Takeaway: Tickers: MCD, SBUX, DRI, EAT, QSR, JACK, CELH, STKL, BRBR, KR

We are hosting our monthly Consumables Digest call on Wednesday, November 29th @ 12:30 PM ET. 

EVENT DETAILS:

  • Date & Time: Wednesday, November 29th, at 12:30 PM ET.
  • Webcast & Slides: CLICK HERE (Refresh shortly before the call).

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.

Send us your questions ahead of time to restaurantsteam.