Replay | CONSUMABLES MONTHLY DIGEST CALL | CONSUMER STAPLES & RESTAURANTS

03/30/23 11:07PM EDT

WE EXPLORED THE FOLLOWING TOPICS:

A fresh recap of long ideas, including MCD, PRGO, HSY, & GIS.
A fresh recap of short ideas, including SBUX, DASH, & SFM.
A brief recap of important developments.
Top client inbounds during the month.
Top questions from client meetings.
Noteworthy takeaways from management calls.
Discuss the pushback and feedback from our recent Black Book calls.
Discuss trends we are seeing in 1Q23.
Revisit changes to our Position Monitors.
Provide updates on some of our best ideas.

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