Replay | Restaurants and Consumer Staples Q&A call
11/12/21 02:32PM EST
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CLICK HERE for the replay link.
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We are past the halfway point of the Q3 earnings season.
- We went through our recent position monitor changes.
- We provided 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 provided brief updates on some of our best ideas.
- Previewed 1Q22 themes
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