Q&A CALL TODAY
We are hosting our monthly Q&A call today. Email your questions to and we will answer them on the call.
We will explore the following topics:
- Discuss the pushback and feedback from our recent Black Book calls.
- Review the 3Q22 earnings period: what changed, what stands out to us, and where we have more or less conviction.
- Discuss trends that we are seeing during 4Q22 ahead of earnings.
- 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.
- Discuss recent trend changes in consumer spending.
CALL DETAILS:
- Date & Time: Monday, November 28th @ 12:30 PM ET
- Webcast & Slides: CLICK HERE (Refresh Shortly Before Call)
Casual Dining Traffic
There are ebbs and flows of weekly and monthly sales trends, but the trends have pointed to slowing traffic all year. We remain SHORT Casual Dining.
