WE EXPLOREd THE FOLLOWING TOPICS:
- A fresh recap of long and short ideas, including BJRI, BROS, and PM.
- A brief recap of the Quads for Restaurants & Consumer Staples.
- Top client questions during the month for MCD, SBUX, and LW.
- Noteworthy takeaways from management calls.
- Trends we are modeling for 2024.
- Discussed the pushback and feedback from our recent Black Book calls.
- Discussed the developing trends we saw during the 4Q23 earnings period.
- Revisited changes to our Position Monitors, including PM, CHD, CLX, and HSY.
|
To view the replay and download the materials, CLICK HERE. |