Mr Analyst, they are actively pushing MD because of low minimum wage. Why don't you check that one for starters. Then watch out - after all states above Zoes will up the wage the rest will follow in no time. Do you understand they already projected lower store level margins for the next year, guess why.
With low store level margins in in low wage states those stores have no chance of survival in the top markets.
Me / Radio Shack? How do you come up with this gibberish over and over again? Must be competing with warp
And no Happy New Year for me? Grandpa, I will have to torture you all yearlong and I will take whatever left, cause this story isn't over.
But Sybil loves Putin and Palastinians
i already called 2 rabbis to pray for that pig to get a cancer.
new fancy pile of the same old garbage designed to transfer Morgan Stanley recently acquired from insider shares on the know nothing bagholders
Question: How should you value the restaurants?
Answer: Cash flow from operations multiple is the only reliable way not to lose your hard money.
For every dollar of sales:
CMG produces 17 cents of free cash flow from operations
PNRA 15 cents
NDLS 12 cents
PBPB 10 cents
Noodles and Potbelly are two companies with regularly decreasing AUVs on my list.
AUV is 12 months trailing Average Unit Volume - the most important metric used by the analysts.
But, to be fair NDLS is ahead everyone in "the growth" of the following lines on the operating statement:
With massive increases in minimum wage rates coming from many NDLS heavy states starting Jan 1, 2015 NDLS operating margins are set to shrink even if AUVs manage to stop falling.
are u a paper tiger?
because what else.
btw, have i articulated it well enough for u to comprehend? cause your bud trendy pensioner is having troubles with me, but i will train him later.
Stock is somewhat top heavy here. I expect much slower growth rates from here and I am not sure how successful they will be in the brand new line of biz they are trying to develop because that category is very crowded already. I guess the chart is reflecting what "I see". Maybe.
I recommend picking the worst companies in the sector and shorting them on the spikes that always come after bad quarterly results.
Nothing is baked in at this point IMO. I see overhyped weak concept that is flying very high on poor metrics and insider PE that wants out of the stock ownership. Stock is holding because of the layer of retail shorts around $28 and $25-$26 levels.
lots of chains will fold within next two years. u should short them, but it requires detailed knowledge of the sector.
i also recommend playing debit spreads OTM - further OTM and if you are too early you may dump leg with debit and walk away sometimes. Totally appropriate for someone with less than 100% vision.
thanks sybil. can u read financials, operating statements and that kind of crop? i doubt it.