Company/Industry Reports - Click title to view full report

03/08/10
CCE: A Look at the “New” CCE
Bill Pecoriello, Brett Cooper
03/04/10
KO:  Notes from Recent Meetings
Bill Pecoriello, Brett Cooper
03/01/10
West Europe Scanner Data for January
Bill Pecoriello, Brett Cooper
02/26/10
CCE: Take aways from CCE Meeting This Morning
Bill Pecoriello, Brett Cooper
02/26/10
HNZ: Playing the Game
Eric Serotta, Rob Dickerson
02/25/10
Follow-up Thoughts to KO, CCE & DPS
Bill Pecoriello, Brett Cooper
02/25/10
Coke / CCE Transaction
Bill Pecoriello, Brett Cooper
02/24/10
PEP: Focus Shifts to Changes Ahead
Bill Pecoriello, Brett Cooper
02/22/10
Consumer Edge Research’s Consumer Economic Index - Feb
Bill Pecoriello
02/19/10
PG CAGNY Take a Ways
Bill Pecoriello, Peter Reidhead
02/18/10
CAGNY Food Day 2 Recap
Eric Serotta, Robert Dickerson
02/11/10
CAGNY Packet - Models, Comp Sheet & Top Picks
Brett Cooper
02/10/10
DF: A Changing Reality
Eric Serotta, Rob Dickerson
02/09/10
KO: 4Q’09 Follow-up
Bill Pecoriello, Brett Cooper
02/08/10
AVP: Sorting thru the VZ Confusion to get at Underlying 10 EPS
Bill Pecoriello, Peter Reidhead
02/04/10
Beverages: US Scanner Data for January
Bill Pecoriello, Brett Cooper
02/04/10
HPC:  Deep Dive on FDMC Scanner Data for Quadweek ending 1/24/10
Bill Pecoriello, Peter Reidhead
02/04/10
Packaged Food Scanner Data: Proof’s in the Pudding
Eric Serotta, Rob Dickerson
02/04/10
Four Channel Scanner Data 2-4-10
Team
02/03/10
CLX Attractive Risk Reward
Bill Pecoriello, Peter Reidhead
02/01/10
Beverages: West Europe Scanner Data
Bill Pecoriello, Brett Cooper
02/01/10
Europe HPC Scanner Trends for Quadweek ending 1/03/10
Bill Pecoriello, Peter Reidhead
02/01/10
HSY: Weathering the Storm
Eric Serotta, Rob Dickerson
02/01/10
KFT: Early Mover Gets the Worm
Eric Serotta, Rob Dickerson
02/01/10
The Many Parts to CCE Investment Thesis
Bill Pecoriello, Brett Cooper

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