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Tue, Jan. 12, 5:11 AM
- McDonald's (NYSE:MCD) could face pressure from the European Union after consumer groups in Italy filed fresh complaints.
- The company is accused of charging franchisees rents at excessive levels above market rates.
- McDonald's is already one of the targets of an EU investigation into its tax arrangement with Luxembourg.
Thu, Jan. 7, 2:34 PM
- McDonald's (MCD -2.1%) is rolling out new packaging this month across all U.S. stores.
- The modern look will include the first use of colors outside the company's traditional red and yellow staples for over 60 years.
- A new packaging design will be introduced in all global markets by the end of the year.
Mon, Jan. 4, 9:03 AM| Mon, Jan. 4, 9:03 AM | 2 Comments
- December monthly performance was: -1.18%
- 52-week performance vs. the S&P 500 is: -1%
- $0.10 in dividends were paid in December
- Top 10 Holdings as of 11/30/2015: Exxon Mobil Corporation (XOM): 4.98%, Microsoft Corp (MSFT): 4.49%, Apple Inc (AAPL): 4.18%, Altria Group Inc (MO): 3.37%, McDonald's Corp (MCD): 2.94%, PepsiCo Inc (PEP): 2.93%, Home Depot Inc (HD): 2.4%, Intel Corp (INTC): 2.31%, International Business Machines Corp (IBM): 2.02%, AbbVie Inc (ABBV): 1.96%
Mon, Jan. 4, 9:01 AM
- Nomura forecasts McDonald's (NYSE:MCD) saw same-store sales growth of 3.5% in Q4 based on its channel checks.
- Any comp over 3% would be considered a major achievement for McDonald's after a long run of negative to slightly positive growth.
- Nomura raises its rating on McDonald's to Buy from Neutral off the confidence in same-store sales trends. The Japanese firm's new price target of $135 on MCD implies the restaurant stock will carve out new all-time highs.
- MCD -0.81% premarket to $117.18.
Fri, Jan. 1, 4:53 AM
- Dow: NKE +29%; HD +27%; MCD +25%; GE +21%; V +16%.
- S&P 500: NFLX +135%; AMZN +119%; ATVI +90%; NVDA +61%; CVC +54%.
- Nasdaq: NFLX +135%; AMZN +119%; CTRP +104%; ATVI +90%; NVDA +61%.
- Dow: WMT -29%; CAT -28%; AXP -26%; CVX -21%; UTX -18%.
- S&P 500: CHK -77%; CNX -77%; SWN -75%; FCX -71%; FOSL -67%.
- Nasdaq: MU -59%; WDC -47%; STX -47%; VIAB -46%; BBBY -37%.
Dec. 29, 2015, 5:28 PM
- Coffee prices continue to fall as strong El Nino rains in Brazil help to boost crop yields. The next harvest in the nation is forecast to be up 20% Y/Y at 58M bags.
- Even with Arabica prices down 28% this year, analysts see another swing lower for coffee in 2016 due to the oversupply situation.
- Weak currencies in South America are also providing a strong incentive to local producers to sell as much as they can.
- The trend toward low coffee prices is helping to lift margins for many coffee sellers with U.S. retail prices only down 4% to 5% this year. Companies light on hedging positions are seeing the biggest benefit.
- Most execs play coy over the bottom line benefit of lower coffee commodity prices, but even Starbucks CFO Scott Maw had to concede that pricing looked a "little bit favorable" during the firm's last earnings call (transcript).
- Coffee futures chart
- Related stocks and ETFs: KHC, GMCR, DNKN, OTCPK:RBGLY, OTCPK:RBGPF, SBUX, OTCQB:JAMN, SJM, MCD, JO, CAFE, THS, KKD, OTCPK:NSRGY, OTCPK:NSRGF.
Dec. 29, 2015, 1:08 PM
- McDonald's (MCD +0.7%) reached an all-time high of $120 today as it continues its slow upward trek after breaking out in October.
- The successful runout of All-Day breakfast and the company's plan to refranchise up to 95% of its stores are seen as positive drivers for shares.
- Recent restaurant traffic checks have shown positive same-store sales growth for the QSR category where McDonald's is the biggest player.
Dec. 28, 2015, 1:40 PM
- Restaurant same-store sales returned to positive territory in November with a 0.5% gain, according to tracking from Black Box Intelligence. Traffic was down 1.7% during the month, while pricing and higher average ticket helped bail out the sector. However, average ticket growth has slowed down over the last few months as beverage sales have weakened.
- QTD same-store sales are up 0.2% after increasing 1.5% in Q3.
- Restaurant stocks: CAKE, CBRL, CMG, DNKN, DPZ, DRI, EAT, JACK, MCD, PNRA, RRGB, RT, SBUX, SONC, WEN, BWLD, BDL, NATH LUB, QSR, CHUY, BLMN, PZZA, TXRH, DENN, KKD, BBRG, DFRG, BOBE, RUTH, IRG, DIN, SHAK, HABT, NDLS, BOJA, PBPB, PLKI, FRSH, RAVE, LOCO, TACO, PZZA, KONA, BGR, BJRI, CHUY, FRS, CBRL, GTIM, TAST, ARKR, WING, BOJA, ZOES, PLAY, FOGO, ARCO.
Dec. 23, 2015, 11:56 AM
- Coca-Cola (KO +0.6%) was added back to the UBS Dividend Rulers portfolio after being swapped out last year.
- The Atlanta company replaces British American Tobacco (BTI +1.8%).
- The UBS Dividend Rulers portfolio has topped broad market averages over the long term, but is down 4.5% YTD this year. UBS expects a return to norm in 2016 as headwinds ease for large-cap dividend payers. Federal Reserve rate increases aren't expected to disrupt the Dividend Rulers portfolio to a large degree.
- Other UBS Dividend Ruler stocks include Home Depot (HD +0.6%), McDonald's (MCD +0.6%), Nordstrom (JWN +1.6%), PepsiCo (PEP +0.8%), and V.F. Corp (VFC +0.5%).
Dec. 21, 2015, 3:58 PM
- A statement from Chipotle (NYSE:CMG) addresses the new report from the CDC on 5 more E. coli cases tied to the restaurant chain.
- The company says it completed a "comprehensive" reassessment of food safety programs and believes it can achieve a "near zero" level of food safety risk.
- The five new cases disclosed today that dated back to November were expected, according to the Chipotle release.
- Shares of Chipotle fell 3.6% with over 2.6M shares traded.
- Sector watch: Restaurant analysts have been divided over which chain may have picked up some lost Chipotle traffic over the last few months, although the name most mentioned has been Qdoba (NASDAQ:JACK). Pret a Manger and Panera Bread (NASDAQ:PNRA) have also been cited due to their strong rate of geographic overlap with Chipotle. The case for Taco Bell (NYSE:YUM) and Del Taco (NASDAQ:TACO) hasn't been supported by early channel checks on traffic. Both Starbucks (NASDAQ:SBUX) and McDonald's (NYSE:MCD) may have caught some extra lunch business, but not enough to drive comps significantly higher.
- Previously: Chipotle hit again by E. coli report (Dec. 21 2015)
Dec. 21, 2015, 12:34 PM
- McDonald's (MCD +0.3%) is looking to sell part of its stake in McDonald's Japan, according to Nikkei Asian Review.
- The company is expected to unload between 15% to 33% of its 50% stake in the company.
- The transaction could generate proceeds of as much as ¥100B ($817M) and help smooth out global earnings with results in Japan typically fluctuating wildly.
Dec. 21, 2015, 5:18 AM
- Sepp Blatter and Michel Platini, two of the most powerful men in world soccer, have been handed eight-year bans from the game, making them the highest-profile casualties of sprawling investigations into corruption and ethical wrongdoing at FIFA.
- The move is likely to be welcomed by top sponsors Coke (NYSE:KO), Visa (NYSE:V), McDonald's (NYSE:MCD), Adidas (OTCQX:ADDYY), Emirates and Hyundai (OTC:HYMLF), which have all called for more transparency and credible reforms at soccer's governing body.
- FIFA will hold a special election to choose Blatter's successor on Feb. 26.
Dec. 15, 2015, 9:33 AM
- Egg prices fell 4.8% in November to follow a 3.8% slide in October.
- The level of egg prices is still 23.7% higher than a year ago, due largely to the avian flu issue earlier this year.
- Milk prices were also lower during November, down 0.7% M/M and 7.7% Y/Y. The broader dairy category saw price declines of 3.4% Y/Y and 0.6% M/M.
- These are some of the companies that talked about milk or egg prices being a factor during their most recent earnings conference call: CALM, KO, DF, WWAV, GIS, POST, KR, DG, OTCPK:PRRFY, BDBD, GTIM, BOBE, HRL, FLO, JJSF, DENN, MCD.
- BLS CPI data
Dec. 11, 2015, 12:06 PM
- $6 is the new hamburger price ceiling in the quick-service restaurant sector after Carl's Jr/.Hardees increased the cost of a Steakhouse Thickburger, according to BurgerBusiness.com.
- Wendy's (NASDAQ:WEN) and Sonic (NASDAQ:SONC) both have a $5.99 sandwich, while Burger King's A.1. Hearty Mozzarella Cheeseburger is already well-above the $6 mark. McDonald's (NYSE:MCD) and Jack in the Box (NASDAQ:JACK) have premium items listed at $4.99.
- Fast casual players such as Shake Shack (NYSE:SHAK), Habit Restaurants (NASDAQ:HABT), and Smashburger have also been stretching out their top-priced items. Burger chains in general have used pricing on premium items to help offset weak traffic trends.
Dec. 8, 2015, 10:00 PM
- The all-day breakfast initiative at McDonald's (NYSE:MCD) is bringing in new customers, according to a study by NPD Group.
- The research firm found that 33% of all customers who ordered breakfast items past the normal cut-off time did not visit the restaurant chain in the thirty days before the launch.
- In another positive data read from NPD, the average check around lunchtime for all-day breakfast customers was found to be on the rise.
- McDonald's started all-day breakfast on October 6.
Dec. 8, 2015, 4:37 PM
- Credit Suisse updated its list of favorite consumer discretionary stocks after factoring in consumer spending trends.
- Apparel & Footwear: Acquisitions and a mix shift toward premium products could help lift shares of Hanesbrands (NYSE:HBI), according to the investment firm.
- Autos & Auto Parts: Magna International (NYSE:MGA) is well-positioned due the trend toward "vehicle globalization."
- Gaming & Lodging: Six Flags (NYSE:SIX) has an attractive dividend yield and could see pricing gains.
- Homebuilding & Building Products: Caesarstone (NASDAQ:CSTE) is poised to see “significant" revenue and EBITDA growth over the next several years.
- Media, Cable & Satellite: Time Warner (NYSE:TWX) is called a value pick as the underlying business looks under-appreciated if the valuation of HBO is stripped away.
- Packaged Food: The risk-reward profile on Kellogg Company (NYSE:K) sets it apart from peers.
- Retail, Broadlines & Department Stores: Consistency continues to reign supreme at Costco (NASDAQ:COST).
- Retail, Food & Drug: Comp sales are improving at Dollar General (NYSE:DG). An aggressive share repurchase strategy also provides investors a backstop.
- Retail, Hardlines: Home Depot Inc (NYSE:HD) is tapped to outperform with the right management team in the right business.
- Restaurants: Perhaps the biggest surprise of the bunch, McDonald's (NYSE:MCD) is given the nod by CS. Same-store sales improvement is expected.
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