Invite | Restaurants & Consumer Staples Q&A

• We will discuss what we have learned so far during earnings season and where our thoughts have changed.
• Restaurant sales are accelerating, but can they find the staff to accommodate their guests?
• Inflationary pressures are building in consumer staples - can they pass it on?
• We recently added Chipotle as a short.
• We will discuss the recent IPOs and SPAC offerings in our sector.

There is a lot to discuss, we hope you can join us.

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