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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.
