Company/Industry Reports - Click title to view full report

05/26/10
CCE S4 Lots of Details, No Change in Thesis
Bill Pecoriello, Brett Cooper
05/20/10
HNZ: Currency Matters
Rob Dickerson
05/17/10
HANS: Review of International Opportunity
Bill Pecoriello, Brett Cooper
05/12/10
SLE: Slowly, but Surely
Rob Dickerson
05/11/10
DF: The Paradigm Officially Shifts
Rob Dickerson
04/30/10
Changing Consumer Trends
Bill Pecoriello
04/29/10
Conference Call: Consumer Inflection Point
Bill Pecoriello
04/29/10
Staples Scanner Overview Report - Beverage, HPC, Food Roll up
Team
04/29/10
Molson Coors - Ratings Change
Bill Pecoriello, Brett Cooper
04/29/10
KMB Ratings Change
Bill Pecoriello, Peter Reidhead
04/19/10
Private Label: Just How Sticky Is it?
Bill Pecoriello
04/16/10
EL:  Read-thru from March ‘10 US prestige beauty data from department stores
Bill Pecoriello, Peter Reidhead
04/12/10
Staples March Quarter Preview
Bill Pecoriello, Eric Serotta, Brett Cooper, Peter Reidhead, Robert Dickerson
04/09/10
CLX:  Potential Sale of Armor All / STP
Bill Pecoriello, Peter Reidhead
03/30/10
ENR & PG: Battery & Razor Analysis
Bill Pecoriello, Peter Reidhead
03/26/10
Food: 2010 - Kicking Off With a Drop
Eric Serotta, Rob Dickerson
03/25/10
March ‘10 Deep Dive Report on Macro Consumer Trends
Bill Pecoriello, Peter Reidhead
03/23/10
Mead Johnson: Company and Industry Trends
Bill Pecoriello
03/19/10
KO / DPS: Changes
Bill Pecoriello, Brett Cooper
03/18/10
Soft Drink Tax Call
Bill Pecoriello, Brett Cooper
03/18/10
SLE: A Cup of Value
Eric Serotta, Rob Dickerson
03/16/10
PepsiCo March 2010 Analyst Meeting: Supplement to Report
Bill Pecoriello, Brett Cooper
03/15/10
PepsiCo Meeting Preview
Bill Pecoriello, Brett Cooper
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

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