TOP 10 MOST READ NOTES: NOVEMBER 2013
- 11/07/13 – The Casual Dining Bubble
- 11/19/13 – PBPB: Not Worthy Of The Multiple
- 11/25/13 – MCD: Testing The Espresso-Based Beverage Theory Early
- 11/27/13 – New Best Idea: Short Bloomin’ Brands
- 11/06/13 – Casual Dining Comps: Mgmt Commentary & Hedgeye’s Take
- 11/13/13 – YUM: October China Comps Beat Expectations
- 11/08/13 – MCD: #Growth Slowing
- 11/22/13 – Commodity Chartbook
- 11/04/13 – Top Read Notes: October 2013
- 11/12/13 – Dial-In & Materials: Can McDonald’s Get The Coffee Consumer In 2014?
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