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John Gordon

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  • John Gordon
    #restaurants indices: Knapp (casual d.) and BB show industry flat in April, #MillerPulse shows April +LSD results all segments.
    May 10, 5:11 PM
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      • John Gordon
        $DNKN: picks up world class independent lead director Ralph Alvazez, x- $MCD: Luther finally exits as Chair to great relief.
        May 10, 5:08 PM
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          • John Gordon
            #restaurants: comps cliff easing, Industry April SSS comps +2.9%, traffic +.2%, all segments positive. #MillerPulse
            May 9, 5:55 PM
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              • John Gordon
                $DIN Applebees Ch-11 problem reported by RF Monitor, exactly why DIN should report franchisee numbers, http://bit.ly/YI64jc
                May 9, 1:19 PM
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                  • John Gordon
                    $MCD threat to Maine: if bill passes we won't renew franchise agreements, will buyback stores. Really? Talk to The Street.
                    May 7, 3:19 PM
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                      • John Gordon
                        $DNKN: talks to how new open cohorts comp against each other but not impact of new stores coming into the existing store base.
                        May 7, 11:57 AM
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                          • John Gordon
                            $DNKN: questions at I Day sesssion regarding bev mix decline with new units coming online.
                            May 7, 11:55 AM
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                              • John Gordon
                                $DNKN: saw tomorrow's I-Day slides, Dunkin US opens guidance NOT raised for 2013 yet, year =$1.50 to $1.53 EPS.
                                May 6, 11:32 PM
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                                  • John Gordon
                                    $MCD: free 8oz, regular coffee anytime, no purchase, anyone April 30-May14 just seen...more pressure on the coffee space. $DNKN $THI $BKW
                                    May 1, 4:03 PM
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                                  • View all 4 replies
                                    • techwonk: Not here, and the promo is not on their website either. Maybe it's only your local franchises
                                      May 2, 11:52 PM
                                    • John Gordon: techwonk: promo in company operated stores.
                                      May 5, 8:06 PM
                                      • John Gordon
                                        $BLMN stock down 4% despite good Q1, could it be Street can't read guidance " positive but at least X %" used by co.?#earningssquad
                                        May 1, 2:50 PM
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                                          • John Gordon
                                            BWLD testing "wings by the pound" approach but 40 unit test group SSS underperformed the system materially. Net of control?
                                            Apr 29, 8:35 PM
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                                              • John Gordon
                                                Mr. Market Mysteries: $SBUX down $.50 today on record Q1 and the only SSS traffic rise; $YUM up $2 since Tuesday call with -30% China.
                                                Apr 26, 5:39 PM
                                                Reply (1)
                                                • Chines33: $SBUX was at a 52 week high and revs weren't perfect. $YUM was well off 52 wee high and china story with chicken known.
                                                  Apr 26, 5:42 PM
                                                  • John Gordon
                                                    $SBUX: the only restro space chain to grow traffic in excess of check, or at all for that matter,so far in Q1.
                                                    Apr 25, 5:58 PM
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                                                      • John Gordon
                                                        $DNKN (cont'd) CEO comment on Q1 franchisee profitability is first ever quarterly zee commentary ever heard in my 30+ yrs analysis.
                                                        Apr 25, 12:46 PM
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                                                          • John Gordon
                                                            $DNKN: setting the stage for more core market development? CEO says franchisee profitability up 11% in Q1.
                                                            Apr 25, 12:44 PM
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                                                              • John Gordon
                                                                $DNKN (contd): Q1 store opens more skewed eastern markets, seems no western mkts surge until DEN at years end.
                                                                Apr 25, 12:41 PM
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                                                                  • John Gordon
                                                                    $DNKN: higher store opens in Q1 has sell side asking if 2013 opens will be moved higher soon, DNKN Investor day is May 7th.
                                                                    Apr 25, 12:39 PM
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                                                                      • John Gordon
                                                                        $PNRA CEO says they have never seen direct short term relationship between advertising and traffic, effect takes longer.
                                                                        Apr 24, 12:27 PM
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                                                                          • John Gordon
                                                                            $PNRA cites winter weather and transactions lost to catering; no good way to quantify weather but easy fix to catering count.
                                                                            Apr 24, 11:46 AM
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                                                                              • John Gordon
                                                                                @CNBC and @cramer both hit BofA/Joe Buckley on late $YUM downgrade call and miss of markets rise. But: look at April comps ! #madtweet
                                                                                Apr 23, 6:10 PM
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