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Jefferies Raises Numbers On Panera (PNRA); Top-line Drivers Continue

February 9, 2012 8:12 AM EST
PNRA Hot Sheet
Rating Summary:
    6 Buy, 5 Hold, 0 Sell

Rating Trend: Up Up

Today's Overall Ratings:
    Up: 20 | Down: 11 | New: 38
Jefferies raised estimates and its price target on Panera Bread (NASDAQ: PNRA) from $165 to $167.

The firm comments, "While investors may be paying more attention to the opaque dynamics of how PNRA gets its SSS (not enough from traffic?), we think recent trends don't paint the full picture for '12 as new traffic drivers have not yet rolled. Rather, we'd focus on what is becoming more clear: accelerating eff. company unit gr. (10% in '12, following 12-13% in '10/11). We see this opportunity continuing for yrs to come & may not be reflected in ests."

Q1 EPS goes from $1.28 to $1.33, FY12 from $5.48 to $5.54 and FY13 from $6.60 to $6.67.


For an analyst ratings summary and ratings history on Panera Bread click here. For more ratings news on Panera Bread click here.

Shares of Panera Bread closed at $148.47 yesterday, with a 52 week range of $96.68-$160.88.


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