MeghanLowney Mykyta Kravtsov Omnia Khamis Avni Kumar
5 fast food companies ◦ McDonald’s 30% of initial investment
◦ YUM! 22.5% of initial investment
◦ Papa John’s 2.5% of initial investment
◦ Domino’s 5% of initial investment
◦ Krispy Kreme Doughnuts 40% of initial investment
Fund Vs. Major Indices $114 $112 $110 Fund
$108 $106
NASDAQ
$104
Comp
$102
S&P 500
$100 $98 Price 9/27 Price 10/04 Price 10/11 Price 10/18 Price 10/25
Portfolio Performance $135 $130 $125 $120
MCD
$115
DPZ
$110
PZZA
$105
YUM
$100
KKD
$95 Price 9/27
Price 10/04 Price 10/11 Price 10/18 Price 10/25
Fast food industry did not begin to feel the effects of the recession until the start of 2009 Labor costs globally have dropped Weak dollar is helping international sales Increase in materials costs has lead to overall plans for price increases
◦ Growth rates are high, particularly in China ◦ China is manipulating various portions of global market operations, mostly through sheer size and influence ◦ FED decision causes slight drop in global markets while it causes an increase in American markets ◦ Weak American dollar ◦ High unemployment
4.68% gain Third quarter profit up 10% due to increased comparable-store sales and high customer visits around the globe Increased quarterly cash dividend to 11% for fourth quarter 2010
ď ˝ ď ˝
-1.18% gain Football marketing campaign is not paying off in terms of stock returns
7.87% gain 2010 growth dependent on developing operations in China Growth in India expected to be 35-45% in 2011
12.28% gain Stock value increased 17.43% since institution of new CFO in August Sales up 7% in the last year
39.22% gain 36.69% gains in the last year in net earnings $.03 earnings per share for the first quarter of fiscal 2011