EPISODE · Sep 30, 2022 · 49 MIN
Breaking Down the Restaraunt Industry with Bloomberg's Best
from Avory - Markets and Investing · host Sean Emory from Avory and Co.
We brought on Michael Halen the senior restaurant analyst at Bloomberg. Our goal was to have a discussion about the restaurant industry to gauge trends in the space. 1. How to breakdown the industry 2. Trends in the space 3. How inflation is creating demand for automation 4. Emerging brands. 5. More This is a must listen! Michaels Podcast: Choppin it up Michael Halen Twitter: https://mobile.twitter.com/mikehalen 0:00 Opening 2:25 Michael Halen's background 3:45 Intro to the restaurant industry 8:20 Margins by segment 13:00 Brand value and digital 15:50 Bloomin Brands inflecting 19:00 Unit economics 22:18 Current trends 30:30 Automation trends (Chipotle Chippy) 39:20 Digital trends buildings moats and relationships 43: Emerging brands 46:20 Outro _______ Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place. Listeners and viewers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page #InsideScoop #Inflation #Economy
What this episode covers
We brought on Michael Halen the senior restaurant analyst at Bloomberg. Our goal was to have a discussion about the restaurant industry to gauge trends in the space. 1. How to breakdown the industry 2. Trends in the space 3. How inflation is creating demand for automation 4. Emerging brands. 5. More This is a must listen! Michaels Podcast: Choppin it up Michael Halen Twitter: https://mobile.twitter.com/mikehalen 0:00 Opening 2:25 Michael Halen's background 3:45 Intro to the restaurant industry 8:20 Margins by segment 13:00 Brand value and digital 15:50 Bloomin Brands inflecting 19:00 Unit economics 22:18 Current trends 30:30 Automation trends (Chipotle Chippy) 39:20 Digital trends buildings moats and relationships 43: Emerging brands 46:20 Outro _______ Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place. Listeners and viewers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page #InsideScoop #Inflation #Economy
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Breaking Down the Restaraunt Industry with Bloomberg's Best
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