EPISODE · Aug 30, 2018 · 53 MIN
Hedgeye Webcast: The Big Winner (And Loser) Stocks In The Restaurant Industry
from Hedgeye Podcasts · host Hedgeye Risk Management
Veteran Hedgeye Restaurants analyst Howard Penney is joined by Restaurants journalist Jonathan Maze, Executive Editor with Restaurant Business Magazine to discuss the big winners and losers.Join us for a special, in-depth investing discussion highlighting key Restaurant industry trends and the companies best positioned for success (as well as failure).DISCUSSION TOPICS INCLUDE:What is the health of the overall restaurant industry?How is the trend toward delivery impacting restaurant stocks?Is Chipotle in the “early innings of one of the greatest turnarounds you will see in the restaurant space"?Is McDonald’s still a favorite Hedgeye short call?What’s next for beleaguered Papa John’s (PZZA)?Takeaways on the casual dining space (examples include DRI, TXRH, CAKE, BLMN, DIN)
What this episode covers
Veteran Hedgeye Restaurants analyst Howard Penney is joined by Restaurants journalist Jonathan Maze, Executive Editor with Restaurant Business Magazine to discuss the big winners and losers.Join us for a special, in-depth investing discussion highlighting key Restaurant industry trends and the companies best positioned for success (as well as failure).DISCUSSION TOPICS INCLUDE:What is the health of the overall restaurant industry?How is the trend toward delivery impacting restaurant stocks?Is...
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Hedgeye Webcast: The Big Winner (And Loser) Stocks In The Restaurant Industry
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