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THE HEDGEYE BREAKFAST MONITOR

MACRO NOTES

Retail sales less autos and gas for October came in better-than-expected at +0.7% month-over-month.  Consensus was expecting a +0.2% increase from September.

Soft employment trends among young males are causing QSR chains to rethink their marketing strategies (link).

SUBSECTOR PERFORMANCE

THE HBM: DNKN, MCD - subsector fbr

QUICK SERVICE

DNKN: Dunkin’ Donuts K-Cups did not fare well in a recent review on singleservecoffee.com. 

MCD: The McDonald’s PT was raised to $106 from $100 at Sterne Agee.  The firm also reiterates a Buy rating on the stock.

THE HBM: DNKN, MCD - stocks 1115

Howard Penney

Managing Director

Rory Green

Analyst