总出现:10
分析师首次亮相:2005年
第五年,摩根士丹利的第五年约翰玻璃在这阵容上获得第一名,从投资者获得投资者的赞美,为他的工作以及他的临界敏锐。“投资者必须阅读约翰的笔记,了解发生的事情以及行业正在发生的地方,”坚持一个倡导者。The 50-year-old Glass, who works out of Boston, advises that the best-performing subgroup in his sector has been fast-casual restaurants, though he notes that, of course, “not everyone that calls themselves ‘fast casual’ will win.” For example, in September 2013 he simultaneously downgraded St. Louis–based soup and sandwich vendor Panera Bread Co. from overweight to equal weight and elevated Denver’s burrito chain Chipotle Mexican Grill from equal weight to overweight. The analyst’s survey of restaurant customers demonstrated divergent perceived value for the two operators, with Chipotle receiving high marks and Panera seen as expensive. Moreover, he explains, Chipotle’s strong branding strategy was driving an increase in awareness. Panera, on the other hand, faced weak same-store sales, slowing growth in its catering business and a loss of share to competitors. Over the year since those calls, performance has tracked his expectations. Panera’s shares tumbled 5.6 percent, to $154.84, while Chipotle’s stock soared 56.5 percent, to $655.85. During the same period the sector gained 6.8 percent.