|
NFLX
|
Communication Services |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$385.7B
|
$62.88
|
-0.1%
|
-1.0%
|
-2.5%
|
+1.7%
|
-0.6%
|
-0.5%
|
|
MCD
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$201.2B
|
$268.62
|
-0.3%
|
-0.5%
|
-0.4%
|
-0.3%
|
+1.7%
|
+0.4%
|
|
SBUX
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$121.3B
|
$85.90
|
-0.6%
|
-1.1%
|
+0.3%
|
+0.3%
|
+0.9%
|
+1.1%
|
|
NTES
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$73.9B
|
$97.15
|
-2.0%
|
-5.1%
|
+0.0%
|
-1.9%
|
-0.5%
|
+2.8%
|
|
CMG
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$44.4B
|
$59.81
|
+0.0%
|
-1.1%
|
-0.7%
|
+0.2%
|
-1.3%
|
+0.2%
|
|
USFD
|
Consumer Defensive |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$18.7B
|
$52.07
|
-0.5%
|
-2.9%
|
-0.0%
|
+1.9%
|
-2.6%
|
-0.5%
|
|
PFGC
|
Consumer Defensive |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$14.7B
|
$71.22
|
-0.3%
|
-2.8%
|
-0.3%
|
+1.4%
|
-2.1%
|
-0.7%
|
|
TXRH
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$11.6B
|
$148.97
|
-0.2%
|
-0.2%
|
+0.1%
|
+1.4%
|
-0.9%
|
+0.7%
|
|
DPZ
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$10.7B
|
$504.52
|
-0.7%
|
-1.8%
|
-1.5%
|
-0.3%
|
-0.9%
|
-0.1%
|
|
CAVA
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$9.5B
|
$66.38
|
-0.5%
|
-4.0%
|
-3.1%
|
+1.8%
|
-2.1%
|
-0.1%
|
|
EAT
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Underweight
→
Underweight
|
—
|
$5.8B
|
$46.65
|
-0.6%
|
-3.0%
|
-0.5%
|
+0.6%
|
-2.7%
|
+2.8%
|
|
WING
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$3.6B
|
$366.95
|
-0.1%
|
-0.5%
|
-1.7%
|
+3.3%
|
-3.0%
|
-0.9%
|
|
SHAK
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$2.7B
|
$99.44
|
-0.2%
|
-2.2%
|
-0.1%
|
-0.6%
|
-1.7%
|
+0.3%
|
|
SG
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Underweight
→
Underweight
|
—
|
$1.0B
|
$23.44
|
-0.6%
|
-3.0%
|
-7.3%
|
+0.4%
|
-1.7%
|
+0.1%
|
|
PTLO
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$283M
|
$13.16
|
-0.2%
|
-1.8%
|
-1.9%
|
+2.0%
|
-6.3%
|
-3.1%
|
|
JACK
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$206M
|
$60.63
|
-0.8%
|
-1.8%
|
+0.1%
|
+2.2%
|
-3.3%
|
-1.2%
|