We will explore the following topics:
- Recent trend changes in consumer spending.
- Discuss the pushback and feedback from our recent Black Book calls.
- Discuss the most common and noteworthy inbounds we have received in the past month.
- Revisit 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.
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