Call Replay | Restaurants & Consumer Staples Q&A

11/28/22 05:10PM EST

CLICK HERE for the webcast replay and supporting materials.

We explored 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 Replay | Restaurants & Consumer Staples Q&A - ProQA

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