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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