Replay | Restaurants and Consumer Staples Q&A call

We hosted our last Q&A call of 2021. We spent some time explaining the Quad 1/Quad 4 pivot for Restaurant and Consumer Staples stocks. 

In addition, we took questions on the following:

• We addressed what stocks would be better positioned in each quad.
• 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, labor rates, and other inflationary pressures.
• We previewed 2022 themes and how we are approaching casual dining stocks in a Quad 1 environment. 
• We provided brief updates on some of our best ideas both long and short.