Category: Investor Briefs

RR StockSense

• While relatively weak sector performance over the last 30 days is notable given loosening government restrictions, it may reflect the expiration of stimulus benefits which provided a tailwind over the previous 3 months.
• In any case, the tech sector’s performance (Olo, PAR Tech & Grubhub) was propelled by Olo’s post IPO strength.

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1Q:21 Investor Call Analysis

• Results for 1Q21 were very positive as the industry slowly, but surely gets back to normal.
• Off-premise seems able to retain elevated sales levels even as the sit-down business returns.
• An acceleration in digital adoption is not only improving convenience, but also operator efficiency.
• Labor & food inflation continue to be a major concern.

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