New Invite | Consumables Digest: Restaurants & Consumer Staples (New Format)

New for 2023, our monthly call to include:

• A brief recap of important developments.
• Top client inbounds during the month.
• Top questions from client meetings.
• Noteworthy takeaways from management calls.

We will explore the following topics:

• Discuss the pushback and feedback from our recent Black Book calls.
• Discuss trends that we see ahead of Q4 earnings. 
• Revisit changes to our Position Monitors.
• Provide updates on some of our best ideas.

We will also take live questions but will keep our call's length to 30 minutes.

Send us your questions ahead of time to