Research Item

CER’s US Consumer Tracker—January 2012—MACRO

Equity Research Report ID: 2782

Date: 01/26/12

Analysts: Bill Pecoriello, Peter Reidhead

Categories: tracker

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Home Project Intentions Survey (HPI) - January 2012 Review

Equity Research Report ID: 2778

Date: 01/25/12

Analysts: Jeremy Brunelli, Isaac Esseku

Categories: hardlines

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CCE: Reathru from Britvic C4Q’11 Interim Statement

Equity Research Report ID: 2781

Date: 01/25/12

Analysts: Bill Pecoriello, Brett Cooper

Categories: staples

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PG: Sustainability of Pricing Is Key

Equity Research Report ID: 2776

Date: 01/25/12

Analysts: Javier Escalante, John Colantuoni

Categories: staples

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CL: Double-Digit 2012 EPS Isn’t Just Tough, But Counterproductive

Equity Research Report ID: 2775

Date: 01/25/12

Analysts: Javier Escalante, John Colantuoni

Categories: staples

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MKC: 4Q11 Preview

Equity Research Report ID: 2777

Date: 01/25/12

Analysts: Rob Dickerson, Sean King

Categories: staples

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SHW - Thoughts Ahead of 4Q’11 Earnings

Equity Research Report ID: 2780

Date: 01/25/12

Analysts: Jeremy Brunelli, Isaac Esseku

Categories: quicktake

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COH Q212 Review: Hooray for the 60 Percenters

Equity Research Report ID: 2779

Date: 01/25/12

Analysts: Faye Landes, Tal Lev

Categories: quicktake

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KMB: 2012 - Back End Loaded Again?

Equity Research Report ID: 2774

Date: 01/24/12

Analysts: Javier Escalante, John Colantuoni

Categories: staples

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BBY: Read Through from CPW 3Q’11 Interim Report

Equity Research Report ID: 2773

Date: 01/24/12

Analysts: Jeremy Brunelli, Isaac Esseku

Categories: quicktake

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KMB: Missed Even As Commodities Ease; ‘12 Guidance Falls Short

Equity Research Report ID: 2772

Date: 01/24/12

Analysts: Javier Escalante, John Colantuoni

Categories: quicktake

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SLE CoffeeTeaCo: Key Growth Drivers Post-2012

Equity Research Report ID: 2770

Date: 01/24/12

Analysts: Rob Dickerson, Sean King

Categories: reports

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COH: Q212 Quick Take

Equity Research Report ID: 2771

Date: 01/24/12

Analysts: Faye Landes, Tal Lev

Categories: quicktake

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WMT: Tracker Scorecard - January 2012

Equity Research Report ID: 2768

Date: 01/24/12

Analysts: Faye Landes, Tal Lev

Categories: reports

Full report (encrypted PDF)

TGT: Tracker Scorecard - January 2012

Equity Research Report ID: 2767

Date: 01/24/12

Analysts: Faye Landes, Tal Lev

Categories: reports

Full report (encrypted PDF)

ABI: Initial Thoughts on US CEO Change

Equity Research Report ID: 2766

Date: 01/23/12

Analysts: Brett Cooper

Categories: quicktake

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Is HPC Pricing Sustainable?

Equity Research Report ID: 2765

Date: 01/23/12

Analysts: Javier Escalante, John Colantuoni

Categories: staples

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Loose Threads: Our Thoughts Ahead of JCP’s Analyst Meeting

Equity Research Report ID: 2764

Date: 01/23/12

Analysts: Faye Landes, Tal Lev

Categories: reports

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Pepsi Tingyi Update - Jan 2012

Equity Research Report ID: 2763

Date: 01/20/12

Analysts: Bill Pecoriello, Brett Cooper

Categories: staples

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KMB: Q4 Likely Solid; Mexico Cuts EPS $0.02

Equity Research Report ID: 2762

Date: 01/20/12

Analysts: Javier Escalante, John Colantuoni

Categories: reports

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CER’s measure of US consumer confidence:  Final CER CEI for Jan ‘12

Equity Research Report ID: 2761

Date: 01/20/12

Analysts: Bill Pecoriello, Peter Reidhead

Categories: tracker

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EL: NPD - Solid December; Q2 Slowed, But Not As Feared

Equity Research Report ID: 2760

Date: 01/19/12

Analysts: Javier Escalante, John Colantuoni

Categories: staples

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TAP / ABI: Readthru from SAB Trading Statement (4Q’11)

Equity Research Report ID: 2759

Date: 01/19/12

Analysts: Brett Cooper

Categories: staples

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CER Home Channel Survey (HCS) Review - Q4’11 Edition

Equity Research Report ID: 2758

Date: 01/19/12

Analysts: Jeremy Brunelli, Isaac Esseku

Categories: reports

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AMZN: An Analysis of the Impact of Sales Taxes - Results of a Proprietary 6 Month Study

Equity Research Report ID: 2757

Date: 01/19/12

Analysts: Faye Landes, Tal Lev

Categories: retail-disc

Full report (encrypted PDF)

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