Monday, September 29, 2014
Tuesday, September 23, 2014
Saturday, September 20, 2014
King is King!
| Company | Revenues (M) | Net Income (M) | Net Margin | Restaurants | Franchised % |
| McDonald's (MCD) | $22,745 | $4,551 | 20.0% | 32,478 | 81% |
| Yum! Brands (YUM) | $10,836 | $1,083 | 10.0% | 37,000 | |
| Starbuck’s (SBUX) | $9,775 | $391 | 4.0% | 16,635 | 47% |
| Darden Restaurants (DRI) | $7,218 | $372 | 5.2% | 1,773 | 0% |
| Brinker International (EAT) | $3,621 | $79 | 2.2% | 1,689 | 40% |
| Wendy's International (WEN) | $3,581 | $4 | 0.1% | 6,451 | 80% |
| Burger King Holdings (BKC) | $2,537 | $200 | 7.9% | 11,925 | 88% |
| Jack in the Box (JACK) | $2,471 | $131 | 5.3% | 2,212 | 46% |
| CKE Restaurants (CKR) | $1,419 | $48 | 3.4% | 3,141 | 71% |
| Domino's Pizza (DPZ) | $1,404 | $80 | 5.7% | 9,339 | 91% |
| Panera Bread Company (PNRA) | $1,353 | $87 | 6.4% | 1,380 | 58% |
Data from company FY 2009 annual reports (CKE data from FY annual, ended January 31, 2010).
Another Recession-Proof Industry?
Despite the U.S.recession in 2009, PetSmart's net sales and same store sales grew during the year, as pet owners continued to spend on their pets in times of economic hardship.
From California to Colorado (case study 1)
DaVita chose to relocate to Denver for a variety of reasons including the city’s central location, diverse talent pool, accessibility to mass transit, affordable cost of living, welcoming community and outstanding quality of life. DaVita chairman and CEO Kent Thiry has said that “DaVita was looking for two equally important things in its new home. Number one, that we find an environment that was good for the company to pursue itsbusiness. Number two, that we find an environment where our people could live great lives.[9]”
CKD Epidemiology
Chronic kidney disease globally resulted in 735,000 deaths in 2010 up from 400,000 deaths in 1990.[36]
In Canada 1.9 to 2.3 million people have chronic kidney disease.[24] In the US, the Centers for Disease Control and Prevention found that CKD affected an estimated 16.8% of adults aged 20 years and older, during 1999 to 2004.[37] UK estimates suggest that 8.8% of the population of Great Britain and Northern Ireland have symptomatic CKD.[38]
Chronic kidney disease (CKD) is a major concern in African Americans, mostly due to increased prevalence of hypertension. As an example, 37% of end-stage renal disease cases in African Americans can be attributed to high blood pressure, compared with 19% among caucasians.[39] Treatment efficacy also differs between racial groups. Administration of anti-hypertensive drugs generally halts disease progression in white populations, but has little effect in slowing renal disease among blacks, and additional treatment such as bicarbonate therapy is often required.[39] While lower socioeconomic status contributes to prevalence of CKD, there are still significant differences in CKD prevalence between African Americans and whites when controlling for environmental factors.[39] Studies have shown that there is a true association between history of chronic renal failure in first or second-degree relatives, and risk of disease.[40] In addition, African Americans may have higher serum levels of human leukocyte antigens (HLA).[40] High HLA concentrations can contribute to increased systemic inflammation, which indirectly may lead to heightened susceptibility for developing kidney disease. Lack of nocturnal reduction in blood pressure among groups of African Americans is also offered as an explanation,[40] which lends further credence to a genetic etiology of CKD racial disparities.
Friday, September 19, 2014
Really? Changes in Oracle empire
Today and yesterday, Yahoo Finance is all about Ali & Larry. Well, Larry is more interesting here.
Is Larry actually retiring? Heck, no. He is making the way for the co-CEO(s), to execute some of Larry's decisions that would not be possible to execute by Larry himself.
What does it mean? If I am at Oracle payroll at this moment, I would lift up both my ears to sniff any possible rumors in my hallways.
Why? Reputation of the HP guy is well known (if not, look him up in his wiki page). And, the powerful lady has the Dollars in her hands.
Really? Being with Sun for couple years and happen to be in the very organization taken over by Larry in 2010, I know there are plenty of deadwood lying around, at least from the ex-Sun organizations. For oracle, I do not know for sure. With its long history, a scrub is probably not too bad an idea to refresh up the looks.
After all, revenue and earning has not be too satisfactory, for a while now.
Time for some action; probably bloody ones.
To investors' concern? I will put a "+" sign to it (we will see in 6 months).
Is Larry actually retiring? Heck, no. He is making the way for the co-CEO(s), to execute some of Larry's decisions that would not be possible to execute by Larry himself.
What does it mean? If I am at Oracle payroll at this moment, I would lift up both my ears to sniff any possible rumors in my hallways.
Why? Reputation of the HP guy is well known (if not, look him up in his wiki page). And, the powerful lady has the Dollars in her hands.
Really? Being with Sun for couple years and happen to be in the very organization taken over by Larry in 2010, I know there are plenty of deadwood lying around, at least from the ex-Sun organizations. For oracle, I do not know for sure. With its long history, a scrub is probably not too bad an idea to refresh up the looks.
After all, revenue and earning has not be too satisfactory, for a while now.
Time for some action; probably bloody ones.
To investors' concern? I will put a "+" sign to it (we will see in 6 months).
Wednesday, September 17, 2014
Nestlé
Nestlé is the biggest food company in the world, with a market capitalisation of roughly 210 billion Swiss francs, which is more than 200 billion U.S. dollars.[3]
In 2013, consolidated sales were CHF 92.16 billion and net profit was CHF 10.02 billion.
Research and developmentinvestment was CHF 1.50 billion.
Research and developmentinvestment was CHF 1.50 billion.
- Sales by activity breakdown
- 22% from drinks (coffee, tea, etc)
- 7% from bottled water
- 19% from dairy products
- 15% from ready-prepared dishes and ready-cooked dishes
- 11% from chocolate, candies, other sweets
- 12% from pet products
- 13% from Nestlé Nutrition (incl. baby food) and HealthCare
- Sales by geographic area breakdown
- 28% from Europe
- 44% from Americas (25% from US)
- 28% from Asia, Oceania and Africa
World's Most Powerful Brands
RANK BRAND INDUSTRY
===========================================
1 APPLE 104.3 20 156.5 1,100 TECHNOLOGY
2 MICROSOF 56.7 4 77.8 2,600 TECHNOLOGY
3 COCA-COLA 54.9 9 23.5 3,342 BEVERAGES
4 IBM 50.7 5 104.5 1,339 TECHNOLOGY
5 GOOGLE 47.3 26 43.5 772 TECHNOLOGY
6 MCDONALD'S 39.4 5 88.3 788 RESTAURANTS
7 GENERAL ELECTRIC 34.2 2 132.1 - DIVERSIFIED
8 INTEL 30.9 -4 53.3 2,000 TECHNOLOGY
9 SAMSUNG 29.5 53 181.0 4,398 TECHNOLOGY
10 LOUIS VUITTON 28.4 16 9.4 4,211 LUXURY
11 BMW 27.9 6 77.6 - AUTOMOTIVE
12 CISCO 27.0 3 48.6 218 TECHNOLOGY
13 ORACLE 26.9 4 37.2 85 TECHNOLOGY
14 TOYOTA 25.6 17 186.6 3,970 AUTOMOTIVE
15 AT&T 24.2 0 126.4 2,910 TELECOM
16 MERCEDES-BENZ 23.5 8 90.9 - AUTOMOTIVE
17 DISNEY 23.1 21 22.0 2,500 LEISURE
18 WAL-MART 21.7 7 299.5 2,300 RETAIL
19 BUDWEISER 21.1 14 9.9 - ALCOHOL
20 HONDA 21.1 1 115.2 3,048 AUTOMOTIVE
21 SAP 19.6 28 20.3 - TECHNOLOGY
22 VERIZON 19.3 0 115.8 2,381 TELECOM
23 GILLETTE 18.3 9 8.0 9,300 CONSUMER PACKAGED GOODS
24 NIKE 18.2 14 23.7 2,745 APPAREL
25 PEPSI 18.1 13 13.3 2,200 BEVERAGES
26 AMERICAN EXPRESS 18.0 5 33.8 2,890 FINANCIAL SERVICES
27 NESCAFE 17.7 2 10.7 - BEVERAGES
28 L'ORÉAL 16.9 16 10.6 8,707 CONSUMER PACKAGED GOODS
29 MARLBORO 16.6 9 23.6 483 TOBACCO
30 H&M 16.1 12 18.3 - RETAIL
31 HEWLETT-PACKARD 15.3 -16 119.9 1,000 TECHNOLOGY
32 HSBC 15.2 0 104.9 - FINANCIAL SERVICES
33 AMAZON.COM 14.7 44 60.6 2,000 TECHNOLOGY
34 VISA 14.2 12 10.4 - FINANCIAL SERVICES
35 SIEMENS 13.7 1 100.6 - DIVERSIFIED
36 FACEBOOK 13.7 4 5.1 67 TECHNOLOGY
37 ESPN 12.9 12 10.4 2,500 MEDIA
38 GUCCI 12.1 1 4.7 - LUXURY
39 NESTLE 11.8 18 11.3 - CONSUMER PACKAGED GOODS
40 FRITO-LAY 11.6 6 11.1 2,200 CONSUMER PACKAGED GOODS
41 IKEA 11.5 5 35.5 - RETAIL
42 DANONE 11.1 13 13.3 - CONSUMER PACKAGED GOODS
43 AUDI 10.9 1 55.2 - AUTOMOTIVE
44 FORD 10.6 34 130.0 4,000 AUTOMOTIVE
45 COACH 10.5 1 5.1 103 LUXURY
46 FOX 10.2 20 11.7 2,200 MEDIA
47 UPS 10.2 13 54.1 - TRANSPORTATION
48 HOME DEPOT 10.1 12 74.8 831 RETAIL
49 ACCENTURE 9.7 10 30.4 - BUSINESS SERVICES
50 THOMSON REUTERS 9.6 -10 7.2 - MEDIA
51 PAMPERS 9.6 12 10.4 9,300 CONSUMER PACKAGED GOODS
52 ZARA 9.4 11 13.5 - RETAIL
53 HERMÈS 9.3 20 4.5 234 LUXURY
54 J.P. MORGAN 9.1 -30 43.1 - FINANCIAL SERVICES
55 KRAFT 9.1 -10 7.1 640 CONSUMER PACKAGED GOODS
56 WELLS FARGO 9.0 -14 91.2 578 FINANCIAL SERVICES
57 CANON 8.7 -11 41.8 998 TECHNOLOGY
58 KELLOGG'S 8.7 -6 7.1 1,120 CONSUMER PACKAGED GOODS
59 EBAY 8.5 14 6.3 1,100 TECHNOLOGY
60 CATERPILLAR 8.5 21 65.9 - HEAVY EQUIPMENT
61 ADIDAS 8.4 23 14.5 - APPAREL
62 VOLKSWAGEN 8.1 16 145.7 - AUTOMOTIVE
63 NINTENDO 8.0 -39 7.6 - TECHNOLOGY
64 COLGATE 7.9 7 3.9 1,792 CONSUMER PACKAGED GOODS
65 BANK OF AMERICA 7.7 -9 83.3 1,873 FINANCIAL SERVICES
66 SHELL 7.6 5 467.2 - OIL & GAS
67 MASTERCARD 7.4 8 7.4 775 FINANCIAL SERVICES
68 ROLEX 7.4 14 4.5 - LUXURY
69 RED BULL 7.2 16 6.3 - BEVERAGES
70 PRADA 7.1 23 3.4 193 LUXURY
71 PHILIPS 7.1 14 31.9 1,144 DIVERSIFIED
72 NOKIA 7.0 -55 38.8 - TECHNOLOGY
73 LEXUS 7.0 1 18.7 3,970 AUTOMOTIVE
74 CHANEL 7.0 13 4.4 - LUXURY
75 HEINEKEN 7.0 7 6.0 - ALCOHOL
76 STARBUCKS 6.9 9 13.0 - RESTAURANTS
77 ALLIANZ 6.9 5 130.8 - FINANCIAL SERVICES
78 NISSAN 6.9 17 108.5 2,749 AUTOMOTIVE
79 GOLDMAN SACHS 6.8 -15 41.7 - FINANCIAL SERVICES
80 SONY 6.6 -20 69.5 4,260 TECHNOLOGY
81 HYUNDAI 6.5 21 49.7 1,947 AUTOMOTIVE
82 EXXON MOBIL 6.4 18 420.7 - OIL & GAS
83 JOHN DEERE 6.4 14 36.2 177 HEAVY EQUIPMENT
84 DELL 6.4 -23 56.9 833 TECHNOLOGY
85 BOEING 6.4 12 81.7 - AEROSPACE
86 RALPH LAUREN 6.4 28 6.4 217 APPAREL
87 CHASE 6.3 -9 56.8 - FINANCIAL SERVICES
88 LANCOME 6.2 13 4.0 8,707 CONSUMER PACKAGED GOODS
89 SANTANDER 6.0 -2 57.3 855 FINANCIAL SERVICES
90 ERICSSON 5.9 -35 34.6 - TECHNOLOGY
91 FEDEX 5.8 10 44.3 424 TRANSPORTATION
92 SUBWAY 5.7 17 18.1 - RESTAURANTS
93 ING 5.7 8 118.7 722 FINANCIAL SERVICES
94 CREDIT SUISSE 5.7 -9 42.0 - FINANCIAL SERVICES
95 PORSCHE 5.7 16 17.8 - AUTOMOTIVE
96 HEINZ 5.6 2 4.4 314 CONSUMER PACKAGED GOODS
97 AXA 5.6 10 149.3 - FINANCIAL SERVICES
98 MTV 5.6 -7 3.1 1,205 MEDIA
99 BURBERRY 5.5 13 3.0 - LUXURY
100 ESTEE LAUDER 5.4 15 4.4 2,798 CONSUMER PACKAGED GOODS
SOURCES: THOMSON REUTERS FUNDAMENTALS VIA FACTSET RESEARCH SYSTEM; FORBES.
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