Replay | Q&A call

04/22/22 01:48PM EDT

We hosted our monthly Consumer Staples & Restaurants Q&A call on April 22.

We explored the following topics:

  • We discussed our initial thoughts on the current earnings season.
  • We discussed the most common and noteworthy inbounds we have received. 
  • We went go through our recent position monitor changes including DASH, SBUX, and NAPA.
  • We provided 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 provided brief updates on some of our best ideas and our best new money ideas.

CLICK HERE for webcast replay and materials.

Replay | Q&A call - April Q A

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