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John Gordon

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  • John Gordon
    #restaurant activists interest topic 3 of 3 at target; big HQ buildings. See $DRI HQ bldg. article. http://bit.ly/1jI7OQk
    17 hours ago
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      • John Gordon
        #restaurant activist investor interest 2 of 3: no franchising at target. See my activist v. $DRI article: http://bit.ly/1t0uhNy
        17 hours ago
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          • John Gordon
            #restaurant activists: what are 3 common interests? One is real estate. $DRI $BOBE, $CBRL http://bit.ly/Rm5FAN
            17 hours ago
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              • John Gordon
                March @MillerPulse @BBIntel and Knapp all in: #restaurant sales better but traffic weak. Really, some brands standout more than others.
                17 hours ago
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                  • John Gordon
                    Chick fil-A: how #restaurant new product development is done, new grilled chicken platform coming http://buswk.co/1t0wo3W
                    Mon, 11:16 AM
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                      • John Gordon
                        Battle of $DRI: see my article: Darden: Think Beyond the Real Estate ! Private Equity exit possible. http://bit.ly/1t0uhNy
                        Mon, 11:07 AM
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                          • John Gordon
                            $ZOES: prices at $15, now at $25.60. Fast casual IPOs still hot. No need to franchise at this time. http://cnb.cx/1hq1Hkh__source=yahoo|headline|quote|video|&par=yahoo
                            Fri, 11:29 AM
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                              • John Gordon
                                chain #restaurant March sales data improves y/y and on two year basis, but traffic still weak @millerpulse. April should be better.
                                Fri, 11:13 AM
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                                  • John Gordon
                                    See my article, "Darden: Think Beyond the Real Estate." Neither $DRI nor activists have spoken well. http://bit.ly/1hpVNjc
                                    Fri, 11:07 AM
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                                      • John Gordon
                                        $TXRH; congrats to one of my earnings standouts , Texas Roadhouse, named to Forbes Most Trustworthy List http://yhoo.it/R6GqSW.
                                        Thu, 2:50 PM
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                                          • John Gordon
                                            $MCD: rolls out new version of franchisee balance sheet standards but still misses free cash flow/unit metric. #restaurant #franchsing.
                                            Thu, 12:40 PM
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                                              • John Gordon
                                                Better Burger: Smashburger AUV down 10%; look beyond new unit growth to assess brands. http://bit.ly/R6hieV #restaurant
                                                Thu, 12:37 PM
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                                                  • John Gordon
                                                    Sen. Sessions wants SBA franchising loan default data; Quiznos, Coldstone noted. #restaurant #franchising http://bit.ly/R6gaIp
                                                    Thu, 12:32 PM
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                                                      • John Gordon
                                                        Good $YUM KFC US M&A comps seen: 3.2X EBITDA multiple but $12.6M future CAPEX req'd for remodels. http://bit.ly/1g7ozk5
                                                        Apr 9, 12:14 PM
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                                                          • John Gordon
                                                            $YUM: Taco Bell: lag of Doritos Locos development time finally answered: TB did do it, but in 1996. http://yhoo.it/1g5QUak;_ylt=A0SO8x5wtURTFG0A3l5XNyoA;_ylu=X3oDMTEza2NtbGwzBHNlYwNzcgRwb3MDNQRjb2xvA2dxMQR2dGlkA1ZJUDM0Nl8x
                                                            Apr 8, 10:53 PM
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                                                              • John Gordon
                                                                Good read on $JCP meltdown, Does master retailer Ackman and Vornado have a role in the $DRI battle? http://cnnmon.ie/1kjqJVg
                                                                Apr 7, 11:57 AM
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                                                                  • John Gordon
                                                                    More $DRI: glad to see but would have expected faster online initiatives. http://bit.ly/1e2W7Vv
                                                                    Apr 6, 12:34 PM
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                                                                      • John Gordon
                                                                        $DRI: good IT piece on back of the house analytics and where the G&A and CAPEX goes...http://ubm.io/1ejafVc
                                                                        Apr 6, 12:30 PM
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                                                                          • John Gordon
                                                                            Almost every #restaurant chain will be impacted, requires reexam of all restro biz practices, esp. mktg. http://yhoo.it/1pVWf94
                                                                            Apr 3, 1:01 PM
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                                                                              • John Gordon
                                                                                $DRI: now activists need ID more cost savings to offset higher REIT expense ! See my SA article soon.http://yhoo.it/1ihvLMe
                                                                                Apr 2, 11:07 AM
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