Mike Halen

@mikehalen

Father. Bloomberg Intelligence Restaurant Analyst/Stock Guru. Hoya. Proudly blocked by . RTs are not endorsements & all opinions are my own.

Vrijeme pridruživanja: prosinac 2010.

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  1. Prikvačeni tweet
    4. stu 2019.

    Kempczinski is taking over a well oiled machine and we expect continued strong results in the near-term. The firing of Steve Easterbrook, arguably the best CEO in the restaurant industry, does add a level of uncertainty to McDonald's long-term outlook, however

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  2. prije 5 sati
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  3. proslijedio/la je Tweet

    Here's Yum China on virus impact

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  4. proslijedio/la je Tweet
    5. velj

    This should be regulated and rendered illegal: Grubhub, DoorDash rush to add restaurants. Customers and drivers pay the price

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  5. 5. velj

    This kinda stuff belongs on Seeking Alpha

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  6. 5. velj

    Why would you look at a restaurant chain that is refranchising stores on an EV to sales basis? Oh that's right, you wouldn't.

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  7. 4. velj

    Wendy's breakfast coming March 2, likely paired with aggressive QSR industry discounting. The Breakfast Baconator and vanilla Frosty-ccino were 🔥 but the rest of the menu was meh

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  8. proslijedio/la je Tweet

    Wendy's has a date for its breakfast: March 2.

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  9. 3. velj

    Buck and Aikman have no idea that Damian Williams is wearing Air Jordan 1s

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  10. proslijedio/la je Tweet
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  11. 31. sij

    I seriously doubt Carrols is tracking all their customers across brands and there are too many variables in this business to KNOW that Popeyes is hurting BK. Sounds like something their Equity Capital Markets team came up with

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  12. 31. sij

    Should I try to buy Luckin in my PA? Maybe I can get compliance to sign off on it since its a really a tech company

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  14. 29. sij

    My favorite part of the earnings call, and I'm paraphrasing, was when management said that more than half of China's stores were already closed but at least they'll have easy comps next year

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  15. 20. sij

    Imagine making the probowl only to find out it's in Orlando

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  16. proslijedio/la je Tweet

    90% of Domino's 800 U.S. franchisees started as a driver, hourly worker or pizza maker inside a restaurant.

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  17. proslijedio/la je Tweet

    Because it’s a fad? Because its operations are already too complex? Because it would be far better off improving its chicken sandwich?

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  18. proslijedio/la je Tweet

    Beyond Meat and McDonald’s announce plant burger test expansion (still just in Canada, though)

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  19. proslijedio/la je Tweet
    8. sij

    First it was burgers. Now plant-based startups are coming for the nugget — but chicken is a much tougher challenge.

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  20. proslijedio/la je Tweet
    7. sij
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  21. proslijedio/la je Tweet
    7. sij

    Impossible Foods unveils new pork, sausage products at CES 2020 via : if your food is "unveiled" at a consumer electronics event, do not eat it

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