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John Gordon

 
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  • John Gordon
    More $DRI: bet company now wishes they had more capital discipline and had remodeled Olive G first ! http://bit.ly/1uKUfG5
    Thu, 11:21 AM
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      • John Gordon
        $DRI v. Activists is like a political campaign, other side: "stale", "job hoppers", "wouldn't rehire". http://bit.ly/1uKUfG5
        Thu, 11:18 AM
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          • John Gordon
            Buffet on $BKW deal: "there's not alot of intellectual property associated with burgers" attehttp://http://bloom.bg/1uKQjVJ
            Thu, 11:00 AM
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              • John Gordon
                $DNKN Investor Day: Travis says BKW franchisees tell them 3G is providing no support, doesn't think much of BK/Tim's threat.
                Wed, 2:45 PM
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                  • John Gordon
                    #DRI: next we'll see the same type concerns on the DRI board members.2 big points still undiscussed, tho. http://yhoo.it/1s6UeNR
                    Wed, 2:42 PM
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                      • John Gordon
                        Pizza Operator Peter Piper confirms for sale by Acon, its PE owner; market hope for 7.5X multiple. http://bit.ly/1piExvf
                        Tue, 6:58 PM
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                          • John Gordon
                            Moody's sees $BKW at "high debt and leverage, 6.5 X and 8.0 X with preferred included." Stable, on review. http://bit.ly/1uEM3ak.mc_id=AM~WWFob29fRmluYW5jZTQyX1NCX1JhdGluZyBOZXdzX0FsbF9Fbmc%3d~20140916_PR_308560
                            Tue, 6:47 PM
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                              • John Gordon
                                #restaurant space NPD/CREST: numbers changed little. Casual/ Family in decline for 7+ yrs. Find outliers. http://bit.ly/1piqki2
                                Tue, 3:02 PM
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                                  • John Gordon
                                    More press about SBA #franchise loan default problems, and Quiznos and ColdStone in particular. http://buswk.co/1picP1Z
                                    Tue, 11:33 AM
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                                      • John Gordon
                                        Kudos to WSJ & @sarahneedleman who battles the SBA and gets loan default data, Thankfully no Cold Stone IPO. http://on.wsj.com/YM1hPc
                                        Mon, 1:34 PM
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                                          • John Gordon
                                            #restaurant IPOs: Yahoo points out US NE locus is critical to IPO news, @herbgreenberg likes Shake Shack.http://yhoo.it/YM0tde
                                            Mon, 1:27 PM
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                                              • John Gordon
                                                More $DRI: the substantive issue is the Board not breadsticks. #restaurant bread SOP debated for decades. http://yhoo.it/YLZxW6
                                                Mon, 1:22 PM
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                                                  • John Gordon
                                                    Starboard pitch does a good job of noting the $DRI "people drift" during Otis era from the Joe Lee era. http://on.wsj.com/1qP2ZtS
                                                    Mon, 1:15 PM
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                                                      • John Gordon
                                                        $BKW $THI Buffet & B: Politico saying Buffet not aware of BKW HQ move, wouldn't have backed deal if known. http://politi.co/1nTk6FR
                                                        Sep 13, 1:40 PM
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                                                          • John Gordon
                                                            Sentiment by generation pointed out by @BrandKeysNY on "fast food". http://bit.ly/1nTaFq4
                                                            Sep 13, 12:06 PM
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                                                              • John Gordon
                                                                $PNRA, $CMG top @BrandKeysNY ranking, Red Lobster, $BLMN--Outback, lowest. http://bit.ly/YGlhmr
                                                                Sep 13, 12:03 PM
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                                                                  • John Gordon
                                                                    $DRI Starboard pitch: the longest/detailed #restaurant plans I've ever seen, Need hit intl.upside fast. http://on.wsj.com/1qP2ZtS
                                                                    Sep 12, 6:02 PM
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                                                                      • John Gordon
                                                                        Smashburger: more #restaurant #MNA drama....http://dpo.st/1lY1wBb
                                                                        Sep 11, 11:07 AM
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                                                                          • John Gordon
                                                                            $MCD, $BKW, $WEN, $THI: BrandIndex link corrected. MCD swoon, BKW and THI wiggle down seen. http://bit.ly/1nNU4Uq
                                                                            Sep 11, 10:13 AM
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                                                                              • John Gordon
                                                                                $THI, $WEN, $MCD, $BKW: BrandIndex scores: MCD swoon is perfectly seen, BKW tax issue wiggle seen. http://bit.ly/1lXJEGC
                                                                                Sep 11, 8:29 AM
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