companies with strong competitive advantages. I'm here with R . J . Hottovy , our consumer equity strategist, to look at that consumer space. R.J., thanks for joining me. R . J . Hottovy : Thanks for having me. Glaser: Let's talk about what
Chipotle’s phenomenal 17.3% comp increase during a tepid quarter for restaurant operators is a testament to the firm’s business model, but valuation levels remain a concern, says Morningstar’s R.J . Hottovy .
Management’s response to the Marketplaces data breach, the firm’s impressive gains in payment and mobile volumes, and its capital-allocation efforts are reasons why Morningstar’s R.J . Hottovy is maintaining a long-term positive outlook for the firm.
R . J . Hottovy : Following months of anticipation, Alibaba filed for its initial public offering in May and plans to price a deal in early August
Morningstar's R.J . Hottovy says a key uncertainty ahead of Alibaba's IPO is whether the firm can duplicate its success outside of China.
questions about Alibaba, which will be listing their shares in the United States. The first is, what exactly is Alibaba? R . J . Hottovy , who will be covering it for us, describes the company as a mix between eBay, PayPal, and Amazon. It's a big e-commerce
restaurant, their profitability and operating margins look fairly good. The issue is on the valuation side. Right now, R . J . Hottovy , who covers Chipotle for us, basically says that it's priced for perfection. That absolutely everything has to go right
R . J . Hottovy : I'm here to talk about widening moats, and I have chosen to focus on the consumer sector, which on the surface may seem like
and they think that they can basically take some extra cash from these most loyal customers. Prime is really incredible. R . J . Hottovy , our Amazon analyst, has talked about it numerous times. Prime is really helping them create switching costs in a place
made that clear this week. What does our analyst think? Glaser: We think that it doesn't make sense to split eBay up. R . J . Hottovy , who covers eBay for us, says that the two businesses just work too well together. There is too much synergy there