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

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

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:

CONSUMER STAPLES:

CANNABIS: