07/15/24 10:50 AM EDT

CALL INVITE -> Shorting Fast Casual Restaurants

Howard Penney

Takeaway: We will address several important changes to the position monitor this Wednesday.

SHORT FAST CASUAL RESTAURANTS; INDUSTRY WIDE SALES SLOWDOWN

Our Consumables team led by analyst Howard Penney is hosting a call recommending select Short stock picks in the restaurant space on Wednesday, July 17th at 2:00 PM ET. Tune in to find out which tickers are getting demoted to the "Best Idea Short" list.

Click here to get access.

Significant outperformance of key stocks in the sector:

SHAK: Up 29.8%, outperforming the S&P 500 by 12%
CAVA: Up 92%, outperforming by 74% (Note: Insiders are selling substantial amounts of stock this year)
WING: Up 39%, outperforming the S&P 500 by 21%

During the presentation, we will provide:

Detailed analysis of each company's fundamentals
2Q24 Industry trends and macroeconomic factors influencing our outlook
Potential risks to our short thesis
Q&A session to address your specific concerns

We invite you to join us for this presentation.

CALL INVITE -> Shorting Fast Casual Restaurants

Significant outperformance of key stocks in the sector:

During the presentation, we will provide:

CHART OF THE DAY: Consumer Resilience

CARTOON OF THE DAY: 'Twas the Night Before...

CHART OF THE DAY: Buy the Dip, Sell the Rip

Cartoon of the Day

CHART OF THE DAY: Racing In The Rain + OODA (Observe, Orient, Decide, Act) Loop

Cartoon of the Day: Laughingstock

Stock Spotlight: Hubspot Gains +36% in Under 90 Days—Why We're Still Bullish

CHART OF THE DAY: Historic Volatility (One of the Largest $VIX Spikes Ever)

Macro Monday 12/16/24: Inflation is Back, and Consensus is Catching Up

What Most Investors Get Wrong About Market Crashes—and How You Can Avoid the Next One

Know When to Get Out: Staying Ahead of Market Crashes

Stock Spotlight: Hubspot Gains +36% in Under 90 Days—Why We're Still Bullish

CHART OF THE DAY: Historic Volatility (One of the Largest $VIX Spikes Ever)

Feeling the Squeeze: How Surging Inflation is Affecting Everyday Life

Reducing Government Spending Is Key To Reduce Inflation

Cartoon of the Day: Head In the Clouds

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