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Bio: Consumer Analyst at Hedgeye Risk Management

07:38 AM  07/16/18 reply  |  re-tweet

The next article @SitkaWriter writes about $PZZA (Msgs, Twts) will be the sale of his controlling interest in the company.. Joh…

09:58 AM  07/13/18 reply  |  re-tweet

I agree $PZZA (Msgs, Twts) will be sold in 2018 and the list of potential acquirers is long!

09:53 AM  07/13/18 reply  |  re-tweet

The next item you will add to this list is "$PZZA (Msgs, Twts) considering strategic options to create shareholder value"

09:09 AM  07/13/18 reply  |  re-tweet

I suspect that Roark would buy $PZZA (Msgs, Twts) before they would buy $CAKE (Msgs, Twts)...

09:06 AM  07/13/18 reply  |  re-tweet

Going to $MCD (Msgs, Twts) today for free fries and burger for only a $1 today! How can franchisees make $$ with extreme discounting?

09:03 AM  07/13/18 reply  |  re-tweet

Roark could work wonders with the $PZZA (Msgs, Twts) assets. Also, is $DRI (Msgs, Twts) going to buy PF Changs?

09:24 AM  07/12/18 reply  |  re-tweet

I'm guessing $PZZA (Msgs, Twts) is now a much clearer takeout play... Next stop $70++++

11:13 AM  07/11/18 reply  |  re-tweet

The ex CEO of $PZZA (Msgs, Twts) needs to sell the company and move on... lots of buyers for restaurant assets especially those…

07:16 AM  07/09/18 reply  |  re-tweet

They are turning the concept into Baskin Robbins.... just awful! $SBUX (Msgs, Twts)

03:40 PM  07/06/18 reply  |  re-tweet

The Starbucks exodus continues as the ethics chief is the latest top exec to leave company via @nypost $SBUX (Msgs, Twts)

11:44 AM  06/28/18 reply  |  re-tweet

I’m wondering if the founder of $SBUX (Msgs, Twts) knew the CFO was leaving the company when he told @jimcramer to buy the stock b/c it was cheap?

09:11 AM  06/28/18 reply  |  re-tweet

The $SBUX (Msgs, Twts) activist case is building fast...

09:09 AM  06/28/18 reply  |  re-tweet

WOW $SBUX (Msgs, Twts) CFO leaving

03:13 PM  06/25/18 reply  |  re-tweet

The same holds true for $HAIN (Msgs, Twts) the numbers never added up now the CEO is leaving.. Investors who paid attention to…

12:43 PM  06/25/18 reply  |  re-tweet

The Cheesecake Factory's new restaurant is going to be called Social Monk Asian Kitchen via @foodandwine $CAKE (Msgs, Twts)

09:01 AM  06/25/18 reply  |  re-tweet

FYI - $HAIN (Msgs, Twts) looks for a new beginning after under-performing the S&P 500 by a staggering 98.6% over the last 5 year…

08:16 AM  06/25/18 reply  |  re-tweet

All this does is increase complexity and is s distraction from the core business of selling burgers and fry's! $MCD (Msgs, Twts)…

07:50 AM  06/25/18 reply  |  re-tweet

WOW CEO of $HAIN (Msgs, Twts) is out! ...announces a succession plan without having a successor... sounds like the business is a disaster!

06:49 AM  06/25/18 reply  |  re-tweet

Will two bad businesses make one good business? $KHC (Msgs, Twts) $CPB (Msgs, Twts) This would only be financial engineering at its best, bec…

11:58 AM  06/20/18 reply  |  re-tweet

The Jurassic World reviews on Rotten Tomatoes are almost as bad as Izzy Gets F*ck Across Town and $PLAY (Msgs, Twts) is betting…

05:17 PM  06/19/18 reply  |  re-tweet

OMG $SBUX (Msgs, Twts) now has negative SSS in China.... Just ask $YUM (Msgs, Twts) how that worked out for them!

05:07 PM  06/19/18 reply  |  re-tweet

The doubling down on China will be a big problem for $SBUX (Msgs, Twts)

05:05 PM  06/19/18 reply  |  re-tweet

On the last earnings call $SBUX (Msgs, Twts) the talked about the acceleration of SSS in April to 3% and they ended the quarter…

04:57 PM  06/19/18 reply  |  re-tweet

Stop talking about Roastery's $SBUX (Msgs, Twts)

04:54 PM  06/19/18 reply  |  re-tweet

The first cut in the growth rate of new stores will not be the last for $SBUX (Msgs, Twts) ... The new strategic priority did not go deep enough

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