Invite | Consumables Digest

03/24/24 01:18PM EDT

We are hosting our Consumables Digest call on March 26 at 2 PM ET.

Event Details:

Date & Time: Tuesday, March 26, at 2 PM ET.

Webcast & Slides: CLICK HERE (refresh shortly before the call)

Add to your Outlook calendar: Click Here

WE WILL EXPLORE THE FOLLOWING TOPICS:

  • A fresh recap of long and short ideas, including BJRI, BROS, and PM.
  • A brief recap of important developments and early thoughts on Q1 earnings reports.
  • Top client questions during the month.
  • Noteworthy takeaways from management calls.
  • Trends we are modeling for 2024.
  • Discuss the pushback and feedback from our recent Black Book calls.
  • Discuss the developing trends we saw during the 4Q23 earnings period.
  • Revisit changes to our Position Monitors, including PM, CHD, CLX, and STKL.

We will also take live questions but will keep our call's length to 30 minutes.

Send us your questions ahead of time to Consumablespro. 

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