Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week

02/20/23 09:47AM EST

CONSUMABLES CHALK TALK (2/20/23): CLICK HERE

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week - Consumabesl

POSITION MONITOR CHANGES:

  • Restaurants:
    • Restaurant Brands (QSR) Is Added As A Long Bias.
    • Bloomin Brands (BLMN) Moved Higher On The Best Idea Short List. 
  • Consumer Staples:
    • Walmart (WMT) Moved Lower On The Best Idea Long List. 

POSITION MONITORS:

RESTAURANTS:

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week - PM1

CONSUMER STAPLES:

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week - PM2

CANNABIS:

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week - PM3

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