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<title>UBS Research: Fast Moving Consumer Goods</title>
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<description>UBS Research: Fast Moving Consumer Goods</description>
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<copyright>Copyright (C) UBS 2009. All rights reserved.</copyright>
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<pubDate>Fri, 20 Nov 2009</pubDate>
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<title><![CDATA[Hansen Natural "HANS Share Gains Accelerate" (Buy) Gajrawala]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82880|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Global</li><br><li>Americas</li><br><li>United States</li><br><li>North America</li><br></ul><br><em>Sectors</em><br><ul><li>Global Soft Drinks</li><br><li>Global Consumer, Non-Cyclical</li><br><li>Global Food &amp; Beverage</li><br><li>Global Beverage</li><br><li>US Soft Drinks</li><br><li>Americas Soft Drinks</li><br><li>Americas Consumer, Non-Cyclical</li><br><li>US Consumer, Non-Cyclical</li><br><li>Americas Food &amp; Beverage</li><br><li>US Food &amp; Beverage</li><br><li>Americas Beverage</li><br><li>US Beverage</li><br><li>North American Beverage</li><br><li>North American Food &amp; Beverage</li><br><li>North American Consumer, Non-Cyclical</li><br><li>North American Soft Drinks</li><br></ul><br><em>Companies</em><br><ul><li>KO.N Coca-Cola</li><br><li>PEP.N PepsiCo</li><br><li>PAS.N PepsiAmericas</li><br><li>CCE.N Coca-Cola Ent.</li><br><li>PBG.N Pepsi Bottling Group</li><br><li>HANS.O Hansen Natural</li><br></ul><br><em>Subjects</em><br><ul><li>Company Update</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Kaumil S. Gajrawala</author>
<category>KO.N</category>
<category>PEP.N</category>
<category>PAS.N</category>
<category>CCE.N</category>
<category>PBG.N</category>
<category>HANS.O</category>
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<pubDate>Fri, 20 Nov 2009</pubDate>
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<item>
<title><![CDATA[US Tobacco "Aren't You Glad You Didn't Quit?" 20-Nov-2009 Modi]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82872|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Global</li><br><li>Americas</li><br><li>United States</li><br><li>North America</li><br></ul><br><em>Sectors</em><br><ul><li>Global Tobacco</li><br><li>Global Consumer, Non-Cyclical</li><br><li>Global Non-Cyclical Goods &amp; Services</li><br><li>Americas Tobacco</li><br><li>US Tobacco</li><br><li>Americas Consumer, Non-Cyclical</li><br><li>US Consumer, Non-Cyclical</li><br><li>Americas Non-Cyclical Goods &amp; Services</li><br><li>US Non-Cyclical Goods &amp; Services</li><br><li>North American Non-Cyclical Goods &amp; Services</li><br><li>North American Consumer, Non-Cyclical</li><br><li>North American Tobacco</li><br></ul><br><em>Companies</em><br><ul><li>MO.N Altria Group</li><br><li>RAI.N Reynolds American</li><br><li>LO.N Lorillard</li><br></ul><br><em>Subjects</em><br><ul><li>Industry Overview</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Nik Modi</author>
<category>MO.N</category>
<category>RAI.N</category>
<category>LO.N</category>
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<pubDate>Fri, 20 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[Reckitt Benckiser "More than just a storm?" (Buy) Quiroga]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70028|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Europe Including UK</li><br><li>United Kingdom</li><br><li>Global</li><br><li>UBSW EMEA</li><br></ul><br><em>Sectors</em><br><ul><li>British Household Products, Non-Durable</li><br><li>European Household Products, Non-Durable</li><br><li>Global Household Products, Non-Durable</li><br><li>European Household Products</li><br><li>European Consumer, Non-Cyclical</li><br><li>British Household Products</li><br><li>British Consumer, Non-Cyclical</li><br><li>Global Household Products</li><br><li>Global Consumer, Non-Cyclical</li><br><li>European Non-Cyclical Goods &amp; Services</li><br><li>British Non-Cyclical Goods &amp; Services</li><br><li>Global Non-Cyclical Goods &amp; Services</li><br></ul><br><em>Companies</em><br><ul><li>RB.L Reckitt Benckiser</li><br><li>CL.N Colgate-Palmolive</li><br></ul><br><em>Subjects</em><br><ul><li>Company Update</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Eva Quiroga</author>
<category>RB.L</category>
<category>CL.N</category>
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<pubDate>Fri, 20 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[PGW "Capital restructure announced" (Neutral) Gardiner]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11561|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Global</li><br><li>Asia Pacific</li><br><li>Asia Pacific Ex. JP</li><br><li>New Zealand</li><br><li>Australasia</li><br></ul><br><em>Sectors</em><br><ul><li>Global Agriculture</li><br><li>Global Consumer, Non-Cyclical</li><br><li>Global Food &amp; Beverage</li><br><li>Global Food</li><br><li>Asian Pacific Food</li><br><li>Asian Pacific Food &amp; Beverage</li><br><li>Asian Pacific Consumer, Non-Cyclical</li><br><li>Asian Pacific Agriculture</li><br><li>Asian Pacific Ex. JP Food</li><br><li>Asian Pacific Ex. JP Food &amp; Beverage</li><br><li>Asian Pacific Ex. JP Consumer, Non-Cyclical</li><br><li>Asian Pacific Ex. JP Agriculture</li><br><li>New Zealand Agriculture</li><br><li>New Zealand Consumer, Non-Cyclical</li><br><li>New Zealand Food &amp; Beverage</li><br><li>New Zealand Food</li><br><li>Australasian Food</li><br><li>Australasian Food &amp; Beverage</li><br><li>Australasian Consumer, Non-Cyclical</li><br><li>Australasian Agriculture</li><br></ul><br><em>Companies</em><br><ul><li>PGW.NZ PGW</li><br></ul><br><em>Subjects</em><br><ul><li>Company Update</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Wade Gardiner</author>
<category>PGW.NZ</category>
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<pubDate>Fri, 20 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[SABMiller "Strong EPS momentum: more fuel for SAB  " (Buy) DeRise]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70019|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Europe Including UK</li><br><li>United Kingdom</li><br><li>Global</li><br><li>South Africa</li><br><li>EMEA Emerging</li><br><li>UBSW EMEA</li><br><li>Emerging Markets</li><br></ul><br><em>Sectors</em><br><ul><li>British Distillers &amp; Brewers</li><br><li>South African Distillers &amp; Brewers</li><br><li>EMEA Emerging Distillers &amp; Brewers</li><br><li>European Distillers &amp; Brewers</li><br><li>Global Distillers &amp; Brewers</li><br><li>EMEA Emerging Consumer, Non-Cyclical</li><br><li>European Consumer, Non-Cyclical</li><br><li>British Consumer, Non-Cyclical</li><br><li>Global Consumer, Non-Cyclical</li><br><li>South African Consumer, Non-Cyclical</li><br><li>EMEA Emerging Food &amp; Beverage</li><br><li>European Food &amp; Beverage</li><br><li>British Food &amp; Beverage</li><br><li>Global Food &amp; Beverage</li><br><li>South African Food &amp; Beverage</li><br><li>British Beverage</li><br><li>South African Beverage</li><br><li>EMEA Emerging Beverage</li><br><li>European Beverage</li><br><li>Global Beverage</li><br><li>Global Emerging Beverage</li><br><li>Global Emerging Distillers &amp; Brewers</li><br><li>Global Emerging Food &amp; Beverage</li><br><li>Global Emerging Consumer, Non-Cyclical</li><br></ul><br><em>Companies</em><br><ul><li>SAB.L SABMiller</li><br></ul><br><em>Subjects</em><br><ul><li>Company Update</li><br><li>Operating Results</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Jason DeRise, CFA</author>
<category>SAB.L</category>
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<pubDate>Fri, 20 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[BAT (Malaysia) "Q3 2009-Illicit trade threatens" (Sell) Lai]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51921|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Global</li><br><li>Emerging Markets</li><br><li>Asia</li><br><li>Malaysia</li><br><li>Asia Pacific</li><br><li>Asia Pacific Ex. JP</li><br><li>Asia Emerging</li><br></ul><br><em>Sectors</em><br><ul><li>Global Tobacco</li><br><li>Global Consumer, Non-Cyclical</li><br><li>Global Non-Cyclical Goods &amp; Services</li><br><li>Asian Tobacco</li><br><li>Malaysian Tobacco</li><br><li>Asian Consumer, Non-Cyclical</li><br><li>Malaysian Consumer, Non-Cyclical</li><br><li>Asian Non-Cyclical Goods &amp; Services</li><br><li>Malaysian Non-Cyclical Goods &amp; Services</li><br><li>Asian Pacific Non-Cyclical Goods &amp; Services</li><br><li>Asian Pacific Consumer, Non-Cyclical</li><br><li>Asian Pacific Tobacco</li><br><li>Asian Pacific Ex. JP Non-Cyclical Goods &amp; Services</li><br><li>Asian Pacific Ex. JP Consumer, Non-Cyclical</li><br><li>Asian Pacific Ex. JP Tobacco</li><br><li>Asia Emerging Non-Cyclical Goods &amp; Services</li><br><li>Asia Emerging Consumer, Non-Cyclical</li><br><li>Asia Emerging Tobacco</li><br></ul><br><em>Companies</em><br><ul><li>BATO.KL BAT (Malaysia)</li><br></ul><br><em>Subjects</em><br><ul><li>Company Update</li><br><li>Operating Results</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Alain Lai</author>
<category>BATO.KL</category>
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<pubDate>Fri, 20 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[European Retail & Luxury Weekly Diary "The Week Ahead" 19-Nov-2009 Hughes]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69981|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Europe Including UK</li><br><li>Global</li><br><li>Americas</li><br></ul><br><em>Sectors</em><br><ul><li>European Food Retailers &amp; Wholesalers</li><br><li>Global Food Retailers &amp; Wholesalers</li><br><li>European Consumer, Cyclical</li><br><li>European Consumer, Non-Cyclical</li><br><li>European Retail</li><br><li>Global Consumer, Cyclical</li><br><li>Global Consumer, Non-Cyclical</li><br><li>Global Retail</li><br><li>Global Textiles &amp; Apparel</li><br><li>European Non-Cyclical Goods &amp; Services</li><br><li>Global Cyclical Goods &amp; Services</li><br><li>Global Non-Cyclical Goods &amp; Services</li><br><li>Americas Consumer, Cyclical</li><br><li>Americas Textiles &amp; Apparel</li><br><li>Americas Cyclical Goods &amp; Services</li><br></ul><br><em>Companies</em><br><ul><li>DSGI.L DSG International</li><br><li>SIG.L Signet Group</li><br><li>CPW.L Carphone Warehouse</li><br></ul><br><em>Subjects</em><br><ul><li>Industry Overview</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Andrew Hughes</author>
<category>DSGI.L</category>
<category>SIG.L</category>
<category>CPW.L</category>
<guid isPermaLink="false">http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69981|native|public|20091119145439</guid>
<pubDate>Thu, 19 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[CRE "Q309 update" (Neutral) Werkun]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51901|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Global</li><br><li>Asia</li><br><li>China</li><br><li>Asia Pacific</li><br><li>Asia Pacific Ex. JP</li><br></ul><br><em>Sectors</em><br><ul><li>Global Consumer Services</li><br><li>Global Consumer, Non-Cyclical</li><br><li>Global Non-Cyclical Goods &amp; Services</li><br><li>Chinese Consumer Services</li><br><li>Asian Consumer Services</li><br><li>Asian Consumer, Non-Cyclical</li><br><li>Chinese Consumer, Non-Cyclical</li><br><li>Asian Non-Cyclical Goods &amp; Services</li><br><li>Chinese Non-Cyclical Goods &amp; Services</li><br><li>Asian Pacific Consumer Services</li><br><li>Asian Pacific Non-Cyclical Goods &amp; Services</li><br><li>Asian Pacific Consumer, Non-Cyclical</li><br><li>Asian Pacific Ex. JP Consumer Services</li><br><li>Asian Pacific Ex. JP Non-Cyclical Goods &amp; Services</li><br><li>Asian Pacific Ex. JP Consumer, Non-Cyclical</li><br></ul><br><em>Companies</em><br><ul><li>0291.HK CRE</li><br></ul><br><em>Subjects</em><br><ul><li>Company Update</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Erica Poon Werkun, CFA</author>
<category>0291.HK</category>
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<pubDate>Thu, 19 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[Key Call: TNT "Economic recovery not yet priced in" (Buy) Edridge]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69987|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Europe Including UK</li><br><li>Europe Ex. UK</li><br><li>Global</li><br><li>Netherlands</li><br><li>UBSW EMEA</li><br></ul><br><em>Sectors</em><br><ul><li>Netherlands Consumer Services</li><br><li>European Consumer Services</li><br><li>European Ex. UK Consumer Services</li><br><li>Global Consumer Services</li><br><li>European Consumer, Non-Cyclical</li><br><li>European Ex. UK Consumer, Non-Cyclical</li><br><li>Global Consumer, Non-Cyclical</li><br><li>Netherlands Consumer, Non-Cyclical</li><br><li>European Non-Cyclical Goods &amp; Services</li><br><li>European Ex. UK Non-Cyclical Goods &amp; Services</li><br><li>Global Non-Cyclical Goods &amp; Services</li><br><li>Netherlands Non-Cyclical Goods &amp; Services</li><br></ul><br><em>Companies</em><br><ul><li>TNT.AS TNT</li><br></ul><br><em>Subjects</em><br><ul><li>Change in Recommendation</li><br><li>Company Update</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Dominic Edridge</author>
<category>TNT.AS</category>
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<pubDate>Thu, 19 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[SABMiller "Much stronger than expected H1 results" (Buy) DeRise]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69961|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Europe Including UK</li><br><li>United Kingdom</li><br><li>Global</li><br><li>South Africa</li><br><li>EMEA Emerging</li><br><li>UBSW EMEA</li><br><li>Emerging Markets</li><br></ul><br><em>Sectors</em><br><ul><li>British Distillers &amp; Brewers</li><br><li>South African Distillers &amp; Brewers</li><br><li>EMEA Emerging Distillers &amp; Brewers</li><br><li>European Distillers &amp; Brewers</li><br><li>Global Distillers &amp; Brewers</li><br><li>EMEA Emerging Consumer, Non-Cyclical</li><br><li>European Consumer, Non-Cyclical</li><br><li>British Consumer, Non-Cyclical</li><br><li>Global Consumer, Non-Cyclical</li><br><li>South African Consumer, Non-Cyclical</li><br><li>EMEA Emerging Food &amp; Beverage</li><br><li>European Food &amp; Beverage</li><br><li>British Food &amp; Beverage</li><br><li>Global Food &amp; Beverage</li><br><li>South African Food &amp; Beverage</li><br><li>British Beverage</li><br><li>South African Beverage</li><br><li>EMEA Emerging Beverage</li><br><li>European Beverage</li><br><li>Global Beverage</li><br><li>Global Emerging Beverage</li><br><li>Global Emerging Distillers &amp; Brewers</li><br><li>Global Emerging Food &amp; Beverage</li><br><li>Global Emerging Consumer, Non-Cyclical</li><br></ul><br><em>Companies</em><br><ul><li>SAB.L SABMiller</li><br></ul><br><em>Subjects</em><br><ul><li>Company Update</li><br><li>Operating Results</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Jason DeRise, CFA</author>
<category>SAB.L</category>
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<pubDate>Thu, 19 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[Metro "Good Q4/F09 results; however, limited growth leaves us on the sidelines"]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06029|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Global</li><br><li>Americas</li><br><li>Canada</li><br><li>North America</li><br></ul><br><em>Sectors</em><br><ul><li>Global Food Retailers &amp; Wholesalers</li><br><li>Global Consumer, Non-Cyclical</li><br><li>Global Non-Cyclical Goods &amp; Services</li><br><li>Americas Food Retailers &amp; Wholesalers</li><br><li>Canadian Food Retailers &amp; Wholesalers</li><br><li>Americas Consumer, Non-Cyclical</li><br><li>Canadian Consumer, Non-Cyclical</li><br><li>Americas Non-Cyclical Goods &amp; Services</li><br><li>Canadian Non-Cyclical Goods &amp; Services</li><br><li>North American Food Retailers &amp; Wholesalers</li><br><li>North American Non-Cyclical Goods &amp; Services</li><br><li>North American Consumer, Non-Cyclical</li><br></ul><br><em>Companies</em><br><ul><li>MRUa.TO Metro</li><br></ul><br><em>Subjects</em><br><ul><li>Company Update</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Vishal Shreedhar</author>
<category>MRUa.TO</category>
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<pubDate>Thu, 19 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[First Read: Morrison (Wm.) "Space kicks in" (Neutral) Taylor]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69952|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Europe Including UK</li><br><li>United Kingdom</li><br><li>Global</li><br><li>UBSW EMEA</li><br></ul><br><em>Sectors</em><br><ul><li>European Food Retailers &amp; Wholesalers</li><br><li>British Food Retailers &amp; Wholesalers</li><br><li>Global Food Retailers &amp; Wholesalers</li><br><li>European Consumer, Non-Cyclical</li><br><li>British Consumer, Non-Cyclical</li><br><li>Global Consumer, Non-Cyclical</li><br><li>European Non-Cyclical Goods &amp; Services</li><br><li>British Non-Cyclical Goods &amp; Services</li><br><li>Global Non-Cyclical Goods &amp; Services</li><br></ul><br><em>Companies</em><br><ul><li>MRW.L Morrison (Wm.)</li><br></ul><br><em>Subjects</em><br><ul><li>Company Update</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Matthew Taylor</author>
<category>MRW.L</category>
<guid isPermaLink="false">http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69952|native|public|20091119075157</guid>
<pubDate>Thu, 19 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[Procter & Gamble "High Level Thoughts from Cincy" (Buy) Modi]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82800|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Global</li><br><li>Americas</li><br><li>United States</li><br><li>North America</li><br></ul><br><em>Sectors</em><br><ul><li>Global Household Products, Non-Durable</li><br><li>Global Household Products</li><br><li>Global Consumer, Non-Cyclical</li><br><li>Global Non-Cyclical Goods &amp; Services</li><br><li>US Household Products, Non-Durable</li><br><li>Americas Household Products, Non-Durable</li><br><li>Americas Household Products</li><br><li>Americas Consumer, Non-Cyclical</li><br><li>US Household Products</li><br><li>US Consumer, Non-Cyclical</li><br><li>Americas Non-Cyclical Goods &amp; Services</li><br><li>US Non-Cyclical Goods &amp; Services</li><br><li>North American Household Products</li><br><li>North American Household Products, Non-Durable</li><br><li>North American Non-Cyclical Goods &amp; Services</li><br><li>North American Consumer, Non-Cyclical</li><br></ul><br><em>Companies</em><br><ul><li>PG.N Procter &amp; Gamble</li><br></ul><br><em>Subjects</em><br><ul><li>Company Update</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Nik Modi</author>
<category>PG.N</category>
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<pubDate>Thu, 19 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[US Retail Sector "ARG/UBS Consumer Mind Reader Survey " 19-Nov-2009 Currie]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82797|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Global</li><br><li>Americas</li><br><li>United States</li><br><li>North America</li><br></ul><br><em>Sectors</em><br><ul><li>Global Food Retailers &amp; Wholesalers</li><br><li>Global Retailers, Broadline</li><br><li>Global Footwear</li><br><li>Global Retailers, Specialty</li><br><li>Global Retailers, Apparel</li><br><li>Global Consumer, Cyclical</li><br><li>Global Consumer, Non-Cyclical</li><br><li>Global Retail</li><br><li>Global Textiles &amp; Apparel</li><br><li>Global Cyclical Goods &amp; Services</li><br><li>Global Non-Cyclical Goods &amp; Services</li><br><li>Americas Food Retailers &amp; Wholesalers</li><br><li>Americas Retailers, Broadline</li><br><li>Americas Footwear</li><br><li>Americas Retailers, Specialty</li><br><li>Americas Retailers, Apparel</li><br><li>Americas Consumer, Cyclical</li><br><li>Americas Consumer, Non-Cyclical</li><br><li>Americas Retail</li><br><li>Americas Textiles &amp; Apparel</li><br><li>US Consumer, Cyclical</li><br><li>US Retail</li><br><li>Americas Cyclical Goods &amp; Services</li><br><li>Americas Non-Cyclical Goods &amp; Services</li><br><li>North American Consumer, Cyclical</li><br><li>North American Retail</li><br></ul><br><em>Companies</em><br><ul><li>TGT.N Target</li><br><li>GPS.N Gap Inc.</li><br><li>HD.N Home Depot</li><br><li>SHLD.O Sears Holdings</li><br><li>KR.N Kroger Co.</li><br><li>LOW.N Lowe's Cos.</li><br><li>NKE.N Nike</li><br><li>VFC.N VF Corp.</li><br><li>WMT.N Wal-Mart</li><br><li>FL.N Foot Locker</li><br><li>CHS.N Chico's</li><br><li>AZO.N AutoZone</li><br><li>RL.N Polo Ralph Lauren</li><br><li>BBY.N Best Buy</li><br><li>BJ.N BJ's Wholesale Club</li><br><li>COST.O Costco</li><br><li>KMX.N CarMax</li><br><li>CVS.N CVS Caremark Corp.</li><br><li>SPLS.O Staples</li><br><li>BBBY.O Bed Bath &amp; Beyond</li><br><li>AEO.N American Eagle</li><br><li>ANN.N Ann Taylor</li><br><li>PSUN.O Pacific Sunwear</li><br><li>TLB.N Talbots</li><br><li>COH.N Coach</li><br><li>FDO.N Family Dollar Store</li><br><li>ANF.N Abercrombie &amp; Fitch</li><br><li>URBN.O Urban Outfitters</li><br><li>DLTR.O Dollar Tree</li><br><li>AAP.N Advance Auto Parts</li><br><li>ORLY.O O'Reilly Automotive</li><br><li>ARO.N Aeropostale</li><br><li>CWTR.O Coldwater Creek</li><br><li>UA.N Under Armour</li><br><li>JCG.N J. Crew</li><br><li>ZUMZ.O Zumiez Inc</li><br><li>CBK.N Christopher &amp; Banks</li><br></ul><br><em>Subjects</em><br><ul><li>Industry Overview</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Neil Currie</author>
<category>TGT.N</category>
<category>GPS.N</category>
<category>HD.N</category>
<category>SHLD.O</category>
<category>KR.N</category>
<category>LOW.N</category>
<category>NKE.N</category>
<category>VFC.N</category>
<category>WMT.N</category>
<category>FL.N</category>
<category>CHS.N</category>
<category>AZO.N</category>
<category>RL.N</category>
<category>BBY.N</category>
<category>BJ.N</category>
<category>COST.O</category>
<category>KMX.N</category>
<category>CVS.N</category>
<category>SPLS.O</category>
<category>BBBY.O</category>
<category>AEO.N</category>
<category>ANN.N</category>
<category>PSUN.O</category>
<category>TLB.N</category>
<category>COH.N</category>
<category>FDO.N</category>
<category>ANF.N</category>
<category>URBN.O</category>
<category>DLTR.O</category>
<category>AAP.N</category>
<category>ORLY.O</category>
<category>ARO.N</category>
<category>CWTR.O</category>
<category>UA.N</category>
<category>JCG.N</category>
<category>ZUMZ.O</category>
<category>CBK.N</category>
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<pubDate>Thu, 19 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[Food Images "The Rise of At-Home Family Meal Companies" 19-Nov-2009 Palmer]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82799|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Global</li><br><li>Americas</li><br></ul><br><em>Sectors</em><br><ul><li>Global Food Products</li><br><li>Global Consumer, Non-Cyclical</li><br><li>Global Food &amp; Beverage</li><br><li>Global Food</li><br><li>Americas Food Products</li><br><li>Americas Consumer, Non-Cyclical</li><br><li>Americas Food &amp; Beverage</li><br><li>Americas Food</li><br></ul><br><em>Companies</em><br><ul><li>CAG.N ConAgra</li><br><li>CPB.N Campbell Soup</li><br><li>GIS.N General Mills</li><br><li>K.N Kellogg</li><br></ul><br><em>Subjects</em><br><ul><li>Company Update</li><br><li>Industry Overview</li><br><li>Morning Note</li><br></ul>]]></description>
<author>David Palmer</author>
<category>CAG.N</category>
<category>CPB.N</category>
<category>GIS.N</category>
<category>K.N</category>
<guid isPermaLink="false">http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82799|native|public|20091119051011</guid>
<pubDate>Thu, 19 Nov 2009</pubDate>
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<item>
<title><![CDATA[Colgate-Palmolive "Quick Thoughts on Reckitt/Colgate " (Buy) Modi]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82798|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Global</li><br><li>Americas</li><br><li>United States</li><br><li>North America</li><br></ul><br><em>Sectors</em><br><ul><li>Global Household Products, Non-Durable</li><br><li>Global Household Products</li><br><li>Global Consumer, Non-Cyclical</li><br><li>Global Non-Cyclical Goods &amp; Services</li><br><li>US Household Products, Non-Durable</li><br><li>Americas Household Products, Non-Durable</li><br><li>Americas Household Products</li><br><li>Americas Consumer, Non-Cyclical</li><br><li>US Household Products</li><br><li>US Consumer, Non-Cyclical</li><br><li>Americas Non-Cyclical Goods &amp; Services</li><br><li>US Non-Cyclical Goods &amp; Services</li><br><li>North American Household Products</li><br><li>North American Household Products, Non-Durable</li><br><li>North American Non-Cyclical Goods &amp; Services</li><br><li>North American Consumer, Non-Cyclical</li><br></ul><br><em>Companies</em><br><ul><li>RB.L Reckitt Benckiser</li><br><li>CL.N Colgate-Palmolive</li><br></ul><br><em>Subjects</em><br><ul><li>Morning Note</li><br></ul>]]></description>
<author>Nik Modi</author>
<category>RB.L</category>
<category>CL.N</category>
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<pubDate>Thu, 19 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[AWB "De-risked and on track" (Buy) Parker]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11537|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Global</li><br><li>Asia Pacific</li><br><li>Asia Pacific Ex. JP</li><br><li>Australia</li><br><li>Australasia</li><br></ul><br><em>Sectors</em><br><ul><li>Global Agriculture</li><br><li>Global Consumer, Non-Cyclical</li><br><li>Global Food &amp; Beverage</li><br><li>Global Food</li><br><li>Asian Pacific Food</li><br><li>Asian Pacific Food &amp; Beverage</li><br><li>Asian Pacific Consumer, Non-Cyclical</li><br><li>Asian Pacific Agriculture</li><br><li>Asian Pacific Ex. JP Food</li><br><li>Asian Pacific Ex. JP Food &amp; Beverage</li><br><li>Asian Pacific Ex. JP Consumer, Non-Cyclical</li><br><li>Asian Pacific Ex. JP Agriculture</li><br><li>Australian Agriculture</li><br><li>Australian Consumer, Non-Cyclical</li><br><li>Australian Food &amp; Beverage</li><br><li>Australian Food</li><br><li>Australasian Food</li><br><li>Australasian Food &amp; Beverage</li><br><li>Australasian Consumer, Non-Cyclical</li><br><li>Australasian Agriculture</li><br></ul><br><em>Companies</em><br><ul><li>AWB.AX AWB</li><br></ul><br><em>Subjects</em><br><ul><li>Company Update</li><br><li>Operating Results</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Lachlan Parker</author>
<category>AWB.AX</category>
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<pubDate>Wed, 18 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[Flight Centre "Flying high" (Buy) David]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11538|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Global</li><br><li>Asia Pacific</li><br><li>Asia Pacific Ex. JP</li><br><li>Australia</li><br><li>Australasia</li><br></ul><br><em>Sectors</em><br><ul><li>Global Consumer Services</li><br><li>Global Consumer, Non-Cyclical</li><br><li>Global Non-Cyclical Goods &amp; Services</li><br><li>Asian Pacific Consumer Services</li><br><li>Asian Pacific Non-Cyclical Goods &amp; Services</li><br><li>Asian Pacific Consumer, Non-Cyclical</li><br><li>Asian Pacific Ex. JP Consumer Services</li><br><li>Asian Pacific Ex. JP Non-Cyclical Goods &amp; Services</li><br><li>Asian Pacific Ex. JP Consumer, Non-Cyclical</li><br><li>Australian Consumer Services</li><br><li>Australian Consumer, Non-Cyclical</li><br><li>Australian Non-Cyclical Goods &amp; Services</li><br><li>Australasian Consumer Services</li><br><li>Australasian Non-Cyclical Goods &amp; Services</li><br><li>Australasian Consumer, Non-Cyclical</li><br></ul><br><em>Companies</em><br><ul><li>FLT.AX Flight Centre</li><br></ul><br><em>Subjects</em><br><ul><li>Company Update</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Ray David</author>
<category>FLT.AX</category>
<guid isPermaLink="false">http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11538|native|public|20091118091552</guid>
<pubDate>Wed, 18 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[Plantations Sector "Heavy rains again" 18-Nov-2009 Lai]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51861|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Global</li><br><li>Asia</li><br><li>Asia Pacific</li><br><li>Asia Pacific Ex. JP</li><br></ul><br><em>Sectors</em><br><ul><li>Global Agriculture</li><br><li>Global Consumer, Non-Cyclical</li><br><li>Global Food &amp; Beverage</li><br><li>Global Food</li><br><li>Asian Agriculture</li><br><li>Asian Consumer, Non-Cyclical</li><br><li>Asian Food &amp; Beverage</li><br><li>Asian Food</li><br></ul><br><em>Subjects</em><br><ul><li>Industry Overview</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Alain Lai</author>
<guid isPermaLink="false">http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51861|native|public|20091118085356</guid>
<pubDate>Wed, 18 Nov 2009</pubDate>
</item>
<item>
<title><![CDATA[Loblaw Companies Ltd "Transient inflation trends offer opportunity" (Buy)]]></title>
<link>http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06027|native|public</link>
<description><![CDATA[This document is related to the following:<br><em>Regions</em><br><ul><li>Global</li><br><li>Americas</li><br><li>Canada</li><br><li>North America</li><br></ul><br><em>Sectors</em><br><ul><li>Global Food Retailers &amp; Wholesalers</li><br><li>Global Consumer, Non-Cyclical</li><br><li>Global Non-Cyclical Goods &amp; Services</li><br><li>Americas Food Retailers &amp; Wholesalers</li><br><li>Canadian Food Retailers &amp; Wholesalers</li><br><li>Americas Consumer, Non-Cyclical</li><br><li>Canadian Consumer, Non-Cyclical</li><br><li>Americas Non-Cyclical Goods &amp; Services</li><br><li>Canadian Non-Cyclical Goods &amp; Services</li><br><li>North American Food Retailers &amp; Wholesalers</li><br><li>North American Non-Cyclical Goods &amp; Services</li><br><li>North American Consumer, Non-Cyclical</li><br></ul><br><em>Companies</em><br><ul><li>L.TO Loblaw Companies Ltd</li><br></ul><br><em>Subjects</em><br><ul><li>Company Update</li><br><li>Morning Note</li><br></ul>]]></description>
<author>Vishal Shreedhar</author>
<category>L.TO</category>
<guid isPermaLink="false">http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06027|native|public|20091118081400</guid>
<pubDate>Wed, 18 Nov 2009</pubDate>
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