Russia is growing so fast that it's quite hard to estimate its total potential. South America is a region where the its model continues to work very well,
More Quotes from Carl Sibilski:
The currency impact is what I expected. Currencies can give you a headwind or a tailwind, but the new products are the driver behind its improving results.Carl Sibilski
Much of Avon's premium valuation is built on the market's expectation that the firm will continue to tick off positive financial results with the precision of a fine watch. While we think Avon has a stable business model, it's not immune to business hiccups.
Carl Sibilski
They have spent more time trying to make it okay for you to go to McDonald's with your friends because they ran into a branding problem where it kind of wasn't socially acceptable for older kids.
Carl Sibilski
If McDonald's is going to be a 45 to 50 stock someday, they're going to need growth from China.
Carl Sibilski
The breakfast market is dominated by McDonald's at this point. So the big question for me would be will they be able to generate the critical mass of breakfast sales They might be able to do it.
Carl Sibilski
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