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John Gordon  

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  • John Gordon
    $BLMN: $10M for Roy's sale price discussion. The longer an asset is for sale, the lower it goes. http://bit.ly/1zJ3VAv
    1 day ago
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      • John Gordon
        $DPZ: franchisee EBITDA up to $85K/unit, mobile order 50% sales mix, flat $5.99 TV price and $2.11 cheese. http://seekingalpha.com/a/1r4qs
        Wed, 11:46 AM
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          • John Gordon
            $MCD, $WEN, $QSR: dollar menus, refranchising and selling real estate does not fix brand fundamentals. http://yhoo.it/1JHFHAA
            Tue, 11:36 AM
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              • John Gordon
                Remodel ROI is a good topic for $WEN call this week. Visibility to store level free cash flow essential. http://bit.ly/17T6uZe
                Tue, 11:16 AM
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                  • John Gordon
                    With a 650 bpts decrease in restaurant level margins, how can $DAVE possibly think about refranchsing? http://bit.ly/1zBmA1c
                    Mon, 10:33 PM
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                      • John Gordon
                        $TXRH: 3 open, 5 more planned Bubba's 33 units in the mix, bit higher alcohol sale mix than flagship. http://bit.ly/1zAKcD0
                        Mon, 5:41 PM
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                          • John Gordon
                            See good weather analytics article; someday hopefully we migrate to 2 yr/5 yr/10 yr stacked comps& FCF view. http://bit.ly/1Bf7kgz
                            Mon, 1:44 PM
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                              • John Gordon
                                $WEN battle with its 4th largest franchisee continues. http://bit.ly/1CT0po9
                                Fri, 12:08 PM
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                                  • John Gordon
                                    Amazing $BLMN would not provide restaurant margin guidance for 2015, no more critical metric anywhere. http://seekingalpha.com/a/1qufo
                                    Fri, 11:59 AM
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                                      • John Gordon
                                        $DAVE: sales and earnings declines at internal expectations rate is a useless point in earnings calls. http://yhoo.it/1DAOaSx
                                        Fri, 11:47 AM
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                                          • John Gordon
                                            $NDLS: recall IPO roadshow note that units take 3 years to mature, thus no surprise new units drag. http://seekingalpha.com/n/1dlow
                                            Fri, 11:14 AM
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                                              • John Gordon
                                                $QSR (former $BKW) now has another 100% franchised brand (Tims) with no franchise health metrics reported. http://investor.rbi.com~/media/Files/B/BurgerKing-IR/presentations/earnings-presentation-02172015.pdf
                                                Feb 17, 10:15 AM
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                                                  • John Gordon
                                                    #restaurant valuations (equity to NI) third highest in the entire industrial space (per Duff and Phelps) !! http://bit.ly/1DeGDc0
                                                    Feb 15, 8:19 PM
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                                                      • John Gordon
                                                        $RUTH: a double beat and +MSD comps now. Super performance by a great team, others have missed this week. http://bit.ly/1vJ26HJ
                                                        Feb 13, 4:15 PM
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                                                          • John Gordon
                                                            Last $PNRA: Next best Q&A: Matt DiFrisco: "aren't you afraid the nice 2.0 store will cannibalize catering?" http://seekingalpha.com/a/1qf36
                                                            Feb 13, 9:27 AM
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                                                              • John Gordon
                                                                more $PNRA, best Q&A : Senatore: "if the profit dollars are down in the test, why aren't you pulling it? http://seekingalpha.com/a/1qf36
                                                                Feb 13, 9:24 AM
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                                                                  • John Gordon
                                                                    $PNRA: now the 2nd most complicated #restaurant; sell side clearly doesn't see the need for V. 2.0.box. http://seekingalpha.com/a/1qf36
                                                                    Feb 13, 9:22 AM
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                                                                      • John Gordon
                                                                        Given the surveys pointing to a surge of #restaurant traffic, it isnt enough: $RRGB, $PNRA, $CAKE all miss. http://yhoo.it/1A3SxBD
                                                                        Feb 13, 9:18 AM
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                                                                          • John Gordon
                                                                            $PNRA v. 2.0 test #s: looks like moderate sales build but must view free cash flow and net of control. http://bit.ly/1CX69lY
                                                                            Feb 11, 8:57 PM
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                                                                              • John Gordon
                                                                                $MCD US SSS: reminder January had 5 Fridays and such calendar shifts need to be included in context. http://seekingalpha.com/n/1cy72
                                                                                Feb 9, 4:28 PM
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