Phil Mangieri

Papa John’s 2024 Abbreviated Report

Papa John’s 2024 Abbreviated Report

Papa Johns’ brand positioning emphasizes: long standing “Better Ingredients. Better Pizza. Papa Johns” messaging; menu innovation; digital strength; and effective marketing. While Papa Johns is executing around a solid strategy, its upscale positioning may have to wait for an economic recovery before it regains traction.

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Papa John’s 2024

Papa John’s 2024

Papa Johns’ brand positioning emphasizes: long standing “Better Ingredients. Better Pizza. Papa Johns” messaging; menu innovation; digital strength; and effective marketing. While Papa Johns is executing around a solid strategy, its upscale positioning may have to wait for an economic recovery before it regains traction.

read more
IDR Unit Economics 2024 Abbreviated Report

IDR Unit Economics 2024 Abbreviated Report

RR’s Unit Economic Report provides: (1) FYE 2023 unit-level AUV along with COGs, labor, royalty, advertising, other operating and EBITDAR margin estimates for 46 chains; (2) a 5-year history of unit economic performance; (3) an analysis of food and labor cost drivers; (4) leverage ratio ranges from RR’s annual lender survey; (5) franchisee G&A & rent data; and (6) an overview of minimum wage trends.

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IDR Unit Economics 2024

IDR Unit Economics 2024

RR’s Unit Economic Report provides: (1) FYE 2023 unit-level AUV along with COGs, labor, royalty, advertising, other operating and EBITDAR margin estimates for 46 chains; (2) a 5-year history of unit economic performance; (3) an analysis of food and labor cost drivers; (4) leverage ratio ranges from RR’s annual lender survey; (5) franchisee G&A & rent data; and (6) an overview of minimum wage trends.

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PepsiCo 2QFY24: Waiting on a Rebound

PepsiCo 2QFY24: Waiting on a Rebound

Pepsi reported that price-conscious U.S. consumers are looking for more value, and even higher-income consumers are skipping out on expensive restaurants & adjusting to more affordable places to eat or staying at home (creating their own entertainment moments or fun moments at home). While consumers are cautious, they are willing to spend when they see value & will compromise on their decisions.

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Levi Strauss & Co 2QFY24: Strong Sales Driven by Women’s Segment

Levi Strauss & Co 2QFY24: Strong Sales Driven by Women’s Segment

Levi’s global women’s business delivered +22% y/y growth during the quarter in its direct-to-consumer (DTC) channel (strategic focus). Management reported domestic market share gains, with growth in its women’s denim bottoms (#1 in the U.S.) & in its key youth target group of 18- to 30-year-olds, while maintaining its dominant leadership position in men’s.  

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American Outdoor Brands 4QFY24: +10% Sales Growth Driven by Shooting Sports & New Product Innovation

American Outdoor Brands 4QFY24: +10% Sales Growth Driven by Shooting Sports & New Product Innovation

American Outdoor Brands reported +3% growth in full-year FY24 shooting sports category sales (solutions for target shooting, aiming, safe storage, cleaning & maintenance as well as personal protection) despite a -5% decline in background checks helped by strong 4Q results. Sales also benefit from the company’s ability to clear out some slower-moving inventory in the personal protection category. 

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Lowe’s Investor Presentation

Lowe’s Investor Presentation

While 2Q24 weather challenges have pressured seasonal category sales, DIY continues to improve while appliance unit sales are beginning to rebound (particularly refrigerators & freezers) with less promotional activity expected during 2H24. The Pro category is expected to continue generating strong results & Lowe’s expects to deliver positive FY24 comps.

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Conagra 4QFY24: Overall Sales Decline Despite Frozen Meal Rebound

Conagra 4QFY24: Overall Sales Decline Despite Frozen Meal Rebound

Conagra reported that a significant boost in optimism is driving higher demand for frozen meals & convenience from consumers who had been previously focused on make-from-scratch value meals & leftovers. Notably, the company’s frozen meal business has enjoyed a +4% compound annual growth rate over the last 40 years, representing the strongest grocery category. However, its foodservice segment sales continue to struggle along with depressed restaurant traffic.  

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