Topics covered: Shift to Natural and Organic, Product Quality Improvements, M&A Activity in Staples Sector, Emerging Markets Growth, Currency Headwinds, Conventional Supermarket Trends, Consumer Staples Companies, Bullish Outlook on Beauty
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), SuperValu Inc. (NYSE:SVU), Starbucks Corporation (NASDAQ:SBUX), Panera Bread Company (NASDAQ:PNRA), Kroger Company (The) (NYSE:KR), Costco Wholesale Corporation (NASDAQ:COST), Tractor Supply Company (NASDAQ:TSCO), O'Reilly Automotive, Inc. (NASDAQ:ORLY), Hess Corporation (NYSE:HES), ENERGY TRANSFER PARTNERS (NYSE:ETP), Core-Mark Holding Company, Inc. (NASDAQ:CORE), AutoZone, Inc. (NYSE:AZO), Allstate Corporation (The) (NYSE:ALL), Advance Auto Parts Inc (NYSE:AAP), Lifetime Brands, Inc. (NASDAQ:LCUT), Apple Inc. (NASDAQ:AAPL), Western Union Company (The) (NYSE:WU), Visa Inc. (NYSE:V), Verifone Systems, Inc. (NYSE:PAY), NCR Corporation (NYSE:NCR), Mastercard Incorporated (NYSE:MA), eBay Inc. (NASDAQ:EBAY), Diebold, Incorporated (NYSE:DBD), American Express Company (NYSE:AXP), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), Coca-Cola Company (The) (NYSE:KO), The Hain Celestial Group, Inc. (NASDAQ:HAIN), Estee Lauder Companies, Inc. (The) (NYSE:EL), Dr Pepper Snapple Group, Inc (NYSE:DPS), Ulta Beauty (NASDAQ:ULTA), Sally Beauty Holdings, Inc. (NYSE:SBH), Newell Rubbermaid Inc. (NYSE:NWL), Jarden Corporation (NYSE:JAH), Inter Parfums, Inc. (NASDAQ:IPAR), Clorox Company (The) (NYSE:CLX), Colgate-Palmolive Company (NYSE:CL), Tupperware Brands Corporation (NYSE:TUP)