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John Gordon

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  • Activists Vs. Darden: Look Beyond The Real Estate
    on Today, 3:47 AM DRI 1 Comment
  • McDonald's Real Estate Model Realities
    on Aug. 8, 2013 MCD 9 Comments
  • Get Off The Comp Number, Better Earnings Q&A Is Possible
    on Jul. 30, 2013 MCD, SBUX 1 Comment
  • Is Noodles The New Chipotle?
    on Jul. 1, 2013 CMG, NDLS 24 Comments
  • 2013 Restaurant Standouts And What's Next
    on Jun. 12, 2013 PLKI, CAKE, CMG 2 Comments
  • Restaurant Conditions: Comps Cliff Coming
    on Jan. 14, 2013 PLKI, BLMN, BWLD 2 Comments
  • Burger King Battles For Market Share
    on Dec. 12, 2012 MCD, BKW Comment!
  • Memo To McDonald's: Fix The Reporting
    on Nov. 12, 2012 MCD, TAST, WEN 2 Comments
  • Pure Play Restaurant Franchisors Reporting
    on Oct. 23, 2012 BKW, DNKN, DPZ 2 Comments
  • Restaurant Margins: Rising Commodity Costs Are Workable
    on Sep. 11, 2012 BKW, DPZ, DRI 1 Comment
  • Restaurant Earnings Fundamentals: 6 Standouts
    on Sep. 6, 2012 PLKI, EAT, PNRA Comment!
  • Restaurant Same Store Sales Misses, Marketing Miscues?
    on Jun. 1, 2012 BH, DPZ, JMBA 3 Comments
  • Bill Ackman And Burger King: Hopeful
    on Apr. 5, 2012 DNKN, JACK, MCD 3 Comments
  • For Benihana, Metrics Matter
    on Mar. 22, 2012 DRI, RUTH, BNHN Comment!
  • 2012 Restaurant Space Themes
    on Jan. 17, 2012 YUM, MCD, DPZ 1 Comment
  • Biglari On Biglari
    on Dec. 13, 2011 CBRL, BH 2 Comments
  • Biglari Vs. Cracker Barrel: Battle Of Restaurant Analytics
    on Nov. 22, 2011 CBRL, BH, BOBE 1 Comment
  • Chipotle: Not Just A Fast Food Joint
    on Oct. 24, 2011 MCD, CMG 5 Comments
  • Red Lobster Achieves Rare Same-Store Sales 'Pop'
    on Sep. 9, 2011 DRI Comment!
  • Restaurant Recap: Q2 Earnings So Far
    on Aug. 4, 2011 ARCO, SBUX, PZZA Comment!
  • Steak House Conundrum: Sales Are Up and So Is the Cost of Beef
    on Jul. 5, 2011 DRI, EAT, MRT 1 Comment
  • Restaurant Chain Sonic Sends Mixed Messages
    on Jun. 24, 2011 SONC 1 Comment
  • Yum Brands Acquisition of Little Sheep: Company vs. Franchise Operations
    on May. 17, 2011 YUM Comment!
  • Arcos Dorados IPO: Economics for McDonald's Latin America Franchisee
    on Apr. 13, 2011 MCD, ARCO 1 Comment
  • Private Equity Firms and Restaurants: Motivations, Results Thus Far
    on Mar. 23, 2011 YUM, WEN, CKR 1 Comment
  • Chain Restaurant Earnings and Fundamentals Update, February 2011
    on Feb. 3, 2011 MCD, YUM, WEN 1 Comment
  • Yum Foods, Wendy's and Multi-iBrand Operator Decombination
    on Jan. 20, 2011 YUM, WEN Comment!
  • McDonald's Mania Is Overblown
    on Jan. 7, 2011 MCD 8 Comments
  • Some Barriers to Sonic's Improvement
    on Jan. 6, 2011 SONC Comment!
  • Chain Restaurant Sales Achieve Momentum Success in 2010
    on Dec. 31, 2010 RUTH, MSSR, MRT 1 Comment
  • International Progress, Stores, Consumer Goods Boost Starbucks
    on Dec. 2, 2010 SBUX, MDLZ, MCD 4 Comments
  • Chain Restaurant Earnings Trends - The Highs and Lows
    on Oct. 29, 2010 MCD, YUM, JACK Comment!