@jonathanmaze Jonathan Maze

Jonathan Maze posts on X about $wen, $sbux, $mcd, wendys the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Mentions: [--] #

Followers: [------] #

CreatorRank: [-------] #

Social Influence

Social category influence stocks cryptocurrencies #2844 finance countries technology brands social networks celebrities travel destinations gaming exchanges

Social topic influence $wen #1, $sbux, $mcd #10, wendys #55, $yum #3, $qsr #3, $dpz, $cmg, kfc #498, mcdonalds

Top accounts mentioned or mentioned by @mcfranchisee @culinarywoman @technomic @mcdonalds @joeguszkowski @davidhenkes @sarahwhit10 @rbmagazine @dominos @jemooney @livetodineout @arshadparvez @wendys @ptynole @starbucks @tacobell @hedgeyehwp @davidmiz282 @plattmsp @nrnonline

Top assets mentioned WEN Token (WEN) Starbucks Corporation (SBUX) McDonald's Corp (MCD) Yum! Brands, Inc. (YUM) Restaurant Brands International Inc. (QSR) Domino's Pizza Inc (DPZ) Chipotle Mexican Grill, Inc. (CMG) Shake Shack Inc. (SHAK) Dutch Bros, Inc. (BROS) Wing Finance (WING) pizzacoin (PIZZACOIN) Biglari Holdings Inc. Class B Common Stock (BH) Texas Roadhouse, Inc. (TXRH) Darden Restaurants, Inc. (DRI) Krispy Kreme, Inc. (DNUT) Brinker International, Inc. (EAT) DoorDash Inc. (DASH) Dave Inc. (DAVE) CAVA Group, Inc. (CAVA) Uber Technologies, Inc. (UBER) Sweetgreen Inc. (SG) PancakeSwap (CAKE) PepsiCo, Inc. (PEP)

Top Social Posts

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

"Burger King is a $1B business in Spain Germany Australia Brazil and the UK and a $2B business in France. International growth a massive win for that chain over the years. $QSR"
X Link 2026-02-12T13:43Z 18.7K followers, 13.9K engagements

"Wendy's promising new burger innovation this year starting with a Cheesy Bacon Cheeseburger next week. The company also said its chicken tenders did well. Company doing a Chicken Tenders Ranch Wrap this year too. $WEN"
X Link 2026-02-13T13:42Z 18.7K followers, [----] engagements

"Wendy's expanding its field operations team this year joining Popeyes in realizing that hey franchisees maybe need a bit more corporate guidance on operations . $WEN"
X Link 2026-02-13T13:45Z 18.7K followers, [----] engagements

"Starbucks earnings call summary: Service improvements worked; So did the Bearista cup; People apparenlty love protein in foam form; Company remodeled [---] locations; Less-frequent customers are coming back; Profits will follow top-line improvements; Early store openings. $SBUX"
X Link 2026-01-28T14:03Z 18.7K followers, [----] engagements

"Chili's two-year stacked same-store sales hit 40% last quarter and appear to be accelerating. That's five straight quarters of 35%+ quarterly performance. It's ridiculous. Chili's did this with a one-two punch of in-store service improvements and social media marketing. A bit of luck also helped. The company first focused on getting the stores right fixing little things investing in service etc. They then hit on customers' demand for value on items they want tapping into frustration about high fast-food menu prices. They got a bit lucky with the "cheese pull" trend on social media. But as"
X Link 2026-01-28T14:34Z 18.7K followers, 29.4K engagements

"Chipotle probably thrilled [----] is over. 4Q comps down 2.5% and 1.7% for the year. Before last year the company had one negative sales quarter since [----]. I guess red chimichurri didn't do it for the customer base. $CMG"
X Link 2026-02-03T21:32Z 18.7K followers, [----] engagements

"Burger King's remodeled restaurants in the Philadelphia market apparently do $3 million unit volumes almost twice the company average. $QSR"
X Link 2026-02-12T13:35Z 18.7K followers, [----] engagements

"Tim Hortons Canada and RBI International have grown same-store sales for [--] straight quarters. $QSR"
X Link 2026-02-12T13:35Z 18.7K followers, [---] engagements

"Tim Hortons added locations in Canada last year for the first time since [----]. $QSR"
X Link 2026-02-12T13:39Z 18.7K followers, [---] engagements

"Tariffs commodity costs hit Tim Hortons franchisee profitability in Canada. $QSR"
X Link 2026-02-12T13:40Z 18.7K followers, [---] engagements

"Burger King has outperformed QSR for nine of last [--] quarters. $QSR"
X Link 2026-02-12T13:44Z 18.7K followers, [---] engagements

"Kids meals reached the highest incidence level at Burger King in [--] years thanks to Spongebob. BK says that it maintained sales momentum after its Spongebob promotion ended into January. $QSR"
X Link 2026-02-12T13:45Z 18.7K followers, [----] engagements

"Burger King's "A" operators outpaced average system profitability by $50k. $QSR"
X Link 2026-02-12T13:46Z 18.7K followers, [---] engagements

"Higher than expected costs are slowing Burger King remodels. $QSR"
X Link 2026-02-12T13:47Z 18.7K followers, [---] engagements

"Burger King blaming weaker franchisee profitability (down 10%) on higher beef costs. $QSR"
X Link 2026-02-12T13:47Z 18.7K followers, [---] engagements

"Popeyes' "biggest opportunity" is improving execution and "reengaging with core guests." The brand is expanding field operations to work with weaker franchisees. Company has former Burger King COO as its new president. $QSR"
X Link 2026-02-12T13:49Z 18.7K followers, [---] engagements

"RBI saying that it expects restaurant growth to accelerate this year in part because of the sale of Burger King China. $QSR"
X Link 2026-02-12T13:53Z 18.7K followers, [---] engagements

"Burger King commodity inflation was 7%. Beef alone was up 20%. Profitability would have been flat otherwise. $QSR"
X Link 2026-02-12T13:57Z 18.7K followers, [---] engagements

"Burger King appears to have given some incentives in its sale of its China market with lower-than-average royalties this year and ramping up over time. $QSR"
X Link 2026-02-12T13:58Z 18.7K followers, [---] engagements

"2025 was a "demanding year for restaurant operators" Patrick Doyle noted citing consumer pressure higher costs macroeconomic and geopolitical uncertainty. $QSR"
X Link 2026-02-12T14:02Z 18.7K followers, [---] engagements

"Patrick Doyle noting that Burger King "didn't need to rely on deep discounting to drive topline results" despite a heavy value environment and a weak consumer. $QSR"
X Link 2026-02-12T14:04Z 18.7K followers, [----] engagements

"Popeyes sales "are not where they should be" Patrick Doyle noted. But he says that the steps the company is taking should improve performance over time. $QSR"
X Link 2026-02-12T14:05Z 18.7K followers, [---] engagements

"A major focus at Tim Hortons Canada is food that works well in the afternoon along with cold beverages that also work well later in the day. Company eager to make its locations "a destination in the PM." $QSR"
X Link 2026-02-12T14:11Z 18.7K followers, [---] engagements

"Popeyes "is a stunning business outside the U.S." -Patrick Doyle noting that system sales have grown from $927M to $1.7B in just two years. $QSR"
X Link 2026-02-12T14:15Z 18.7K followers, [----] engagements

"Burger King lured a lot of customers for its Spongebob promotion "and we saw them come back." RBI says that it is ready to "take the brand to the next level." $QSR"
X Link 2026-02-12T14:21Z 18.7K followers, [---] engagements

""We've still got so much more to do and know exactly what we're going to be doing over the next couple of years." Patrick Doyle saying he is happy with Burger King's progress so far but company is still working to make improvements. $QSR"
X Link 2026-02-12T14:24Z 18.7K followers, [---] engagements

"Popeyes brand president Peter Perdue "is exactly the right person for what we need to do" at the chain said RBI CEO Josh Kobza. Company needs to make on operations and marketing. It also needs to "narrow the focus" on top products. $QSR"
X Link 2026-02-12T14:26Z 18.7K followers, [---] engagements

"33% of Tim Hortons Canada sales came from loyalty members. Active members ramp up spending after they join. $QSR"
X Link 2026-02-12T14:31Z 18.7K followers, [----] engagements

"High beef prices are cyclical. RBI expects relief at some point. If there is some this year it'll be in the second half of this year. Beef costs a big issue at Burger King. $QSR"
X Link 2026-02-12T14:36Z 18.7K followers, [---] engagements

"Dutch Bros soaring after hours up 14%. Same-store sales up 7.7% including 5.4% traffic. Revenues net income store growth EBITDA everything else up big. $BROS"
X Link 2026-02-12T22:08Z 18.7K followers, [----] engagements

"Dutch Bros locations that add food get a 4% same-store sales lift when they do. Company plans to roll an expanded food menu to the system this year. $BROS"
X Link 2026-02-12T22:21Z 18.7K followers, [----] engagements

"Wendy's [----] can probably be traced to weird actions on the part of the company in [----] and early last year. Nelson Peltz toyed with buying the company but then steered through a restructure and higher dividend. The company then opted to replace a CEO who was doing perfectly fine in Todd Penegor in early [----] and replace him with Kirk Tanner who came from CPG. Tanner stuck his foot in his mouth (remember dynamic pricing) and was gone within [--] months when he bolted for another CPG job in Hershey's. The company hasn't had a permanent CEO in months. Its performance is deteriorating. The economy"
X Link 2026-02-13T12:29Z 18.7K followers, 11K engagements

"Legit wonder if Wendy's could do with Greg Creed what RBI did with Patrick Doyle and throw him a bunch of stock to help turn the brand around. Creed is currently a consultant working with Wendy's on marketing. $WEN"
X Link 2026-02-13T13:12Z 18.7K followers, [----] engagements

"All these likely true but I don't know that they explain a down 11%. Down 11% is consumer rejection level comps. Almost as if everybody stopped going there for breakfast or something. This is such a weird time. Extreme results are more common than ever. @jonathanmaze Spoke with a large Wendys zee and he said it was (1) too many years focused on value has eroded quality msg (2) breakfast isnt working and (3) Wendys hasnt resonated with Gen Z so losing next gen of customers @jonathanmaze Spoke with a large Wendys zee and he said it was (1) too many years focused on value has eroded quality msg"
X Link 2026-02-13T13:23Z 18.7K followers, 20.3K engagements

"Wendy's digital sales rose 12.4% last year and now represents 20% of sales. $WEN"
X Link 2026-02-13T13:36Z 18.7K followers, [----] engagements

"Wendy's says [----] will be a "rebuilding year" for the company. The company said operational improvements at corporate restaurants led to a 310bp outperformance compared with the system and franchisees are adopting those practices. $WEN"
X Link 2026-02-13T13:39Z 18.7K followers, [----] engagements

"Wendy's promising "a more disciplined programming structure to ensure a steady stream of new news." $WEN"
X Link 2026-02-13T13:41Z 18.7K followers, [---] engagements

"Wendy's "providing more flexibility around operating hours for the morning daypart" to strengthen franchisee profitability . Company says breakfast is important. But honestly that's not a good sign at all. $WEN"
X Link 2026-02-13T13:47Z 18.7K followers, [----] engagements

"Wendy's closing 5-6% of its restaurants implies 300-350 closures. $WEN"
X Link 2026-02-13T13:50Z 18.7K followers, [----] engagements

"Wendy's expecting U.S. same-store sales will be down in 1Q year over year but does expect improvement throughout [----]. $WEN"
X Link 2026-02-13T13:56Z 18.7K followers, [----] engagements

"One thing to note about Wendy's right now: Its interim CEO Ken Cook had no restaurant experience when he was hired as CFO in late [----]. Within a few months he was thrust into the interim CEO role with the departure of Kirk Tanner. $WEN"
X Link 2026-02-13T13:58Z 18.7K followers, [----] engagements

""We swung the page too far towards limited time price promotions instead of everyday value." -more Kirk Tanner on Wendy's problems. $WEN"
X Link 2026-02-13T14:05Z 18.7K followers, [----] engagements

"Wendy's promising several premium burger LTOs starting next week. The company also says it will launch a "new and improved chicken sandwich" lineup in the coming months. $WEN"
X Link 2026-02-13T14:08Z 18.7K followers, [----] engagements

"Wendy's ended January with same-store sales down 8% but expects the full quarter to be a bit better than that. $WEN"
X Link 2026-02-13T14:11Z 18.7K followers, [----] engagements

"Wendy's has significantly increased the frequency with which it talks with franchisees. $WEN"
X Link 2026-02-13T14:17Z 18.7K followers, [----] engagements

"Some restaurant same-store sales preannouncements this a.m. as the ICR Conference starts: Shake Shack: 2.1% 4Q SSS. Company said last [--] weeks did not meet expectations. First Watch: 3.1%. Noodles & Company: 6.6%. $NDLS $SHAK $FWRG"
X Link 2026-01-12T13:17Z 18.7K followers, [----] engagements

"Same-store sales at Restaurant Brands International: Tim Hortons Canada: 2.8% Burger King U.S.: 2.6% Popeyes U.S. -4.9%() Firehouse Subs: 2.4%. International (combined): 6.1%. Also franchisee profitability took a hit. $QSR"
X Link 2026-02-12T12:14Z 18.7K followers, [----] engagements

""We got away from what made Wendy's great. We focused too much on sales overnight and discounting versus brand over time." -Ken Cook on why Wendy's is struggling so much. $WEN"
X Link 2026-02-13T14:03Z 18.7K followers, [----] engagements

"Rob Lynch saying that Shake Shack doesn't do national marketing but instead focuses on digital marketing targeting customers within [--] miles of one of the restaurants. Company believes it's more efficient. $SHAK"
X Link 2026-01-12T13:37Z 18.7K followers, [----] engagements

"Looking at a bankruptcy filing of a Dickey's franchisee who fell for a task scam which cost them $250k at a time when they were struggling and it landed them in Chapter 11"
X Link 2026-02-10T15:39Z 18.7K followers, 11.4K engagements

"Active loyalty membership is the single most important digital metric at McDonald's the company said. Members visit more often and spend more over time. Average customer in [--] months before joining visited [----] times. After they visit 26x. $MCD"
X Link 2026-02-11T22:20Z 18.7K followers, 10.5K engagements

"McDonald's is just much much bigger than anybody else. It generates $23B more in U.S. sales than the next biggest chain (Starbucks) $30B more than Chick-fil-A 4.5x Wendy's and 5x Burger King. Globally it is a $140B system far bigger than anybody else. $MCD"
X Link 2026-02-12T16:23Z 18.7K followers, 14.4K engagements

"Wendy's has a "bun upgrade" coming soon. Make your jokes here. $WEN"
X Link 2026-02-13T14:20Z 18.7K followers, [----] engagements

"Restaurant stocks were basically hot garbage in [----]. While the S&P [---] was up 16% the median restaurant stock was down 16%. And pretty much every sector was punished hard. A few notable names and their mostly ugly performances: $BH was tops up 31% $FAT down 94% $YUM 13% $MCD 5% $QSR 5% $CMG -39% $WEN -49% $JACK -54% https://twitter.com/i/web/status/2007098234116735438 https://twitter.com/i/web/status/2007098234116735438"
X Link 2026-01-02T14:34Z 18.7K followers, 59.5K engagements

"Yum Brands' digital sales are now approaching 60% of total sales and rose 20% last year. $YUM"
X Link 2026-02-04T13:20Z 18.7K followers, [----] engagements

"Monopoly was one of the largest digital customer acquisition events ever last quarter. $MCD"
X Link 2026-02-11T21:38Z 18.7K followers, [----] engagements

"Restaurant Brands International earnings call summary: International is on fire; Burger King maintained momentum in January; But beef costs are a problem; Better operations = better profits; Popeyes has work to do on ops and marketing; Tim Hortons 🤝 Canadian Tire. $QSR"
X Link 2026-02-12T14:39Z 18.7K followers, [----] engagements

"Wendy's closing 5% to 6% of its restaurants to close. Some started last quarter rest will take place this year. $WEN"
X Link 2026-02-13T13:47Z 18.7K followers, 36.2K engagements

"Wendy's expects U.S. sales to improve throughout [----] and flat system sales this year. $WEN"
X Link 2026-02-13T13:49Z 18.7K followers, [----] engagements

"Wendy's is blaming tough comparisons for part of last quarter's sales which is certainly true. On a 2-year basis Wendy's same-store sales slowed by 270bp. And the sales have been really slowing for the past three years. $WEN"
X Link 2026-02-13T13:55Z 18.7K followers, [----] engagements

"Yum Brands' "strategic review" of Pizza Hut is "proceeding as planned." The company says it expects to finish that review "this year" but will not share more details. $YUM"
X Link 2026-02-04T13:29Z 18.7K followers, [---] engagements

"Taco Bell's U.S. same-store sales are ridiculously consistent. $YUM"
X Link 2026-02-04T13:38Z 18.7K followers, 13.1K engagements

"At least one Byte by Yum technology offering is in [-----] $YUM Brands locations worldwide"
X Link 2026-02-04T13:38Z 18.7K followers, [---] engagements

"Yum Brands has a Smart Office bundle that cut the failure rate of third-party delivery orders by 75%. $YUM"
X Link 2026-02-04T13:39Z 18.7K followers, [----] engagements

"Despite a big bankruptcy of the Florida operator Sailormen Popeyes' franchise system in the U.S. "is actually in quite a healthy place." $QSR"
X Link 2026-02-12T14:27Z 18.7K followers, [----] engagements

"Popeyes' U.S. same-store sales have been weak dating back to [----]. $QSR"
X Link 2026-02-12T14:32Z 18.7K followers, [----] engagements

"Wendy's is targeting its marketing at consumers with whom its quality positioning "has the most appeal." $WEN"
X Link 2026-02-13T13:40Z 18.7K followers, [---] engagements

"Wendy's is bringing back its Thin Mints Frosty Swirl and adding a new Thin Mints Frosty Fusion. The fusion is a Vanilla Frosty topped with a "minty cookie crumble sauce inspired by Girl Scout Thin Mints." $WEN"
X Link 2026-02-17T13:08Z 18.7K followers, [----] engagements

"Yum Brands same-store sales (U.S.): Taco Bell 7%👀 KFC 1% Pizza Hut -3% Habit 0% $YUM"
X Link 2026-02-04T12:53Z 18.7K followers, 14.7K engagements

"Yum Brands calls the demand for "customization and craveworthy food" the "me me me economy." Not sure what to think about that. $YUM"
X Link 2026-02-04T13:23Z 18.7K followers, [---] engagements

"Yum Brands is investing in Pizza Hut marketing. The company also expects [---] targeted closures of underperforming locations in the first quarter. $YUM"
X Link 2026-02-04T13:43Z 18.7K followers, [----] engagements

"Yum Brands earnings call summary: Pizza Hut closing [---] locations; But company investing in marketing; Strategic review ongoing; Taco Bell is on fire as always; KFC furiously adding locations internationally; Byte by Yum coming to more restaurants. $YUM"
X Link 2026-02-04T14:07Z 18.7K followers, [----] engagements

"Why did Yum Brands even buy Habit Burger Yum has not mentioned its fast-casual burger brand on its last two earnings calls not even to update on sales results. Habit's system sales have been slowing markedly over the past few years. https://www.restaurantbusinessonline.com/financing/why-did-yum-brands-buy-habit-burger https://www.restaurantbusinessonline.com/financing/why-did-yum-brands-buy-habit-burger"
X Link 2026-02-05T15:08Z 18.7K followers, [----] engagements

"McDonald's earnings call summary: The company sold a shitload of socks; More lower-income consumers; Value is working; Franchisees making more money; More beverages are coming this year; Better quality; Weather impact this Q 100bp; More restaurants; GLP-1s meh thus far. $MCD"
X Link 2026-02-11T22:32Z 18.7K followers, [----] engagements

"Tim Hortons Canada is going to tie its loyalty program with Canadian Tire which honestly makes a ton of sense. $QSR"
X Link 2026-02-12T14:30Z 18.7K followers, [----] engagements

"Wendy's U.S. same-store sales down 11.3%. Jesus. $WEN"
X Link 2026-02-13T12:04Z 18.7K followers, 150.3K engagements

"I have same-store sales data dating back to [----]. Wendy's has never had a quarter this bad that was even close to a negative 11.3%. Not even during the pandemic. $WEN"
X Link 2026-02-13T12:13Z 18.7K followers, 124.4K engagements

"Wendy's earnings call summary: Poor results were expected; January also weak but sales should improve; More franchisees will likely stop serving breakfast; New burger coming; New chicken sandwiches coming; Investing in field ops teams; "Rebuilding year." $WEN"
X Link 2026-02-13T14:34Z 18.7K followers, [----] engagements

"Anyway here's my first look at Wendy's earnings. https://www.restaurantbusinessonline.com/financing/wendys-sales-plunged-last-quarter https://www.restaurantbusinessonline.com/financing/wendys-sales-plunged-last-quarter"
X Link 2026-02-13T14:44Z 18.7K followers, [----] engagements

"Restaurant nerd alert: So remember a few years ago when Wendy's leapfrogged Burger King to become the No. [--] burger chain in the U.S. There's a real possibility that Burger King takes that position back this year. Wendy's did $11.9B in system sales last year compared with $11b for BK. But Wendy's is closing 5% of its locations and started off with 8% negative SSS with expected improvement throughout the year. Assume negative 3% and that's an 8% decline in system sales which would bring them down to $11B in system sales. BK would simply need a couple points of comps to take back the No. [--] spot"
X Link 2026-02-13T20:16Z 18.7K followers, [----] engagements

"The president of Burger King is giving out his phone number and will spend hours every day taking customer feedback and recording it to create a database of the company's performance around the country. https://www.restaurantbusinessonline.com/financing/president-burger-king-giving-customers-his-phone-number https://www.restaurantbusinessonline.com/financing/president-burger-king-giving-customers-his-phone-number"
X Link 2026-02-17T14:28Z 18.7K followers, [----] engagements

"Just ate two Wendys Frostys in like [--] seconds. Dont regret that one bit"
X Link 2018-05-30T01:46Z 18.5K followers, [--] engagements

"Hes wrong. https://x.com/USATODAYmoney/status/1010171135948873730 Starbucks CEO thinks sales are down because people are too healthy https://t.co/eTyglFxVVb https://t.co/7OJaqNngMW https://x.com/USATODAYmoney/status/1010171135948873730 Starbucks CEO thinks sales are down because people are too healthy https://t.co/eTyglFxVVb https://t.co/7OJaqNngMW"
X Link 2018-06-22T14:48Z 18.5K followers, [--] engagements

"With that line this chicken had better be damn good"
X Link 2018-06-26T23:34Z 18.5K followers, [--] engagements

"Casual dining https://x.com/Daily_Star/status/1010555580845473792 https://x.com/Daily_Star/status/1010555580845473792"
X Link 2018-06-27T19:59Z 18.5K followers, [--] engagements

"Del Friscos Restaurant Group has completed its $325 million acquisition of Barteca Restaurant Group. $DFRG Pretty cool this happened on the day I had Bartecas chairman Andy Pforzheimer on my #RestaurantDirections panel. https://globenewswire.com/news-release/2018/06/27/1530591/0/en/Del-Frisco-s-Restaurant-Group-Inc-Completes-Acquisition-of-Barteca-Restaurant-Group.htmlev=1 https://globenewswire.com/news-release/2018/06/27/1530591/0/en/Del-Frisco-s-Restaurant-Group-Inc-Completes-Acquisition-of-Barteca-Restaurant-Group.htmlev=1"
X Link 2018-06-27T20:13Z 18.1K followers, [--] engagements

"I dont think theres any question Im on the dark side. Its far more interesting. @jonathanmaze I take it you do not have an opinion on Chipotle food safety practices. You must be on the dark side. @jonathanmaze I take it you do not have an opinion on Chipotle food safety practices. You must be on the dark side"
X Link 2018-08-02T13:46Z 18.5K followers, [--] engagements

"Bojangles closing underperforming restaurants and refranchising some company locations. $BOJA"
X Link 2018-08-02T20:10Z 18.1K followers, [--] engagements

"Bojangles closing [--] locations refranchising another [--]. $BOJA More details: The company plans to shutter [--] poor-performing units and refranchise [--] Tennessee and Georgia stores to a large franchisee. #BOJA More details: The company plans to shutter [--] poor-performing units and refranchise [--] Tennessee and Georgia stores to a large franchisee. #BOJA"
X Link 2018-08-02T20:58Z 18.1K followers, [--] engagements

"Papa Johns call abruptly ends and will begin again momentarily. God knows what just happened"
X Link 2018-08-07T21:51Z 18.5K followers, [--] engagements

"Zombie chains looking to buy other zombie chains because as we all know zombies are more dangerous in larger numbers. For struggling restaurants its buy or die https://t.co/iZflkLTMPh (@jonathanmaze) https://t.co/K1Pr2rfrF0 For struggling restaurants its buy or die https://t.co/iZflkLTMPh (@jonathanmaze) https://t.co/K1Pr2rfrF0"
X Link 2018-08-15T18:45Z 18.5K followers, [--] engagements

"Carls Jr. and Hardees will start selling Froot Loops Mini Donuts for $1.99 for a limited time starting tomorrow. The donuts taste just like classic Froot Loops cereal"
X Link 2018-08-28T20:19Z 18.5K followers, [--] engagements

"Del Friscos has sold Sullivans to Macaroni Grill. $DFRG"
X Link 2018-09-18T12:33Z 18.1K followers, [--] engagements

"Three meals Restaurants have six: Breakfast AM snack Lunch PM Snack Dinner Late night Restaurant customers are hobbits"
X Link 2018-10-22T15:06Z 18.5K followers, [--] engagements

"Were in a period in which the restaurant industry is making an unprecedented level of investment in technology. We are also in a period in which industry traffic remains stubbornly weak. Makes you wonder if its all worth it"
X Link 2018-10-26T14:13Z 18.5K followers, [--] engagements

"Habit Restaurants same-store sales up 3.6%. Revenue up 23.7%. Company reported a net loss of [--] cents/share. $HABT"
X Link 2018-10-30T20:13Z 18K followers, [--] engagements

"Podcast with Dominos CEO Ritch Allison on: Technology; The companys impressive international growth; Following up Patrick Doyle; Whether the company would buy another concept. https://www.restaurantbusinessonline.com/financing/how-dominos-plans-keep-its-momentum https://www.restaurantbusinessonline.com/financing/how-dominos-plans-keep-its-momentum"
X Link 2018-11-01T11:49Z 18.5K followers, [--] engagements

"Babysitting teenagers at the Mall of America on a Friday night. Try not to get too jealous"
X Link 2018-11-02T22:55Z 18.5K followers, [--] engagements

"Durational Capital Management to buy Bojangles for $16.10 per share. $BOJA"
X Link 2018-11-06T13:11Z 18.1K followers, [--] engagements

"The Bojangles $16.10/share sale price is a 39% premium to the closing price of Feb. [--] a day prior to initial speculation of a sale. But its not even a 30-day high. Company been trading around or over $16/share all month. $BOJA"
X Link 2018-11-06T13:35Z 18.1K followers, [--] engagements

"The Bojangles multiple will be about 11x EBITDA which seems low for a fast-food chicken chain albeit a regional one. Rival Popeyes got 20x. Also: About 40% of system locations are company owned. New owners can pull refranchising trigger. $BOJA"
X Link 2018-11-06T14:14Z 18.1K followers, [--] engagements

"Del Friscos passes a shareholder rights plan cites unusual stock activity. $DFRG https://investor.dfrg.com/investor-home/news/press-release-details/2018/Del-Friscos-Restaurant-Group-Adopts-Short-Term-Shareholder-Rights-Plan/default.aspx https://investor.dfrg.com/investor-home/news/press-release-details/2018/Del-Friscos-Restaurant-Group-Adopts-Short-Term-Shareholder-Rights-Plan/default.aspx"
X Link 2018-12-06T04:01Z 18.1K followers, [--] engagements

"Del Friscos up 11% today after an activist gets involved. But it is still down 60% since reaching a high of nearly $19 a share in February. $DFRG"
X Link 2018-12-06T15:38Z 18.1K followers, [--] engagements

"Engaged Capital actually saying that $DFRG not spending enough on Capex. Dont see that from activists very often. But thats a legitimate point. Cutting the growth chains growth is generally a bad thing"
X Link 2018-12-06T18:31Z 18.1K followers, [--] engagements

"Del Friscos now up 19%. $DFRG"
X Link 2018-12-06T20:20Z 18.1K followers, [--] engagements

"Only restaurant company stocks up right now: $DFRG $PLAY $LUB $JACK"
X Link 2018-12-17T20:56Z 18.1K followers, [--] engagements

"Del Friscos says its total same-store sales were roughly flat in 4Q - worse in November better in December and so far in Q1 all [--] days of it. $DFRG"
X Link 2019-01-03T22:55Z 18.1K followers, [--] engagements

"Recording a podcast this afternoon and my cat starts meowing LOUDLY outside my door probably because shes damn annoying. Related: Anyone want a cat"
X Link 2019-01-23T21:25Z 18.4K followers, [--] engagements

"Del Friscos has a deal with its activist Engaged Capital and will add Joe Reece to the board. Reece will become chairman of the committee overseeing the strategic alternatives review. $DFRG"
X Link 2019-02-04T14:11Z 18.1K followers, [--] engagements

"Um @kfc has come up with a Colonel Sanders bearskin rug for Valentines Day that you can win in an online creativity contest on Reddit. Three categories: Storytelling Photoshop and drawing. https://www.reddit.com/r/kfc/ https://www.reddit.com/r/kfc/"
X Link 2019-02-05T14:20Z 18.4K followers, [--] engagements

"Restaurant traffic is falling and its all millennials fault. Any thoughts on why younger adults are dining out less Do they not have the money Or is Netflix just that appealing https://www.restaurantbusinessonline.com/financing/why-restaurant-traffic-falling-blame-millennials https://www.restaurantbusinessonline.com/financing/why-restaurant-traffic-falling-blame-millennials"
X Link 2019-04-26T19:31Z 18.5K followers, [--] engagements

"@CulinaryWoman Everyone should know how to cook its like basic survival"
X Link 2019-04-26T19:52Z 18.5K followers, [--] engagements

"Its really difficult to distinguish between Impossible Whopper and regular Whopper. Jose Cil says the company is not seeing customers swap original Whopper for Impossible version. $QSR"
X Link 2019-04-29T13:14Z 18.5K followers, [--] engagements

"Habit Burger same-store sales up 3.2% but company recorded a net loss of $200k (1 cent/share). $HABT"
X Link 2019-05-01T20:42Z 18K followers, [--] engagements

"Oh hey look Tim Hortons appears to have closed Twin Cities locations https://t.co/8x5cpg1v0H https://t.co/MupRDnEiGG Tim Hortons appears to have closed Twin Cities locations https://t.co/8x5cpg1v0H https://t.co/MupRDnEiGG"
X Link 2019-05-02T20:21Z 18.5K followers, [--] engagements

"Coincidentally (or not) I deal with this very topic today asking why Tims cant work in the U.S. https://www.restaurantbusinessonline.com/financing/why-cant-tim-hortons-work-us Even major systems struggle to introduce their brand to new markets. A significant portion of my current case load comes from regional brands that tanked in new areas. https://www.restaurantbusinessonline.com/financing/why-cant-tim-hortons-work-us Even major systems struggle to introduce their brand to new markets. A significant portion of my current case load comes from regional brands that tanked in new areas"
X Link 2019-05-16T17:16Z 18.5K followers, [--] engagements

"Del Friscos cutting staff and opening fewer restaurants. Says it will save $5M/year. $DFRG"
X Link 2019-05-16T22:50Z 18.1K followers, [--] engagements

"@IHOP This was the offending tweet: https://x.com/jonathanmaze/status/1007355701402963970 https://x.com/jonathanmaze/status/1007355701402963970"
X Link 2019-06-03T21:48Z 18.5K followers, [--] engagements

"Just had @Raising_Canes and honestly dont know what I like more: The chicken or the business model"
X Link 2019-06-05T00:05Z 18.5K followers, [--] engagements

"Why the retail apocalypse is the biggest factor in restaurants traffic problems in recent years. https://www.restaurantbusinessonline.com/financing/why-retail-apocalypse-main-factor-restaurants-traffic-problems https://www.restaurantbusinessonline.com/financing/why-retail-apocalypse-main-factor-restaurants-traffic-problems"
X Link 2019-06-10T19:21Z 18.5K followers, [--] engagements

"Wow. The @Wendys near by has been closed off and on the last few days. Right now their lobby is closed. Looks like they have [--] ppl in the entire restaurant for lunch rush. I feel bad for them. Im think Im going to offer each one a job 😏 #LaborIssues The @Wendys near by has been closed off and on the last few days. Right now their lobby is closed. Looks like they have [--] ppl in the entire restaurant for lunch rush. I feel bad for them. Im think Im going to offer each one a job 😏 #LaborIssues"
X Link 2019-06-22T16:23Z 18.5K followers, [--] engagements

"Dicks Last Resorts says it will change its name to Chicks & Dickss Last Resort if the U.S. Soccer Federation pays the #USWNT players the same as their male counterparts. Im sure thatll do the trick. http://www.restaurantnews.com/dicks-last-resort-will-change-name-for-u-s-womens-pay-equality/ http://www.restaurantnews.com/dicks-last-resort-will-change-name-for-u-s-womens-pay-equality/"
X Link 2019-07-12T16:45Z 18.5K followers, [--] engagements

"If @Kate_H_Taylor was wondering who will be the first to bring back pumpkin spice this year: @WilliamsSonoma just beat all the restaurants 🎃 🤦♂ https://t.co/jTdBj5oXbU If @Kate_H_Taylor was wondering who will be the first to bring back pumpkin spice this year: @WilliamsSonoma just beat all the restaurants 🎃 🤦♂ https://t.co/jTdBj5oXbU"
X Link 2019-07-27T13:54Z 18.5K followers, [--] engagements

"@CulinaryWoman Did you immediately print the email and burn it"
X Link 2019-07-27T13:57Z 18.5K followers, [--] engagements

"Habit again getting same-store sales via price. Comps up 3.9% while traffic down 2.5%. $HABT"
X Link 2019-08-01T11:46Z 18K followers, [--] engagements

"Biggest city to do it. But drive-thrus are popular. McDonalds and other fast food chains get 70% of their business through them. Chains like Panera Starbucks and Dunkin get an instant sales boost when they add a DT. The Minneapolis City Council has banned any new drive-thrus. "We've already restricted drive-thrus over the years in a number of ways council president Lisa Bender tells @MPRnews. https://t.co/Ek2wjBYcG4 The Minneapolis City Council has banned any new drive-thrus. "We've already restricted drive-thrus over the years in a number of ways council president Lisa Bender tells @MPRnews."
X Link 2019-08-09T22:03Z 18.5K followers, [--] engagements

"Line at the Mall of America Popeyes. Chipotles is longer though"
X Link 2019-08-25T21:44Z 18.4K followers, [--] engagements

"Del Taco down 11% after hours. $TACO"
X Link 2019-10-21T21:39Z 18.5K followers, [--] engagements

"Habit up 16%. $HABT"
X Link 2019-10-31T18:03Z 18K followers, [--] engagements

"Hey it worked once KFC Canada is testing a sandwich made with plant-based fried chicken along with plant-based popcorn chicken in one store in Mississauga Ontario Nov. [--]. While supplies last"
X Link 2019-11-26T13:03Z 18.5K followers, [--] engagements

"Starbucks CEO Kevin Johnson will get a retention award of up to $50 million based on the companys stock performance over the next three years. $SBUX"
X Link 2019-12-09T21:20Z 18.5K followers, [--] engagements

"Apparently the battery on my MacBook is . like . bad"
X Link 2019-12-10T16:13Z 18.5K followers, [--] engagements

"An analyst's report says McDonald's is selling 20-30 of its plant-based burgers in Canada. That's probably not enough. Unless it is. https://www.restaurantbusinessonline.com/financing/are-30-plant-based-burgers-day-enough-mcdonalds https://www.restaurantbusinessonline.com/financing/are-30-plant-based-burgers-day-enough-mcdonalds"
X Link 2019-12-12T13:25Z 18.5K followers, [--] engagements

"Accidentally clicked on a Shen Yun link and now my Facebook feed is loaded with their ads as if seeing their damn billboards everywhere isn't enough"
X Link 2019-12-18T19:02Z 18.5K followers, [--] engagements

"Yum buying Habit. Wow. $YUYM $HABT"
X Link 2020-01-06T14:17Z 18K followers, [--] engagements

"Picked the wrong day to return from Florida. LONG UNDERWEAR ALERT [---] wind chill currently in Grand Forks ND. https://t.co/NSR1mquoiz LONG UNDERWEAR ALERT [---] wind chill currently in Grand Forks ND. https://t.co/NSR1mquoiz"
X Link 2020-01-16T13:24Z 18.5K followers, [--] engagements

"OMG Shocking video today from a delivery truck on I-80 in Western Iowa. The AMCON Distributing driver State Trooper & occupants in the pickup truck were not seriously injured. If you have to be out driving during inclement weather- slow down and be aware of the road conditions. https://t.co/tXqMAOjCjz Shocking video today from a delivery truck on I-80 in Western Iowa. The AMCON Distributing driver State Trooper & occupants in the pickup truck were not seriously injured. If you have to be out driving during inclement weather- slow down and be aware of the road conditions."
X Link 2020-01-18T14:07Z 18.5K followers, [--] engagements

"Tater Tot Hot Dish is the best thing about the Midwest I will not debate this. Its just fact Hot dish has my vote But will it help a presidential hopeful in casserole country My report. https://t.co/TgBNHRXcmt via @NYTimes Hot dish has my vote But will it help a presidential hopeful in casserole country My report. https://t.co/TgBNHRXcmt via @NYTimes"
X Link 2020-01-30T01:01Z 18.5K followers, [--] engagements

"Avocado crime Avocado crime soars ahead of Americas Super Bowl https://t.co/qkJdRKxd5Q Avocado crime soars ahead of Americas Super Bowl https://t.co/qkJdRKxd5Q"
X Link 2020-01-31T04:52Z 17.9K followers, [--] engagements

"Adding [---] hours to your weekly schedule isnt something to do lightly no matter how good the tweets are. Interesting Sunday morning reading from Blake. A snapshot of the weekly $MCD NOA letter. Love the eloquence of the Wendys jab but its the #truth 😂 https://t.co/RxJO8Pdh2V A snapshot of the weekly $MCD NOA letter. Love the eloquence of the Wendys jab but its the #truth 😂 https://t.co/RxJO8Pdh2V"
X Link 2020-02-09T15:18Z 18.5K followers, [--] engagements

"@nagrani14 Two cheeseburgers I was driving. Best travel food bar none"
X Link 2020-02-13T00:25Z 18.5K followers, [--] engagements

"opens Twitter scrolls past [--] tweets before finding one less than [--] minutes old Throws phone across room"
X Link 2020-02-15T00:02Z 18.5K followers, [--] engagements

"Or you know maybe the allegedly intelligent political reporters could treat coronavirus like the health story it is and seek out expertise like theyre supposed to. Big newsrooms may need to take political reporters and editors on the political desk "entirely out of the loop" on the Coronavirus story says @froomkin. "Its too damned important to be covered as a two-sided battle over whos winning the narrative." https://t.co/c0izm1taQx Big newsrooms may need to take political reporters and editors on the political desk "entirely out of the loop" on the Coronavirus story says @froomkin. "Its too"
X Link 2020-03-08T13:19Z 18.5K followers, [--] engagements

"@CulinaryWoman Right: Someone at the top should be dictating how this gets covered. But the reporters covering the White House can easily write the story the way it should be told"
X Link 2020-03-08T13:41Z 18.5K followers, [--] engagements

"Just moved from sitting down in the kitchen to sitting down in the living room so that was exciting"
X Link 2020-04-04T13:18Z 18.5K followers, [--] engagements

"Major point: All sorts of restaurants will be rehiring workers. But theyll have nothing to do. Try to wrap your head around paying people for staying hime Try to wrap your head around paying people for staying hime"
X Link 2020-04-04T18:00Z 18.5K followers, [--] engagements

"Wait Burger King doing eight nuggets for $1 Id draw broad conclusions on discounting but its Burger King and they always do this"
X Link 2020-04-24T02:11Z 18.5K followers, [--] engagements

"Andrew Carnegie Cornelius Vanderbilt and . Sardar Biglari $BH https://www.restaurantbusinessonline.com/financing/steak-n-shakes-owner-compares-himself-andrew-carnegie https://www.restaurantbusinessonline.com/financing/steak-n-shakes-owner-compares-himself-andrew-carnegie"
X Link 2020-07-09T17:56Z 18.4K followers, [--] engagements

"Sardar Biglari again taking Cracker Barrel to task for not focusing on its "core business" of restaurants which is funny given that he could probably spend some quality time on his own core business. $BH $CBRL"
X Link 2020-09-15T13:00Z 18.4K followers, [--] engagements

"Cracker Barrel pretty much ripping into Sardar Biglari in a letter this morning. For instance noting that Biglari Holdings' 10-year TSR was -61% compared with 520% for Cracker Barrel. Also noting that BH's market value is less than its asset value. $CBRL $BH"
X Link 2020-10-01T12:10Z 18.4K followers, [--] engagements

"Super interesting hire over at McDonald's: Katie Fallon will be the chief global impact officer which comprises government relations communications sustainability etc. Fallon is a former Obama senior advisor. $MCD https://www.restaurantbusinessonline.com/leadership/mcdonalds-names-katie-beirne-fallon-chief-global-impact-officer https://www.restaurantbusinessonline.com/leadership/mcdonalds-names-katie-beirne-fallon-chief-global-impact-officer"
X Link 2020-10-01T12:33Z 18.5K followers, [--] engagements

"So on this Brinker International call it sure sounds like the company is considering taking its It's Just Wings virtual brand and making it a brick-and-mortar brand. $EAT"
X Link 2020-10-28T14:30Z 18.4K followers, [--] engagements

"Gorgeous moon out there tonight"
X Link 2020-10-29T01:26Z 18.5K followers, [--] engagements

"@CulinaryWoman Relatively few of these are "mall" concepts. Most are full service "eatertainment" or they depended too heavily on buffets or salad bars"
X Link 2020-11-02T13:58Z 18.5K followers, [--] engagements

"Here's my early report on McDonald's investor presentation today which was substantial. More to come on this obviously. https://www.restaurantbusinessonline.com/financing/mcdonalds-plots-plant-based-products-part-new-growth-strategy https://www.restaurantbusinessonline.com/financing/mcdonalds-plots-plant-based-products-part-new-growth-strategy"
X Link 2020-11-09T18:12Z 18.5K followers, [--] engagements

"New filing from Biglari today saying that his company believes its shares are trading "below its intrinsic value" and therefore the company plans to buy more shares. I mean . I can think of ONE thing $BH could do that would drive up the value of its shares pretty quickly"
X Link 2020-12-21T21:46Z 18.4K followers, [--] engagements

"Biggest factor in performance at Shake Shack restaurants is totally unsurprisingly whether it's located in an urban or suburban area. $SHAK"
X Link 2021-01-12T13:44Z 18.4K followers, [--] engagements

"Chipotle is testing carside service in [--] locations in California which brings up this question: It didn't have curbside service yet $CMG"
X Link 2021-01-28T13:31Z 17.9K followers, [--] engagements

"Whataburgers new owners taking the chain places apparently. Whataburger officially opening first Nashville-area location this fall https://t.co/RNpjSjh9gY Whataburger officially opening first Nashville-area location this fall https://t.co/RNpjSjh9gY"
X Link 2021-02-25T00:09Z 18.5K followers, [--] engagements

"BurgerFi's newest board member is . Martha Stewart She will join the Florida-based fast-casual chain's product and innovation committee. $BFI"
X Link 2021-02-25T13:34Z 18.5K followers, [--] engagements

"Some Sunday night Sardar for you . Steak 'n Shake plans to use kiosks to fuel its counter-service model. Big in his letter to shareholders also admits that labor costs were 38.5%)) pre-pandemic then fell to 29%. https://platform.winsightmedia.com/rb/financing/after-last-minute-rescue-sardar-biglari-steak-n-shake-embraces-kiosks https://platform.winsightmedia.com/rb/financing/after-last-minute-rescue-sardar-biglari-steak-n-shake-embraces-kiosks"
X Link 2021-03-01T02:22Z 18.4K followers, [--] engagements

"BurgerFi is buying Anthony's Coal Fired Pizza. Ian Baines will become the combined company's new CEO and L Catterton one of its largest shareholders. http://restaurantbusinessonline.com/financing/burgerfi-buy-anthonys-coal-fired-pizza-1613m http://restaurantbusinessonline.com/financing/burgerfi-buy-anthonys-coal-fired-pizza-1613m"
X Link 2021-10-11T12:44Z 18.5K followers, [--] engagements

"Also I know this story is important because Chipotle put the headline in ALL CAPS. https://ir.chipotle.com/2021-12-16-CHIPOTLE-TO-OPEN-FIRST-CHIPOTLANE-DIGITAL-KITCHEN https://ir.chipotle.com/2021-12-16-CHIPOTLE-TO-OPEN-FIRST-CHIPOTLANE-DIGITAL-KITCHEN"
X Link 2021-12-16T13:11Z 17.9K followers, [--] engagements

"This recession is weird. The U.S. economy shrank at a 0.9% annual rate last quarter. That marks a second straight quarterly decline in GDPa common definition of recession. https://t.co/RC7swzQ6Qe The U.S. economy shrank at a 0.9% annual rate last quarter. That marks a second straight quarterly decline in GDPa common definition of recession. https://t.co/RC7swzQ6Qe"
X Link 2022-07-28T12:50Z 18.4K followers, [--] engagements

"Sweetgreen is entering the dessert business with what it calls a "Crispy Rice Treat." You be the judge. https://www.businesswire.com/news/home/20221107005248/en https://www.businesswire.com/news/home/20221107005248/en"
X Link 2022-11-07T15:36Z 18.5K followers, [--] engagements

"Who did this"
X Link 2022-12-23T14:00Z 17.9K followers, [----] engagements

"So much for the idea of a "great tradedown." Texas Roadhouse says it has averaged more guests over the past [--] weeks than any other period in its history. $TXRH Texas Roadhouse says it has averaged more guests over the past [--] weeks than any other period in its history. $TXRH"
X Link 2023-02-17T20:36Z 18.5K followers, [----] engagements

"@Buffering666 @CulinaryWoman Sure. But historically in an alleged trade down scenario full service restaurants are share donors to limited service. Texas Roadhouse would certainly lose traffic in this scenario not generate a record"
X Link 2023-02-18T17:47Z 18.5K followers, [---] engagements

"Tots are threatening to take over menu territory from french fries https://t.co/C1V25oCgGC #Food Read more Tots are threatening to take over menu territory from french fries https://t.co/C1V25oCgGC #Food Read more"
X Link 2023-04-04T20:36Z 18.5K followers, [----] engagements

"Very interesting comments from Patrick Doyle just now on the $RBI call: Says "there is simply no room for franchisees who are not willing or able to operate restaurants better than the system average over the long term." Suggests a "small number" of operators could sell"
X Link 2023-05-02T12:59Z 18.5K followers, [----] engagements

"So apparently Starbucks customers are looking for human connection when they visit one of the chain's locations rather than a dose of caffeine. $SBUX"
X Link 2023-05-02T21:09Z 18.4K followers, [----] engagements

"Starbucks has [----] cup-and-lid combinations across its network. Company considering "fewer more sustainable and less costly cups." $SBUX"
X Link 2023-05-02T21:11Z 18.4K followers, [----] engagements

"Oleato is one of the top five product launches last five years per Starbucks. "Highly successful" product launch in terms of customer recognition. $SBUX"
X Link 2023-05-02T21:16Z 18.4K followers, [----] engagements

"30.8 million Starbucks Rewards members up 15% yoy. They account for 57% of company operated revenue. $SBUX"
X Link 2023-05-02T21:18Z 18.4K followers, [----] engagements

"Starbucks barista turnover down 9% from peak and average hours per worker up 4%. Adding hours for baristas "big opportunity." $SBUX"
X Link 2023-05-02T21:19Z 18.4K followers, [----] engagements

"Starbucks had double-digit same-store sales in each company market outside of China (which was also positive). U.S. up 12% with 6% transaction growth. $SBUX"
X Link 2023-05-02T21:27Z 18.4K followers, [----] engagements

"Starbucks traffic has surpassed pre-pandemic levels during its busiest dayparts. $SBUX"
X Link 2023-05-02T21:30Z 18.4K followers, [----] engagements

"Starbucks earnings call summary: Hey look sales and traffic are up; But company won't increase expectations; People go to Starbucks for connections; Customers buying up lots of cold customized beverages and sous vide egg bites; Oleato getting attention; China coming back. $SBUX"
X Link 2023-05-02T22:06Z 18.4K followers, [----] engagements

"Informa parent company of @NRNonline has acquired Winsight parent of my employer @RB_magazine. So this should be interesting. https://www.informa.com/globalassets/documents/investor-relations/2023/informa-plc---expansion-in-b2b-foodservice-through-acquisition-of-winsight.pdf_t_tags=language:ensiteid:c65bbe3e-31a7-4fc3-aa2f-886eff6e6700&_t_hit.id=Informa_Domain_Models_Pages_NewsArticlePage/_5aaa20a4-6fca-4cfd-886c-9e6b5f2723ef_en&_t_hit.pos=1"
X Link 2023-05-18T11:50Z 17.9K followers, [----] engagements

"So I analyzed a bunch of large fast-food chains using @technomic data on average unit volumes in [----] and [----]. Then I calculated where those [----] AUVs would be today if the brands simply kept pace with inflation. Interesting results. But look at Cane's. https://www.restaurantbusinessonline.com/financing/these-are-fast-food-chains-doing-best-beating-inflation https://www.restaurantbusinessonline.com/financing/these-are-fast-food-chains-doing-best-beating-inflation"
X Link 2023-06-12T16:45Z 18.5K followers, 34.6K engagements

"Cava priced its shares at $22 nice pre-IPO run-up in the shares. $CAVA Had been at $17-$19. $318M raised. $2.5B valuation"
X Link 2023-06-14T22:23Z 18.4K followers, [----] engagements

"$8.50 per share for Pollo Tropical is an interesting price. Not even the chain's 52-week high. $FRGI"
X Link 2023-08-07T12:18Z 18K followers, [----] engagements

"Don't know the last time a top [--] chain switched providers like this. Arby's did in [----]. Culver's did last year. Notable: Subway one of the [--] largest restaurant chains in the U.S. is switching beverage providers. Company will start serving Pepsi products under a new 10-year deal starting Jan. [--]. Rare move for such a big chain. https://t.co/VHuflgzjZA Notable: Subway one of the [--] largest restaurant chains in the U.S. is switching beverage providers. Company will start serving Pepsi products under a new 10-year deal starting Jan. [--]. Rare move for such a big chain. https://t.co/VHuflgzjZA"
X Link 2024-03-19T13:11Z 18.4K followers, 12.7K engagements

"McDonald's is shifting more spending to digital marketing and plans to invest "hundreds of millions" in digital innovation in the coming years. The goal is to keep its foot on the digital gas pedal. $MCD https://www.restaurantbusinessonline.com/technology/mcdonalds-making-massive-investment-digital-marketing https://www.restaurantbusinessonline.com/technology/mcdonalds-making-massive-investment-digital-marketing"
X Link 2024-05-09T14:05Z 18.4K followers, [----] engagements

"Sweetgreen holy shit. $SG"
X Link 2024-05-10T15:07Z 18.4K followers, 36.8K engagements

"This McDonald's $5 meal deal story first reported by Bloomberg has more moving parts. But it also shows the push-pull as the company wants traffic while franchisees hit with all kinds of rising costs need to protect margins. $MCD https://www.restaurantbusinessonline.com/financing/mcdonalds-looking-boost-traffic-considers-5-value-meal https://www.restaurantbusinessonline.com/financing/mcdonalds-looking-boost-traffic-considers-5-value-meal"
X Link 2024-05-10T18:43Z 18.4K followers, 35.1K engagements

"The bankruptcy of One Table Restaurant Group owner of Tender Greens and Tocaya is insane. But this is particularly onerous. The company signed an exclusive deal with Postmates bought by Uber Eats. The delivery company then ran a bunch of discounts to meet income targets"
X Link 2024-07-19T15:20Z 18.1K followers, [----] engagements

"Huh. Yum Brands has terminated the master franchise agreement of its KFC and Pizza Hut operator in Turkey saying it did not meet company standards. It also bought out the franchisee's rights for the Germany market. $YUM https://www.restaurantbusinessonline.com/financing/hundreds-kfc-pizza-hut-restaurants-could-close-turkey https://www.restaurantbusinessonline.com/financing/hundreds-kfc-pizza-hut-restaurants-could-close-turkey"
X Link 2025-01-08T16:40Z 16.5K followers, [----] engagements

"Wednesday: Chili's reports 31% comps. Friday: Layoffs at Applebee's parent company Dine Brands per @JoeGuszkowski The contrast here is . something. https://www.restaurantbusinessonline.com/workforce/applebees-parent-dine-brands-lays-9-workforce https://www.restaurantbusinessonline.com/workforce/applebees-parent-dine-brands-lays-9-workforce"
X Link 2025-01-31T21:45Z 18.4K followers, [----] engagements

"Yum Brands U.S. 4Q same-store sales: KFC -5% Taco Bell 5% Pizza Hut -2% Habit: flat $YUM"
X Link 2025-02-06T13:09Z 16.5K followers, [----] engagements

"Yum saying that its brands' two test concepts Saucy by KFC and Taco Bell's Live Mas Cafe have had "promising" early engagement. Company plans to expand both concepts this year to continue testing them. $YUM"
X Link 2025-02-06T13:28Z 16.5K followers, [----] engagements

"Whoever advised Martha Stewart on her post-prison career should get some sort of Nobel prize"
X Link 2025-02-10T00:31Z 16.5K followers, [----] engagements

"Burger King average unit volumes hit $1.6 million which is good for Burger King. Still low for a full-fledged QSR brand. $QSR"
X Link 2025-02-12T13:56Z 16.7K followers, 13.2K engagements

"Here's the franchisee profitability data from Restaurant Brands International. Up at Tims and Popeyes. Flat at Burger King. Down at Firehouse. Firehouse profitability blamed on "category" challenges. Life is hard as a sub chain apparently. $QSR"
X Link 2025-02-12T14:25Z 16.7K followers, [----] engagements

"Wendys same-store sales up 4.1% in the U.S. last quarter because yall kept ordering Krabby Patties. $WEN"
X Link 2025-02-13T12:15Z 16.5K followers, [----] engagements

"Wendy's going to return $325 million to shareholders this year in the form of dividends and share repurchases. "We believe cash belongs to shareholders." $WEN"
X Link 2025-02-13T13:52Z 16.5K followers, [----] engagements

"Wendy's CEO Kirk Tanner saying that the company expects to have voice-activated AI in 500-600 drive-thrus by the end of this year. Says "accuracy is definitely improving" and the system drives sales. Once it's in [---] stores company could bring it to the system. $WEN"
X Link 2025-02-13T14:18Z 16.5K followers, 17.5K engagements

"Wendy's stock now down premarket. $WEN"
X Link 2025-02-13T14:25Z 16.5K followers, [---] engagements

"Panera Bread has closed two more baking facilities in California as the chain shifts to an "on-demand" baking process and uses third parties. [---] jobs eliminated. https://www.restaurantbusinessonline.com/operations/panera-bread-shutter-2-baking-facilities-california-laying-350 https://www.restaurantbusinessonline.com/operations/panera-bread-shutter-2-baking-facilities-california-laying-350"
X Link 2025-02-14T13:09Z 16.5K followers, [---] engagements

"Meanwhile "Starbucks Monday" was apparently "Madness Monday" generating record numbers of customers because apparently that's what happens when you market a giveaway for the day after the Super Bowl. $SBUX https://www.restaurantbusinessonline.com/financing/everybody-apparently-went-starbucks-monday https://www.restaurantbusinessonline.com/financing/everybody-apparently-went-starbucks-monday"
X Link 2025-02-14T13:19Z 16.5K followers, [----] engagements

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