Call Replay | RESTAURANTS & CONSUMER STAPLES Q&A
Takeaway:
Tickers Discussed: SBUX, MCD, WING, PLAY, CMG, STZ, PRGO, BJ, COST, SAM
CLICK HERE for the webcast and materials.
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We explored 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.