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

New for 2023, our monthly call includes:

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

We explored the following topics:

• The pushback and feedback from our recent Black Book calls.
• Trends that we see ahead of Q4 earnings. 
• Changes to our Position Monitors.
• Updates on some of our best ideas.
• We also took questions on the impact of legalized cannabis on alcohol sales, LANC, BJ, and GIS in Consumer Staples.