Happening Soon | Restaurants & Consumer Staples Q&A

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.

We will also take live questions.

Send us your questions ahead of time to .