We are hosting our monthly Restaurants and Consumer Staples Q&A call today.
We will spend some time on the following topics:
- We will revisit the investment themes for both sectors.
- We will discuss the most common inbounds we have received.
- We will go through our recent position monitor changes including CMG, DASH, SG, and PEP.
- 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.
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CLICK HERE at the time of the event for the webcast and materials. |
Send us your questions ahead of time to .
