Principal at Pacific Management Consulting Group, Restaurant Analyst and Management Consultant

John A. Gordon is Principal and Founder of Pacific Management Consulting Group, an independent restaurant analyst providing research and niche earnings analysis, management consulting and advisory expertise to those who need to know ... more

ALL CONTRIBUTIONS

E Why Is Restaurant CapEx Spending Assistance To Franchisees On The Upswing?
The recent press about McDonald's US same store sales and remodeling conditions reinforced why the "asset light model" should not be too asset light. In short, it takes money to make money.
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E Implication From Zoe's (ZOES) Acquisition
Zoes (ZOES) was acquired Friday by Cava, a smaller Mediterranean concept, and partners, for 33% over Thursday's closing price. This transaction calls out several factors present now in the restaurant space.
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E Restaurants And Weather: Is It A "Dog Ate My Homework" Excuse?
We hear it all the time on retailer and restaurant earnings calls: the weather hurt. Is it an excuse? They never mention if the weather was too good. One rule does not fit all; brand by brand thinking on weather is required.
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E Restaurant Fundamentals Themes Underway In 2018
The cyclical hope behind restaurant investments hasn’t faded; they are ever investable. But money does not grow on trees, it takes some considerable work to develop one’s portfolio. See 2018 restaurant space themes for the thinking investor.
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E Casual Dining Caution: Is "Labor Lite" Workable?
As conditions at some (but not all) casual dining grow more difficult, the desire to cut costs can miss the mark and turn off even more consumers. See the recent example posed by Red Robin Gourmet Burgers..
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E Much More Restaurant Risk Management Due Diligence Is Required
US restaurant industry trends aren’t following the traditional macroeconomic drivers—employment, disposable income, and GDP are all healthy—but we are not getting our share of spending.
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STOCKS I FOLLOW

ARCO Arcos Dorados Holdings Inc.
BBY Best Buy Co.
BH Biglari Holdings Inc.
BJRI BJ's Restaurants Inc.
BKS Barnes & Noble Inc
BLMN Bloomin' Brands, Inc.
BNHN Benihana Inc.
BOBE Bob Evans Farms Inc.
BWLD Buffalo Wild Wings Inc.
CAKE The Cheesecake Factory Incorporated
CBRL Cracker Barrel Old Country Store Inc.
CMG Chipotle Mexican Grill Inc.
DAVE Famous Dave's of America, Inc.
DENN Denny's Corporation
DIN DineEquity Inc.
DNKN Dunkin' Brands Group Inc.
DPZ Domino's Pizza Inc.
DRI Darden Restaurants Inc.
EAT Brinker International Inc.
FOGO Fogo de Chao
FRGI Fiesta Restaurant Group Inc
FRSH Papa Murphy's Holdings, Inc.
HABT The Habit Restaurants
JACK Jack In The Box Inc.
JMBA Jamba Inc.
LOCO El Pollo Loco
MCD McDonald's Corporation
MDLZ Mondelez International, Inc.
MSSR McCormick & Schmick's Seafood Restaurants Inc.
NDLS Noodles & Company
PBPB Potbelly Corporation
PETM PetSmart Inc
PFCB P.F.Chang's China Bistro Inc.
PLKI Popeyes Louisiana Kitchen, Inc.
PNRA Panera Bread Company
PZZA Papa John'S International Inc.
QSR Restaurant Brands International Inc.
RRGB Red Robin Gourmet Burgers Inc.
RT Ruby Tuesday Inc.
RUTH Ruth's Hospitality Group Inc.
SBUX Starbucks Corporation
SHAK Shake Shack
SONC Sonic Corp.
TXRH Texas Roadhouse Inc.
WEN The Wendy's Company
YUM YUM! Brands Inc.
ZOES Zoe's Kitchen
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TWEETS

LATEST ACTIVITY

John Gordon
More $MCD news: good move. Must attain unit level CAPEX efficiency. https://t.co/zQymm7TJE4...

John Gordon
$MCD: testing cold brew (app. $2.49) in San Diego. Seems ahead of the other burger majors $MCD: testing cold brew (app. $2.49) in San Diego. Seems ahead of the other burger majors $WEN $QSR on coffee platf… https://t.co/d4SfC4B31i less
John Gordon
Another franchisee notes the challenge of 3rd party #restaurant delivery economics and no data sharing. RT: Practic… more
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PERSONAL BLOG

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Work Experience

Principal
Pacific Management Consulting Group
2003 - Present (16 years)

Independent chain restaurant analyst. With a complex analysis and litigation project engagement focus, we are non-consensus, buy side in orientation; we provide deep dive due diligence and complex situation analysis relative to restaurants.

Senior Associate
Booz Allen Hamilton
September 2000 - September 2002 (2 years 1 month)

Worldwide premier Management and Technology Consulting firm, Economic Analysis
Group.

Director of Finance
Navy MWR Division
January 1996 - January 2000 (4 years 1 month)

Responsible for all aspects of financial management, including financial planning and analysis, operational budgeting, treasury and investments, field and HQ accounting, and capital budgeting, for 140 plus field entities throughout the world. Worldwide franchisor and franchisee of diverse food service and other lines of business.

Education

Indiana University–Purdue University Indianapolis
BS
1975 / 1982
Business

Publications