Sales are Rebounding from April Lows; Declining Free Delivery Offers; Government Assistance Finally Kicks In; Lower Commodity Costs Helping Margins; Franchisee Valuations are Less Bearish, but QSR and FSR Outlooks Diverge; Stocks Rebound Sharply After March Free Fall; 1031 Transaction Volume Declines Sharply Despite Stable Cap Rates.
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Gauging A Sales Rebound; Half the Chains Are Offering Free Delivery; Government Help is On the Way; Lower Demand = Easing Commodity Costs; M&A Activity on Hold; Stocks Resume Free Fall Amid Shut-Down; Cap Rates Stable for Now
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Solid Fundamentals, A Lot of Fear; 4Q:19 Sales Results Best Since 1Q:12; FSR Pushing Value, QSR Pushing Incremental Add-Ons; 1Q GDP Growth Outlook Looks Good for Now; Lower Beef & Chicken Help Commodity Costs; Valuation Index Turns Down; More Data to Quantify Virus Risk Would Be Nice; Investor Caution Sparks Sharp Rise in Cap Rates.
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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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Solid 4Q comp outlook; QSR & FSR value efforts continue zig zagging; 4Q GDP growth outlook rebounds; Food & labor costs escalate further; Valuation Index pressured by cost concerns; Flat RR Index underperforms.
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