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

05/14/23 03:22PM EDT

CONSUMABLES Chalk Talk (5/14/23): CLICK HERE

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

POSITION MONITOR CHANGES:

  • Restaurants:
    • RBI (QSR) Was Added To The Best Idea Long From A Long Bias.
    • Dutch Brothers (BROS) Was Moved Up On The Best Idea Short List To #1.
    • Starbucks (SBUX) Was Moved Up On The Best Idea Short List To #2.
    • Shake Shack (SHAK) Was Moved Up On The Best Idea Short List To #3.
    • Sweetgreen (SG) Was Moved Up On The Best Idea Short List To #4.
    • Sysco (SYY) Was Moved Up On The Best Idea Short List To #5.
  • Consumer Staples:
    • Hersey (HSY) Was Moved Up On The Best Idea Long List To #1.
    • Perrigo (PRGO) Was Moved Lower On The Best Idea Long List.
    • Cosco (COST) Was Added To The Best Idea Long List From A Long Bias. 
    • Walmart (WMT) Was Added To The Best Idea Long List From A Long Bias. 
    • Molson Coors (TAP) Was Moved To The Short Bias List From A Best Idea Short. 

    POSITION MONITORS:

    RESTAURANTS:

    Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week - 5.14.1

    CONSUMER STAPLES:

    Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week - 5.14.2

    CANNABIS:

    Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week - 5.14.3

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