WEN : Analysis & Opinions

  1. Under $10 Stock Due For A Quick Catch-up Rally

    November 19, 2014
    With the broader market trading near its all-time highs, I'm on the lookout for catch-up candidates with clearly defined ...
  2. U.S. Restaurants Slog Through a Weak Industry - Industry Outlook

    September 19, 2014
    U.S. Restaurants Slog Through a Weak Industry - Industry Outlook
  3. Costs Taking a Bite Out of Restaurant Stocks - Industry Outlook

    May 21, 2014
    Costs Taking a Bite Out of Restaurant Stocks - Industry Outlook
  4.  Once an innovator, McDonald's new products like Mighty Wings and McWraps aren't whetting consumer appetites.

    McDonald's Can No Longer Thrive on Just Burgers And Fries

    March 20, 2014
    Once an innovator, McDonald's new products like Mighty Wings and McWraps aren't whetting consumer appetites. The burger chain ...
  5. Restaurant Stock Outlook - Jan 2014 - Industry Outlook

    January 28, 2014
    Restaurant Stock Outlook - Jan 2014 - Industry Outlook
  6. Burger King Worldwide yesterday reported it earned an adjusted profit of 23 cents per share two cents higher than analysts expected.

    Burger King’s Stock Looks Tasty

    October 29, 2013
    Burger King Worldwide yesterday reported it earned an adjusted profit of 23 cents per share two cents higher than analysts ...
  7. McDonald's recent earnings trailed analyst expectations.

    McDonald's Wings Not So Mighty As Sales Suffer

    October 21, 2013
    Shares of McDonalds, fell 61 cents to $94.59 on Monday after it reported sales for the quarter ended September 30 of $7.23 ...
  8. McDonald's Earnings Preview: Was The Menu Tinkering Worth It? ...

    October 19, 2013
    McDonald's (NYSE: MCD) is scheduled to report its third-quarter results Monday, October 21, before the markets open. ...
  9. Weakness in China sent the price of YUM shares lower.

    Is Now The Time To Buy Yum Brands?

    October 11, 2013
    Yum Brands’ efforts to turnaround its beleaguered China division, which has been hurt by concerns about the safety of its ...
  10. McDonald's facing challenges to growth

    The Many Challenges To McDonald's Growth

    October 4, 2013
    Ever since Don Thompson became Chief Executive of McDonald’s (NYSE:MCD) last year, he has had a rough go of it. Wall ...
  11. Darden: A Step Ahead in Latin America - Analyst Blog

    July 15, 2013
    Darden Restaurants recently announced deals with two renowned Latin American restaurant operators to spread its presence ...
  12. American Realty Raises Cap to Fund Buy-Outs - Analyst Blog

    June 11, 2013
    American Realty raised approximately $896 million as net proceeds through placement of common stock and convertible preferred ...
  13. Sysco's Reputation Seems More Durable Than Its Growth

    May 7, 2013
    Sysco seems to be trading more on reputation than reality today.
  14. Sonic Still In A Tricky Spot

    March 27, 2013
    Sonic still can't seem to get back in a sales growth groove.
  15. McDonald's Seems Back On Track, But Not Cheap

    January 28, 2013
    McDonald's continues to deliver, but valuation is no bargain.
  16. Jamba Embarks on Reimaging Program - Analyst Blog

    January 15, 2013
    Following the footsteps of most of the industry behemoths, California-based Jamba Inc. (JMBA) recently unveiled a brand-new ...
  17. McDonald's Opens For Christmas: A Sure Sign Business Is Maxed ...

    December 20, 2012
    McDonald's urges franchisees to open Christmas Day.
  18. Kellogg Looking Like A Better Part Of A Complete Portfolio

    August 16, 2012
    Kellogg may be seeing the turn in its business.
  19. Middleby Not On The Value Menu

    August 14, 2012
    Middleby is a legitimate growth story, but an expensive one. It's probably best to wait for a pullback before buying into ...
  20. McDonald's Is Made For Investors

    April 24, 2012
    McDonald's growth in recent years has been nothing short of stellar, and is expected to continue at a very steady and respectable ...
  21. Burger King Coming Back To The Market

    April 9, 2012
    Burger King's quick return to the market raises questions.
  22. Krispy Kreme Looks Overseas For Profit

    March 27, 2012
    It remains to be seen whether Krispy Kreme can return to posting consistent profit growth going forward.
  23. Wendy's Looks To Be A Cut Above

    March 7, 2012
    Wendy’s has much work to do to revitalize what used to be an iconic restaurant brand.
  24. Yum! Brands Gives Its Skeptics Indigestion

    February 9, 2012
    Yum! saw fine growth in the fourth quarter, largely due to its successful operations in China, and its stock is fairly valued. ...
  25. McDonald's Continues To Reinvent

    July 28, 2011
    McDonalds continues to defy the normal rules of growth and leverage.
  26. Wendy’s Sheds Arby’s, Now What?

    July 7, 2011
    Fast food chain Wendy's completed the sale of its Arby's chain to private equity firm Roark Capital Management.
  27. Is Chipotle Too Expensive?

    June 14, 2011
    Chipotle's stock is off slightly from its 52-week high. Is the stock a good deal, or is it too pricey?
  28. Can Arby's Ever Find A Stable Home?

    June 14, 2011
    Arby's passes to yet another buyer in the hopes of a lasting turnaround.
  29. Yum Goes Deeper Into China

    May 17, 2011
    Yum's offer to buy Chinese restaurant chain Little Sheep will extend Yum's considerable presence in China.
  30. Wendy's Flat But Focused

    May 12, 2011
    The chain is optimistic its initiatives and planned sale of its Arby's unit will clear the path for future growth.
  31. Popeyes On A Tasty Growth Trajectory

    March 15, 2011
    AFC Enterprises isn’t a household name, but it is working to build the brand awareness of Popeyes Chicken, which it owns ...
  32. Family Dollar Says No To Trian Buyout

    March 8, 2011
    Family Dollar rejected Nelson Peltz's Trian Fund buyout offer and enacted a poison pill provision.
  33. Wendy's Investors Hungry For Change

    March 7, 2011
    Wendy's investors await the sale of Arby's in the hope it will mean value and growth for the company.
  34. Food For Thought At Yum! Brands Annual Meeting

    December 14, 2010
    Yum! Brands' ambitious growth plans overseas makes it one restaurant company to keep your eye on.
  35. Jack Should Set Qdoba Free

    November 25, 2010
    Jack in the Box continues to see diverging performance of its two restaurant concepts.
  36. Rising Meat Prices And The Fast Food Industry

    October 15, 2010
    Meat prices surged this year and continue to rise, accompanied by the lowest per-capita beef supply since 1952.
  37. Burger King Offers Affordable Overseas Growth

    August 25, 2010
    Burger King has its sights firmly set on international growth opportunities.
  38. Who Will Win The Coffee War?

    June 17, 2010
    With many companies competing for your morning coffee, it can be hard to pick a leader.
  39. Wendy's Up, Arby's Down

    May 19, 2010
    The Wendy's side of Wendy's/Arby's continues to perform well, while the Arby's side holds the company back.
  40. How Commercials Impact Stock Prices

    May 14, 2010
    Commercials can entertain or enrage, but can they move a company's stock price?
  41. McDonald's Delivers Extra Value

    April 23, 2010
    The uncertain economy currently facing consumers today will likely create favorable headwinds for McDonald's going forward. ...
  42. Wendy's/Arby's Continues To Struggle

    March 9, 2010
    Wendy's/Arby's delivered better earnings in its recent quarterly report, but is still plagued by the lagging business in ...
  43. Sysco Delivers The Goods

    February 3, 2010
    Sysco's valuable assets and excellent future growth potential comes at a reasonable price, despite shares currently trading ...
  44. Acquisitions: The Good And The Bad

    February 3, 2010
    Cadbury bought Snapple in 2000 for $1.45 billion. Ten years later, it's hard to tell if the deal was worth it.
  45. What Happens When Kraft And Cadbury Merge?

    January 27, 2010
    Kraft and Cadbury are set to merge. How will this affect the company's future?
  46. Fast Food Players Look Unappetizing

    January 15, 2010
    Sonic's struggles are not uncommon in the fast-food industry.
  47. $5 Stocks: Bargains Or Bummers?

    January 6, 2010
    These beaten down stocks are all selling for $5 or less per share. Are they bargains or bummers?
  48. Fast Food Stocks In Review

    December 24, 2009
    Although fast food companies were a mixed bag in 2009, there are still several strong players to choose from.
  49. Glazing Over Krispy Kreme

    December 10, 2009
    Krispy Kreme suffers from the overhang of its years-ago high-flying IPO promise which never delivered.
  50. Asset Rich Businesses

    October 1, 2009
    In this market, focus on asset rich companies trading at significant discounts to those assets.
  51. Wendy's Arby's Group Worth A Taste

    September 17, 2009
    The Wendy's/Arby's Group merits a closer look if you'd like a slice of the restaurant industry.
  52. McDonald's: Investors Are Lovin' It

    July 16, 2009
    McDonald's $70.7 billion in sales towers above its competitors and it's not showing any signs of weakness.
  53. Is It Time For A Templeton Play?

    March 12, 2009
    This investing guru has scored big on value plays. We analyze the Templeton strategy for today's market.
  54. Is Wendy's/Arby's Stock On The Value Menu?

    March 4, 2009
    Investors might want to wait to see how the Wendy's/Arby's combo survives the recession before taking a bite.
  55. The King Of Comps

    November 4, 2008
    Burger King increased comps by 3.6% and reaffirmed guidance. Can this success continue?
  56. Thanks To China, Yum Brands Delivers

    October 10, 2008
    We put Yum Brands' third-quarter earnings under the microscope. Will expansion to China continue to fuel growth?
  57. Triarc Tries On Wendy's Merger

    April 30, 2008
    Wendy's is merging with Triarc, will this merger be a taste of good things to come - or will it leave a bitter aftertaste ...
  58. Ackman Stays On Target (TGT)

    January 14, 2008
    Bill Ackman's hedge fund, Pershing Square, upped its stake in Target. We examine what the market may have missed.
  59. Will Wendy's Hold Out For A Better Suitor? (TRY, WEN)

    November 16, 2007
    Investment company Triarc finally made a bid for Wendy's, but reports suggest that it came in lower than expected.
  60. Burger King Feasting On The 'Fourth Meal' (BKC)

    September 5, 2007
    Three meals a day? Bah! Burger King has found that if you're open, they will eat.
  61. Buyout Or Not, Wendy's A Good Deal (WEN)

    May 2, 2007
    Billionaire Nelson Peltz is interested in Wendy's, but the company has upside beyond a simple buyout.
  62. Starbucks Set To Pick Up (SBUX)

    February 20, 2007
    With strong growth prospects in the mix, SBUX shares look like a good bargain at current prices.
  63. Margins Matter (MCD, WEN, BKC)

    February 15, 2007
    Just how important are margins on your stocks' prices?
  64. Time to 'Double Double' Down on Tim Hortons?

    March 24, 2006
    A look at the recent IPO of Canada's iconic quick serve restaurant chain, Tim Hortons.
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