Topics covered: Upside In Casual Dining Segment, Recent Pullback In Restaurant Stocks, Market-Expanding Opportunities In China, Emphasis On Quick-Service and High-End Restaurants, Connection To Corporate and Consumer Spending, Aversion To Discounting
Companies covered: American Woodmark Corporation (NASDAQ:AMWD), Encore Wire Corporation (NASDAQ:WIRE), Vulcan Materials Company (NYSE:VMC), Universal Forest Products, Inc. (NASDAQ:UFPI), Texas Industries Inc., Simpson Manufacturing Company, Inc. (NYSE:SSD), Owens Corning Inc (NYSE:OC), Martin Marietta Materials, Inc. (NYSE:MLM), Eagle Materials Inc (NYSE:EXP), Coleman Cable, Inc., General Cable Corporation (NYSE:BGC), Belden Inc (NYSE:BDC), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), BJ's Restaurants, Inc. (NASDAQ:BJRI), Yum! Brands, Inc. (NYSE:YUM), Starbucks Corporation (NASDAQ:SBUX), PF Chang's China Bistro Inc., McDonald's Corporation (NYSE:MCD), Luby's, Inc. (NYSE:LUB), Landry's Restaurants Inc., Brinker International, Inc. (NYSE:EAT), Darden Restaurants, Inc. (NYSE:DRI), California Pizza Kitchen Inc., Chipotle Mexican Grill, Inc. (NYSE:CMG), CEC Entertainment Inc., Texas Roadhouse, Inc. (NASDAQ:TXRH), Sonic Corp. (NASDAQ:SONC), Wendy's Company (The) (NASDAQ:WEN), Ruby Tuesday, Inc. (NYSE:RT), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Dine Brands Global (NYSE:DIN), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Burger King Holdings Inc., Unilever NV (NYSE:UL), Ruth's Hospitality Group, Inc. (NASDAQ:RUTH), Panera Bread Company (NASDAQ:PNRA), McCormick & Schmick's Seafood, Morton's Restaurant Group Inc., Einstein Noah Restaurant Group, AAON, Inc. (NASDAQ:AAON)
