Restaurants, Food and Drinks Report


March 19, 2012
49 Pages - SKU: WST3869435
License type:
Growth Momentum Tied to Secular Shifts in Customer Preferences Sharon Zackfia - William Blair & Company, L.L.C.
Key Demographics Prefer Healthier Food Options Scott Mushkin - Jefferies & Company, Inc.
Large Packaged Food Companies Rely on Events for Growth Alexia Howard - Sanford C. Bernstein & Co., LLC
Macro Trends Whet Global Appetite for Latin American Food Pedro Herrera - HSBC Securities (USA) Inc.
Robust Demand for Natural Foods Continues as High-End Consumers Recover Andrew Wolf - BB&T Capital Markets
Stronger Earnings Potential for Upper-End Restaurants Matthew DiFrisco - Lazard Capital Markets
U.S. Beverage Companies Compete on Marketing in 2012 Kaumil Gajrawala - UBS Investment Bank
U.S. Middle Class to Increase Spending in 2012, 2013 Will Slabaugh - Stephens Inc.
CEO Interviews (average 2,500 words): top management from 4 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Attitude Drink Company, Craft Brew Alliance, Inc., Jones Soda Co., and Synutra International, Inc.
Topics covered: Shift Toward Healthier Food Options - Consumer Spending Patterns Polarize - Emerging Market Expansion - Baby Boomers, Millennials and U.S. Hispanic Preferences
Companies covered:
Attitude Drinks (ATTD)
BJ's (BJRI)
Coca-Cola Enterprises (CCE)
Pepsico's (PEP)
Smucker's (SJM)
Snyder's-Lance (LNCE)
United Natural Foods (UNFI)
ABI (BUD)
Ahold (AH.AS)
Amazon.com (AMZN)
Bimbo (BIMBOA.MX)
Brasil Foods (BRFS)
Brown-Forman (BF-B)
Buffalo Wild Wings (BWLD)
CVS (CVS)
Campbell Soup (CPB)
Cheesecake Factory (CAKE)
Chefs' Warehouse (CHEF)
Chipotle (CMG)
Chiquita (CQB)
Coca-Cola Co (KO)
ConAgra (CAG)
Costco (COST)
Cott Corp. (COT)
Craft Brew Alliance, Inc. (HOOK)
Darden (DRI)
Dean Foods (DF)
Diageo (CDO)
Domino's (DPZ)
Dr Pepper (DPS)
Dunkin' (DNKN)
Einstein Noah (BAGL)
Express Scripts' (ESRX)
Fresh Del Monte (FDP)
General Mills (GIS)
Gruma (GMK)
Grupo Modelo (GMODELOC.MX)
Hain (HAIN)
Hanesbrands (HBI)
Heinz (HNZ)
Hershey (HSY)
Hormel (HRL)
JBS (JBSS3.SA)
Jack in the Box (JACK)
Jones Soda (JSDA)
Kellogg (K)
Kraft (KFT)
Kroger (KR)
McCormick (MKC)
McDonald's (MCD)
Medco (MHS)
Molson Coors (TAP)
Monster (MNST)
Nestle (NESN.VX)
Nielsen (NLSN)
P.F. Chang's (PFCB)
Panera (PNRA)
Post (POST)
Ralcorp (RAH)
Red Robin (RRGB)
Ruddick (RDK)
Ruth's (RUTH)
Safeway (SWY)
Sara Lee (SLE)
Smart Balance (SMBL)
Smithfield (SFD)
Sonic (SONC)
Starbucks (SBUX)
SuperValus (SVU)
Susser (SUSS)
Synutra International (SYUT)
Sysco (SYY)
Target (TGT)
Texas Roadhouse (TXRH)
TreeHouse (THS)
Tyson (TSN)
Unilever (UN)
Wal-Mart (WMT)
Walgreen (WAG)
Whole Foods (WFM).
Companies covered:
BBCN Bancorp (BBCN)
Central Pacific Financial (CPF)
First Republic (FRC)
Preferred Bank (PFBC)
Bank of America (BAC)
Bank of Hawaii, (BOH)
Bridge Capital Holdings (BBNK)
CVB Financial (CVBF)
City National (CYN)
Columbia Banking System (COLB)
Comerica (CMA)
East West (EWBC)
FNB Bancorp. (FNBG)
Friendly Hills Bank (FHLB)
Heritage Commerce Corp (HTBK)
Mechanics Bank (MCHB)
SVB Financial Group (SIVB)
Security Business Bank (SBBC)
Summit State Bank (SSBI)
USB (USB)
Wells Fargo (WFC)
Westamerica (WABC)
Wilshire Bancorp (WIBC)
Zion (ZION).