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John Gordon  

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  • John Gordon
    $MCD: hat tip to @cnbc @katielittle; good steps including kids menu drink mix changes; price incr.req'd, tho.http://cnb.cx/1Ki5vDa
    Fri, 1:51 PM
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      • John Gordon
        $DRI: @HedgeyeHWP was right, REIT effect priced into the stock earlier. Fundamentals over engineering anyday. http://bit.ly/1Hi6GC3
        Thu, 4:34 PM
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          • John Gordon
            More $MCD: refranchsing not about the glory of franchising, it's about profit margins, bearish fundamentals. http://yhoo.it/1HgGCai
            Thu, 10:35 AM
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              • John Gordon
                Defranchsing v. refranchsing illustration seen: $EAT buys backs 103 units for $1M each. $MCD to sell Taiwan. http://yhoo.it/1HgEnE2
                Thu, 10:28 AM
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                  • John Gordon
                    $DRI: should get credit for breaking out separate brand margins; with this the prior Red Lobster fiasco could have been worked earlier.
                    Jun 24, 11:22 AM
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                      • John Gordon
                        $DRI: breakout of the SRG brands now "far down the list", big change to 2014 Starboard plan. 1 of 2 http://seekingalpha.com/a/1y9xn
                        Jun 24, 11:04 AM
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                          • John Gordon
                            $DRI REIT: looks to be carefully constructed but still wonder whether OPCO stuck with future dead sites. http://seekingalpha.com/n/1jm03
                            Jun 23, 2:21 PM
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                              • John Gordon
                                $SONC: -11% overly harsh reaction; best not to talk weather or diff in co. v. zee comps. Both will happen. http://seekingalpha.com/a/1y7xf
                                Jun 23, 2:16 PM
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                                  • John Gordon
                                    The perils of being public outlined well here. We'll see Tuesday what Darden $DRI has learned to date. http://bit.ly/1dbtbui
                                    Jun 22, 10:57 AM
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                                      • John Gordon
                                        $MCD expands breakfast test to more markets. Smart to go to southern markets, higher breakfast usage. http://usat.ly/1L6hJOq
                                        Jun 19, 11:03 AM
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                                          • John Gordon
                                            See my CBC news interview talking about, of course, #restaurants and whats up with McDonald's, in 2 hours. http://bit.ly/1GkxqLB
                                            Jun 18, 7:03 PM
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                                              • John Gordon
                                                23 coffeehouse sites come open the in SF/Oakland SMSA: can the "asset light" folks scramble quickly? http://bit.ly/1GjMKry
                                                Jun 18, 2:57 PM
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                                                  • John Gordon
                                                    $MCD: In an overstored US restro space, sometimes one must shrink to grow. Thanks for my quote !@candicechoi http://yhoo.it/1Gjatsa
                                                    Jun 18, 11:17 AM
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                                                      • John Gordon
                                                        Restro Sell Side talk: Wedbush: avoid all; Wunderlich: $BWLD, $JACK, $SONC; Baird: $CMG, $DNKN, $PNRA, $SBUX. http://seekingalpha.com/n/1jgib
                                                        Jun 18, 11:05 AM
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                                                          • John Gordon
                                                            $SBUX: $100M LaBoulange price paid was a huge premium but was really for the food IP, not the retail stores. http://read.bi/1G3OqGH
                                                            Jun 17, 11:52 AM
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                                                              • John Gordon
                                                                $FOGO IPO on deck this week; first day bump about half of recent IPO group returns but diffs by brand. http://usat.ly/1ekGTfZ
                                                                Jun 16, 12:41 PM
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                                                                • IndyPEG: When we eat there, we are directly contributing to the destruction of a critical "lung" region of the Earth. Not for me, thanks. Good luck.
                                                                  Jun 16, 10:50 PM
                                                                  • John Gordon
                                                                    Moody's worried about #restaurant wages but this space has faced massive societal change in the past. http://bit.ly/1ekwiBN
                                                                    Jun 16, 11:33 AM
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                                                                      • John Gordon
                                                                        Top trustable restro brands ($PNRA, $DNKN, Subway,) don't relate to SSS metric as a non surprising fact. http://usat.ly/1G9vl4Q
                                                                        Jun 15, 7:55 PM
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                                                                          • John Gordon
                                                                            $RUTH: restro in great balance. Int'l devm't underway but will defranchise in US. Good numbers and niche. http://bit.ly/1KSDLEj
                                                                            Jun 15, 9:55 AM
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                                                                              • John Gordon
                                                                                $WING up about $11 for day; it is not a $BWLD peer as this interview shows. Think: wings pick up. http://cnb.cx/1IzX5Us @cnbc
                                                                                Jun 12, 3:26 PM
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