Seeking Alpha

John Gordon  

View John Gordon's StockTalks BY TICKER:
  • John Gordon
    $QSR: stock moves 2.3% lower for some reason. http://bit.ly/1DEuhpw
    16 hours ago
    Reply (1)
    • NLTInvestor: very good earnings. WS is dumb. scooped up shares yesterday
      1 hour ago
      • John Gordon
        $MCD: good @candicechoi explainer. CEO's call comments on getting behind telling. Need Restro R&D index. http://yhoo.it/1zVQYUw;_ylt=AwrC1C2KtTpV4FMAIu6TmYlQ;_ylu=X3oDMTByN2Ruc2MwBGNvbG8DYmYxBHBvcwM0BHZ0aWQDBHNlYwNzYw--
        Fri, 5:36 PM
        Reply
          • John Gordon
            $MCD can recover, but over franchising, too high store rents paid and over store development complicate. http://on.wsj.com/1zTTt9V
            Fri, 6:29 AM
            Reply
              • John Gordon
                More $DNKN: KCup up front fee was $.04 EPS. But no additional profit later FY due to profit sharing.http://yhoo.it/1K8jAjp
                Thu, 8:39 AM
                Reply
                  • John Gordon
                    More $DNKN: new cohort store economics a bit lower, unlevered 20%. CAPEX higher. Really important to add in debt cost burden.
                    Thu, 8:33 AM
                    Reply
                      • John Gordon
                        $DNKN: reasonable comps, impact of KCup signing fee, lower litigation reserve drivers to double beat. http://yhoo.it/1K8jAjp
                        Thu, 8:25 AM
                        Reply
                          • John Gordon
                            $MCD: telling signal: R&D vitality. ww.cnbc.com/id/102609743?__source=yahoo%7cfinance%7cheadline%7cheadline%7cstory&par=yahoo&doc=102609743
                            Wed, 10:47 PM
                            Reply
                              • John Gordon
                                So $MCD turnaround will take years of tests and hitting singles and doubles. May 4 call not a real catalyst. http://cnb.cx/1yTWsnZ__source=yahoo|finance|headline|headline|story&par=yahoo&doc=102609743
                                Wed, 6:09 PM
                                Reply
                                  • John Gordon
                                    FOGO stats: $8M AUV, Restro Margin 32.5%, 40% unlevered cash on cash. Upper end steak rocks if good sites. http://bit.ly/1J87UPX
                                    Apr 21, 6:14 PM
                                    Reply
                                      • John Gordon
                                        More $CMG talk: notes throughput in isolation does not build comps but is an enabler; multiyear cycles of traffic gains, then flatness.
                                        Apr 21, 5:34 PM
                                        Reply
                                          • John Gordon
                                            $CMG call totally and obsessively consumed by comps talk. 3 year comp now. 26%. Traffic to narrow in Q3. http://seekingalpha.com/n/1gavs
                                            Apr 21, 5:31 PM
                                            Reply
                                              • John Gordon
                                                $TAST gets its refinance moving but sees negative free cash flow going forward. Debt/EBITDA up to 6.8X . http://seekingalpha.com/n/1g0w2
                                                Apr 16, 6:45 AM
                                                Reply
                                                  • John Gordon
                                                    Am in LA tomorrow for UCLA Restaurant Conference. $SBUX, $NDLS and industry experts on deck. #restaurants http://bit.ly/1NMMGKC
                                                    Apr 15, 10:35 PM
                                                    Reply
                                                      • John Gordon
                                                        $PNRA: 8K filing both bullish and bearish and could be signal of more SSS and earnings shortfalls to come. http://1.usa.gov/1aX06lD
                                                        Apr 15, 6:36 PM
                                                        Reply
                                                          • John Gordon
                                                            $MCD: food & wage pressure, 14% effective rent, big CAPEX bills and dollar menu discounting, no surprise. http://cnb.cx/1NKr2qx__source=yahoo|finance|headline|headline|story&par=yahoo&doc=102588429
                                                            Apr 15, 2:34 PM
                                                            Reply
                                                              • John Gordon
                                                                #DRI Olive Garden rolls out tablets, now de rigueur for casual diners. Check, EE tips, table turn upside. http://bit.ly/1aw8U17
                                                                Apr 15, 12:09 PM
                                                                Reply
                                                                  • John Gordon
                                                                    Thanks to Wray Search for publishing my article, Time to End Radical Discounting. Its time. #restaurants http://bit.ly/1awfvJ9
                                                                    Apr 15, 11:52 AM
                                                                    Reply
                                                                      • John Gordon
                                                                        $DRI Olive Garden rolls out tablets, now de rigueur for CDR. Look for check,table turn, EE tips upside. http://bit.ly/1aw8U17
                                                                        Apr 15, 11:29 AM
                                                                        Reply
                                                                          • John Gordon
                                                                            $SBUX, $CMG retain strong positions in most preferred #restaurant brands per Piper Spring 2015 Taking Stock with Teens survey. $MCD falls.
                                                                            Apr 14, 4:54 PM
                                                                            Reply
                                                                              • John Gordon
                                                                                $MCD: extensive discussion of US franchisee store economics by The Guardian. Thanks @kasperka for my quote! http://bit.ly/1CVl8aL
                                                                                Apr 14, 11:40 AM
                                                                                Reply