Bubble Monitor - NoBullEconomics

This Week in Summary 9/30/2022

Check out our new corporate insights for this week!

Wingstop’s solution to solving inflation.

Impending rate hikes…

Europe & USA Natural Gas Fiasco

Baltic Dry shipping index’s -45%

2Q22 S&P 500 revenues continued their rebound from covid lows, benefitting from price hikes designed to help offset inflationary pressures.

Investors do well to keep a close eye on the unit-level financial performance of the franchise system.

2Q22 Results Are In…

Stressed results reflect Chili’s inability to pass along its inflated input costs to a cash-strapped low-income consumer.

Value is going to mean different things for different income levels in terms of product types & channels.