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CLICK HERE for the webcast replay and materials. |
We explored the following topics:
- Recent changes and new trends have been seen in consumer spending.
- The pushback and feedback from our recent Restaurant Themes call and Grocery Update call.
- The most common and noteworthy inbounds we have received in the past month.
- Changes to our Position Monitors.
- A brief review of the headwinds and tailwinds for both sectors, including labor, transportation, inputs, the shift in food consumption, and other inflationary pressures.
- We were also asked for updates on CMG, STKL, SG, ACI, and PLAY.
