RECENT Consumer Discretionary RESEARCH
Chipotle Mexican Grill’s (CMG) third quarter earnings were released on October 21, 2014. It reported an adjusted EPS of $4.15. It increased by 56%.
Yum! Brands (YUM) released its third quarter earnings on October 7, 2014. The company reported adjusted earnings per share (or EPS) of $0.87.
The casino business model entails a significant amount of leverage use, in which the effects could be magnified to have a positive impact on equity. Land-based casinos are inherently highly leverage businesses that usually need to build properties, whether they’re tribal casinos in Oklahoma or multipurpose complexes in Macau.
Some blame it on outdated regulations. Some blame it on increased competition from neighboring states. Some blame it on poor or complacent management. But they all agree on one thing: Atlantic City’s casino market is crumbling.
The value proposition of GME starts (and ends) with the premise that gamers seek salvage value from their games, particularly those shiny new $60 ones.
During the last few days there have been a number of economic indicators and earnings releases for the retail sector.
Ambassadors Group (AG) (EPAX) is a leading provider of education travel. At a market cap of $65 million, the street is valuing the travel business at about $30 million. That…
Dunkin’ Brands Group, Inc. is a quick-service restaurant chain and operates in an industry of coffee retailers such as Starbucks (SBUX) and Krispy Kreme Donuts (KKD).
Last week, Chipotle Mexican Grill (CMG), the largest player in the fast-casual restaurant industry, reported its 4Q13 earnings and summarized its performance for the fiscal year.
On January 23, 2014, Starbucks Corp. (SBUX) reported its first quarter fiscal year 2014 results for the period ending December 2013.
Dunkin’ Brands Group is a franchisor of quick-service restaurants, serving hot and cold coffee and baked goods in addition to ice cream. It’s a strong, growing player in these segments.
Starbucks began in 1971 as a single coffee shop in Seattle. Today, it’s the world largest coffee retailer, with over 19,000 locations in more than 60 countries (as of FY2013 end).
On January 15, a short-seller announced that LKQ was a good short candidate. Upon this news, the stock has traded off more than 15%.
The Market Realist team identified relevant comps for McDonald’s, of which Burger King (BKC), Wendy’s (WEN), Yum! Brands (YUM), Popeye’s (AFCE), and Chipotle (CMG) made the top of the list.…
Cedar Fair (FUN) presented investors an attractive entry point to purchase shares, now yielding nearly 6%. This is a very good business.
MGMB (Metro-Goldwyn-Mayer) is a so-called mini–major movie studio that produces a handful of films each year and maintains no physical production facilities.
West Marine (WMAR) is an undervalued retailer. It’s the largest specialty retailer of boating supplies and accessories.
What have been the main drivers of spirits growth in the past, where will future growth come from, and how can you invest in the industry?
With higher economic activity, more people are employed, which is positive for retail sales and which bodes positively for consumer ETFs and restaurant stocks.
August’s eating and drinking place sales increase was moderate. It was likely negatively affected by car sales—a trend we’ve been seeing since April.