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Roundtable forum: Bryan C. Elliott, Raymond James & Associates, Inc.; Dean Haskell, Morgan Joseph & Co. Inc.; David E. Tarantino, Robert W. Baird & Co. Inc.; Ashley Reed Woodruff, Friedman, Billings, Ramsey Group, Inc.
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Investing in Restaurant Companies: Sharon Zackfia, William Blair & Company, LLC
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Quick-Service & Casual Dining Restaurants: Mark S. Basham, Standard & Poor's U.S. Equity Research
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Outlook for Restaurant Stocks: Michael D. Smith, Oppenheimer & Co. Inc.
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CEO Interviews (average 2,500 words): Top management from 4 sector firms examine the outlook for their firm and sector. Firms interviewed include: Grill Concepts, Inc., Luby's Inc., Yum! Brands, Inc.
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Off the Record: Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.
Topics covered: Consumer discretionary spending - Slowing housing market - High gas prices - Home cooking - Decreasing size of the household - Stock performance - Restructuring opportunities - Activist investors - Private equity deals - Restaurant margins - Higher labor costs and minimum wages - Commodity prices
Companies covered: Applebee's (APPB), RARE Hospitality (RARE), Panera (PNRA), Chipotle (CMG), Domino's (DPZ), Burger King (BKC), CBRL (CBRL), Denny's (DENN), CKE Restaurants (CKR), Texas Roadhouse (TXRH), Cheesecake (CAKE), Starbucks (SBUX), P.F. Chang's (PFCB).
This Issue
costs $175 - and is non-returnable.
The Wall Street Transcript
does not endorse the views of any interviewee nor does it make stock recommendations.
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