John Gordon | TalkMarkets | Page 1

John Gordon

Principal at Pacific Management Consulting Group, Restaurant Analyst and Management Consultant
Contributor's Links: Pacific Management Consulting Group
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
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1 to 16 of 16 Posts
McDonald’s Franchisee Economic Conditions: It’s Complicated
Tuesday, December 8, 2020 12:11 PM EDT
Last week, a wave of complaints emerged in the US McDonald franchisee community when the franchisor notified franchisees that a series of new fees and subsidy cuts would be initiated in 2021
In this article: MCD
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Restaurant Delivery And Meatless Initiatives: Is It Really Incremental?
Monday, July 22, 2019 2:28 AM EDT
In the restaurant space, delivery and "meatless" consumer demand and restaurant initiatives are making for much "numbers noise". The investor must discern what the numbers really mean, and what is really incremental and to whom.
In this article: CMG, DPZ, DRI, MCD, BJRI, JACK, PZZA, SHAK, QSR
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Restaurants: What Has To Be Fixed In 2019?
Friday, December 28, 2018 4:50 PM EDT
Restaurants continue to be a tough business: you build the box and hope that they will come, and you hope to offer the right kitchen replacement/entertainment factors. Three organizational, people and strategic issues must be fixed in 2019.
In this article: CMG, PZZA, SBUX, DRI
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Why Is Restaurant CapEx Spending Assistance To Franchisees On The Upswing?
Friday, October 12, 2018 2:00 AM EDT
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.
In this article: SONC, DPZ, THI, DNKN, PNRA, SBUX, WEN, YUM, MCD, QSR
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Implication From Zoe's (ZOES) Acquisition
Friday, August 17, 2018 6:38 PM EDT
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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Restaurants And Weather: Is It A "Dog Ate My Homework" Excuse?
Friday, April 20, 2018 12:35 AM EDT
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.
In this article: DPZ, DAVE, DNKN, SONC
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Restaurant Fundamentals Themes Underway In 2018
Sunday, February 18, 2018 9:01 PM EDT
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.
In this article: CMG, DRI, MCD, CAKE
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Casual Dining Caution: Is "Labor Lite" Workable?
Sunday, January 21, 2018 9:01 PM EDT
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..
In this article: RRGB Also: DRI
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Much More Restaurant Risk Management Due Diligence Is Required
Monday, November 27, 2017 4:58 AM EDT
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.
In this article: CMG, DRI, MCD, WEN, BWLD, SONC, NDLS, FRGI
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The Effects Of Delivery Upon Restaurant SSS And Traffic Comps
Thursday, October 5, 2017 11:30 AM EDT
As restaurants develop deeper into catering and delivery, the oft-held view that restaurants must generate positive traffic becomes more unrealistic. the goals is sales.... and profit flowthrough. Traffic can't be taken to the bank.
In this article: DRI, PNRA, SBUX
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Restaurant Delivery Economics: What Could It Be?
Thursday, August 3, 2017 5:34 PM EDT
Delivery is the opportunity du jour and potential catalyst in the restaurant space. How could the store economics work?
In this article: TXRH, QSR Also: DPZ, MCD, PZZA, APRN, AMZN
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Why Are Restaurants Talking About Weather?
Wednesday, May 10, 2017 4:19 PM EDT
When publicly traded restaurants talk about weather in their earnings calls, they are doing it to answer endless questions about the same store sales comp. The same store sales mania is counterproductive for both companies and investors.
In this article: EAT, CAKE, DFRG, DPZ, DNKN, PNRA
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What Will Happen In Restaurants In 2017?
Wednesday, January 4, 2017 2:55 PM EDT
What happened in the restaurant space in 2016 and what does it mean for 2017?
In this article: CAKE, HABT, PNRA, RUTH, SBUX, SHAK, TXRH, ZOES, DAVE, FOGO, FRGI, NDLS, QSR
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Restaurants And Activists
Thursday, September 29, 2016 4:15 PM EDT
Wall Street activists are often attracted to restaurants.
In this article: CMG, DRI, MCD, WEN, YUM, BOBE, BWLD, JACK
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Restaurant Recession? Just The Facts
Tuesday, August 23, 2016 5:05 PM EDT
The restaurant industry remains investable and vibrant, there are strong building new concepts and highly differentatiated concepts that will provide a pathway for the future.
In this article: MCD, CAKE, PNRA, SBUX
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Restaurants: Recognizable Realities In 2015
Tuesday, January 5, 2016 11:21 PM EDT
The restaurant space slogged it out in 2014. Finally, with meaningful wisps of economic recovery seen in Q4 and more disposable income running in the system, hope of discretionary spending is seen.
In this article: EAT, CMG, DIN, DRI, MCD, WEN, BOBE, DENN, BLMN, LOCO, HABT, SHAK, FRSH, ZOES, QSR, NDLS, PBPB
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1 to 16 of 16 Posts