Call Today | Consumables Monthly Q&A | Restaurants, Consumer Staples, & Cannabis

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 and the setup for the 2H. 
• Revisit changes to our Position Monitors.
• Provide updates on some of our best ideas.

WE WILL ALSO TAKE LIVE QUESTIONS.

Send us your questions ahead of time to .