Market Insights

09/28/22 04:45 PM EDT

Call Replay | Restaurants & Consumer Staples Q&A

Howard Penney

Daniel Biolsi

@Hedgeye_Staples

Nick Balch

@HedgeyeCannabis

Takeaway: We hosted our live end-of-the-quarter Q&A call earlier today

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.

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