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. |