Topics covered: Store Sales Growth Trends, Rising Commodity Costs, Labor Market Constraints
Companies covered: Waddell & Reed Financial, Inc. (NYSE:WDR), Legg Mason, Inc. (NYSE:LM), BlackRock, Inc. (NYSE:BLK), Affiliated Managers Group, Inc. (NYSE:AMG), Wells Fargo & Company (NYSE:WFC), U.S. Bancorp (NYSE:USB), State Street Corporation (NYSE:STT), SunTrust Banks, Inc. (NYSE:STI), Regions Financial Corporation (NYSE:RF), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Northern Trust Corporation (NASDAQ:NTRS), Morgan Stanley (NYSE:MS), J P Morgan Chase & Co (NYSE:JPM), Invesco Ltd. (NYSE:IVZ), Goldman Sachs Group, Inc. (The) (NYSE:GS), Fifth Third Bancorp (NASDAQ:FITB), Citigroup Inc. (NYSE:C), Bank Of New York Mellon Corporation (The) (NYSE:BK), BB&T Corporation (NYSE:BBT), Bank of America Corporation (NYSE:BAC), Wilmington Trust Corporation, Webster Financial Corporation (NYSE:WBS), Signature Bank (NASDAQ:SBNY), New York Community Bancorp Inc, National Penn Bancshares, Inc. (NASDAQ:NPBC), M&T Bank Corporation (NYSE:MTB), Hudson City Bancorp, Inc. (NASDAQ:HCBK), First Niagara Financial Group Inc. (NASDAQ:FNFG), F.N.B. Corporation (NYSE:FNB), Flushing Financial Corporation (NASDAQ:FFIC), Dime Community Bancshares, Inc. (NASDAQ:DCOM), Astoria Financial Corporation (NYSE:AF), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), Yum! Brands, Inc. (NYSE:YUM), Texas Roadhouse, Inc. (NASDAQ:TXRH), Starbucks Corporation (NASDAQ:SBUX), Panera Bread Company (NASDAQ:PNRA), PF Chang's China Bistro Inc., Peet's Coffee & Tea Inc., McDonald's Corporation (NYSE:MCD), Darden Restaurants, Inc. (NYSE:DRI), Chesapeake Utilities Corporation (NYSE:CPK), Chipotle Mexican Grill, Inc. (NYSE:CMG), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Wendy's Company (The) (NASDAQ:WEN), Kraft Foods Inc., Brinker International, Inc. (NYSE:EAT), BJ's Restaurants, Inc. (NASDAQ:BJRI), Sonic Corp. (NASDAQ:SONC), Zions Bancorporation (NASDAQ:ZION), Western Alliance Bancorporation (NYSE:WAL), People's United Financial, Inc. (NASDAQ:PBCT), Marshall & Ilsley Corporation, East West Bancorp, Inc. (NASDAQ:EWBC), Meridian Bancorp, Inc. (NASDAQ:EBSB), Susser Holdings Corporation