Must-See TV...
Watch Hedgeye Restaurants & Consumer Staples analysts Shayne Laidlaw and Nnamdi Obukwelu for this week's edition of Sector Spotlight. As we head into the thick of earnings season, our team reviewed companies which have reported and offered thoughts on what's to come.
Tickers and topics included:
- Short Chipotle (CMG): Fundamentals are still challenged, peak margins and AUV’s are a long way off!
- Long McDonald's (MCD): Improving Consumer Sentiment & Restaurant Optimization
- Long Buffalo Wild Wings (BWLD): CEO Sally Smith Should Be Replaced...
- Long Pinnacle Foods (PF): Performance driven by margin expansion and M&A potential
***CLICK HERE to access the associated slides.
