CALL REPLAY | Consumables Monthly Digest Call | Restaurants & Consumer Staples

09/28/23 03:00PM 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 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.

Send us your questions ahead of time to restaurantsteam.

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