Beyond Meat (BYND US): Stellar Rally After a Steep Covid Fall. Turn Cautious.
Beyond Meat Inc (BYND US) has rallied nearly +70% since beginning of the month, outperforming the US consumer food staples peer group and broader...
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Meituan-Dianping: Maybe the Consumer Will 'Snap Back' Soon. But What About the Supply Side?
Meituan Dianping (3690 HK) and Alibaba Group (BABA US)'s ele.me form the nexus of China's fast-growing online food delivery segment, connecting...
300 Views
Yum/McDonald's Pair Trade: An Enticing Market Neutral Return
Yum! Brands Inc (YUM US), the operator of quick-service restaurant chains KFC, Pizza Hut and Taco Bell, underperformed most of its peers over the...
434 Views
YUM China (YUMC): Promising Future Post COVID-19 Outbreak
We believe Yum China Holdings, Inc (YUMC US) represents one of the best investment ideas in China restaurant industry as China has COVID-19...
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Luckin Coffee – Bad Brew
* The Fraud: COO Liu and several others have been charged with inflating Luckin Coffee' s (LK.US) revenues beginning 2Q19 – at the point of the IPO...
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