Monster Beverage Corporation (NASDAQ:MNST), Celsius Holdings, Inc. (NASDAQ:CELH), Brown-Forman Corporation (NYSE:BF.A), Constellation Brands Inc (NYSE:STZ), Diageo plc (NYSE:DEO), Pernod Ricard (OTCMKTS:PDRDF), Wynn Resorts, Limited (NASDAQ:WYNN), Churchill Downs, Incorporated (NASDAQ:CHDN), Sportradar Group AG (NASDAQ:SRAD), Genius Sports Ltd. (NYSE:GENI), DraftKings Inc. (NASDAQ:DKNG), IMAX Corporation (NYSE:IMAX), Marriott International (NASDAQ:MAR), Hilton Hotels Corporation (NYSE:HLT), Hyatt Hotels Corporation (NYSE:H), Cinemark Holdings Inc (NYSE:CNK), The Hain Celestial Group, Inc. (NASDAQ:HAIN), Kraft Heinz Co (NASDAQ:KHC), Campbell Soup Company (NYSE:CPB), Conagra Brands Inc. (NYSE:CAG), McCormick & Company, Incorporated (NYSE:MKC), Hershey Company (The) (NYSE:HSY), Nestle SA (OTCMKTS:NSRGY), Anheuser-Busch Inbev SA (NYSE:BUD), Heineken N.V. (OTCMKTS:HINKY), Molson Coors Brewing Company (NYSE:TAP), Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF), Embotelladora Andina S.A. (NYSE:AKO/B), Ambev S.A. (NYSE:ABEV), Compania Cervecerias Unidas, S.A. (NYSE:CCU), Varun Beverages Ltd. (NSE:VBL), Fomento Economico Mexicano S.A.B. de C.V. (NYSE:FMX), Coca-Cola Europacific Partners PLC (NYSE:CCEP), Arca Continental, S.A.B. de C.V. (OTCMKTS:EMBVF), Carlsberg A/S (OTCMKTS:CABGY), Alaska Air Group, Inc. (NYSE:ALK), Delta Air Lines, Inc. (NYSE:DAL), United Airlines Holdings (NASDAQ:UAL), Southwest Airlines Company (NYSE:LUV), American Airlines Group, Inc. (NASDAQ:AAL), Mesa Air Group Inc. (NASDAQ:MESA), Joby Aviation, Inc. (NYSE:JOBY), Archer Aviation Inc. (NYSE:ACHR), Spirit Aviation Holdings, Inc. (OTCMKTS:FLYYQ), Las Vegas Sands Corp. (NYSE:LVS), MGM Resorts International (NYSE:MGM), Caesars Entertainment Corporation (NASDAQ:CZR), Flutter Entertainment PLC (NYSE:FLUT), Melco Resorts & Entertainment Ltd. (NASDAQ:MLCO), Entain ADR (OTCMKTS:GMVHY), Inspirato Inc. (NASDAQ: ISPO), Limoneira Co (NASDAQ:LMNR), Snail Inc. (NASDAQ:SNAL), Travel + Leisure Co. (NYSE:TNL)