John Gordon

Long/short equity, growth, contrarian, value
John Gordon
Long/short equity, growth, contrarian, value
Contributor since: 2008
Company: Pacific Management Consulting Group
6 hours ago
John Gordon
$WEN "high low" marketing drove an increase in check and record AUVs; value need not be all about price. http://yhoo.it/23UWx6W
Mon, 12:46 PM
John Gordon
Odd: Natl. #Restaurant Assoc. shows weakened December outlook but Census shows +6.74% nominal Y/Y sales gain.http://bit.ly/1TOpwot
Fri, 1:30 PM
John Gordon
#restaurant discounting: writer clearly didn't talk to franchisees; but OPEX per unit comparison is bad. http://yhoo.it/1nSfkPR
Thu, 12:03 PM
John Gordon
Comps talk heard on $DNKN call: warm weather clipped DD SSS 70 bpts, mix effect was 200 bpts negative. http://yhoo.it/1PWNYEt
Wed, 12:22 PM
John Gordon
More proof that #restaurant supply chain issues are a economic driver; see $BWLD report, $CMG, $YUM, $MCD. http://bloom.bg/1QGmSOD
Feb 2, 9:55 PM
John Gordon
Many important numbers heard on the $CMG call; reminds us how much basic math drives #restaurants. http://cnb.cx/1P54puG
Feb 2, 9:52 PM
John Gordon
Quarterly EPS reporting: don't think it is crutch for analysts but certainly promote short term thinking. http://cnb.cx/1PyjMNF
Jan 29, 11:27 AM
John Gordon
Good #restaurant topline forecast overview by @NRN @jonathanmaze.When does restro supply moderate? http://tinyurl.com/j2hmzpe
Jan 29, 11:13 AM
John Gordon
Burger Majors: big value base, $WEN ability to drive check despite high value mix interesting. $MCD, $QSR http://tinyurl.com/zjgc6dy
Jan 28, 3:49 PM
John Gordon
Timing counts: In 2006, $CBRL paid $460M for Logan's Roadhouse; last Q Logan's EBITDA only .2 million, -95%. http://tinyurl.com/gotp887
Jan 28, 12:10 AM
John Gordon
$MCD: Roger is right on. Turnarounds of legacy orgs, processes & people take more than 3 quarters !. http://seekingalpha.com/a/2a8qk
Jan 27, 10:58 AM
John Gordon
Nothing is wrong at $BOJA. #restaurant IPO price is the high point and will fall after. Think LT, please. http://tinyurl.com/zscd572
Jan 27, 10:47 AM
John Gordon
Implication for #restaurant proformas: leases end after 1 term due to landlord demands for rent. Example: http://tinyurl.com/zmb5vcz
Jan 25, 7:05 PM
John Gordon
Don't be surprised: The storm won't effect the $DNKN Q4 cycle, but $MCD breakfast uptick very likely can. http://seekingalpha.com/n/1tat2
Jan 25, 5:40 PM
John Gordon
$MCD: as NRN just properly noted, reminder that "2 McPick" effect isn't in these SSS numbers. TBD on that. http://tinyurl.com/jeo5fkk
Jan 25, 11:49 AM
John Gordon
$MCD CFO qualifies the $150 G&A 2016 savings target: it is $150M gross but net will be less after other convention and other adds
Jan 25, 11:45 AM
John Gordon
$MCD: hopeful in narrative that markets further along (UK, Australia) getting check. Also that all day bfst in US built check.
Jan 25, 11:37 AM
John Gordon
$MCD CEO: "We like 2 for $2 platform" in the US. Not surprising comment for a 90% franchisor. Some DMAs running higher than $2, tho.
Jan 22, 1:16 PM
John Gordon
$SBUX: Howard is right, NO other restro chains now are doing both strong check and traffic in the Americas! http://cnb.cx/1QjwY7X
Jan 22, 2:16 PM
Buy MCD rather with good breakfast 24/7
Jan 21, 10:38 AM
John Gordon
Weather has a real impact on #restaurants, Maxim Group's Steve Anderson sees $DRI, $TXRH, $DNKN, $PNRA, $CMG at risk. Lost weekend.
Jan 19, 11:37 AM
John Gordon
Many thanks to @wraysearch for publishing my #restaurant M&A wishlist article! Hard to find good #restros. http://bit.ly/1KphT01
Jan 15, 4:44 PM
John Gordon
To be fair to $CMG, the 100-200 bpts of recurring cost will be in 2017, 2016 will be worse as noted at ICR. http://bit.ly/1JPps5q.
Jan 8, 11:00 AM
John Gordon
ICR Confab: 26 public #restros presenting; $DNKN not. Lots of fast casuals ($CMG) and casual diners present.http://bit.ly/1OUz0bc
Jan 6, 10:47 PM
John Gordon
Stephen Anderson at Maxim has clearest/earliest view of reality of $CMG issue as it continues to unfold. http://bit.ly/1PLjyBw
12/29/15
John Gordon
Tighter credit stds. to encourage $DAVE to ditch N. Illinois office designed for prior CEO? (2 HQs !)http://tinyurl.com/htae6wp
12/24/15
John Gordon
Fast casual 2016 analysis: correcting my prior broken link. One segment fits all analysis very suboptimal ! http://bit.ly/1Vd9C5V-
12/24/15
John Gordon
Fast casual 2016 analytical ideas: think (1) IPO effect (2) 2 year comps not 1 yr.(3) CMG traffic migration. http://bit.ly/1Vd9C5V-
12/23/15
John Gordon
Foster #restro experimentation culture: lessons from White Castle; no franchising, slow growth, not public. http://bit.ly/1IrdTRx
12/21/15
John Gordon
$MCD Japan minority stake said to decline: good news if report is true. Long overdue. http://seekingalpha.com/n/1s8yk
12/18/15
John Gordon
Good things at $DRI: great to see the individual brand margin, never displayed under prior administration. http://bit.ly/1IdCHMw
12/16/15
John Gordon
Yogurt shakeout: see good @NRN @jonathanmaze piece;. Kahala acquisition a bad sign; supply overload!. http://bit.ly/1P7SrSA
12/14/15
John Gordon
NPD reports good $MCD news snippets: new users and ticket higher, but doesn't reveal sales or traffic. http://bit.ly/1jYosiS