We are hosting our monthly Consumables Digest call on Wednesday, September 27th @ 12:30 PM ET.
Event Details:
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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 3Q23.
- 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.
