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Bio: Consumer Analyst at Hedgeye Risk Management

06:56 PM  12/13/18 reply  |  re-tweet

Oh you mean they need to actually operate restaurants? $DIN (Msgs, Twts)

06:32 PM  12/13/18 reply  |  re-tweet

Exactly... if Uber is going public they need $SBUX (Msgs, Twts) as a “client” for the IPO storytelling

04:44 PM  12/13/18 reply  |  re-tweet

Every restaurant company that rolls out delivery talks about a higher ticket, but cant tell you how its incremental. $SBUX (Msgs, Twts)

04:36 PM  12/13/18 reply  |  re-tweet

I go to $SBUX (Msgs, Twts) all the time and my decision to go is never base on the company cleaning the store..

04:32 PM  12/13/18 reply  |  re-tweet

Cleaning the store in the Afternoon is driving $SBUX (Msgs, Twts) traffic lower? huh? WOW that is a new excuse

04:27 PM  12/13/18 reply  |  re-tweet

The message from $SBUX (Msgs, Twts) today -FY19 below average year and them its off to the races...

04:24 PM  12/13/18 reply  |  re-tweet

The new $SBUX (Msgs, Twts) model

04:11 PM  12/13/18 reply  |  re-tweet

Now the CFO of $SBUX (Msgs, Twts) just brought down China SSS guidance

04:10 PM  12/13/18 reply  |  re-tweet

New CEO of $SBUX (Msgs, Twts) just brought down long term guidance

04:07 PM  12/12/18 reply  |  re-tweet

RBC spreading false rumors about $CRON (Msgs, Twts) today... I’m standing in the @PeaceNaturals facility looking at an an amazi…

11:26 AM  12/09/18 reply  |  re-tweet

RT @HedgeyeCannabis: CRON (A Hedgeye "Best Idea") | Altria Investment Confirmed via @hedgeye $CRON (Msgs, Twts) #potstocks #can…

11:43 AM  12/07/18 reply  |  re-tweet

Another important Friday in the history of Marlboro. $MO (Msgs, Twts) This one is a little different but also significant impl…

08:38 AM  12/07/18 reply  |  re-tweet

#Boom $CRON (Msgs, Twts) $MO (Msgs, Twts)

08:13 AM  12/07/18 reply  |  re-tweet

Good news for $DFRG (Msgs, Twts) - "Del Frisco's will maintain an open and active dialogue with its shareholders, including Enga…

07:54 AM  12/07/18 reply  |  re-tweet

Congrats @mgorenst on an amazing deal with $MO (Msgs, Twts) $CRON (Msgs, Twts)

07:45 AM  12/07/18 reply  |  re-tweet

Need to rework this math now! $CRON (Msgs, Twts) $APAH (Msgs, Twts)

07:42 AM  12/07/18 reply  |  re-tweet

Altria to invest C$2.4 billion in Canadian cannabis company Cronos..... $MO (Msgs, Twts) $CRON (Msgs, Twts) .... Does anybody remember Marlb…

06:49 AM  12/07/18 reply  |  re-tweet

The $SBUX (Msgs, Twts) exodus continues.. Another Starbucks manager leaves, this time for a startup via @PSBJ

02:47 PM  12/06/18 reply  |  re-tweet

Yes $DFRG (Msgs, Twts) will bought soon... Worth $14

01:55 PM  12/06/18 reply  |  re-tweet

This move makes me think the activist has a buyer lined up to buy $DFRG (Msgs, Twts) at $14. Lots of people want to own the Dou…

09:19 AM  12/06/18 reply  |  re-tweet

The management team of $DFRG (Msgs, Twts) should be reaching out to Engage and thanking them! The stock is worth $10++ and the…

11:58 AM  12/05/18 reply  |  re-tweet

It’s actually says they are lawyering up because they know how much trouble they are in! $APAH (Msgs, Twts) @TheFlaBar can’t be…

10:33 AM  12/04/18 reply  |  re-tweet

Love this line from the $SHAK (Msgs, Twts) CFO on delivery "burgers and fries were not meant to be eaten 30 minutes after it has…

11:41 AM  12/03/18 reply  |  re-tweet

Looks like Florida #cannabis "super" lawyer @BCobblaw is involved in a Cannabis shell game with $APHA (Msgs, Twts). Poor…

09:08 AM  11/30/18 reply  |  re-tweet

My conviction on the $DIN (Msgs, Twts) / Casual dining short call just went up exponentially with this BS promotion from…

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