Takeaway: We are hosting a live Q&A call tomorrow, July 21, at 10 AM ET.

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

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.
  • Discuss our expectations for Q2 earnings season.
  • Provide updates on some of our best ideas.
We will also take live questions.

Send us your questions ahead of time to .

Call Reminder | RESTAURANTS & CONSUMER STAPLES Q&A - 7.14.21.5