digital

The Trans Human Restaurant Operator

The Trans Human Restaurant Operator

Yum! highlighted during a recent analyst day presentation how its strategy to acquire proprietary tech companies provides a key advantage relative to competitors who must rely on commoditized solutions from third parties.

read more

2Q20 Investor Call Summary & Analysis

Hopefully the trough of a shocking Black Swan event, 2Q20 gave us an average comp decline of -15.4% for 23 $1B+ chains under coverage. Notably, there was a very wide dispersion of results with a comp high of +32% (Wingstop) all the way to a low of -59% (IHOP) as consumers decidedly shifted away from dine-in to low-contact off-premise solutions.

read more
Become a Member
No Bull Economics
Restaurant Research

Email Sign-up

Digital Marketing Opportunities
Restaurant Research

A Restaurant Research LLC Company