RR’s Finance & Valuation report is based on survey responses (equally weighted) from 52 finance companies including traditional cash flow franchise lenders, sale leaseback companies, SBA lenders, equipment finance companies and financial consultants/advisors.
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As delivery mix grows for the industry, stakeholders must understand that different accounting treatments have the potential to distort line items on the P&L, making it more difficult to analyze unit level economics on an apples-to apples basis. Also, stakeholders must understand how the different delivery arrangements with DSPs impact unit-level profitability.
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2020 Ad Spend Report Conclusion – spending shift from traditional to social media; What to do with Millennials that want to save more; Quantifind’s FSR Brand Sentiment Index; Denny’s 4Q19 Comment about the consumer; Sonic – RR Executive Summary; Dunkin’ – RR Executive Summary.
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Current results, which increased +20 bps y/y, were driven by strength in the 25-34 age demo. Overall results also benefit from less plans to curtail eating-out (i.e there is less overall negativity).
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Key Points from 4Q19 results through 2/7/20.
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Solid 4Q Outlook Improves Further; FSR follows QSR with Plant Protein & Pivots to Premium; 1Q:20 GDP Growth Outlook off to a Good Start; Lower Beef & Turnover Helps with Cost Inflation; Valuation Index Turns Bullish; Buyouts Continue to Support Remaining Restaurant Stocks; Cap Rates Fall to Lowest Level Since 2008
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Wingstop enjoys strong brand positioning around: cooked-to-order chicken wings (in a deep fryer without the use of heat lamps or microwaves) that are hand-sauced & tossed in a choice of 11 flavors ranked by heat; and great access with a 75% take-out mix. Essentially, Wingstop is the first chain to translate wings into a fast-food experience.
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Buffalo Wild Wings (BWW) enjoys a unique positioning as the only national sports grill & bar concept (core brand equity around wings, beer & sports) where guests can enjoy a social, immersive and interactive sports experience that replicates a stadium experience (which can’t be duplicated at other wing chains like Wingstop).
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