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Watch the replay below.

Hedgeye's Restaurants and Consumer Staples analysts Shayne Laidlaw and Nnamdi Obukwelu review their top long and top short ideas as well as touching on industry trends and the key macro factors impacting their sector. 

Top LONG & SHORT ideas discussed

  • Cheesecake Factory (CAKE)
  • Shake Shack (SHAK) 
  • Kroger (KR) 
  • Costco (COST) 
  • Domino's Pizza (DPZ) 
  • Chipotle (CMG) 
  • Starbucks (SBUX)