Call Replay | Restaurants & Consumer Staples Q&A

09/28/22 04:45PM EDT

CLICK HERE FOR THE WEBCAST AND MATERIALS.

We explored the following topics:

  • 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.
  • Provide updates on some of our best ideas.
  • Recent trend changes in consumer spending.

Call Replay | Restaurants & Consumer Staples Q&A - QA

© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.