@HedgeyeFood Avatar @HedgeyeFood Bennett Cheer

Bennett Cheer posts on X about $cmg, $sbux, $eat, $wing the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 69.64% cryptocurrencies 18.75% finance 8.04% technology brands 1.79% countries 1.79%

Social topic influence $cmg #362, $sbux #586, $eat 7.14%, $wing 6.25%, $sg 6.25%, $mcd 6.25%, $qsr 6.25%, $cava 3.57%, $yum 3.57%, $shak 3.57%

Top accounts mentioned or mentioned by @hedgeye @howardwpenney @keithmccullough @timhortons @hedgeyehwp @hedgeyedj @hedgeyefins @popeyes @wendys @michaelkudrna @hedgeyefig @firstwatch @hedgeyecom @hedigitalassets @hedgeyestaples @firehousesubs @burgerking @fiveguys @bostonpizza @hedgeyeai

Top assets mentioned Chipotle Mexican Grill, Inc. (CMG) Starbucks Corporation (SBUX) Brinker International, Inc. (EAT) Wing Finance (WING) Sweetgreen Inc. (SG) McDonald's Corp (MCD) Restaurant Brands International Inc. (QSR) CAVA Group, Inc. (CAVA) Yum! Brands, Inc. (YUM) Shake Shack Inc. (SHAK) Kroger Co (KR) First Watch Restaurant Group, Inc. (FWRG) Domino's Pizza Inc (DPZ) PancakeSwap (CAKE) MONDELEZ INTERNATIONAL INC (MDLZ) WEN Token (WEN) Texas Roadhouse, Inc. (TXRH) Unifi Protocol DAO (UNFI) Dutch Bros, Inc. (BROS) Wingstop Inc (WING) Yum China Holdings, Inc. Common Stock (YUMC) Dine Brands Global, Inc. (DIN) Darden Restaurants, Inc. (DRI)

Top Social Posts

Top posts by engagements in the last [--] hours

"$FWRG: What a lineup In a declining breakfast segment First Watch has bucked the trend QTD. Would love them to lean into social media w/ a menu like this. Great messaging drives trial great food and great ops drive repeat visits $EAT has proved this. Bennett @HedgeyeFood kicks things off with a big bullish update on First Watch (ever eat their bacon) $FWRG Bennett @HedgeyeFood kicks things off with a big bullish update on First Watch (ever eat their bacon) $FWRG"
X Link 2025-09-09T12:04Z [----] followers, [----] engagements

"Fourth stop on the #HedgeyeFoodTour: $LOCO El Pollo Loco. Flamed grilled chx meal mashed & beans for $12.99 Manager: great tossed in extra salsa said traffics slowed since summer. Filling meal-mightve been 5K+ cals deep at this point but still. @KeithMcCullough @HedgeyeGLL"
X Link 2025-11-11T14:23Z [----] followers, 10.3K engagements

"$FWRG Deep Dive Monday 8/25: adding to the Best Idea List. 30%+ near-term upside with potential to double in [--] yrs. Breakfast segment outperformance competitive moat traffic accelerations unit growth runway and margin potential all in play. @Hedgeye @HedgeyeDJ @First_Watch isnt just the leader in breakfast/daytime diningits one of the most compelling growth stories in restaurants today. We will be in presenting our deep dive going Long $FWRG on Monday Aug 25th. Want Access - support@hedgeye.com @Hedgeye @HedgeyeDJ https://t.co/0jIpBNOK2n @First_Watch isnt just the leader in breakfast/daytime"
X Link 2025-08-21T13:42Z [----] followers, [----] engagements

"$SBUX FY28 FRAMEWORK 5%+ CONSOLIDATED NET REV 3% GLOBAL AND U.S. COMPS 2-3% NEW STORE REV CONTRIB. 13.5-15% OP. MARGINS $3.35-$4 EPS"
X Link 2026-01-29T13:41Z [----] followers, [----] engagements

"$CMG Many old wall resto analysts are back to the drawing board with their "top pick of 2026" getting out the gate on the wrong foot this AM - a shallow EPS beat on true ups.yikes But Jan momentum and post-storm rebounds right How does flat SSS growth in [----] taste @Hedgeye"
X Link 2026-02-04T13:26Z [----] followers, [----] engagements

".and believe me we heard the bull case on $CMG. "2025 was bad so [----] will be better". Who said so What is the plan A reliance on macro is not a strategy. a strat that should not be centered around check dilutive offerings & step-ups in marketing (they have no CMO) $CMG Many old wall resto analysts are back to the drawing board with their "top pick of 2026" getting out the gate on the wrong foot this AM - a shallow EPS beat on true ups.yikes But Jan momentum and post-storm rebounds right How does flat SSS growth in [----] taste @Hedgeye https://t.co/9Di7NJCLtb $CMG Many old wall resto analysts"
X Link 2026-02-04T13:46Z [----] followers, [----] engagements

"$CMG is a great brand a household name that should not be stuck in this rut. In his tenure Boatwright has not delivered for shareholders. @HedgeyeRestos asked back in Nov '25 who would come in and think differently about the business. The loss of institutional knowledge from the brand makes recycling Niccol-era strategies fall on deaf ears. Similar to $SBUX under Laxman Boatwright is unwilling to reinvest & take down margins (which is happening anyway) to fix store-level operations. But yes Let's continue to grow units @KeithMcCullough @HedgeyeDJ @Hedgeye .and believe me we heard the bull"
X Link 2026-02-04T14:52Z [----] followers, [----] engagements

"AI or not. just keep it simple. yet $CMG is pickled. Portion police all over the brand online and will never be sadisfied - yet if brand makes smaller portions it'll kill check. Lose lose. ex-CMG CMO Tressie at $SBUX is killing it exposing the holes in CMG's team No I believe you need multiple to achieve a worthwhile level. @HedgeyeFood or @HedgeyeComm maybe can offer some help and input ChatGPT can create or edit Images at a usable level Claude has good reasoning and research Kling was/is best for video generation No I believe you need multiple to achieve a worthwhile level. @HedgeyeFood or"
X Link 2026-02-04T16:41Z [----] followers, [----] engagements

"@First_Watch isnt just the leader in breakfast/daytime diningits one of the most compelling growth stories in restaurants today. We will be in presenting our deep dive going Long $FWRG on Monday Aug 25th. Want Access - support@hedgeye.com @Hedgeye @HedgeyeDJ"
X Link 2025-08-21T11:41Z [----] followers, 13.1K engagements

"Talk to me old friend. What happened today $WEN"
X Link 2026-02-13T22:15Z [----] followers, [---] engagements

"$SHAK sell off overdone Down 11.23% in the last [--] days"
X Link 2025-01-15T16:24Z [----] followers, [---] engagements

"Game On $DNUT @HedgeyeCommBZ O/U on Original Glazed *update: limiting shoppers to [--] donuts per purchase.this wont work"
X Link 2025-01-25T01:03Z [----] followers, [---] engagements

"Published to Restaurants/Consumables Pro Subs Yesterday - #TheReadout Check your inbox Our data-focused preview outlines where we see $SBUX and $EAT heading into the print @HowardWPenney"
X Link 2025-01-28T12:31Z [----] followers, [---] engagements

"$MCD Crypto Trolling Memecoin Imminent Need air support here@HEDigitalAssets jUsT pUt My FrIeS iN tHe BaG bRo 😔 jUsT pUt My FrIeS iN tHe BaG bRo 😔"
X Link 2025-02-06T23:55Z [----] followers, [---] engagements

"Where else would you rather be on Valentine's Day Join @HowardWPenney and I for our Wingstop Black Book "Flying Below The Hard Deck" on Friday February 14th at [--] PM. The data for $WING shows even more pronounced decelerations QoQwe're excited to break it all down"
X Link 2025-02-07T13:50Z [----] followers, [----] engagements

"$MCD CHICKEN BIG MAC / SOL obviously. @HedgeyeFood any of these McDonald's coins you recommend https://t.co/LDXCQEjX1s @HedgeyeFood any of these McDonald's coins you recommend https://t.co/LDXCQEjX1s"
X Link 2025-02-07T14:19Z [----] followers, [---] engagements

"Not a reassuring earnings call either. What happens if further transaction decel occurs or normalization is seen at much lower marks $WING looks down the barrel of a 28.7% comp compare in 2Q. What happens to the stock when comps hit MSDs LSDs negativ. #Food4Thought FYI @HedgeyeFood made a great call to short $WING Wingstop into earnings https://t.co/YLoK3o8WLW FYI @HedgeyeFood made a great call to short $WING Wingstop into earnings https://t.co/YLoK3o8WLW"
X Link 2025-02-19T21:01Z [----] followers, [----] engagements

"$SG: Sweetgreen guides to -$2M EBITDA in 1Q FY25 vs. St at $2.1Mstarting the year in a hole yet guiding to $35M in '25. Even if they hit it trading near the avg fast-casual multiple (ex $CAVA $SG) puts the stock where But sure let's talk IK and Ripple Fries on the earn call. Checked out Sweetgreen's New Infinite Kitchen in NYC. Cool concept tons of online orders no way for me to nudge the machine for a little extra. Food was out quick [--] min- though a touch longer than $SG in Darien CT- a credit to great service @HowardWPenney https://t.co/ZgvV2h7ekt Checked out Sweetgreen's New Infinite"
X Link 2025-02-27T15:30Z [----] followers, [---] engagements

"Interesting note on the weather (must be nice-it's been frigid here) - While 4Q achieved high end/succeeded ICR guidance - $PBPB stock down on 1Q guide - countering trends we've seen in 1Q data QTD vs MRQ data from a foot traffic/credit card perspective (maybe coverage is an issue). While not shocked after Feb struggles in the industry we were pointing to a more insulated FC brand in a sea of red. Midwest Black Box SSS QTD in 1Q rel. flat compared to 4Q - FC Traffic in Midwest down 2.2% YoY compared to -0.9% YoY in cal 4Q. $PBPB carrying 3% points of price - big step up in average trans value"
X Link 2025-03-07T14:51Z [----] followers, [----] engagements

"Why has traffic declined at Best Idea Short #WING [--]. The wings are pricey compared to what you can do at home (3x more expensive from our analysis in Feb). [--]. Theyre greasy and it's a difference you can taste Wingstop uses shortenings a lower smoke point fat that leads to an oilier texture. That might explain why they're served in a styrofoam box. The Big Rig @HedgeyeFood is reviewing why $WING is too greasy and Bearish TREND right now The Big Rig @HedgeyeFood is reviewing why $WING is too greasy and Bearish TREND right now"
X Link 2025-03-21T15:08Z [----] followers, 13.1K engagements

"Dont just take my word for ita quick scroll through social media reveals plenty of similar opinions and experiences. $WING Why has traffic declined at Best Idea Short #WING [--]. The wings are pricey compared to what you can do at home (3x more expensive from our analysis in Feb). [--]. Theyre greasy and it's a difference you can taste Wingstop uses shortenings a lower smoke point fat that leads to an https://t.co/HCdHcc3W3o Why has traffic declined at Best Idea Short #WING [--]. The wings are pricey compared to what you can do at home (3x more expensive from our analysis in Feb). [--]. Theyre greasy and"
X Link 2025-03-21T15:11Z [----] followers, [---] engagements

"@MoolaCapital @Hedgeye Unit growth and strong ROI. Favorable cash-on-cash returns for franchisees. Expanding AUVs. Best-in-class unit economics. $WING is far from utterly broken but its not their time just yet"
X Link 2025-03-21T22:29Z [----] followers, [---] engagements

"You already know Im taking down a few doubles (BOGO) next to that apple tree one bite into a $MCD Snack Wrap and Id be transported back. @HedgeyeFood I don't have to guess which one you'd have more fun in. @HedgeyeFood I don't have to guess which one you'd have more fun in"
X Link 2025-03-24T15:30Z [----] followers, [---] engagements

"Putting some thoughts together on $CMG Chipotles New Honey Chicken. Is it worth it. or would you rather have another protein @Hedgeye Yes - Worth it No - Can go w/o Yes - Worth it No - Can go w/o"
X Link 2025-03-30T20:54Z [----] followers, [---] engagements

"$EAT @Hedgeye_Staples + Tucks Roadtrip"
X Link 2025-04-03T18:02Z [----] followers, [---] engagements

"$QSR On 4/10 @HowardWPenney and I urged Restaurant Brands Intl.s BoD to explore strategic alternativesarguing @TimHortons represents 100% of RBIs EV. With that said the stomach is growling its time to hit the road and visit every brand. Introducing: the Tour de RBI"
X Link 2025-04-13T18:16Z [----] followers, 16.1K engagements

"@HowardWPenney @TimHortons @Popeyes The 2nd Leg of the "Tour de RBI" is none other than @TimHortons. In [----] Bill Ackman took a run at @Wendys arguing that TH repped 100% of the EV followed by a successful spin off that unlocked significant shareholder value. Today there is precedent"
X Link 2025-04-13T19:53Z [----] followers, [---] engagements

"@HowardWPenney @TimHortons @Popeyes @Wendys At 43% of $QSR s AOI youd think RBI would want to fuel the engine. Instead the $100M they put into @TimHortons during the pandemic was reactiveand the capital misallocation to BK is striking. That said the bacon breakfast bowl donut croissant and TimBits bucket #Elite"
X Link 2025-04-13T20:00Z [----] followers, [---] engagements

"@HowardWPenney @TimHortons @Popeyes @Wendys The 3rd leg of the Tour de RBI takes us to @FirehouseSubsa smaller piece of $QSR that clearly needs a pivot to compete with Jersey Mikes on speed quality and atmosphere level. The Hook & Ladder was fine. Had some issues at the register with payment not showing up. Hmm$$$"
X Link 2025-04-13T20:08Z [----] followers, [---] engagements

"@HowardWPenney @TimHortons @Popeyes @Wendys @FirehouseSubs Were in the final stretch of the Tour de RBIand the hardest leg for me personally. I havent been back to @BurgerKing since I was bedridden with food poisoning in late [----]. For $13.99 the Whopper Combo was okay but at that price I'd rather take my $ to @FiveGuys"
X Link 2025-04-13T20:16Z [----] followers, [---] engagements

"BK has received $700M for remodels/ads despite contributing just 17% of $QSR s AOI. Deferred maintenance is mostly behind them with 51% of stores updatedfuture sales momentum $MCD will never let BK win. So.strategic sale Not likely. RBI Leadership is full of Exec's with BK ties. If 3G didnt own 26% thatd be Plan A. But burgers is all they know so thats where the budget and strategy go"
X Link 2025-04-13T20:39Z [----] followers, [---] engagements

"@HowardWPenney @TimHortons @Popeyes @Wendys @FirehouseSubs @BurgerKing @FiveGuys Thanks for following along @Hedgeye @HedgeyeFins a few TimBits eh"
X Link 2025-04-13T20:40Z [----] followers, [---] engagements

"THREAD🧵: A walk (eat) through all the brands of $QSR. Popeyes Tim Hortons Burger King and Firehouse Subs In the name of #research. @Hedgeye $QSR On 4/10 @HowardWPenney and I urged Restaurant Brands Intl.s BoD to explore strategic alternativesarguing @TimHortons represents 100% of RBIs EV. With that said the stomach is growling its time to hit the road and visit every brand. Introducing: the Tour de RBI. https://t.co/D9k2fgP6xZ $QSR On 4/10 @HowardWPenney and I urged Restaurant Brands Intl.s BoD to explore strategic alternativesarguing @TimHortons represents 100% of RBIs EV. With that said"
X Link 2025-04-13T20:49Z [----] followers, 15.6K engagements

"$EAT Chili's "I Want My Baby Back" promo. The jingle aired in [----] Coach. pre-dating me by two fiscal years. @HowardWPenney on the other hand. @Hedgeye In today's Early Look: "#1 Desire = #MOAB" (Mother of all Bubbles) Set aside people who do this job professionally for a minute and ask yourself: "How many people you know own the #Bag7 stocks and/or something Bitcoin/Crypto because they just like them or feel like they https://t.co/t3zukSkW7Q In today's Early Look: "#1 Desire = #MOAB" (Mother of all Bubbles) Set aside people who do this job professionally for a minute and ask yourself: "How"
X Link 2025-04-15T12:55Z [----] followers, [---] engagements

"$CMG reports this weekwe think traffic ests are too high. Jan started soft Feb lapped Barbacoa and Honey Chicken in Mar trailed Al Pastor from '24 by 2.5x in cc sales. Early data decels in 2Q price rolling off Easter shiftson top of an 11.1% SSS compare #Quad4Realities"
X Link 2025-04-21T13:10Z [----] followers, [----] engagements

"The Chipotle Honey Chx leans heavily into a syrupy sweetness w/ smoky heatpairs well with other toppings. Flavor fatigue sets in fast if youre testing in the @Hedgeye test kitchen. The LTO treadmillthe boom-and-bust nature of $CMG s comp-driving LTOsis alive and well. $CMG reports this weekwe think traffic ests are too high. Jan started soft Feb lapped Barbacoa and Honey Chicken in Mar trailed Al Pastor from '24 by 2.5x in cc sales. Early data decels in 2Q price rolling off Easter shiftson top of an 11.1% SSS compare #Quad4Realities https://t.co/Hfh0eYiomH $CMG reports this weekwe think"
X Link 2025-04-21T13:23Z [----] followers, [---] engagements

"$PZZA has fallen off signal strength. Still a long for us. While our duration is longer term widely possible they miss the 1Q guide. First [--] wks ran -3.0% vs -1.9% NA SSS est. $DPZ Stuffed Crust provided to be tough competitor in March. Initial read. Subject to change. Long the turnaround. Remains a takeout candidate. @KeithMcCullough @HedgeyeFood Is the Big Rig still longing $pzza at $39 @KeithMcCullough @HedgeyeFood Is the Big Rig still longing $pzza at $39"
X Link 2025-04-24T12:24Z [----] followers, [---] engagements

"Not sure who's listening.or tapping into my cravings $CMG noted a marketing ramp in 2Q & it feels like others are following suit. Restaurant ads are flooding feedsvalue-focused & price-sensitive pushes as the industry tries to shake off a slow 1Q and jumpstart 2Q"
X Link 2025-04-25T15:20Z [----] followers, [----] engagements

"@ZodiacCapital33 @BWWings @HedgeyeFins Would much rather have @BWWings than @Wingstop (position aside stomach first)"
X Link 2025-04-25T15:42Z [----] followers, [--] engagements

"$SBUX lay offs did indeed occur. On ZBB just a very odd comment from Cathy especially [--] month in and still learning. Everything Brian is doing is in the other direction from Zero-Based Budgetinga dirty word. Just look at $QSR weve all seen how well margins have done LT. @HedgeyeFood @HowardWPenney They have already let go all of their redundant hq staff supposedly. How much can ZBB really help margins from here The strategy to invest in stores and the experience to recoup traffic is risky @HedgeyeFood @HowardWPenney They have already let go all of their redundant hq staff supposedly. How much"
X Link 2025-04-30T04:00Z [----] followers, [---] engagements

"$MCD Rumor was these pre-released todayI can confirm. Great product. Despite 1Q data decel early 2Q has spiked QoQ. On top of being a #Quad4 low beta multi-nat QSR value play in this macro Strips further lean into a growing chicken segment and set up Snack Wraps b4 4Q The Big Rig @HedgeyeFood just reviewed our Core Long $MCD position with some pending catalysts The Big Rig @HedgeyeFood just reviewed our Core Long $MCD position with some pending catalysts"
X Link 2025-04-30T04:07Z [----] followers, [---] engagements

"$YUM Will Taco Bell SSS beat street estimates in the AM Miss Beat Miss Beat"
X Link 2025-04-30T04:20Z [----] followers, [---] engagements

"@MichaelKudrna @DJ_EBITDA Agreed on $SG. As for $WING: headline EPS beat was driven by a one-time non-recurring item. The narrowed FY comp guide layered on (-)MSD 2Q comp is right there in the data. Still heavily reliant on unit growth and a now-scaled kitchen model. Bearishbut less juicy than before"
X Link 2025-04-30T17:49Z [----] followers, [---] engagements

"Biggest takeaway from Week [--] of Restaurant Earnings is Ive got a few thoughts but curious to hear what stood out to you. $SHAK $MCD $YUM $YUMC $LOCO $BJRI $WING $CAKE $SBUX $EAT $DPZ"
X Link 2025-05-02T14:52Z [----] followers, [----] engagements

"$SG Ripple Fries Update: Sweetgreen launched Ripple Fries on March 4th available in-store and online including a $1 promo code offer that ran for some time. As of today Sweetgreen is shifting its strategyRipple Fries will NO LONGER be available online. @Hedgeye"
X Link 2025-05-13T17:33Z [----] followers, [----] engagements

"$SG Is this really a surprise Ripple Fries are essentially chips that sog back into fries after sitting. When I ordered them I got a sighand waited an extra [--] minutes for a refill from the air fryer. Tastes fine (minus the pickle ketchup) but not worth the extra $5 $SG Ripple Fries Update: Sweetgreen launched Ripple Fries on March 4th available in-store and online including a $1 promo code offer that ran for some time. As of today Sweetgreen is shifting its strategyRipple Fries will NO LONGER be available online. @Hedgeye https://t.co/Mo12GlPO7G $SG Ripple Fries Update: Sweetgreen launched"
X Link 2025-05-13T18:10Z [----] followers, [----] engagements

"How many urban consumersespecially in NY/NJ which historically make up 20%+ of $SGs store baseare going to order online then be willing to open their wallets again in-store Yes Black Box Fast Casual Sales were +3.9% MoM in April for NY/NJ (still -4.3% YoY) but pulling innovation from digital channelsdespite the companys emphasis there is puzzling but not surprising"
X Link 2025-05-13T18:32Z [----] followers, [---] engagements

"A conversation with the fam No Im not hungry. I got chipotle Ollie r u serious We have our SHORT $CMG $CAVA $SG deck Wednesday Benny there was nobody in Chipotlealso the honey chx was too sweet I will sleep well tonight (More bearish on $CAVA $SG)"
X Link 2025-05-23T23:18Z [----] followers, [---] engagements

"Valuation alone is not a catalyst. But as the RoC in comps and traffic for names like $CAVA $SG and $CMG decelerate into tougher/elevated compares the setup becomes increasingly challengingespecially heading into 3Q'25 #Quad3. @HowardWPenney and I outlined the Short Case in higher-ticket discretionary in our May 28th Black Book. Replay links are out"
X Link 2025-05-29T16:39Z [----] followers, [----] engagements

"Throwback to the best #QSR Chx Sandwich running. $JACK Back down in Charlotte NC for the rest of the week and looking for input. What are some Resto chains/items to profile Day [--] of the Consumables Tour in NC and What the Cluck This $JACK chx sandwich #11 The Cluck is phenomenal. Best bun in the game more going on than Popeyes in the sauce department. #Research https://t.co/ZeIs8h2HV1 Day [--] of the Consumables Tour in NC and What the Cluck This $JACK chx sandwich #11 The Cluck is phenomenal. Best bun in the game more going on than Popeyes in the sauce department. #Research"
X Link 2025-05-29T16:46Z [----] followers, [---] engagements

"Gosh I love RANCH on my CHIPOTLE bowl $CMG 😂😂😂 can't wait to drive [--] miles to try this Special Ranch Sauce from Chipotle $CMG @HedgeyeFood https://t.co/Szogt3lIwF can't wait to drive [--] miles to try this Special Ranch Sauce from Chipotle $CMG @HedgeyeFood https://t.co/Szogt3lIwF"
X Link 2025-06-10T18:23Z [----] followers, [----] engagements

"Id short $SG here @HedgeyeFood Just say youre short the stock @HedgeyeFood Just say youre short the stock"
X Link 2025-06-21T12:16Z [----] followers, [----] engagements

"Long the chicken pecan About time for some @bostonpizza research eh Heard it backtests well in hockey tournament environments @KeithMcCullough @HedgeyeAI"
X Link 2025-06-27T13:29Z [----] followers, 12K engagements

"Waited [--] minutes for this (abnormal) 3-chicken-strip trident of the new $MCD Snack Wrap. Jam packed downtown Stamford store. $2.99 for [--] $9.89 for [--] (meal). Prior negativity around crunch of tender is mitigated by wrap format imo. Would eat more B+ #Research"
X Link 2025-07-11T01:36Z [----] followers, [----] engagements

"Update: $MCD Snack Wraps sold out in Stamford Sorry @HedgeyeFins no dice. Heard @Hedgeye_Staples threw in a massive order post softball stalemate. Waited [--] minutes for this (abnormal) 3-chicken-strip trident of the new $MCD Snack Wrap. Jam packed downtown Stamford store. $2.99 for [--] $9.89 for [--] (meal). Prior negativity around crunch of tender is mitigated by wrap format imo. Would eat more B+ #Research https://t.co/Jz1nDYp9SS Waited [--] minutes for this (abnormal) 3-chicken-strip trident of the new $MCD Snack Wrap. Jam packed downtown Stamford store. $2.99 for [--] $9.89 for [--] (meal). Prior"
X Link 2025-07-11T01:39Z [----] followers, [---] engagements

"Weekend days are the best days for research. primary research $SBUX $MCD $RRGB $BLMN $TXRH $QSR $CMG $WEN $DIN $YUM $EAT $DRI (Didn't make it to @bostonpizza though @HedgeyeDJ @KeithMcCullough) #GotFood"
X Link 2025-07-13T20:36Z [----] followers, 18.2K engagements

"$CMG Transactions: -4.9% So much for adobo ranch"
X Link 2025-07-23T20:53Z [----] followers, [----] engagements

"100% on the move. Took this off the Best Idea Long List on 5/1 after a strong run. Shouldve fully covered sooner but consolidated comps came down as data decelerated into 2Q (& thus far in 3Q) vs huge comps. Hard to stay short a high-growth asset-light new kitchen-tech nameespecially with wing prices down and comps easing (to 20% in 3Q) which is still no walk in the park. Man the $WING move is powerful. So much for the trackers at @HedgeyeFood which suggested bad metrics. Man the $WING move is powerful. So much for the trackers at @HedgeyeFood which suggested bad metrics"
X Link 2025-07-31T01:35Z [----] followers, [---] engagements

"Crispy Bacon or Floppy Bacon Personally Im in the floppy camp. Doing some work on $SHAK - little primary research by @HedgeyeFIG @HedgeyeFins Drago and myself provoking thought about food quality. Crispy Bacon Floppy Bacon Crispy Bacon Floppy Bacon"
X Link 2025-08-01T18:22Z [----] followers, [----] engagements

"Primary research comes in all shapes and sizes -sometimes with bacon and pickles. Also any thoughts on the $SHAK 's Summer Time BBQ menu (We may or may not have tried them all. + [--] or 2). Crispy Bacon or Floppy Bacon Personally Im in the floppy camp. Doing some work on $SHAK - little primary research by @HedgeyeFIG @HedgeyeFins Drago and myself provoking thought about food quality. Crispy Bacon or Floppy Bacon Personally Im in the floppy camp. Doing some work on $SHAK - little primary research by @HedgeyeFIG @HedgeyeFins Drago and myself provoking thought about food quality"
X Link 2025-08-01T18:31Z [----] followers, [---] engagements

"Well see what happens to $CAVA as the Zoes tailwind/benefit to comp tapers. Converting stores is much easier than expanding into greenfield builds. Though low hanging fruit with tech (KDS) is much easier to implement than say a $CMG changing how people move in the kitchen. @ecommerceshares While not quite as severe $CAVA declined 60% peak to trough in a little over [--] months (Nov-24 to Apr-25). https://t.co/caiYZXtKp8 @ecommerceshares While not quite as severe $CAVA declined 60% peak to trough in a little over [--] months (Nov-24 to Apr-25). https://t.co/caiYZXtKp8"
X Link 2025-08-07T23:54Z [----] followers, [----] engagements

"From Dec [--] lunch rush to Aug [--] earnings beat @kdhochmans execution on 3-year targets is undeniable. Maggianos still trails but is in great hands. Now better equipped in the kitchen despite expanding beyond the core-4 the becomes whether $EAT is building the next Darden Spending some time back in VT this week but you know we had to stop by @Chilis for some research Finally tried the Triple Dipper the Williston location was packed $EAT @kdhochman @HowardWPenney https://t.co/DK0OMR0N7W Spending some time back in VT this week but you know we had to stop by @Chilis for some research Finally"
X Link 2025-08-14T12:51Z [----] followers, [----] engagements

"Discussing $YUM & the decels in @tacobell data hitting on cantina laps + the current QSR value prop. Had to dust off the cobwebs in understanding the entire lineup. The only item that I thought was worth (any) money was the $9.99 Luxe Box. Lot of mush tho TB sells a lot of it"
X Link 2025-08-21T20:58Z [----] followers, [---] engagements

"Nearly as satisfying as the research I was buried in earlier @HEDigitalAssets single handedly (quite literally) saving fine dining in 3QTD (Ill take [--] of them right now looks delicious) Enjoy the island 🏝 On-the-ground research for @HedgeyeFood in Aruba Pika di Papaya shrimp the islands signature hot sauce loaded with scotch bonnets 🔥 so good I had to buy a bottle to bring home Unfortunately no Florin stablecoins accepted here yet. Whos building this https://t.co/0A4E4rSASs On-the-ground research for @HedgeyeFood in Aruba Pika di Papaya shrimp the islands signature hot sauce loaded with"
X Link 2025-08-27T16:12Z [----] followers, [---] engagements

"Are we excited about Carne Asada 9/4 $CMG"
X Link 2025-08-30T21:02Z [----] followers, [---] engagements

"$SBUX Wednesday @ 3:20pm: Order Volume. First weeks of Fall Menu. Will be interesting to see Protein Cold Foam release later this month. [--] drinks out in less than [--] minutes"
X Link 2025-09-04T20:28Z [----] followers, [---] engagements

"@DougKass What you wont hear on the longest running comedy show on cable is what happens when $SHAK s inherently fine-casual DNA collides with its QSR ambitions I would hope any "panelist" recommending restaurant stocks is actually visiting these stores. Theres a growing disconnect between what Shake Shack was and what its becoming. Lynch was brought in to do what he knows best: cutting costs neglecting ops ( $PZZA ). That playbook is being executedand despite being handed a sexy biz the argument should shift to how the actions will impare this brand. The risk is that incremental cost savings"
X Link 2025-09-09T18:15Z [----] followers, 17.4K engagements

"Getting Hungry(s) One of my favorite spots in the land of @HedgeyeFIG for a double burger plate w/ ex meat sauce and a hot or two at @HungrysGrill. Which is coincidentally located directly next to @Thirstys Tavern. As @KeithMcCullough says: what a day"
X Link 2025-09-13T22:09Z [----] followers, [---] engagements

"@HedgeyeTV While I'll yeild to Coop to run the half marathon - I'll start stretching for when Coach brings out the whistle @KeithMcCullough. (Don't forget the @HedgeyeFood @HedgeyeFins @HedgeyeAI summer party relay team is undefeated in firm play)"
X Link 2025-09-17T13:32Z [----] followers, [---] engagements

"Historically it quite literally has been I. Havent heard anything tho. No more than average news high option vol- I defer to the signal for edge but like $PZZA for the right (and other) reasons here despite $DPZ stealing share. @KeithMcCullough @HedgeyeFood Did somebody order a $PZZA That kind of rip in the final hour of trading makes the Spidey senses tingle that maybe this deal is finally going to happen https://t.co/hfUcbXHGMq @HedgeyeFood Did somebody order a $PZZA That kind of rip in the final hour of trading makes the Spidey senses tingle that maybe this deal is finally going to happen"
X Link 2025-09-21T00:34Z [----] followers, [----] engagements

"Coffee is INCREDIBLY habitual. What will be the take rate among other-brand protein coffee drinkers (likely minimal) And if youre a plain cold brew drinker why add 2030g+ of sugar to your morning coffee Not negative on it - just some thoughts. $SBUX"
X Link 2025-10-06T16:29Z [----] followers, [---] engagements

"Great innovation from $GIS driving results #CAGNY"
X Link 2016-02-16T15:10Z [----] followers, [--] engagements

"$SJM "brownies are doing well for some reason""
X Link 2016-02-23T14:21Z [----] followers, [--] engagements

"$DRI short interest continues to rise"
X Link 2016-02-26T19:51Z [----] followers, [--] engagements

"$CMG down 4% after hours do to potential norovirus contamination in Boston closing the store to be closed for sanitation"
X Link 2016-03-08T23:18Z [----] followers, [--] engagements

"RTE popcorn category leaders $PEP $BETR"
X Link 2016-03-17T10:49Z [----] followers, [--] engagements

"$MDLZ launching e-commerce partnership with $BABA to expand distribution and penetration in the Chinese market @HedgeyeHWP @HedgeyeInternet"
X Link 2016-04-07T13:05Z [----] followers, [--] engagements

"You can't bet against Sean Connolly $CAG strong turn around well underway"
X Link 2016-04-07T13:46Z [----] followers, [--] engagements

"$AHS $ZBH $MD $HCA $HOLX @HedgeyeHIT nice work https://x.com/hedgeye/status/718227375385812993 Replay: Healthcare Q&A with Tom Tobin $ZBH $AHS $MD $HCA $HOLX https://t.co/NHHuPHl1AK @HedgeyeHC @HedgeyeHIT https://t.co/QjlyC0Pwlp https://x.com/hedgeye/status/718227375385812993 Replay: Healthcare Q&A with Tom Tobin $ZBH $AHS $MD $HCA $HOLX https://t.co/NHHuPHl1AK @HedgeyeHC @HedgeyeHIT https://t.co/QjlyC0Pwlp"
X Link 2016-04-08T00:54Z [----] followers, [--] engagements

"$CMG #SHORT https://x.com/BarbarianCap/status/720249466595356675 http://phoenix.corporate-ir.net/phoenix.zhtmlc=194775&p=irol-SECText&TEXT=aHR0cDovL2FwaS50ZW5rd2l6YXJkLmNvbS9maWxpbmcueG1sP2lwYWdlPTEwODcwMjM0JkRTRVE9MCZTRVE9MCZTUURFU0M9U0VDVElPTl9FTlRJUkUmc3Vic2lkPTU3 $CMG board attacked for being "100% white and 89% male" among other things https://x.com/BarbarianCap/status/720249466595356675 http://phoenix.corporate-ir.net/phoenix.zhtmlc=194775&p=irol-SECText&TEXT=aHR0cDovL2FwaS50ZW5rd2l6YXJkLmNvbS9maWxpbmcueG1sP2lwYWdlPTEwODcwMjM0JkRTRVE9MCZTRVE9MCZTUURFU0M9U0VDVElPTl9FTlRJUkUmc3Vic2lkPTU3"
X Link 2016-04-13T14:03Z [----] followers, [--] engagements

"Ready-to-drink reaches new heights $PEP $KO $SBUX via @NewHope360 http://newhope.com/trends-watch/ready-drink-reaches-new-heights http://newhope.com/trends-watch/ready-drink-reaches-new-heights"
X Link 2016-04-13T21:06Z [----] followers, [--] engagements

"$PEP emphasizing health of portfolio growth of healthy portfolio outpacing the overall company"
X Link 2016-04-18T12:09Z [----] followers, [--] engagements

"Casual Dining stocks ( $DRI $TXRH $PLAY $BWLD $BLMN $CAKE ) getting banged up today after $EAT reported a rough 3Q16"
X Link 2016-04-19T13:39Z [----] followers, [--] engagements

"$SBUX combo meals. At the same time $DNKN took combos away"
X Link 2016-06-04T15:44Z [----] followers, [--] engagements

"$CMG looking weak in the knees"
X Link 2016-06-08T17:06Z [----] followers, [--] engagements

"$CMG incase you missed the decline over the last month @Hedgeye still looking at $250"
X Link 2016-06-10T15:05Z [----] followers, [--] engagements

"U.S. milk production continues to grow $KR $WWAV $DF"
X Link 2016-06-16T14:44Z [----] followers, [--] engagements

"$MCD https://x.com/Hedgeye/status/752564040560283649 Penney: The [--] Most Important Things In The Restaurant Space https://t.co/o0sDnUOsDL via @HedgeyeHWP @HedgeyeFood https://t.co/GqG3DoMW8f https://x.com/Hedgeye/status/752564040560283649 Penney: The [--] Most Important Things In The Restaurant Space https://t.co/o0sDnUOsDL via @HedgeyeHWP @HedgeyeFood https://t.co/GqG3DoMW8f"
X Link 2016-07-11T19:47Z [----] followers, [--] engagements

"$PLAY is the ultimate way to play a slowdown frankly their food is already slowing w/ games being very discretionary watch out below"
X Link 2016-07-26T15:23Z [----] followers, [--] engagements

"But what about that activist #shortcmg $CMG"
X Link 2016-09-16T20:55Z [----] followers, [--] engagements

"$PEP CEO: Employees are scared for their safety after Trump's election via @BI_RetailNews Indra is one of the best http://read.bi/2g1qjX8 http://read.bi/2g1qjX8"
X Link 2016-11-10T21:29Z [----] followers, [--] engagements

"Channel check: Love $WING $BWLD needs to step up their wing game"
X Link 2017-02-02T19:49Z [----] followers, [--] engagements

"$GIS and $MDLZ back in the running to be the next target for $KHC"
X Link 2017-02-21T11:43Z [----] followers, [--] engagements

"$WFM to launch fast-casual Brazilian concept competitive environment not getting easier for $CMG any time soon http://www.restaurant-hospitality.com/new-restaurant-concepts/whole-foods-market-launch-fast-casual-brazilian-concept http://www.restaurant-hospitality.com/new-restaurant-concepts/whole-foods-market-launch-fast-casual-brazilian-concept"
X Link 2017-02-23T13:18Z [----] followers, [--] engagements

"$SBUX running a breakfast promo to get people to try the sandwich @HedgeyeHWP @Starbucks"
X Link 2017-02-27T22:56Z [----] followers, [--] engagements

"Supply chain problems persist at $CMG #short @HedgeyeHWP"
X Link 2017-04-08T16:17Z [----] followers, [--] engagements

"$UNFI $WFM Wish all the days could be this great https://x.com/Hedgeye/status/851526991589367811 It's a good day today if you watched this video: Long $WFM: 10% Short $UNFI: -8% Great call @HedgeyeHWP @HedgeyeFood https://t.co/Z8zTBH6lRA https://x.com/Hedgeye/status/851526991589367811 It's a good day today if you watched this video: Long $WFM: 10% Short $UNFI: -8% Great call @HedgeyeHWP @HedgeyeFood https://t.co/Z8zTBH6lRA"
X Link 2017-04-10T20:19Z [----] followers, [--] engagements

"$UNFI probably won't lose the $WFM business as JANA has laid out but it may come at a lower profit margin"
X Link 2017-04-13T15:54Z [----] followers, [--] engagements

"$MDLZ ecommerce up 30% - nice quarter by them"
X Link 2017-05-02T21:12Z [----] followers, [--] engagements

"Cracking under the pressures of retail 90% of $CAKE location in close proximity to malls @HedgeyeHWP @Hedgeye https://x.com/Hedgeye/status/863050926055186434 https://x.com/Hedgeye/status/863050926055186434"
X Link 2017-05-12T15:38Z [----] followers, [--] engagements

"$KR still not "cheap" enough headed into more competitive environment while crippled by MPP's @Sentieo"
X Link 2017-06-14T22:57Z [----] followers, [--] engagements

"$WFM consumers dont want to shop at $WMT or $KR or Aldi or Lidl the premium offering is what they pay for and they like it - just saying"
X Link 2017-06-15T22:08Z [----] followers, [--] engagements

"$DMP was the first domino to fall.is $DPZ next We think so"
X Link 2017-08-15T18:52Z [----] followers, [--] engagements

"MPP's aren't the only wrecking ball crushing $KR $WMT neighborhood market comps up 5.6%"
X Link 2017-08-17T12:12Z [----] followers, [--] engagements

"Would you rather buy this almond butter on $COST Grocery or $AMZN Fresh @HedgeyeHWP"
X Link 2017-10-05T21:46Z [----] followers, [--] engagements

"$DPZ continues to go down still a favorite short here in the @Hedgeye Restaurants sector #Deliverycompetition"
X Link 2017-12-07T20:38Z [----] followers, [--] engagements

"$CASY earnings call yesterday blamed everything on weather - what about the 55% of their locations that have a @pizzahut within [--] miles"
X Link 2017-12-13T20:43Z [----] followers, [--] engagements

"Channel checking on the blonde espresso $SBUX"
X Link 2018-01-10T16:49Z [----] followers, [--] engagements

"More competition for $SBUX https://x.com/thomasrkaiser/status/994246525835362305 Big growth projections for @scooterscoffee and aggressively hunting m&a opportunities at #FFGC2018 https://t.co/HWeOSGgbYQ https://x.com/thomasrkaiser/status/994246525835362305 Big growth projections for @scooterscoffee and aggressively hunting m&a opportunities at #FFGC2018 https://t.co/HWeOSGgbYQ"
X Link 2018-05-09T20:14Z [----] followers, [--] engagements

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