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John Gordon » StockTalks

  • We know DRI knows everything...but check out 9 week long promotions--is that too long to sustain interest?http://bit.ly/m8ad9
    Wed, Sep 30, 2009
  • MCD: New Angus Burger field tests: dry, no flavor profile. Must watch pre-cooked product standards. We are analysts and not stock traders.
    Tue, Aug 18, 2009
  • Q4 EAT--Chili's sales, mix and traffic numbers seem weak- comp sales minus 9.4%, traffic minus 10.5 (as imputed). Was it a July turn?
    Thu, Aug 06, 2009
  • SNS: Is worth watching. Q3 traffic +13.4%, the most in the chain restaurant universe. But restaurant margin was only a low 9% in Q2 .
    Mon, Jul 13, 2009
  • BKC:our review of CA Burger King units shows in store promo of $5.99 and above items--perhaps a sign of the marketing focus problem.
    Fri, Jun 05, 2009
  • SBUX: given the CA. trouble with tips and barista's tip sharing (plaintiffs will appeal), why does SBUX STILL have the tip boxes out?
    Thu, Jun 04, 2009
  • CMG: While Chipotle has a clean, clear, functional menu, I hope it is working new menu items to keep consumer interest up, new news sells..
    Wed, Jun 03, 2009
  • WEN: Arby's new Roastburgers have good flavor profile, but new entree salads a poor price value, from my IN, IL and CA field visits..
    Mon, Jun 01, 2009
  • CKR: Carl's negative same stores sales may be a result of confusing in store POP that mutes the value message, based on my CA field visits.
    Mon, Jun 01, 2009
  • CKE: Carl's Jr. negative sales trends seem to be all about geography, as the Carls units execution MUCH better than the Hardee's stores....
    Fri, May 29, 2009
  • CMG: While there has been a high volume of insider trades, the company's new menu R&D seems to be lagging: no new products seen...
    Wed, May 06, 2009
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DRI