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Summary of Q4 Restaurant Conference Calls
Doing the work so you don’t have to!
Mar 14
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Investing 501
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Summary of Q4 Restaurant Conference Calls
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February 2024
One Hour Analysis: Driven Brands Holdings ($DRVN), Road Kill or Road to Redemption?
Driven Brands Holdings Inc. (DRVN) – $13.46 Huck Looking for Investment Ideas THE AUTOMOTIVE CARE INDUSTRY Driven Brands operates in an industry that…
Feb 25
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One Hour Analysis: Driven Brands Holdings ($DRVN), Road Kill or Road to Redemption?
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January 2024
Rocky Mountain Chocolate Factory. CEO Fired,WTF??? Robert, We Hardly Knew Ye.
CEO was fired on Friday, January 26th, within hours after we had a zoom call with him.
Jan 30
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Investing 501
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Rocky Mountain Chocolate Factory. CEO Fired,WTF??? Robert, We Hardly Knew Ye.
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Rocky Mountain Chocolate Factory ($RMCF) Summary of Call with CFO Allen Arroyo.
A Couple of New Insights
Jan 19
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Rocky Mountain Chocolate Factory ($RMCF) Summary of Call with CFO Allen Arroyo.
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December 2023
Highlights from Darden Restaurants' Q2 '23 Conference Call
Same as it ever was, same as it ever was- Talking Heads
Dec 18, 2023
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Highlights from Darden Restaurants' Q2 '23 Conference Call
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One Hour Analysis: Is Rocky Mountain Chocolate Factory Management High? $RMCF
New Management + New Board + New Strategy Is Intriguing, But The Turnaround Will Probably Take Longer Than Most Investors' Investment Horizon
Dec 8, 2023
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One Hour Analysis: Is Rocky Mountain Chocolate Factory Management High? $RMCF
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Takeaways From McDonald's Investor Day
The Moat Gets Bigger
Dec 7, 2023
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Investing 501
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Takeaways From McDonald's Investor Day
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November 2023
Summary of Q3 Public Restaurant Conference Calls
Main Themes Commodity Inflation is moderating significantly. Beef prices are expected to continue to increase 4-6% All other commodities are expected to…
Nov 18, 2023
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Summary of Q3 Public Restaurant Conference Calls
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September 2023
Dave & Buster’s Entertainment ($PLAY) Management Sees Potentially $1B+ in Incremental EBITDA in 2025, Will Investors? One Hour Analysis
In the past, we have been skeptical of Dave & Buster’s ability to grow profitably. However, in the last year the company acquired Main Event (merger…
Sep 15, 2023
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Dave & Buster’s Entertainment ($PLAY) Management Sees Potentially $1B+ in Incremental EBITDA in 2025, Will Investors? One Hour Analysis
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August 2023
NOODLES & COMPANY ($NDLS) – Time to Grow or Time to Sow?
THE COMPANY The concept is differentiated, serving (at more than 461 locations) a wide variety of noodles, pasta, soups, salads and appetizers at lunch…
Aug 2, 2023
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NOODLES & COMPANY ($NDLS) – Time to Grow or Time to Sow?
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May 2023
MARCH QTR CONFERENCE CALLS (OVER 35 IN TWO WEEKS!) – YOUR TIME IS VALUABLE SO WE BOIL IT DOWN FOR YOU – OUR SUMMARY, ALONG WITH SUPPORTING…
PROLOGUE: We have always believed that the best long-term investments in the restaurant/franchise/retail industries result from quality management teams…
May 17, 2023
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Investing 501
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MARCH QTR CONFERENCE CALLS (OVER 35 IN TWO WEEKS!) – YOUR TIME IS VALUABLE SO WE BOIL IT DOWN FOR YOU – OUR SUMMARY, ALONG WITH SUPPORTING DETAILS
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April 2023
DARDEN RESTAURANTS’ CONFERENCE CALL – WRITING THE BOOK IN CASUAL DINING
Darden Restaurants is a Master Class in Restaurant Operations
Apr 4, 2023
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DARDEN RESTAURANTS’ CONFERENCE CALL – WRITING THE BOOK IN CASUAL DINING
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