Chipotle Mexican Grill, Inc.'s (CMG) Visibility into the Near-Term Margin Trajectory Remains Limited

Chipotle Mexican Grill, Inc.'s (CMG) Visibility into the Near-Term Margin Trajectory Remains Limited

The firm believes current valuation appropriately reflects an improving top-line trajectory, offset by limited visibility into Chipotle’s near-term margin trajectory

Financials

Jefferies on Walt Disney Co (NYSE:DIS)

Walt Disney has been more aggressive on cutting non-sports rights related costs in F17

Tesla Inc. (TSLA) Will Start Booking for Solar Roof Tiles Next Month

CEO Elon Musk said that solar roof tiles booking will open in April

Argus on General Mills, Inc. (GIS)

Argus maintained its HOLD rating on General Mills

Great Execution Improves Confidence in Cintas Corporation' (CTAS) Long-Term Trajectory

Focus now shifts to GK integration with long-term synergy targets/timeline unchanged and management cognizant of need to maintain service quality to achieve

Deutsche Bank's Industry Update on Cisco Systems, Inc. (CSCO), Arista Networks Inc (ANET), and Akamai Technologies, Inc. (AKAM)

Cisco, Arista, Akamai, etc are looking to drive Top Line and Earnings Growth by tapping into new "opex" dollars of IT

Credit Suisse on VF Corp (VFC)

Credit Suisse reiterated its cautious stance and Neutral rating on VF Corp