RRupdates

 

Tuesday
Jan162018

January 2018

Friday
Dec152017

December 2017

Thursday
Nov162017

November 2017

 

Topics 

  • Key Points from 3Q17 Conference Calls 
  • Some Demos Prefer Smaller Portion Sizes          
  • Pizza Hut - not trying to reinvent the wheel 
  • Dunkin' -  how to break-through coffee value war?                

 

Click to read more ...

Monday
Oct162017

October 2017

 

Topics 

  • Portion Sizes - smaller portions lower costs, but can hurt business 
  • Unit Economics - sales-to-investment ratio continues to trend down
  • Olive Garden Reports - sets high bar for casual         
  • Hardee's - biscuits & burgers and a new management team 
  • Carl's Jr -  better burgers, high West Coast costs                

 

Click to read more ...

Friday
Sep152017

September 2017

 

Topics 

  • New Build Investment - sales to investment is trending down 
  • Hurricane Exposure - top 10 chains by TX & FL concentration        
  • Menu Wage Gap - Millennial income vs Big Mac prices
  • Burger King - affordable value and a little bit of adventure 
  • Denny's -  making America's Diner ever more relevant                  

 

Click to read more ...