1 roundtable forum and 1 analyst examine the Restaurants segment in this 22-page report from The Wall Street Transcript.
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Roundtable Forum - Restaurants: Stephen Anderson, MKM Partners LLC; Bryan C. Elliott, Raymond James & Associates, Inc.; Nicole Miller Regan, Piper Jaffray & Co.; Sharon Zackfia, William Blair & Co., LLC
Outlook for Restaurants: Steve West, Stifel, Nicolaus & Company, Inc.
Topics covered: Focus on value - Good and bad concepts - Decline in casual dining demand - Fast food growth - Strongest brands - Unemployment impact on breakfast/lunch fare - Demographic trends - Generation Y consumers - Debt covenant ratios - Bar & grill operators - Outlook for commodity prices - Food inflation - Aggressive promotions - Store level margins under pressure - Stock buybacks - M&A activity - Investor interest - Stock picks - Stocks to worry about
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Companies covered: Burger King (BKC); Cracker Barrel (CBRL); Bob Evans (BOBE); Starbucks (SBUX); McDonald's (MCD); P.F. Chang's (PFCB); California Pizza Kitchen (CPKI); Chipotle Mexican Grill (CMG); Panera Bread (PNRA); Ruby Tuesday (RT); O'Charley's (CHUX); Cheesecake Factory (CAKE); Denny's (DENN); Kraft (KFT); Darden Restaurants (DRI); Buffalo Wild Wings (BWLD); Sonic (SONC); Jack in the Box (JACK); Dunkin' Donuts.


