Replay | Restaurants & Consumer Staples | Q&A call

We hosted our monthly Restaurants & Consumer Staples 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.