Replay | CONSUMABLES MONTHLY DIGEST CALL | CONSUMER STAPLES & RESTAURANTS

05/29/23 03:33PM EDT

CLICK HERE for the video replay and materials. 

We explored the following topics:

  • A fresh recap of long ideas.
  • A fresh recap of short ideas.
  • Go through casual dining trends. 
  • 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 2Q23.
  • Discuss 1Q23 earnings. 
  • Revisit changes to our Position Monitors.
  • Provide updates on some of our best ideas.

We also answered live questions but kept our call's length to 30 minutes.

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