Replay | Restaurants & Consumer Staples Q&A

Among the topics we discussed were SunOpta's oat milk opportunity, Beyond Meat's fundamentals vs. its stock price, shorting companies with difficult COVID-19 comparisons, and Burger Fi.

We also discussed ghost kitchens post-pandemic, Domino's Pizza, Nomad Foods, Constellation Brands and its cannabis upside, Brinker, and grocers.