Consumer >> Sector Roundtables >> April 11, 2005
JANICE L. MEYER is a Managing Director at Credit Suisse First Boston
Equity Research Group, where she focuses on the restaurant sector. She
joined the firm from Donaldson, Lufkin & Jenrette, which CSFB acquired
in November 2000, where she was a Vice President in DLJ's Equity
Research group. Prior to joining DLJ, she was at Prudential Securities
from 1991 to 1996. Ms. Meyer has been named to the Institutional
Investor All-America Research Team for restaurants 10 times. She has
been ranked number one for four of the last eight years. Ms. Meyer, a
Chartered Financial Analyst, is also a member of the New York Society of
Security Analysts. She has a BS in Accounting from the State University
of New York at Albany and an MBA in Finance from Northeastern
University. Profile
DAVID PALMER is a Director in the consumer group of UBS Investment
Research. He specializes in the packaged foods and restaurant sector,
and was voted Next Generation II. In his previous position, he assisted
in covering the beverage sector at UBS. Before that, he pursued
corporate bond research and sales at Lehman Brothers. He began his
career at General Re Financial Products as a Risk Manager. He holds an
MBA in finance from Columbia Business School and a BA in Government from
Cornell University. Profile
Bryan C. Elliott, CFA, is a Senior Equity Analyst with Raymond James & Associates, Inc. He joined the Raymond James equity research department in August 2001 to follow restaurants, with an emphasis on the faster-growing casual dining and fast casual segments. He has spent the bulk of his 30-year investment career publishing research on companies in the restaurant industry, with additional work at times on the food distribution, food manufacturing, retail and beverage sectors. Mr. Elliott also has direct investment experience from three years managing money at a small equity investment firm. Mr. Elliott has been honored numerous times for stock picking and estimate accuracy by tracking services such as The Wall Street Journal’s Best of the Street survey and StarMine. He earned an MBA degree from the Johnson School at Cornell University and a B.A. degree in economics from Dickinson College in Carlisle, Pennsylvania. Profile
ANDREW M. BARISH is a Managing Director and Senior Research Analyst in
the Consumer Group at Banc of America Securities LLC, where he follows
the restaurant industry. He focuses on casual dining, specialty concepts
and quick-service restaurants. He joined Banc of America Securities in
March 2001 from Robertson Stephens, where he had served as a Restaurant
Analyst since 1995. Prior to his focus on the restaurant industry, Mr.
Barish served as an Environmental Services Analyst at Robertson Stephens
from 1993 to 1995 and at Kidder Peabody from 1989 to 1993. He was named
a 'Runner-Up' for the past three years (2002-2004) on the Institutional
Investor All-America Research Team for his coverage of the restaurant
sector. He was also ranked third overall in the 2002 Greenwich Research
Associates Survey. Mr. Barish is a four-time Wall Street Journal All-
Star and is a member of the New York Society of Security Analysts. He
received a BS in Business Administration with a Finance emphasis from
the University of Southern California. Profile
TWST: Janice, what has been going on with the restaurant group from astock market perspective so far this year?
Ms. Meyer: So far this year is only three months. I'll look a little
more