03.19.07: Restaurants Report
A roundtable forum, three analysts and top management from 4 firms examine the Restaurants industry in this 42 page report from The Wall Street Transcript.
  1. 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.

  2. Investing in Restaurant Companies: Sharon Zackfia, William Blair & Company, LLC

  3. Quick-Service & Casual Dining Restaurants: Mark S. Basham, Standard & Poor's U.S. Equity Research

  4. Outlook for Restaurant Stocks: Michael D. Smith, Oppenheimer & Co. Inc.

  5. 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.

  6. 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).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

 



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