Restaurant Themes - entering the critical phase
We will be hosting an updated Restaurant Thems Black book on 5/23 @ 10:00. We will update our Restaurant themes and dig deeper into the Foodservice names on the call. We are broadly short of the restaurant space and are focused on SYY, CHEF, and USFD.
- Demand Destruction Looming
- The Pandemic Digital Headfake - Digital Growth Slowing
- Short Food Distributors
Watch live below
CLICK HERE to access the associated slides (they will become available before the start of the presentation)
Opentable Data - Weekends are slowing.
Weekends Showing Stronger Recovery Vs. Weekdays Compared To Pre-Covid Levels, but are rolling over.
Restaurant industry Performance ranked by the YTD%.
