We hosted our monthly Restaurants and Consumer Staples Q&A call earlier today.
We spent some time on the following topics:
- We revisited the investment themes for both sectors.
- We discussed the most common inbounds we have received.
- We went through our recent position monitor changes including CMG, DASH, SG, and PEP.
- We provided brief updates on some of our best ideas.
- We answered questions on DRI, GO, MCD, SYY, what items are substituted during periods of inflation, and more.
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CLICK HERE for the webcast replay and to download materials. |
