Retail / Restaurants Report

Published by: Wall Street Transcript

Published: Aug. 4, 2008 - 74 Pages

Table of Contents

Retail/Restaurants Report

-74 pages of exclusive interviews, featuring:

Roundtable Forum:

Outlook for Restaurant Stocks - Lynne Collier, KeyBanc Capital Markets Inc.; William W. Hamilton, SMH Capital Inc.; Nicole Miller Regan, Piper Jaffray & Co.; David E. Tarantino, Robert W. Baird & Co. Inc.

Roundtable Forum:

Restaurants - Steve West, Stifel, Nicolaus & Company, Inc.; Sharon Zackfia, William Blair & Co., LLC

Outlook for Specialty Retail Stores - Paul Lejuez, Credit Suisse

Teen & Children’s Specialty Retail - Linda Tsai, MKM Partners LLC

Teen Retailing Outlook - Betty Chen, Wedbush Morgan Securities Inc.

Teen Retailers - Brad A. Stephens, Morgan Keegan & Company, Inc.

Off the Record:

Restaurants - Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.

CEO Interviews - Casey’s General Stores, Inc., Costco Wholesale Corporation, Hartmarx Corporation, iParty Corp., Medifast, Inc., Perry Ellis International, Inc., Titan Machinery Inc., UFood Restaurant Group, Inc.

Topics covered include:

Traffic trends - Economic slowdown - Stabilization - The geographic exposures - Gas prices - The minimum wage increase - Rising costs - Expansion plans - M&A activities - Valuations - Consumer confidence - Housing conditions - The fundamentals - Employment situation - Casual dining - The retail environment - Teen retail companies - Inventory levels - Cash balances - Full-price selling - The level of markdowns - The weak dollar - Pricing inflation

Companies mentioned include:

Brinker International (EAT); Ruby Tuesday (RT); CEC Entertainment (CEC); McDonald's (MCD); Sonic (SONC); DineEquity (DIN); Triarc (TRY); Wendy's (WEN); P.F. Chang's (PFCB); Panera Bread (PNRA); Burger King (BKC); Buffalo Wild Wings (BWLD); Bob Evans Farms (BOBE); BJ's (BJRI); Chipotle (CMG); Cheesecake Factory (CAKE); Jack in the Box (JBX); Starbucks (SBUX); Wal-Mart (WMT); Darden (DRI); Yum! Brands (YUM); Gap (GPS); Limited (LTD); Tiffany (TIF); Coach (COH); Life Time Fitness (LTM); Town Sports (CLUB); Cabela's (CAB); Build-A-Bear (BBW); Talbots (TLB); J. Crew (JCG); Ross Stores (ROST); TJX (TJX); Abercrombie & Fitch (ANF); American Eagle (AEO); Aeropostale (ARO); Tween Brands (TWB); Pacific Sunwear (PSUN); Children's Place (PLCE); Gymboree (GYMB); Urban Outfitters (URBN); Guess (GES); Charlotte Russe (CHIC); AnnTaylor (ANN); Zumiez (ZUMZ); Hot Topic (HOTT).

Abstract

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