Takeaway: We are hosting a live Q&A call on Thursday, May 26 at 10 AM ET.

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.

Send us your questions ahead of time to .