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John Gordon  

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  • John Gordon
    $ZOES: nice call yesterday, Maxim initiates at $50 PT. Franchising isn't needed at this brand as it makes $. http://seekingalpha.com/a/22g3s
    Fri, 3:30 PM
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      • John Gordon
        interesting #restaurant tip change tests underway, but this won't work for QSR and Fast Casual. http://tinyurl.com/ojrf3xp
        Fri, 10:46 AM
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          • John Gordon
            $BOJA expansion as promised; from 0 to 45 units in ATL, mix of new company and zee unit devm't. http://bit.ly/1MQtFV0
            Thu, 11:29 AM
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              • John Gordon
                Good #restaurant post IPO discussion by RFM; CEO of $FRGI said, "I can work the E but can't control the P" http://bit.ly/1NV79Js
                Wed, 5:41 PM
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                  • John Gordon
                    $QSR Burger King: saucy and hot new marketing tone clearly seen; fiery chicken fries and $MCD challenge. http://yhoo.it/1K3FhVV
                    Wed, 3:32 PM
                    Reply (2)
                    • matratra: Don't like BK as their food is lousy & coffee stink. Not willing to pay top dollars for it.
                      Wed, 3:41 PM
                    • tradebr2010: $QSR great Brazilian mgt with Midas touch.
                      Wed, 4:28 PM
                      • John Gordon
                        Good $SBUX Beer/wine site visit by @rsrresearch. Agree @nikkibaird that quiet Denver burbs unlikely site. http://bit.ly/1WQDFSO#
                        Tue, 2:01 PM
                        Reply (1)
                        • IndyPEG: Rowdy Denver 'Millennial' areas perhaps?
                          Tue, 2:06 PM
                          • John Gordon
                            $FRS trivia: first Big Boy franchise territory devm't deal was for $1/state/year for OH, KY, IN, FL ! http://bit.ly/1WQmbWG
                            Tue, 12:05 PM
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                              • John Gordon
                                $PLKI: SSS tempo exposed in two new markets, but CL King's Mike Gallo suggestion would destroy value. http://seekingalpha.com/a/221ug
                                Aug 20, 10:52 PM
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                                  • John Gordon
                                    $YUM: numbers, politics and optics in YUM China must be much better for a spin; but not there yet ! http://bit.ly/1NHnfpM
                                    Aug 20, 10:29 AM
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                                      • John Gordon
                                        $SHAK alot of hot air on a brand with only 16 stores in the comps base, but company clearly disclosing. http://bit.ly/1IR9OQI
                                        Aug 14, 3:15 PM
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                                          • John Gordon
                                            $LOCO has improved much from its stepchild days; restros have DNA and guest perceptions that must be seen. http://seekingalpha.com/a/21pg2
                                            Aug 14, 10:58 AM
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                                              • John Gordon
                                                $ARCO, world's largest $MCD zee, out of compliance with MCD debt service coverage ratio. Selling assets. http://seekingalpha.com/a/21iau
                                                Aug 13, 3:08 PM
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                                                  • John Gordon
                                                    Good $DAVE probs reader, rotating CEOs; casual BBQ is tough; both DAVE and Smokey Bones CEO turnover in July. http://bit.ly/1h3duZ8
                                                    Aug 12, 12:43 PM
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                                                      • John Gordon
                                                        $FOGO: very solid brand #s: $8M AUV, 33% unit margin; ticket (only $59) and store development upside clear.http://seekingalpha.com/n/1m9po
                                                        Aug 12, 12:37 PM
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                                                          • John Gordon
                                                            Another new fast casual burrito operator, Tijuana Flats, gets PE investment and skips new franchising. http://bit.ly/1h0wFCP
                                                            Aug 11, 2:54 PM
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                                                              • John Gordon
                                                                $FRSH stock lower: recommend focus on the number of units open at end of quarter as well as gross opens ! http://seekingalpha.com/n/1m8sc
                                                                Aug 11, 12:53 PM
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                                                                  • John Gordon
                                                                    Federal indictment of outside hackers of pre earnings news releases shows $DPZ, $PNRA targeted securities. http://nyti.ms/1h05UhP
                                                                    Aug 11, 12:03 PM
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                                                                      • John Gordon
                                                                        Long John Silver's late 2014 sale failed, even in the overheated restro M&A arena, the numbers must work. http://bit.ly/1HE4uhI
                                                                        Aug 11, 10:46 AM
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                                                                          • John Gordon
                                                                            More $SHAK: (4) won't breakout store data (5) won't budge from 18-20% store margin. Difficult to see future with a 16 store comp base !
                                                                            Aug 10, 5:51 PM
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                                                                              • John Gordon
                                                                                $SHAK: nice Q2, heard on call:(1) Madison Park reopened (2) krinkle cut FF saved labor, (3) IPO bump (more) http://bit.ly/1ThtgjM
                                                                                Aug 10, 5:47 PM
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