Takeaway: We hosted our monthly Consumables Digest call yesterday.

Webcast Replay & Materials Link: CLICK HERE

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.

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