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CenterState Bank Executive V.P. Joe Keating, NBG Productions Chief Equities Analyst Brian Sozzi, and SFG Alternatives’ Larry Shover break down Parne...
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Spring in Bryant's those -- we can Brian.
What do you think of -- -- panera beating on top and bottom line here you impressed.
I'm pressing -- -- I'm saying you have to pick individual stocks to polling stock was crushed because actually at a lower their prices -- with and within an -- I think you're gonna see it and they probably a good transaction value growth.
That's the differentiating them compared to what the -- the -- polling disaster they've had they've they've had a sorry -- -- I was just look at grain prices and I don't really pricey and they weren't able to manage that I mean that some believe -- -- -- that the market is really liking this number.
Correct in you have to think about why pair trade down in sympathy to pull these results when you diving generic chances are they will able like you said to offset higher commodity prices -- -- odd stories come think about it McDonald's war and higher prices now are probably a higher price to polling higher prices.
Even topple about two was well within Yum! Brands results and -- this -- comes Colson even though there's been a big reshuffling of the -- this company that.
The -- some to perhaps.
You know raise some caution about that but apparently not based on these numbers.
Correct and then this is just again to trade down so guess I need to get these all I need to see transaction by growth because I think anything off this -- off the restaurant results.
You know around -- the CEO.
And it is Larry but and -- -- over still there with us but it if he's done some really good things with this company.
Because at a time when Brian makes a great point you know you Coca-Cola McDonald's.
Trying to deal with what that you know what may have an issue with the the stronger dollar is panera that globally sensitive to what's going on -- the stronger dollar if not them that's their win.
You know I think they might they've been on the other hand and a lot of room to expand especially in the United States -- and back -- -- earlier point -- they've beaten estimates for quarters in a row.
They have a lot of room to expand I'd like to see more of around here actually it's decent -- the price isn't that a bad.
I think it.
