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Monday Mashup: 'Tis the Season - 1

Recent Notes

12/22/14 Monday Mashup: BOBE, RT and More

12/23/14 Industry-Wide Comp Outlook (2015)

12/23/14 Statement Analysis (Replay)

Events This Week

None

Chart of the Day

Gasoline prices are down -31.2% YTD and -30.9% YoY.

Monday Mashup: 'Tis the Season - 2

Recent News Flow

Monday, December 22nd

  • BLMN appointed MediaVest as its lead media agency following a review.

Tuesday, December 23rd

  • PNRA EVP Scott. G Davis announced he will not return to the company following his previously announced sabbatical for personal reasons.  Mr. Davis has played an instrumental role in "the ongoing evolution of the Panera Bread [bakery-café] concept" and had the sourcing, quality assurance, contract manufacturing and logistic teams reporting to him.

Sector Performance

The XLY (+1.8%) outperformed the SPX (+1.3%) as both casual dining and quick service stocks, in aggregate, underperformed the XLY.

Monday Mashup: 'Tis the Season - 3

Monday Mashup: 'Tis the Season - 4

XLY Quantitative Setup

The XLY continues to be bullish on an intermediate-term TREND duration.

Monday Mashup: 'Tis the Season - 5

Casual Dining Restaurants

Monday Mashup: 'Tis the Season - 6

Monday Mashup: 'Tis the Season - 7

Quick Service Restaurants

Monday Mashup: 'Tis the Season - 8

Monday Mashup: 'Tis the Season - 9