Happening in 10 minutes | Restaurants & Consumer Staples Q&A

• We recently did a Black Book on SunOpta reviewing the company's opportunities in plant-based milk and specifically the upside in oat milk.
• We recently did a Black Book thesis update on Beyond Meat.
• There has been a lot of volatility in the markets from short covering and retail investors. We will go through where we see the risks and opportunities in both restaurants and consumer staples.
• We will also discuss where we have had the most investor pushback on our investment ideas in the most recent weeks.

Submit any questions you want to be addressed to before or during the live presentation.