On Thursday, April 28th at 2 PM ET, we will host an Idea Hunt call for Restaurants and Consumer Staples. We are on the hunt for longs and shorts where our estimates differ materially from consensus expectations and where the multiple could be re-rated. We will present our analysis after a further round of vetting on a handful of companies. We vet companies, including Monster Energy in Consumer Staples and Dutch Brothers in Restaurants.
Stay tuned for other companies.
Topics we will cover on the call include:
- How to be positioned in Restaurants & Consumer Staples in Quad 4.
- Monster - What is the risk of a tie-up with Constellation Brands? What does it portend for the company's core growth opportunity?
- BROS - Will BROS benefit from the dislocation at SBUX?
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CLICK HERE for the webcast and materials at the time of the event. |
