Yesterday, I got a question from a long time reader Russell who asked my thoughts on his inclination to play Panera Bread (PNRA) from the long side as a potential beneficiary of Chipolte’s (CMG) e-coli …
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Shares of Panera Bread (PNRA) are up 20% from the 2015 lows, and nearly 5% on the year despite Wall Street analysts expecting the company to post it second consecutive earnings decline (down 5% yoy) …
Continue readingEvent: CMG reports its Q3 results tonight after the close, and the options market is implying about a 7.5% one day move. Over the last 4 qtrs, the avg one day move has been about …
Continue readingIn case you missed it, domestic retailers have had a tough first four months of the year due to cold, rain and snow. And looking at the results, guidance and price action of the likes …
Continue readingWith 400 of the S&P 500 having already reported Q4 earnings results, the focus in the coming weeks will be on a slew of retail and consumer oriented companies who have yet to report like …
Continue readingEvent: SBUX reports their fiscal Q3 earnings tomorrow (July 25th) after the close. The options market is implying about a 4% one day move, which is below both the 4 qtr avg of about 5.75% …
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