|
MCD
|
Consumer Cyclical |
Seaport Research Partners |
Initiates
|
Neutral
|
—
|
$179.6B
|
$252.78
|
-0.2%
|
-1.7%
|
-0.0%
|
-0.1%
|
-0.1%
|
+1.0%
|
|
UNP
|
Industrials |
UBSB |
Upgrade
|
Neutral
→
Buy
|
$339
|
$168.7B
|
$283.99
|
+1.1%
|
-1.1%
|
+0.6%
|
-1.1%
|
-3.5%
|
+1.8%
|
|
BUD
|
Consumer Defensive |
Deutsche BankB |
Upgrade
|
Hold
→
Buy
|
—
|
$156.5B
|
$79.46
|
+1.0%
|
+0.6%
|
-1.4%
|
-1.3%
|
+0.3%
|
+0.3%
|
|
BKNG
|
Consumer Cyclical |
Morgan Stanley |
Reiterates
|
Overweight
|
$230
|
$132.8B
|
$171.32
|
+0.0%
|
+0.0%
|
-0.5%
|
-1.5%
|
+0.4%
|
-2.6%
|
|
SBUX
|
Consumer Cyclical |
Seaport Research Partners |
Initiates
|
Neutral
|
—
|
$110.1B
|
$96.58
|
+0.8%
|
+0.8%
|
-0.7%
|
-0.9%
|
-1.0%
|
+0.2%
|
|
ABNB
|
Consumer Cyclical |
Morgan Stanley |
Reiterates
|
Equal-Weight
|
$170
|
$99.9B
|
$168.32
|
-0.5%
|
-0.5%
|
-0.9%
|
+0.2%
|
+0.4%
|
-3.0%
|
|
NU
|
Financial Services |
Itau BBA |
Downgrade
|
Outperform
→
Market Perform
|
$18
|
$68.7B
|
$14.19
|
-1.3%
|
-2.7%
|
+0.2%
|
-1.4%
|
+3.0%
|
+0.7%
|
|
CMG
|
Consumer Cyclical |
Seaport Research Partners |
Initiates
|
Neutral
|
—
|
$44.7B
|
$34.83
|
+1.2%
|
-3.3%
|
-0.5%
|
-0.2%
|
-0.9%
|
-1.6%
|
|
PAYX
|
Industrials |
Wolfe ResearchB |
Upgrade
|
Underperform
→
Peer Perform
|
—
|
$42.1B
|
$118.30
|
-0.5%
|
-1.3%
|
-0.2%
|
-0.3%
|
-1.0%
|
-0.4%
|
|
YUM
|
Consumer Cyclical |
Seaport Research Partners |
Initiates
|
Buy
|
$162
|
$38.8B
|
$140.77
|
+0.3%
|
-2.0%
|
-1.6%
|
+1.7%
|
+1.0%
|
+0.3%
|
|
HIG
|
Financial Services |
Mizuho |
Downgrade
|
Outperform
→
Neutral
|
$154
|
$37.3B
|
$136.03
|
-0.4%
|
-0.8%
|
-1.3%
|
-0.9%
|
-0.9%
|
-1.5%
|
|
EXPE
|
Consumer Cyclical |
Morgan Stanley |
Reiterates
|
Underweight
|
$235
|
$33.6B
|
$293.08
|
-1.0%
|
-2.1%
|
-0.8%
|
-1.8%
|
+0.6%
|
-0.1%
|
|
QSR
|
Consumer Cyclical |
Seaport Research Partners |
Initiates
|
Buy
|
$88
|
$26.2B
|
$75.49
|
+1.2%
|
-0.7%
|
-2.2%
|
-0.6%
|
-0.4%
|
-0.9%
|
|
DRI
|
Consumer Cyclical |
Seaport Research Partners |
Initiates
|
Buy
|
$240
|
$23.9B
|
$209.12
|
+1.3%
|
-0.5%
|
-0.6%
|
+1.2%
|
+1.0%
|
+1.0%
|
|
PNFP
|
Financial Services |
Hovde Group |
Reiterates
|
Outperform
|
$125
|
$15.0B
|
$99.34
|
+0.1%
|
-3.3%
|
+0.7%
|
-0.0%
|
-0.3%
|
-2.0%
|
|
STLA
|
Consumer Cyclical |
Berenberg |
Downgrade
|
Buy
→
Hold
|
—
|
$14.8B
|
$5.11
|
-0.8%
|
-3.7%
|
+2.6%
|
-4.6%
|
-0.2%
|
+0.4%
|
|
TXRH
|
Consumer Cyclical |
Seaport Research Partners |
Initiates
|
Buy
|
$195
|
$11.2B
|
$169.68
|
+1.5%
|
+0.2%
|
-1.9%
|
+0.5%
|
-1.2%
|
+0.4%
|
|
DPZ
|
Consumer Cyclical |
Seaport Research Partners |
Initiates
|
Neutral
|
—
|
$10.3B
|
$310.82
|
+0.0%
|
-3.1%
|
-1.2%
|
-1.2%
|
+0.6%
|
+0.4%
|
|
REXR
|
Real Estate |
Raymond JamesA |
Upgrade
|
Underperform
→
Mkt Perform
|
—
|
$8.8B
|
$38.62
|
+1.0%
|
+0.6%
|
-1.1%
|
-0.1%
|
+0.9%
|
-1.3%
|
|
EAT
|
Consumer Cyclical |
Seaport Research Partners |
Initiates
|
Buy
|
$230
|
$8.7B
|
$203.47
|
+0.7%
|
+3.5%
|
-5.2%
|
-1.4%
|
+1.8%
|
+3.3%
|