Equity Research Report ID: 627
Date: 12/10/09
Analysts: Bill Pecoriello, Eric Serotta
Categories: staples NorthAmerica
Consumer Edge Research’s summary report on 4-channel scanner data for most the food, beverage & HPC names we cover.
Equity Research Report ID: 626
Date: 12/10/09
Analysts: Bill Pecoriello, Brett Cooper
Categories: reports staples
A review of the scanner trends for the month of November covering beverage and snacks
Equity Research Report ID: 624
Date: 12/09/09
Analysts: Bill Pecoriello, Brett Cooper
Categories:
We have further reviewed our detailed model assumptions for Q4 and 2010 following PEP’s updated guidance last night. The attached note goes thru and tries to estimate how much of PEP’s reduced guidance is underlying business, vs stepped up investment (China, R&D), vs bottler equity income (e.g, no incentive to have strong Q4).
Equity Research Report ID: 623
Date: 12/09/09
Analysts: Bill Pecoriello, Brett Cooper
Categories: reports staples
Equity Research Report ID: 622
Date: 12/08/09
Analysts: Bill Pecoriello, Peter Reidhead
Categories: reports staples
Consumer Edge Research’s summary of key take-aways from dinner meeting with CEO Ian Cook.
Equity Research Report ID: 621
Date: 12/07/09
Analysts: Eric Serotta, Rob Dickerson
Categories: NorthAmerica staples
Equity Research Report ID: 620
Date: 12/04/09
Analysts: Team
Categories: staples NorthAmerica
Equity Research Report ID: 619
Date: 12/04/09
Analysts: Bill Pecoriello, Eric Serotta
Categories: staples NorthAmerica
Consumer Edge Research’s report on the potential impact of a likely devaluation of the Bolivar in Venezuela.
Equity Research Report ID: 618
Date: 12/04/09
Analysts: Bill Pecoriello, Peter Reidhead
Categories: NorthAmerica staples
Consumer Edge Research’s report following release of Europe scanner data for toothpaste, diapers, and detergents
Equity Research Report ID: 617
Date: 12/04/09
Analysts: Bill Pecoriello, Brett Cooper
Categories: NorthAmerica staples
Review of October Scanner trends in beer and CSDs in West Europe
Equity Research Report ID: 616
Date: 12/03/09
Analysts: Eric Serotta, Rob Dickerson
Categories: NorthAmerica staples
Equity Research Report ID: 615
Date: 12/03/09
Analysts: Eric Serotta, Rob Dickerson
Categories: quicktake staples
Equity Research Report ID: 613
Date: 11/30/09
Analysts: Bill Pecoriello, Eric Serotta
Categories: staples Global
Consumer Edge Research’s comp sheet of global consumer staples companies.
Equity Research Report ID: 611
Date: 11/25/09
Analysts: Bill Pecoriello, Peter Reidhead
Categories: NorthAmerica staples
Please find our take on airline traffic data just released for the month of October and implications for Estee Lauder’s travel retail sales in the Dec. quarter (travel retail is about 20% of EL global profits).
Equity Research Report ID: 610
Date: 11/25/09
Analysts: Bill Pecoriello, Brett Cooper
Categories: NorthAmerica staples
An update to current situation involving Coca-Cola and Costco
Equity Research Report ID: 609
Date: 11/25/09
Analysts: Bill Pecoriello, Brett Cooper
Categories: reports staples
A summary of our observations regarding Thanksgiving CSD & Beer promotions
Equity Research Report ID: 608
Date: 11/24/09
Analysts: Eric Serotta, Rob Dickerson
Categories: NorthAmerica staples
Equity Research Report ID: 606
Date: 11/24/09
Analysts: Bill Pecoriello, Eric Serotta, Brett Cooper, Peter Reidhead, Robert Dickerson
Categories: NorthAmerica staples
Our review of September quarter staples results. The report looks at both company level results on key drivers (volumes, price/mix, FX, margins and EPS) v expectations as well as aggregates food, beverage & HPC sectors to look at trends and forecasts for the group.
Equity Research Report ID: 605
Date: 11/23/09
Analysts: Eric Serotta, Rob Dickerson
Categories: NorthAmerica staples
Equity Research Report ID: 603
Date: 11/23/09
Analysts: Eric Serotta, Rob Dickerson
Categories: NorthAmerica staples
Equity Research Report ID: 602
Date: 11/23/09
Analysts: Eric Serotta
Categories: NorthAmerica staples
Equity Research Report ID: 601
Date: 11/23/09
Analysts: Bill Pecoriello
Categories: NorthAmerica staples
Keywords: holiday, seasonality, consumer spending
CER conducted a survey of over 2,600 people, representative of the US census population, to identify which consumer groups plan to spend more/less than year ago holiday, what is the expected timing of their spending (Sugar Plums then Coal), how unemployment and under-employment and other concerns are shaping consumer intentions this year, and which channels they are most likely to shop more or less in. We’ve aggregated a robust data set which we have the ability to do custom segmentation work on.
Equity Research Report ID: 581
Date: 11/20/09
Analysts: Eric Serotta, Robert Dickerson
Categories: quicktake
Equity Research Report ID: 579
Date: 11/20/09
Analysts: Eric Serotta, Robert Dickerson
Categories: NorthAmerica staples
Equity Research Report ID: 578
Date: 11/19/09
Analysts: Eric Serotta, Robert Dickerson
Categories: reports
We analyze trends in private label growth, while focusing on retailer strategy and branded manufacturer metrics.
