CONSUMABLES MONTHLY DIGEST REPLAY (7/30/23): CLICK HERE
POSITION MONITOR CHANGES
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RESTAURANTS:
- Domino's (DPZ) was added as a Best Idea Long
- Domino's Pizza Group (DOM-LON) was added as a Best Idea Long
- Papa John's (PZZA) was added as a Best Idea Short
- Sysco (SYY) was removed as a Best Idea Short
- Chefs Warehouse (CHEF) was removed as a Best Idea Short
- Wendys (WEN) was removed from the Short Bias List
- Portillos (PTLO) was removed from the Short Bias List
- Jack in the Box (JACK) was removed from the Short Bias List
- Hellofresh (HLFFF) was removed from the Short Bias List
- Kura Sushi (KRUS) was moved to the top of the Short Bias List
- Wingstop (WING) was moved to the top of the Short Bias List.
POSITION MONITORS:
RESTAURANTS:
CONSUMER STAPLES:
CANNABIS:
