Invite | Restaurants & Consumer Staples Q&A

05/25/22 02:44PM EDT

We will explore the following topics:

  • Recent changes and new trends have been seen in consumer spending.
  • Discuss the pushback and feedback from our recent Restaurant Themes call and Grocery Update call.
  • Discuss the most common and noteworthy inbounds we have received in the past month.
  • Update changes to our Position Monitors.
  • We will update the headwinds and tailwinds for both sectors, including labor, transportation, inputs, the shift in food consumption, and other inflationary pressures.
  • Provide updates on some of our best ideas.

We will also take live questions.

CLICK HERE at the time of the event for the live webcast.

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