Happening Tomorrow | Restaurants and Consumer Staples Q&A call

11/11/21 10:15AM EST

We are past the halfway point of the Q3 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.
  • Preview 1Q22 themes 

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