Happening in 10 Minutes | Restaurants & Consumer Staples Q&A

07/06/21 09:48AM EDT

CLICK HERE for live webcast and materials at the time of the event.

We will discuss our recent position monitor changes.

  • We added Stryve (ANDA) recently as a Staples best idea long.
  • We moved Just Eat Takeaway from best idea short to best idea long.
  • We also moved DoorDash from best idea short to best idea long.

We will also discuss some investment themes, including: 

  • Our thoughts on the Q2 earnings season.
  • Restaurant sales are accelerating, but finding the staff to accommodate guests has been very challenging.
  • Inflationary pressures are building in consumer staples - can they pass it on?
  • The recent IPOs and SPAC offerings in our sector.

There is a lot to discuss, we hope you can join us.

Submit any questions you want to be addressed to before or during the live presentation.

Happening in 10 Minutes | Restaurants & Consumer Staples Q&A - julyQA

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