Happening Now | Restaurants & Consumer Staples Q&A

We are past the halfway point of the Q2 earnings season.

• We will go through our recent position monitor changes.
• We will provide updates on the headwinds and tailwinds seen in earnings season including labor inflation, transportation costs, lapping the pandemic, the shift to away from home consumption, and other inflationary pressures.
• We will provide brief updates on some of our best ideas.
• We will also take live questions.

Submit any questions you want to be addressed to .