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.
The narrow-moat company's strong association with the expansive global soccer market should continue to aid its brand equity.
Best practices from Olive Garden are gaining traction across the system, suggesting that momentum will continue into fiscal 2019 and beyond.
The wide-moat firm's strategic actions are a first step, but more aggressive measures may be required to drive bottom-line improvement.
The wide-moat firm has one of the deepest benches in the consumer industry, and we're maintaining our fair value estimate.
Its deal with Nestle will unlock the long-term value of the firm's international consumer packaged goods potential.
We're raising our fair value estimate after the wide-moat firm saw accelerating growth in its core retail profit functions.
We're planning to raise our fair value estimate for the wide-moat firm and view shares as modestly undervalued.
New CEO Brian Niccol is off to a good start and we see shares as fairly valued today.
We're sticking with our fair value estimate, as we see increased regulatory oversight as a low-probability event over the near future.
We expect the company's healthy top-line growth to maintain and grow its dividend payout.
While we see the attraction in the retailer's shareholder-return story, the market continues to price in top-line growth and margins that seem like a stretch even for one of the most improved retailers.
New CEO Brian Niccol is well-suited to drive menu, marketing, and customer experience changes at the narrow-moat firm.
The deal should offer KFC and Taco Bell a quick way to add incremental transaction growth as well as unique data on the broader restaurant delivery landscape.
We see the narrow-moat firm as undervalued and are modestly decreasing our fair value estimate.
Several emerging cash-flow drives like advertising and third-party seller services are contributing to the bottom line sooner than we had expected.
The transition into payments could enhance the network effect behind our narrow moat rating on the firm and improve consolidated take rates.
We think the wide-moat firm is now in a place of strength.
Though details are sparse, the partnership with Berkshire Hathaway and JP Morgan Chase opens up the wide-moat online giant to a more serious push into other healthcare products and services.
Despite the soft U.S. results, we think the wide-moat firm remains a compelling capital-allocation story at its current price.
Management expects fiscal 2018 earnings per share to tick up, and we continue to view the stock as a solid capital-allocation play.
Reduction in menu items and other productivity initiatives are making a difference at concepts beyond Olive Garden.
While changes would take time to implement, new leadership could help to improve the brand-intangible asset behind Chipotle's narrow economic moat.
The e-commerce giant's moves this year point to a focus on engaging Prime members and selling more third-party goods, says R.J. Hottovy.
The market remains ahead of the no-moat retailer's longer-term intrinsic value.
We see few near-term downside catalysts as CEO Mindy Grossman's plans take shape.
We're expecting to slightly trim our $66 fair value estimate for the wide-moat firm.
We're increasing our $78 fair value estimate for the narrow-moat firm.
We're planning a modest increase to our $1,200 fair estimate and view shares as undervalued today.
The firm saw accelerating revenue trends across most categories.
Investors need to focus more on longer-term unit potential after results that were bogged down in the third quarter.
No changed planned for our fair value estimate, as we see shares as fairly valued today.
The wide-moat firm's recent logistics investment may weigh on near-term margins, but it will create fulfillment and inventory storage bundling opportunities, which should drive improved monetization rates.
The retailer's management is doing a good job in making the firm relevant to vendors and customers, but current growth rates can't be sustained over the long term.
We plan to ratchet up our $44 fair value estimate, and see shares as modestly overvalued today.
Under Armour's restructuring plans will create short-term choppiness but support long-term growth potential.
We plan to raise the wide-moat online operator's $148 fair value estimate by 10%-15%.
We plan to reduce our fair value estimate for the narrow-moat firm.
We still see the wide-moat firm as undervalued.
Investment spending might be grabbing headlines today, but investors need to keep focus on the strength of the long-term building blocks of free-cash flow.
New food safety concerns could weigh on the restaurant chain for the rest of the year, but there are several positive catalysts on deck for 2018.
Investors couldn't have asked for much more from wide-moat McDonald's second-quarter update.
The company's already wide moat is strengthening, and its shares are undervalued.
Despite cautious projections for the rest of the year, there were plenty of long-term positives from the wide-moat company's update.
We think Wardrobe and the Nike deal are positive for the online giant.
This wide-moat company offers investors a compelling longer-term cash flow story.
The consumer cyclical sector looks fairly valued, as restaurants and travel-related stocks help offset the carnage in retail following Amazon's bid to acquire Whole Foods.