We are hosting our monthly Consumables Digest call on Wednesday, November 29th @ 12:30 PM ET.
EVENT DETAILS:
|
WE WILL EXPLORE THE FOLLOWING TOPICS:
- A fresh recap of long ideas.
- A fresh recap of short ideas.
- Go through quick service trends.
- How promotions are tracking in the restaurant space.
- A brief recap of important developments.
- Top client inbounds during the month.
- Top questions from client meetings.
- Trends we are modeling going into 2024.
- Noteworthy takeaways from management calls.
- Discuss the pushback and feedback from our recent Black Book calls.
- Discuss trends we saw during the 3Q23 earnings period.
- 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.
