Happening Soon | Consumables Monthly Digest Call | Consumer Staples & Restaurants

We will explore 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 2Q23 earnings. 
• Revisit changes to our Position Monitors.
• Provide updates on some of our best ideas.

We will also take live questions but will keep our call's length to 30 minutes.

Send us your questions ahead of time to consumerstaples.