We are hosting our first Q&A call of 2022. We will take some to explain the implications of Quad 4 for Restaurant and Consumer Staples stocks.
In addition, we will spend some time on the following:
- We will revisit the investment themes for both sectors.
- We will go through our recent position monitor changes.
- We will provide updates on the headwinds and tailwinds for both sectors including labor, transportation, ingredients, 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.
Submit any questions you want to be addressed to
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CLICK HERE for the live webcast at the time of the event. |
