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John Gordon  

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  • John Gordon
    @CNBC reports on smart $MCD effort to fix accuracy, order misaccuracy is a big deal and can be prevented.http://cnb.cx/1AjWar0
    Fri, 1:49 PM
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      • John Gordon
        $SHAK: Chicken Shack IP is timely and cute, but will reopening of NYC ParkBurger unit collapse SSS? http://cnb.cx/1ejF02D
        Thu, 9:46 PM
        Reply (1)
        • matratra: I guess they want to stretch Chicken Shake but there are lots of chicken out lets not to mention all fast foods. They can't eat other lunch.
          Fri, 8:04 AM
          • John Gordon
            Good alcohol sales trend @ $BWLD. My fundamentals "favs" also steak ($TXRH, $RUTH) and coffee ($SBUX). http://bit.ly/1ejBPbc
            Thu, 9:30 PM
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              • John Gordon
                Why Arby's didn't refranchise http://bit.ly/1ejy0TC. And... Arby's generating big positive comps for some time. @jonathanmaze
                Thu, 9:06 PM
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                  • John Gordon
                    Share buybacks get attention via $MCD drama. Even #WSJ Editorial Page decrying buybacks now. http://yhoo.it/1JBbwcB
                    Wed, 7:20 PM
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                      • John Gordon
                        Burger King ($QSR) zee hits the nail right on the head and powers upselling via incentives. http://bit.ly/1Bc4fcc
                        Wed, 10:56 AM
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                          • John Gordon
                            $RRGB scores a massive $.22 EPS beat, takes advantage of quiet earnings calendar.http://bit.ly/1dkeEh1
                            Wed, 10:51 AM
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                              • John Gordon
                                Good read on #restaurant franchising, Checkers v. $MCD. The pressure of being publicly traded seen. http://bit.ly/1R1AJiu
                                May 19, 7:10 PM
                                Reply (1)
                                • Energysystems: Checker's can't be considered along side of $MCD. Their food is much too tasty!
                                  May 19, 7:41 PM
                                  • John Gordon
                                    Very telling HBS academic paper on why $MCD must do more than buybacks and financial engineering. http://bit.ly/1PnP0sg
                                    May 15, 10:46 AM
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                                      • John Gordon
                                        Last $SHAK observation, IVO Bloomberg this AM: $SHAKs risk is not to the QSRs ! Just walk the stores. http://bloom.bg/1JLQdCT-
                                        May 14, 7:12 PM
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                                          • John Gordon
                                            $LOCO sinks and $SHAK soars: if Wall Street was in Los Angeles, would the market reaction on the two be reversed? 2of 2. #Manhattan Effect
                                            May 14, 6:58 PM
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                                              • John Gordon
                                                $LOCO has comps softening perception but real EPS, beats @millerpulse indice; but $SHAK soars. 1 of 2 http://seekingalpha.com/n/1i4ai
                                                May 14, 6:54 PM
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                                                  • John Gordon
                                                    @jimcramer saying $SHAK can put up 680 units in US: NOT ! That doubles even co. IPO guidance. Jim showing effect of Manhattan craze. @CNBC
                                                    May 14, 9:23 AM
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                                                    • WaveRider007: Honestly, $SHAK is no better than $MCD. Just like $SBUX is no better than $DNKN
                                                      May 14, 9:26 AM
                                                    • WaveRider007: I personally call it the SH*T shack ever since I first tried it in Madison Square Park. Another local comparison is BareBurger.
                                                      May 14, 9:27 AM
                                                      • John Gordon
                                                        $JACK results more meaningful of Main Street trends v. $SHAK, with only 13 units in its comp store base. http://seekingalpha.com/n/1i15q
                                                        May 14, 9:13 AM
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                                                          • John Gordon
                                                            With all the #restaurant refranchising underway at $MCD (and $WEN), see my 2014 discussion piece: http://bit.ly/1xO0aLF
                                                            May 13, 2:18 PM
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                                                              • John Gordon
                                                                Good $WING observation: Street will think $BWLD but brands and fundamentals differ. Example: the box. mix. http://bit.ly/1PGI1FM
                                                                May 13, 12:13 PM
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                                                                  • John Gordon
                                                                    $SBUX Mini Frapp LTO: note the key phrases, "listened to customers " and "tested in several markets". http://bit.ly/1cO79i0
                                                                    May 12, 12:01 PM
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                                                                      • John Gordon
                                                                        $MCD: how about selling lunch at bfst.? BK experience suggests sales potential. Tiny steps for tiny tots. http://on.mktw.net/1cO2IUq
                                                                        May 12, 11:47 AM
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                                                                          • John Gordon
                                                                            Among many moving pieces, $ARCO is out of compliance w/ $MCD leverage covenants and is on 2nd waiver. http://yhoo.it/1cO0bJH
                                                                            May 12, 11:40 AM
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                                                                              • John Gordon
                                                                                More $MCD: think about people probs, over extraction of franchisees and clogged corporate versus $1 menus. http://bloom.bg/1Fgx7ah-
                                                                                May 11, 5:38 PM
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