Sara Lee Corp. [SLE:NYSE]

• Final CER CEI—May 2012 - May 23, 2012
• Europe Food Scanner Data Through April - May 18, 2012
• Is Consumer Re-Leveraging Sustainable If Job Growth Slows? - May 11, 2012
• Interim CER CEI—May ‘12 - May 10, 2012
• Consumer Staples: Review & Implications of 1Q Trends - May 07, 2012
• SLE: Q3’12 Initial Thoughts - May 03, 2012
• SLE: Q3’12 Preview - May 02, 2012
• CER US Consumer Tracker—APRIL 2012—MACRO - May 01, 2012
• State of the US Consumer—April 2012 - Apr 30, 2012
• U.S. Packaged Food Scanner Trends - Ending April 15th - Apr 26, 2012
• Consumer Staples: US Trends Through Mid-April - Apr 26, 2012
• Final CER CEI—April ‘12 - Apr 23, 2012
• Consumer Staples: 1Q’12 Preview & Balance of Year Outlook - Apr 12, 2012
• Interim CER CEI—April ‘12 - Apr 12, 2012
• BNNY: Run-Rate Holding Steady - Apr 02, 2012
• U.S. Packaged Food: Forecast Tweaks on Scanner Trends - Apr 02, 2012
• CER US Consumer Tracker—MARCH 2012—MACRO - Mar 30, 2012
• U.S. Packaged Food Scanner Trends - Ending March 18th - Mar 29, 2012
• US Staples Scanner Trends Through March - Mar 29, 2012
• CER US Tracker—Continued Momentum for US Consumer but Signs of Pressure - Mar 28, 2012
• CER’s US Consumer Tracker—March 2012—Final CER CEI - Mar 22, 2012
• CER Global Consumer Staples Comp Sheet as of 3-16-12 - Mar 16, 2012
• SLE: Master Blenders Analyst Day Review - Mar 16, 2012
• CER’s US Consumer Tracker—March 2012—Interim CER CEI - Mar 14, 2012
• Packaged Food: Top-Down Overview & Thesis Round-Up - Mar 13, 2012
• CER US Tracker—Flat to Slight Deterioration Likely in Unemployment Picture - Mar 08, 2012
• CER Global Consumer Playbook 3-7-12 - Mar 07, 2012
• SLE: Price Target to $26 Off of Engineering - Mar 02, 2012
• SLE: DE International Holdings B.V. - Mar 02, 2012
• CER China Tracker—Evidence of increasing pressure on the China consumer - Mar 02, 2012
• CER’s US Consumer Tracker—February 2012—MACRO - Mar 02, 2012
• U.S. Packaged Food Scanner Trends - Ending February 19th - Mar 01, 2012
• Staples US Scanner Trends, February 2012 - Mar 01, 2012
• Short Interest Summary - Retail & Staples - Feb 28, 2012
• CER US Tracker—Consumer Spending Slowing in Recent Weeks - Feb 28, 2012
• CER’s US Consumer Tracker—February 2012—Final CER CEI - Feb 21, 2012
• Global Consumer Staples—Comp Sheet (2/17/12) - Feb 17, 2012
• Global Consumer Playbook - 2-17-12 - Feb 17, 2012
• GIS: Finally Cracking - Feb 17, 2012
• SJM: Capital Allocation & China - Feb 15, 2012
• CER’s US Consumer Tracker—February 2012—Interim CER CEI - Feb 08, 2012
• Consumer Staples 4Q’11 Intra-quarter Review - Feb 06, 2012
• CER Global Consumer Playbook 2-3-12 - Feb 03, 2012
• U.S. Packaged Food Scanner Trends - Ending January 22nd - Feb 02, 2012
• Staples Scanner Trends Through January, 2012 - Feb 02, 2012
• SLE: 2Q’12 Initial Thoughts - Feb 02, 2012
• SLE: Q2’12 Earnings Preview - Feb 01, 2012
• SLE: De-risking Senseo - Jan 27, 2012
• CER’s US Consumer Tracker—January 2012—HIGHLIGHTS - Jan 27, 2012
• Short Interest Summary - Retail & Staples - Jan 26, 2012
• CER’s US Consumer Tracker—January 2012—MACRO - Jan 26, 2012
• SLE CoffeeTeaCo: Key Growth Drivers Post-2012 - Jan 24, 2012
• CER’s measure of US consumer confidence:  Final CER CEI for Jan ‘12 - Jan 20, 2012
• Consumer Staples: 4Q’11 Preview and 2012 Outlook - Jan 17, 2012
• 2012 Outlook & 4Q Preview Conference Call—- Jan 17 - Jan 12, 2012
• Short Interest Summary - Retail & Staples as of Dec 30th - Jan 12, 2012
• Interim CER Consumer Economic Index (CER CEI)—January 2012 - Jan 10, 2012
• U.S. Packaged Food Scanner Trends - Ending December 25th - Jan 05, 2012
• US Staples Scanner Trends Through December - Jan 05, 2012
• Short Interest Summary - Retail & Staples - Dec 27, 2011
• US Consumer Tracker:  DECEMBER 2011—HIGHLIGHTS - Dec 22, 2011
• US Consumer Tracker:  DECEMBER 2011—MACRO - Dec 21, 2011
• CER’s US Consumer Confidence:  Final CER CEI for December 2011 - Dec 19, 2011
• CHINA Consumer Tracker:  NOVEMBER 2011—MACRO - Dec 09, 2011
• U.S. Packaged Food Scanner Trends - Ending November 27th - Dec 08, 2011
• US Staples Scanner Summary - Dec 08, 2011
• K: The Sometimes Meal - Dec 08, 2011
• US Consumer Tracker:  Interim CER CEI for first 7 days of December 2011 - Dec 07, 2011
• US Consumer Tracker:  NOVEMBER 2011—HIGHLIGHTS - Dec 06, 2011
• US Consumer Tracker:  NOVEMBER 2011—MACRO - Dec 05, 2011
• CER Global Consumer Playbook 12-2-11 - Dec 02, 2011
• Short Interest Summary - Retail & Staples - Nov 28, 2011
• CER’s US Consumer Confidence:  Final CER CEI for November 2011 - Nov 22, 2011
• CER Global Consumer Playbook 11-18-11 - Nov 18, 2011
• U.S. Packaged Food: Forecast Tweaks on October 2011 Scanner Trends - Nov 11, 2011
• U.S. Packaged Food Scanner Trends - Ending October 30th - Nov 10, 2011
• Consumer Staples: US Scan Trends Through October 2011 - Nov 10, 2011
• US Consumer Tracker:  Interim CER CEI for first 8 days of November 2011 - Nov 08, 2011
• DF: Upgrading to Outperform - Nov 08, 2011
• Global Consumer Playbook - 11-4-11 - Nov 04, 2011
• SLE: 1Q’12 Initial Thoughts - Nov 03, 2011
• KFT: Valuation Support via End Markets - Nov 02, 2011
• SLE: 1Q12 Earnings Preview - Nov 01, 2011
• Consumer Staples 3Q’11 Intra-quarter Review - Nov 01, 2011
• US Consumer Tracker:  OCTOBER 2011—HIGHLIGHTS - Nov 01, 2011
• US Consumer Tracker:  OCTOBER 2011— MACRO - Oct 31, 2011
• SLE: Exiting N.A. Coffee & Fixing Cash Flow Shortfall - Oct 25, 2011
• CER Global Consumer Playbook 10-21-11 - Oct 21, 2011
• SLE: Bakery Price Down, but Done - Oct 21, 2011
• CER’s US Consumer Confidence:  Final CER CEI for October 2011 - Oct 20, 2011
• Consumer Staples: Earnings Quality Summary - Oct 17, 2011
• CER Global Consumer Playbook 10-14-11 - Oct 14, 2011
• U.S. Packaged Food: Minor Estimate Changes on Scanner Trends - Oct 14, 2011
• U.S. Packaged Food Scanner Trends - Ending October 2nd - Oct 13, 2011
• Staples US Scanner Trends Through September 2011 - Oct 13, 2011
• CER Global Consumer Staples Comp Sheet as of 10-12-11 - Oct 12, 2011
• US Consumer Tracker:  Interim CER CEI for first 10 days of October 2011 - Oct 11, 2011
• Packaged Food: Commodities Retreat but So Can Demand & Pricing - Oct 09, 2011
• CER Global Consumer Playbook 10-7-11 - Oct 07, 2011
• 2012 Outlook & 3Q Preview Conference Call - Oct 05, 2011