Replay | Restaurants & Consumer Staples Q&A

07/06/21 11:23PM EDT

CLICK HERE for access to the replay.

We discussed 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 also discussed 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.

Replay | Restaurants & Consumer Staples Q&A - julyQA

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