Restaurants, Food and Drinks Report

March 19, 2012

Buy ($175)

Topics covered: Shift Toward Healthier Food Options, Millennials and U.S. Hispanic Preferences, Emerging Market Expansion, Consumer Spending Patterns Polarize, Baby Boomers

Companies covered: Sara Lee Corp., Raytheon Company (NYSE:RTN), Gap, Inc. (The) (NYSE:GPS), DIRECTV (NASDAQ:DTV), Chubb Corporation (The) (NYSE:CB), GRUMA, S.A. de C.V. (NYSE:GMK), BJ's Restaurants, Inc. (NASDAQ:BJRI), Sonic Corp. (NASDAQ:SONC), Starbucks Corporation (NASDAQ:SBUX), PF Chang's China Bistro Inc., McDonald's Corporation (NYSE:MCD), Chipotle Mexican Grill, Inc. (NYSE:CMG), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), Texas Roadhouse, Inc. (NASDAQ:TXRH), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Panera Bread Company (NASDAQ:PNRA), Domino's Pizza Inc (NYSE:DPZ), Jack In The Box Inc. (NASDAQ:JACK), Darden Restaurants, Inc. (NYSE:DRI), Einstein Noah Restaurant Group, Molson Coors Brewing Company (NYSE:TAP), Coca-Cola Company (The) (NYSE:KO), Dr Pepper Snapple Group, Inc (NYSE:DPS), Cott Corporation (NYSE:COT), Coca-Cola Enterprises, Inc. (NYSE:CCE), Brown-Forman Corporation (NYSE:BF.A), ZOLL Medical Corp., WellPoint Inc., Tyco International plc (NYSE:TYC), Stryker Corporation (NYSE:SYK), St. Jude Medical, Inc. (NYSE:STJ), Koninklijke Philips N.V. (NYSE:PHG), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), General Electric Company (NYSE:GE), Edwards Lifesciences Corporation (NYSE:EW), Covidien Ltd. (NYSE:COV), Cantel Medical Corp. (NYSE:CMN), Boston Scientific Corporation (NYSE:BSX), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), United Natural Foods, Inc. (NASDAQ:UNFI), Treehouse Foods, Inc. (NYSE:THS), Target Corporation (NYSE:TGT), Safeway Inc. (NYSE:SWY), SuperValu Inc. (NYSE:SVU), Susser Holdings Corporation, Ralcorp Holdings Inc., Snyder's-Lance, Inc. (NASDAQ:LNCE), Kraft Foods Inc., Kellogg Company (NYSE:K), The Hain Celestial Group, Inc. (NASDAQ:HAIN), General Mills, Inc. (NYSE:GIS), Fresh Del Monte Produce, Inc. (NYSE:FDP), Chiquita Brands International, Campbell Soup Company (NYSE:CPB), Costco Wholesale Corporation (NASDAQ:COST), Conagra Brands Inc. (NYSE:CAG), Jones Soda Co.