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John Gordon

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  • John Gordon
    $DRI: time for both sides to get better logic, see my note...http://seekingalpha.com/a/1a2zf CNBC: http://cnb.cx/1poSfCY
    12 hours ago
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      • John Gordon
        $DRI Starboard interview on CNBC: if private equity acquires Darden, does the same activist logic hold? http://cnb.cx/1poqTg9__source=yahoo|headline|quote|video|&par=yahoo
        16 hours ago
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          • John Gordon
            $MCD says # 1 shareholder lever right now is refranchising outside of US, but is multiyear execution.http://yhoo.it/1jvxRHG
            17 hours ago
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              • John Gordon
                $MCD $YUM: breakfast sets the stage for lunch and midday biz but Taco Bell will take time to develop. http://on.wsj.com/1mrWxEV
                Mon, 11:07 AM
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                  • John Gordon
                    Activists Vs. Darden: Look Beyond The Real Estate $DRI http://seekingalpha.com/a/1a2zf
                    Sun, 3:47 AM
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                      • John Gordon
                        Perhaps the $DRI activists are waiting for a private equity outcome to the battle of Darden #MNA ...http://bit.ly/1mkjh9V
                        Fri, 4:05 PM
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                          • John Gordon
                            Private equity: McKinsey notes the difficulty of finding targets and doing good due diligence. #MNA http://bit.ly/1eQU0V6#
                            Fri, 1:13 PM
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                              • John Gordon
                                Bain Capital raises $7.5B for North American investments, is this the solution for Darden $DRI? http://nyti.ms/1eQIid6
                                Fri, 11:34 AM
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                                  • John Gordon
                                    $CMG: Steve Anderson on air points to 32X forward PE ratio now, TTM is 50X. Strongest comps since 2006. http://bit.ly/1qQuqRO
                                    Thu, 4:48 PM
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                                      • John Gordon
                                        $CMG: hiring in CA now at $9 wage. Will offer credible health plan, cost about 1% of sales. Unit economics drives employee benefits !
                                        Thu, 11:58 AM
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                                          • John Gordon
                                            $CMG: will work delivery in Manhattan. Online catering portal working. Food cost will peak at 36% before Q3 price increase hits.
                                            Thu, 11:55 AM
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                                              • John Gordon
                                                $CMG: Brand transcends weather, CMG strongest of the strong fast casual group. Food cost issue, tho. http://bit.ly/1qOZd1l
                                                Thu, 10:50 AM
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                                                  • John Gordon
                                                    $COSI: HQ moves to Boston, lives another day due to $5M note. Hope their sites can be recirculated to others. http://seekingalpha.com/a/19z0d
                                                    Apr 16, 1:58 PM
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                                                      • John Gordon
                                                        Iconic New Orleans #restaurant Brennan's fails partially due to too high rent. A cautionary $DRI tale. http://bit.ly/1gB62Nr
                                                        Apr 16, 1:40 PM
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                                                          • John Gordon
                                                            Watch $PENN for $DRI REIT: no guidance in late 2013, $1.0B impaired in Q4, building in over saturated US. http://bit.ly/1kyKzt2
                                                            Apr 16, 12:33 PM
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                                                              • John Gordon
                                                                #restaurant activists interest topic 3 of 3 at target; big HQ buildings. See $DRI HQ bldg. article. http://bit.ly/1jI7OQk
                                                                Apr 15, 12:08 PM
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                                                                  • John Gordon
                                                                    #restaurant activist investor interest 2 of 3: no franchising at target. See my activist v. $DRI article: http://bit.ly/1t0uhNy
                                                                    Apr 15, 11:59 AM
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                                                                      • John Gordon
                                                                        #restaurant activists: what are 3 common interests? One is real estate. $DRI $BOBE, $CBRL http://bit.ly/Rm5FAN
                                                                        Apr 15, 11:53 AM
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                                                                          • John Gordon
                                                                            March @MillerPulse @BBIntel and Knapp all in: #restaurant sales better but traffic weak. Really, some brands standout more than others.
                                                                            Apr 15, 11:33 AM
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                                                                              • John Gordon
                                                                                Chick fil-A: how #restaurant new product development is done, new grilled chicken platform coming http://buswk.co/1t0wo3W
                                                                                Apr 14, 11:16 AM
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