REPLAY | RESTAURANTS & CONSUMER STAPLES Q&A

08/11/21 08:11PM EDT

We are past the halfway point of the Q2 earnings season, so it was a opportune time to discuss our Q2 takeaways and positioning for Q3.

  • We provided our latest thoughts on BurgerFi, Beyond Meat, and Starbucks.
  • We also provided our takeaways from the AppHarvest and SunOpta earnings reports today. We discussed the takeaways for Oatly from the SunOpta call. 
  • We summarized our investment thesis on Nomad Foods as it laps the pandemic comparisons.

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REPLAY | RESTAURANTS & CONSUMER STAPLES Q&A - Rest and Stap Aug QA

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