Chase Kimball

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  • Heineken's Conundrum

    By Chase Kimball - August 10, 2012 | Tickers: BUD, HEINY

    Anyone who has been to Asia will tell you about the ubiquity of Tiger beer all across the continent.  Though Singapore-based, you can find Tiger pretty much anywhere from Beijing to Bangkok.  Their parent company, Asia Pacific Breweries (APB), has 35 breweries across 12 Asian nations.  Needless to say, they have a pretty large footprint.  Heineken (NASDAQOTH: HEINY) knows this, and their bid for control of APB will get more »

  • Burger King Goes to China

    By Chase Kimball - August 9, 2012 | Tickers: BKW, TAST, MCD, YUM

    Burger King (NYSE: BKW) is doing it right in the US.  After re-vamping stores, adding more menu items, and ramping up overseas expansion, they turned in a pretty impressive Q2.  Same Store Sales in the US and Canada rose 4.4%, compared to a decline of 2.2% in Q2 2011.  This is solid, sustainable growth and, for the most part, domestic. 

    Unlike Yum Brands (NYSE: YUM), which depends heavily more »

  • Dismantling the Postal Service

    By Chase Kimball - August 6, 2012 | Tickers: FDX, UPS

    Whatever reason you ascribe to the Post Office default, be it political or economic, the fact is the USPS is quickly going broke. A congressionally mandated $5.65 billion per year payment to pre-fund employee benefits has effectively driven the service into the ground, and with no government action in sight (Congress just went on recess; "recess" is such a fitting term, isn't it?) the Postal Service could very more »

  • 24 Hour Profits at McDonald's, Wendy's, and Taco Bell

    By Chase Kimball - August 6, 2012 | Tickers: MCD, WEN, YUM

    Mark this day in history.  McDonald's (NYSE: MCD) has, at long last, begun offering its breakfast menu outside of "traditional" breakfast hours, avoiding blowups like these wherever possible.  McDonald's hopes that maybe this will translate to higher sales, as breakfast already accounts for nearly 30% of total sales.  Just thinking about a Big Mac with a side of Egg McMuffin gets me drooling.  Though the promotion is fairly more »

  • Hormel's Missed Opportunity

    By Chase Kimball - August 5, 2012 | Tickers: CAG, HRL, KRFT

    Maybe it's not the sexiest company in the world, but Hormel (NYSE: HRL) sure has some sexy potential.  An interview with CEO Jeffrey Ettinger in the Aug. 1 Wall Street Journal revealed that the company, whose stock price has doubled in the last six years, has barely no international presence. 

    Taking a look at their latest 10Q, international operations accounts for about 4% of sales.  Though this grew by more »

  • An Alternative to Whole Foods

    By Chase Kimball - July 31, 2012 | Tickers: NGVC, SWY, WFM

    Whole Foods (NASDAQ: WFM) is a tough thing to deal with.  Although their offerings are consistently superb, the pricing is, of course, pretty "superb" as well.  This author suffers from a hangover after a splurge at Whole Foods, similar to that which comes after an extravagant meal out, "wow that was great, but it's the $1 menu for me for at least the next month."  Luckily, Whole Foods has more »

  • Hotels Know Health is Wealth

    By Chase Kimball - July 30, 2012 | Tickers: IHG, HOT, BX

    Hotels are not gyms.  Some of the best hotels in the world still don't seem to get the traveler that maintains a workout routine, and insist a broom closet with a smelly yoga mat and one 15 lb. weight will be enough to stay in shape.  There is, however, a small revolution going on among business traveler oriented hotels, some well-planned, some not so much.  Starwood (NYSE: HOT), for more »

  • Who's Next After Peet's?

    By Chase Kimball - July 26, 2012 | Tickers: CBOU, JVA, DNKN, PEET, SBUX

    Ok, what do the following brands all have in common? 

    Jimmy Choo

    Clearasil

    David Beckham Fragrances

    No, they're not the commercial backers of Keeping Up With the Kardashians.  They are the new cousins of Peet's Coffee (NASDAQ: PEET).  Joh. A. Benckiser, owner of such companies as Reckitt Benckiser (go around your house looking at the back of your household items and guaranteed you will find one of their more »

  • The Tweet Heard 'Round the World

    By Chase Kimball - July 26, 2012 | Tickers: JCP, TGT

    It's hard to imagine that a single tweet from some random Project Runway judge would send a heavily traded stock up almost 5%, but that is exactly what happened yesterday.  Well, at least that's the only thing people can seem to come up with for why nosediving J.C. Penney (NYSE: JCP) finally closed up.  Nina Garcia: Project Runway Judge, Marie Claire Style Director, J.C. Penney Style more »

  • MGM Needs Cotai

    By Chase Kimball - July 26, 2012 | Tickers: LVS, MGM, WYNN

    With the release of Wynn's (NASDAQ: WYNN) Q2 results, we are made privy to the immense importance of Macau to our American gaming companies.  Though Wynn was $.13 short of $1.51 EPS estimates, that is still a 30% increase over 2011.  Most interesting is that Wynn now derives 72% of its revenues from its Asian operations.  Las Vegas Sands (NYSE: LVS) is even more heavily dependent on Asia more »

  • Macau and Why Politics is Bad for Business

    By Chase Kimball - July 26, 2012 | Tickers: LVS, WYNN

    Things are getting ugly for Sheldon Adelson and his Las Vegas Sands (NYSE: LVS).  The company is currently involved in a lawsuit brought by former Sands China chief executive, Steven Jacobs, and some fairly unsavory revelations are being brought to light.  It also doesn't help much that Mr. Adelson is a massive GOP donor and the presidential campaign is panning out to get pretty messy.  The lawsuit stems partly more »

  • Yum Needs More than a Doritos Flavored Taco

    By Chase Kimball - July 24, 2012 | Tickers: CMG, MCD, YUM

    Yum's (NYSE: YUM) Taco Bell is known for experimenting.  The crunchwrap supreme, the double decker, the black jack taco … the list goes on.  So when the Doritos taco launched in early March, there was general intrigue, but most just saw it as yet another step on the way to ultimately ending up in Taco Town ridiculousness.  The snickering ended pretty abruptly upon the release of sales numbers. 

    One hundred more »

  • The Underworld of Macau

    By Chase Kimball - July 23, 2012 | Tickers: LVS, MGM, WYNN

    Former Las Vegas Sands (NYSE: LVS) executive Steven Jacobs continues to sling mud all over his old boss as his wrongful termination lawsuit develops.  His latest claim, according to the Associated Press, being that Mr. Adelson "personally approved prostitution at company properties in [Macau]."  Although Adelson is basely rejecting the claim and saying that "[he] regards prostitution as morally abhorrent," he shouldn't have to be on the defensive.  Much more »

  • Macau is Hiring

    By Chase Kimball - July 22, 2012 | Tickers: LVS, MPEL, MGM, WYNN

    Well Las Vegas Sands (NYSE: LVS) is getting another extension on their new Cotai property, now going by the name of "Parcel 3."  The new deadline to finish construction by April 17, 2016, amended from April 2013, amended from April 2011, should hopefully allow Sands to finally get ahead of a project into which they have already sunk $96.7 Million.  But does approval from the government mean the property more »

  • Is the Middle Class Really Vanishing?

    By Chase Kimball - July 21, 2012 | Tickers: DLTR, LULU, JWN, SHLD

    I'm no populist.  But I can spot trends, and it isn't too difficult to see that there is something interesting happening in retail.  There is a clear pattern in which retailers "in the middle" like JCPenney and Sears (NASDAQ: SHLD) are suffering a bit of an identity crisis.  Those companies on the extremes of the retail spectrum are the ones currently experiencing the most success.  A recent article more »

  • The Evils of Showrooming

    By Chase Kimball - July 20, 2012 | Tickers: AMZN, BBY, WMT

    While living in Shanghai in 2010, I witnessed a B-School case study for the record books.  It happened right before my eyes, and I knew that many a bleary eyed future banker/consultant/supermarket bagger would be studying it for years to come.  It was the collapse of Best Buy China.  It happened overnight, literally.  One day everything was fine and the next there was a chain fence over the more »

  • Keeping the Magic

    By Chase Kimball - July 17, 2012 | Tickers: JWN, SKS, TGT

    I've always been a little skeptical of Nordstrom Rack.  At first I was under the impression that Rack was just the place where all the unsold Nordstrom (NYSE: JWN) merchandise went to be snatched up at a hefty discount.  But every time I've gone to shop there I've seriously wondered if the items for sale have ever actually graced the lovely displays at the real Nordstrom.  Alas more »

  • The Appleization of Nordstrom and Home Depot

    By Chase Kimball - July 17, 2012 | Tickers: AAPL, HD, JCP, JWN

    I don't wear cologne.  I can never apply it properly, and I think no matter how little I use I end up smelling like the guy who leaves his shirt unbuttoned a bit too much (you know).  I also don't like the smell of most deodorants at the grocery store… they're all a bit too fratty to me.  Fortunately I have found the perfect compromise: designer deodorant more »

  • Target, She's Out of Your League

    By Chase Kimball - July 16, 2012 | Tickers: JWN, SKS, TGT

    Either Target (NYSE: TGT) is a genius or they have one of Neiman Marcus' loved ones tied up in a basement somewhere.  The recent announcement that Target and Neiman's is teaming up to offer a 50 item holiday collection from 24 CFDA (Council of Fashion Designers of America) designers, ranging from classics like Oscar de la Renta to the more modern Rag & Bone, is a major feather in Target more »

  • Campbell Soup Bets the Farm

    By Chase Kimball - July 13, 2012 | Tickers: CPB, KO, PEP

    I am about to write in a style that is pretty new to me.  If you have read any of my articles here on The Motley Fool, you might be surprised, shocked, afraid even.  I, having established myself clearly as a Negative Ned, am somewhat optimistic about Campbell Soup's (NYSE: CPB) recent acquisition of Bolthouse Farms.

    The $1.55 billion purchase from Madison Dearborn Partners is, on the surface more »

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