Replay | Restaurants and Consumer Staples Q&A call

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