CALL REPLAY | RESTAURANTS & CONSUMER STAPLES Q&A

07/22/22 06:00AM EDT

CLICK HERE for the replay and materials.
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.

CALL REPLAY | RESTAURANTS & CONSUMER STAPLES Q&A - Q A cover

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