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Easterbrook's departure is a surprise, but there is no change to our fair value estimate for the wide-moat firm, and we see shares as modestly undervalued.
The wide-moat firm remains our top pick in online retail, with the pullback offering an entry point to invest.
Efficiency plan and portfolio review are positives, but questions linger about the core business.
Our optimism is tempered by a market valuation that assumes unrealistic long-term expectations.
Our fair value estimate for the wide-moat firm remains intact, and shares are modestly undervalued.
Amid calls for tech breakups, should investors adopt alternative approaches to valuation?
A strong network effect makes for a wide moat for this 4-star stock.
We're more optimistic about its medium-term potential and have raised our fair value estimate.
We view Amazon as one of the most attractive names in online commerce.
We're planning to increase our $2,200 fair value estimate for the wide-moat firm.
We have confidence in our long-term forecast and see no changes to our fair value estimate for the narrow-moat firm.
We plan to raise our fair value estimate for the narrow-moat firm.
We're planning to increase to our fair value estimate and would wait for a more attractive entry point.
The market's fixation on the wide-moat firm's near-term revenue is overshadowing its dynamic long-term cash flow model.
McDonald's fourth-quarter update solidified our view that the firm's technology investments are having a positive impact on sales.
Fourth-quarter results were a mixed bag, and we see shares as fairly valued.
The wide-moat coffee giant is one of the most attractive names in the restaurant industry today, and we see no change to our fair value estimate.
We expect globalization will be a key growth driver for the wide-moat company.
Management's initiatives in the U.S. and China help to reinforce our wide moat rating.
We still view Yum as a core holding offering a balance between global growth and capital allocation.
Our investment thesis for the no-moat retailer remains intact after its third-quarter update, as the company navigates several merchandise assortment changes.
We'd prefer a wider margin of safety as shares of the firm appear fairly valued.
We're planning to raise our fair value estimate after comparable-store sales reversal in U.S. and China.
Revenue growth trends raise questions, but we still remain confident the wide-moat firm's longer-term disruption and free cash flow potential.
Third-quarter earnings reveal promising early returns from CEO Brian Niccol’s appointment with several intriguing initiatives left in the pipeline
The wide-moat firm remains one of our top ideas in restaurants.
Based on the current quarter's momentum and the strong engagement reported from the new advertisement featuring Colin Kaepernick, we think management's full-year guidance is conservative.
There's more to Darden's outperformance than favorable industry trends.
We're keeping our fair value estimate for the wide-moat firm as Jack Ma steps away.
The retailer continues to improve its long-term competitive position thanks to innovative partnerships and improved customer experience, but shares remain overpriced.
About the only concern we having coming out of the quarter is valuation.
We’re boosting our fair value estimate for Amazon as advertising, AWS, Prime and third-party sales are each contributing to an increasingly visible long-term cash flow story.
We are reducing our $44 fair value estimate and see the stock as modestly undervalued but would prefer a wider margin of safety.
Innovation and digital investments have allowed the wide-moat firm return to positive growth in the region.
The online giant gains a foothold within the pharmaceutical supply chain.
Amazon continues to linger as a disruptive threat, but the market is coming around to those retailers offering specialization, convenience, and experience.