Encouraging comp recovery trends with: QSR doing more than holding its own; chicken chains continuing to amaze; pizza perfectly suited for circumstances; and sit-down better than expected. Also included is some good news from Starbucks China. Finally, we include executive summaries for McDonald’s and Wendy’s.
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This issue of the RR Insights Journal includes: Franchise Finance Perspectives – a compilation of answers to topical questions; Quantifind’s coronovirus social media chatter tracking; executive summaries for Chili’s, Jack in the Box & Jimmy John’s reports.
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• While restaurant stocks have tumbled in what seems like a freefall, it is useful to remember the very long running melt-up that preceded our current situation.
• As evident by the table below, all of the $1B+ chain restaurant stock prices remain significantly higher than the low (from 2011 – 2020).
• Further, the valuation models following suggest it may be reasonable to believe that current prices maybe close to a fair value bottom (assuming no EBITDA for 2020).
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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2020 Remodel Report Conclusion; Quantifind’s QSR Brand Sentiment Rank; OG’s fiscal 2Q20 summary; Wingstop executive summary; BWW executive summary.
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