REPLAY | RESTAURANTS & CONSUMER STAPLES Q&A

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.