Seeking Alpha

John Gordon  

View John Gordon's StockTalks BY TICKER:
  • John Gordon
    $RUTH: fantastic fundamentals again: double beat, + traffic, intl development, new US units, RUTH 2.0 moving. http://tinyurl.com/ppcrbdg
    Fri, 12:04 PM
    Reply
      • John Gordon
        #restaurant price: FYI, the Purdue study price increase must be higher & recalculated for each brand ! http://tinyurl.com/or4f8ro
        Thu, 10:51 PM
        Reply
          • John Gordon
            More $PNRA: why wouldn't table delivery be best only in some units in evening (ala $SBUX beer/wine approach) http://seekingalpha.com/a/208l9
            Thu, 1:42 PM
            Reply
              • John Gordon
                $PNRA: eliminating some CAPEX (wall) and OPEX (table svc) as Panera 2.0 matures. Digital mix up. (more) http://seekingalpha.com/a/208l9
                Thu, 1:40 PM
                Reply
                  • John Gordon
                    $DIN CEO: "discounting doesn't pay, it denigrates the brand, and franchisees don't make money." http://tinyurl.com/q2opykv
                    Thu, 12:27 PM
                    Reply
                      • John Gordon
                        I love the #restaurant space, @hedgeyeHWP asks a tough question to $DFRG and we talk 2016/2017 site quality. http://tinyurl.com/ne2jp3x
                        Wed, 7:00 PM
                        Reply
                          • John Gordon
                            #restaurant price rise if $15: +4%. Looks to be solid study by good school, uses indie heavy D&T/NRA data. http://tinyurl.com/or4f8ro
                            Tue, 5:01 PM
                            Reply
                              • John Gordon
                                Arby's most noteworthy, and today's strong BK ($QSR) and expected $SONC SSS do relate to $MCD US declines. http://bit.ly/1S80nGq
                                Mon, 12:05 PM
                                Reply
                                  • John Gordon
                                    Advantage of owning the #restaurant land: Jack's sale to PE for app. 11X EBITDA & PE does sale leaseback. http://bit.ly/1Imz1S1
                                    Jul 26, 10:55 PM
                                    Reply
                                      • John Gordon
                                        Telling #restaurant franchise note re: MN Dairy Queen zee rebel: "The corporate way is everything the same". http://strib.mn/1gYkeXF
                                        Jul 26, 10:47 PM
                                        Reply (1)
                                        • raykrv6a: I didn't know that story, but it's a great DQ store. Maybe corporate should take a hint. I've been there several times.
                                          Mon, 12:18 AM
                                          • John Gordon
                                            $DRI REIT: bondholders resist, more time and money is spent on financial engineering. http://bloom.bg/1JCZFHb
                                            Jul 24, 11:00 AM
                                            Reply
                                              • John Gordon
                                                $JMBA: if all the value is squeezed out then what is left? Take a dividend instead. No RE margin here. http://bit.ly/1VFgkD8
                                                Jul 24, 10:45 AM
                                                Reply (1)
                                                • Abraxix: Strategy taken from the playbook of $WEN.
                                                  Jul 24, 1:25 PM
                                                  • John Gordon
                                                    $DNKN (-5%) should not report on same day as $SBUX; lower comps and KCups accounting blotted out new news. http://cnb.cx/1VC0Uzs
                                                    Jul 23, 5:16 PM
                                                    Reply
                                                      • John Gordon
                                                        $DNKN v. $SBUX : suspect as the day goes on, same day calls for both will be difficult optically for DNKN.. http://yhoo.it/1Kmshr6
                                                        Jul 23, 8:44 AM
                                                        Reply
                                                          • John Gordon
                                                            $CAKE: see check gains, cost leverage, 14 new units. Contrast this to $DRI and its REIT focus. Big diff. http://seekingalpha.com/a/1zrhz
                                                            Jul 23, 12:39 AM
                                                            Reply
                                                              • John Gordon
                                                                Varying perceptions from a earnings call: $CMG +7.6% at 11a and $130 PT diff. between BofA and Wedbush. http://yhoo.it/1VuvFpV
                                                                Jul 22, 11:07 AM
                                                                Reply
                                                                  • John Gordon
                                                                    $MCD can fix franchisee economics problems almost everywhere worldwide with the flick of a pen, but...http://bit.ly/1THHqaQ
                                                                    Jul 17, 5:18 PM
                                                                    Reply
                                                                      • John Gordon
                                                                        $MCD Q2 franchisee survey, sorry, repeated, working link here: http://cnb.cx/1CJtmt1
                                                                        Jul 16, 1:46 PM
                                                                        Reply
                                                                          • John Gordon
                                                                            $MCD: Janney franchisee survey is out, not good news but then, we didn't expect better news so fast. http://cnb.cx/1SpGKEy__source=yahoo|finance|headline|headline|story&par=yahoo&doc=102839408
                                                                            Jul 16, 1:40 PM
                                                                            Reply (1)
                                                                            • matratra: There may good possibility split into two parts franchise plus real estate?
                                                                              Jul 16, 3:26 PM
                                                                              • John Gordon
                                                                                Restro sales views: its y/o/y not recent mo.to mo. that matters! @millerpulse shows superior 2 year trend. http://bit.ly/1Spwwnq
                                                                                Jul 16, 11:43 AM
                                                                                Reply