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  1. ADDING MULTIMEDIA Starbucks Unveils Iconic First Store in Colombia Honoring Country’s Rich Coffee Heritage

    ADDING MULTIMEDIA Starbucks Unveils Iconic First Store in Colombia Honoring Country’s Rich Coffee Heritage

  2. Washington’s Prolonged Saga and the Market’s Reaction

    After reviewing Brinker International's EAT October sales, we are maintaining our $52 fair value estimate. The company reported a 2.0% drop in same-restaurant sales for the month, as a 2.4% price increase and 0.7% positive shift in mix were more than offset by a continuing decline in traffic. This ...

  3. A Boomer Train Wreck

    After reviewing P.F. Chang's China Bistro's PFCB second-quarter revenue, we are maintaining our fair value estimate of $50 per share. The top line increased 14%, to $226 million, from the prior-year quarter, driven by the buildout of new restaurants. Same-restaurant sales at the core Bistro chain, ...

  4. Dunkin Donuts IPO: What Do Hedge Funds Think of the Restaurant Industry?

    The author does not own any of the stocks or funds mentioned above.

  5. Consumer Confidence

    Thirteen investment vehicles that offer strong plays on consumer spending.

  6. Services Super Sector: Major Themes

    Health-care Sector Although the median health-care stock is slightly overvalued in our opinion, we're very excited by the prospects of the health-care sector. Demographics--especially older, wealthier populations--give many of the firms we cover a strong outlook in 2007 and beyond. We're excited ...

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