Takeaways From 2017 Restaurant Development & Finance Conference
We attended a three day industry conference in Las Vegas. We attended panel discussions with industry CEOs, CFOs, celebrities, analysts and economists. In additon we met with many private and public company operators as well as service providers to the industry. In this report we discuss our high-level take-aways for the industry and in particular key trends that we believe will impact finanical results as we move into 2018. We also touch on which companies we believe are best positioned and those we would avoid.
Starbucks is a roaster, marketer and retailer of coffee. The company's segments are: Americas, which is inclusive of the United States, Canada, and Latin America; International, which is inclusive of China, Japan, Asia Pacific, Europe, Middle East, and Africa; and Channel Development. The company's Americas and International segments include both company-operated and licensed stores. The company's Channel Development segment includes roasted whole bean and ground coffees, Seattle's Best Coffee?, Starbucks- and Teavana-branded single-serve products, a variety of ready-to-drink beverages, and other products sold worldwide outside of the company's company-operated and licensed stores.
Quo Vadis Capital, Inc. is a Registered Investment Advisor, independent equity research boutique and financial and strategic consultancy. Our focus is on the U.S. consumer market with a specialization in the retail and restaurant sectors. Quo Vadis provides an investment edge for professional investors using a proprietary forecasting tool that identifies and quantifies near- and long-term upside or downside potential to consensus estimates. Quo Vadis is based in Paris, France.
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