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John Gordon

 
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  • John Gordon
    Excited that Herb Greenberg and partners starting new short ideas research firm in 2015 ! http://bit.ly/1xVOxor @herbgreenberg
    5 hours ago
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      • John Gordon
        Good piece by @jonathanmaze points to a real $MCD problem, only a 9% flowthrough. Way short..http://bit.ly/1w6xhpx
        Dec 19, 1:15 PM
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          • John Gordon
            Good piece by @jonathanmaze points to a real $MCD problem, only a 9% flowthrough. Way short..http://bit.ly/1w6xhpx
            Dec 19, 1:15 PM
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              • John Gordon
                $DNKN notes: (1) lose the adjusted EPS basis--IPO was 3 yrs ago ! ! (2) donuts not now majority sales mix. http://bit.ly/1zDiIP3
                Dec 19, 2:55 AM
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                  • John Gordon
                    $DNKN notes: 1.drop the adjusted basis-- its 3 years after IPO ! 2.donuts is not the majority sales mix.now. http://bit.ly/1zDiIP3
                    Dec 19, 2:46 AM
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                      • John Gordon
                        Good #restaurant menu piece. Clogged menus is function of trying for new news and new guest niches. http://bloom.bg/1z8Ok1n
                        Dec 18, 12:34 PM
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                          • John Gordon
                            $DNKN: 2nd 2014 guidance pullback; interesting to see 2014 DD opens now app. 15 units higher than guidance. http://yhoo.it/1wPDwlh
                            Dec 18, 11:54 AM
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                              • John Gordon
                                $MCD: serious #Ackman misconception of what #restaurant metrics matter long term to brand health. http://bloom.bg/1BZ4cBN
                                Dec 17, 12:36 PM
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                                • matratra: we need Achman to boost depressed MCD
                                  Dec 17, 1:16 PM
                                  • John Gordon
                                    $DRI headlines: real estate and franchising top prios. 5 consulting/legal firms engaged. No CEO yet. http://seekingalpha.com/a/1n69l
                                    Dec 17, 1:04 AM
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                                      • John Gordon
                                        @Bloomberg and Steve Anderson on $DRI. Logical for new CEO announcement today. First view of new OG menu. http://bloom.bg/1qX14Fu
                                        Dec 16, 1:38 PM
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                                          • John Gordon
                                            $QSR: 3G assumes operational control of Tims ($THI); both Tim's former CEO and CFO are out.http://yhoo.it/1wAo3Wk
                                            Dec 15, 11:46 AM
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                                              • John Gordon
                                                $BOBE: #restaurant activists are now 2 for 2 in 2014. Good target pickers or too easy? http://yhoo.it/13pgCaR
                                                Dec 15, 2:27 AM
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                                                  • John Gordon
                                                    More $MCD: US and Zee store cash flow down 2 years (no surprise). Hope to get zees back into the community and reboot local store mktg.
                                                    Dec 10, 11:42 AM
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                                                      • John Gordon
                                                        More $MCD: says +$770K revenue but only $70K flowthrough. Revenue already includes price, so wonder if McCafe mix responsible.
                                                        Dec 10, 11:33 AM
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                                                          • John Gordon
                                                            $MCD call serious reinvent mode. Admits $1 menu derogates quality perception. Be more customer insights driven, new menu, -8 items soon.
                                                            Dec 10, 11:30 AM
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                                                              • John Gordon
                                                                $YUM Q4 shortfall, lowering guidance. Critical importance of global supply chain. @Cramer says no spinoff. http://yhoo.it/1qv5eUR
                                                                Dec 10, 9:20 AM
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                                                                  • John Gordon
                                                                    #restaurant trends: @Millerpulse shows weaker Nov. QSR and CDR traffic; despite easier Dec. compares, you can't take that to the bank.
                                                                    Dec 9, 6:13 PM
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                                                                      • John Gordon
                                                                        $MCD: current issue is not one problem. Thanks to #NPR for my quote. http://n.pr/1w7U9d5
                                                                        Dec 9, 1:56 AM
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                                                                          • John Gordon
                                                                            $MCD: Herb @herbgreenberg is right that MCD has lost momentum and identity. Thanks for my mention. http://cnb.cx/1ytYVDR
                                                                            Dec 8, 4:58 PM
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                                                                              • John Gordon
                                                                                $SBUX I day: meaningful stats seen. SBUX store cash profit 29% US, 26% China, 26% Japan. US AUV $1.4M. http://bit.ly/1A8wZSQ
                                                                                Dec 8, 10:59 AM
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