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