Restaurants

March 14, 2014

Buy ($175)

Topics covered: Value for Consumers, Store Sales Growth Trends, Restaurant Trends in China, Quick Casual Restaurant Growth, Emerging Market Expansion, Cautious Consumer Spending

Companies covered: Yum! Brands, Inc. (NYSE:YUM), Starbucks Corporation (NASDAQ:SBUX), McDonald's Corporation (NYSE:MCD), Chuy's Holdings, Inc. (NASDAQ:CHUY), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), BJ's Restaurants, Inc. (NASDAQ:BJRI), Wendy's Company (The) (NASDAQ:WEN), Sonic Corp. (NASDAQ:SONC), Ruth's Hospitality Group, Inc. (NASDAQ:RUTH), Panera Bread Company (NASDAQ:PNRA), Kona Grill, Inc. (NASDAQ:KONA), Jack In The Box Inc. (NASDAQ:JACK), Darden Restaurants, Inc. (NYSE:DRI), Chipotle Mexican Grill, Inc. (NYSE:CMG), Amazon.com, Inc. (NASDAQ:AMZN), Texas Roadhouse, Inc. (NASDAQ:TXRH), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Krispy Kreme Doughnuts, Inc. (NYSE:KKD), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Apollo Global Management, LLC (NYSE:APO)