TOP 10 MOST READ NOTES: OCTOBER 2013
- 10/15/13 – DRI: A Generational Opportunity
- 10/03/13 – Potbelly (PBPB): The Latest Restaurant IPO
- 10/14/13 – Casual Dining Weakness Persists
- 10/15/13 – CAKE: The Party Is Over, For Now
- 10/21/13 – PNRA: Stage 1 Denial
- 10/25/13 – MCD: McDonald’s Obsession With Starbucks
- 10/2/13 – MCD: Mighty Disaster Part II
- 10/23/13 – PNRA: The Pace Of Change?
- 10/21/13 – MCD: Entering Stage 1 Panic?
- 10/18/13 – Dismantling Darden: Hedgeye vs. Barington
Feel free to contact us if you have any questions, or would like to discuss any of our work in more detail.
Howard Penney
Managing Director