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John Gordon

 
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  • John Gordon
    $SHAK: good concept but year 1 overvaluation seen. Lets see guidance. Thanks to NY Post for quote. http://bit.ly/1BIT1Og @nypost
    19 hours ago
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      • John Gordon
        More $MCD:excellent post. Issues are the product of decades of culture that a 2.5 year CEO didn't screw up. http://yhoo.it/1vffJOK
        Fri, 10:50 AM
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          • John Gordon
            More $MCD: thanks to NPR Marketplace AM for my interview. Need to get digital, breakfast fixes tested fast. http://bit.ly/1ycGQpi
            Fri, 12:54 AM
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              • John Gordon
                $DNKN got its cash out refi done. Leverage ratio now to 6X, 2015 interest expense +$30M, gets a fixed rate. http://bit.ly/1vcMegz
                Thu, 11:46 PM
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                  • John Gordon
                    $MCD: great graphics and analysis of what's happening in the burger space. Thanks to @KatieLittle @CNBC http://cnb.cx/1yctrxv
                    Thu, 11:41 PM
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                      • John Gordon
                        $SHAK: many thanks to BuzzFeed Business for noting my comments on the IPO, just now priced at $21! http://bzfd.it/1uGF91W
                        Thu, 5:34 PM
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                          • John Gordon
                            $MCD: thanks to @herbgreenberg and @CNBC for my mention today. MCD can be turned, but will take time.http://cnb.cx/1uGhv5y
                            Thu, 3:44 PM
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                              • John Gordon
                                If public #restaurants react slowly, pressure builds to monetize RE. $DRI, $BOBE and $MCD. See JPM note. http://on.barrons.com/1BrNw6j
                                Mon, 11:41 AM
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                                  • John Gordon
                                    $MCD will not pull out of this slump by simply reducing menu items; congestion is the symptom not the cause. http://nyti.ms/1D7kw3D
                                    Jan 25, 5:29 PM
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                                      • John Gordon
                                        Very good note reminding us that #restaurant #MNA EBITDA multiples said now 10-15X, up from pre-2008 levels. http://bit.ly/1zEdxBi
                                        Jan 23, 4:37 PM
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                                          • John Gordon
                                            Earlier Jollibee piece on possible US #restaurant acquisition. How much debt can it service with its backers? http://bit.ly/1yT0PvM
                                            Jan 23, 3:02 PM
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                                              • John Gordon
                                                Backing into 2014 $MCD check and traffic by region, check was moderately up--+2...but traffic contracted. http://bit.ly/1ySzbyY
                                                Jan 23, 12:56 PM
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                                                  • John Gordon
                                                    Interesting idea from MillerTabak/Steve Anderson of poss.$DNKN acquisition by Jollibee. All is possible. http://bit.ly/1zDvKPi
                                                    Jan 23, 12:32 PM
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                                                      • John Gordon
                                                        #restauants--the Economist's ever popular Big Mac index. Might be useful in a average check study. http://econ.st/18Lp3hT
                                                        Jan 22, 11:53 PM
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                                                          • John Gordon
                                                            $SHAK IPO coming; prior #restaurant IPOs average +70% first day increase. Much more than $80M likely. http://bit.ly/1yVpB1s
                                                            Jan 22, 11:03 PM
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                                                              • John Gordon
                                                                $SBUX: traffic now +2, a wiggle better; repeats16-18% EPG in 2015, says some sell side analysts higher. http://seekingalpha.com/n/1bytq
                                                                Jan 22, 5:35 PM
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                                                                  • John Gordon
                                                                    $SBUX rolling out new HR employee IT portal; not worried about joint employer since mostly co. owned model. http://bit.ly/1yU2zI5
                                                                    Jan 22, 5:25 PM
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                                                                      • John Gordon
                                                                        #Restaurant #MNA: Jollibee moving both east (US) and West (China, $DNKN). Big $ or beg. of year messaging? http://yhoo.it/1ATEpZg
                                                                        Jan 22, 10:55 AM
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                                                                          • John Gordon
                                                                            $SBUX: looking forward to see traffic v. ticket trend v. earlier quarters. Thanks @HedgeyHWP for piece. http://seekingalpha.com/a/1near
                                                                            Jan 21, 11:37 PM
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                                                                              • John Gordon
                                                                                $YUM: Janney talks Taco Bell spinoff. World's most complicated restro frequently center of spin speculation. http://on.barrons.com/1GvystZ
                                                                                Jan 21, 11:31 AM
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