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$MCD will not pull out of this slump by simply reducing menu items; congestion is the symptom not the cause. http://nyti.ms/1D7kw3D about 15 hours ago
Very good note reminding us that #restaurant #MNA EBITDA multiples said now 10-15X, up from pre-2008 levels. http://bit.ly/1zEdxBi 3 days ago
Earlier Jollibee piece on possible US #restaurant acquisition. How much debt can it service with its backers? http://bit.ly/1yT0PvM 3 days ago
- Investing 501 on 2013 Restaurant Themes: Comps Cliff Coming This was very good overall perspective and thou...
- 2013 Restaurant Themes: Comps Cliff Coming (1 Comment)