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Bio: Consumer Analyst at Hedgeye Risk Management

08:26 AM  09/14/18 reply  |  re-tweet

Over the next 12 months if $PLAY (Msgs, Twts) spends $100MM buying stock back and spends $190 million in cap ex it will need to…

04:18 PM  09/10/18 reply  |  re-tweet

RT @HedgeyeIndstrls: TESLA OWNERS If you bought a Tesla in the last few years, did successful investments in shares of $TSLA (Msgs, Twts) stock pay for…

12:29 PM  09/04/18 reply  |  re-tweet

WOW could you imaging is other companies did this! $MCD (Msgs, Twts) $WEN (Msgs, Twts) $DNKN (Msgs, Twts) etc... The asset light models would not be asset…

08:24 AM  08/31/18 reply  |  re-tweet

I'm sorry I thought extreme discounting was going to save $DIN (Msgs, Twts) - Applebee’s Franchisee Misses Goal of Filing Detail…

07:41 AM  08/31/18 reply  |  re-tweet

When the assets light business model is not so asset light! $DNKN (Msgs, Twts) capital spending has increased over 500% in two years!

06:41 AM  08/31/18 reply  |  re-tweet

Today the CEO of the struggling $SBUX (Msgs, Twts) is waking up to find out his newest competitor is the mighty $KO (Msgs, Twts) - good luck with that!

09:03 AM  08/30/18 reply  |  re-tweet

It’s would have been challenging to pick up my mobile order today at the local $SBUX (Msgs, Twts) in NYC with the chairs sill on…

03:09 PM  08/23/18 reply  |  re-tweet

What is happening with $MCD (Msgs, Twts) and food safety... WOW so many issues

01:00 PM  08/23/18 reply  |  re-tweet

RT @QTRResearch: I’ll be talking to @Hedgeye about $TSLA (Msgs, Twts) at 3PM est. Link:

01:58 PM  08/22/18 reply  |  re-tweet

The one and Papa John is talking directly to his peeps with his web site! @PapaJohns $PZZA (Msgs, Twts)…

07:28 AM  08/22/18 reply  |  re-tweet

Must watch TV! $TSLA (Msgs, Twts) @HedgeyeIndstrls @QTRResearch

09:17 AM  08/17/18 reply  |  re-tweet

The level of discounting $MCD (Msgs, Twts) is doing in the AM to revive sales is not good for margins! Why is MCD having so muc…

09:14 AM  08/17/18 reply  |  re-tweet

The level of discounting $MCD (Msgs, Twts) is doing in AM to help sales is troubling! Dear @McD_Truth what are your (franchisee)…

02:51 PM  08/14/18 reply  |  re-tweet

Looks like $KR (Msgs, Twts) is going to make it harder for the branded CPG players to compete in China with the $BABA (Msgs, Twts) deal

01:34 PM  08/14/18 reply  |  re-tweet

Kroger to sell groceries on Alibaba in China - DJ $KR (Msgs, Twts)

09:34 AM  08/13/18 reply  |  re-tweet

In 2011 $DPZ (Msgs, Twts) domestic store count declined by 0.4% and the stock was around $18 its now growing 3% per year and the…

07:11 AM  08/13/18 reply  |  re-tweet

RT @HedgeyeIndstrls: $MHK (Msgs, Twts) - Tired of $TSLA (Msgs, Twts) and short shorts? Join us for a call Tuesday at 2PM on the long case for Mohawk, a great franchi…

09:43 AM  08/10/18 reply  |  re-tweet

Why are Papa John’s sales falling so much? $PZZA (Msgs, Twts)

05:26 PM  08/09/18 reply  |  re-tweet

WOW The CEO of $CHUY (Msgs, Twts) finally got real about his business "may customer counts are down" Unfortunately, TV ads will not help

04:58 PM  08/09/18 reply  |  re-tweet

Don't understand this move: $CHUY (Msgs, Twts) accelerates capital spending on new units and the brand will end 2018 with three…

05:05 PM  08/08/18 reply  |  re-tweet

Definitively not a good trend! $MCD (Msgs, Twts)

05:54 PM  08/07/18 reply  |  re-tweet

John is dooing a voodoo dance.... $PZZA (Msgs, Twts)

05:41 PM  08/07/18 reply  |  re-tweet

This statement is about as believable as Musk taking $TSLA (Msgs, Twts) private! Papa John’s Founder John Schnatter Issues State…

05:03 PM  08/07/18 reply  |  re-tweet

Looks like $PZZA (Msgs, Twts) added to its forward looking statements a debt covenant warning if the trends persists...

05:52 PM  08/06/18 reply  |  re-tweet

Officer TRAVIS Sells 162,740 of DUNKIN' BRANDS GROUP, INC. ($DNKN (Msgs, Twts)) - I was a good run for the Brit!

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