We are hosting our monthly Restaurants and Consumer Staples Q&A call on April 22.
We will explore the following topics:
- We will discuss our initial thoughts on the current earnings season.
- We will discuss the most common and noteworthy inbounds we have received.
- We will go through our recent position monitor changes including DASH, SBUX, and NAPA.
- 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. |
