#  @HedgeyeFood Bennett Cheer Bennett Cheer posts on X about $cmg, $sbux, $eat, $shak the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::4850828680/interactions)  - [--] Week [-----] -93% - [--] Month [------] +3,887% - [--] Months [-------] +56% - [--] Year [-------] +66% ### Mentions: [--] [#](/creator/twitter::4850828680/posts_active)  - [--] Months [--] -11% - [--] Year [--] +54% ### Followers: [-----] [#](/creator/twitter::4850828680/followers)  - [--] Week [-----] +0.33% - [--] Month [-----] +1.60% - [--] Months [-----] +15% - [--] Year [-----] +34% ### CreatorRank: [---------] [#](/creator/twitter::4850828680/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) [social networks](/list/social-networks) **Social topic influence** [$cmg](/topic/$cmg) #423, [$sbux](/topic/$sbux), [$eat](/topic/$eat), [$shak](/topic/$shak), [$mcd](/topic/$mcd), [cmg](/topic/cmg), [$bros](/topic/$bros), [$sg](/topic/$sg), [$wing](/topic/$wing), [$qsr](/topic/$qsr) **Top accounts mentioned or mentioned by** [@howardwpenney](/creator/undefined) [@hedgeye](/creator/undefined) [@keithmccullough](/creator/undefined) [@hedgeyedj](/creator/undefined) [@hedgeyecom](/creator/undefined) [@hedgeyefins](/creator/undefined) [@hedgeyestaples](/creator/undefined) [@mcdonalds](/creator/undefined) [@timhortons](/creator/undefined) [@hedgeyehwp](/creator/undefined) [@hedgeyerestos](/creator/undefined) [@chilis](/creator/undefined) [@popeyes](/creator/undefined) [@wendys](/creator/undefined) [@hedgeyeai](/creator/undefined) [@kdhochman](/creator/undefined) [@michaelkudrna](/creator/undefined) [@hedgeyeretailrw](/creator/undefined) [@fiveguys](/creator/undefined) [@hedgeyecomm](/creator/undefined) **Top assets mentioned** [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Starbucks Corporation (SBUX)](/topic/$sbux) [Brinker International, Inc. (EAT)](/topic/$eat) [Shake Shack Inc. (SHAK)](/topic/$shak) [McDonald's Corp (MCD)](/topic/$mcd) [Dutch Bros, Inc. (BROS)](/topic/$bros) [Sweetgreen Inc. (SG)](/topic/$sg) [Wing Finance (WING)](/topic/$wing) [Restaurant Brands International Inc. (QSR)](/topic/$qsr) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [PancakeSwap (CAKE)](/topic/$cake) [CAVA Group, Inc. (CAVA)](/topic/$cava) [First Watch Restaurant Group, Inc. (FWRG)](/topic/$fwrg) [Yum! Brands, Inc. (YUM)](/topic/$yum) [Kroger Co (KR)](/topic/$kr) [WEN Token (WEN)](/topic/$wen) [CannabisCoin (CANN)](/topic/cannabis) [Texas Roadhouse, Inc. (TXRH)](/topic/$txrh) [MONDELEZ INTERNATIONAL INC (MDLZ)](/topic/$mdlz) [Darden Restaurants, Inc. (DRI)](/topic/$dri) [pizzacoin (PIZZACOIN)](/topic/pizza) [Unifi Protocol DAO (UNFI)](/topic/$unfi) [European Wax Center, Inc. (EWCZ)](/topic/$ewcz) [Reddit, Inc. (RDDT)](/topic/$rddt) [Ralph Lauren Corp (RL)](/topic/$rl) ### Top Social Posts Top posts by engagements in the last [--] hours "Plenty of Events in Restaurants/Cannabis here at @Hedgeye going live in the next week Events: 11/15 10am- $DPZ Black Book Presentation 11/20 2pm- Cannabis Speaker Call: Sam Armenia $CXXIF 11/22 10am- $BROS Black Book Presentation Email to sales@hedgeye.com for Video/Material @HowardWPenney @HedgeyeCannabis https://twitter.com/i/web/status/1857413569794437222 https://twitter.com/i/web/status/1857413569794437222" [X Link](https://x.com/HedgeyeFood/status/1857413569794437222) 2024-11-15T13:21Z [----] followers, [----] engagements "$PLAY Dave & Buster's is a ship that's taking on water.and fast On top of a heinous quarter they lost their CEO to $EWCZ European Wax Center. @HedgeyeRetailRW when is the appointment for @HedgeyeRetailJM again #Research" [X Link](https://x.com/HedgeyeFood/status/1867192151018279148) 2024-12-12T12:57Z [----] followers, [---] engagements "Not sure if it's the "Better Ingredients Better Pizza" slogan stuck in my head or my bias but this $PZZA pie is pretty damn good. Dough is exceptional sauce is stellar and for $10 out in [--] minI'd take this over $DPZ any day. @PapaJohns @toddpenegor33 @HedgeyeFood The marketing strategy with the pizza dough guy is going to win in the long run It's not a quick fix it's the long ball. It's the correct marketing play @HedgeyeFood The marketing strategy with the pizza dough guy is going to win in the long run It's not a quick fix it's the long ball. It's the correct marketing play" [X Link](https://x.com/HedgeyeFood/status/1886461597503443081) 2025-02-03T17:07Z [----] followers, 11.7K engagements "$WING Black Book Data Sales Transactions Foot Traffic Partnerships Value Full Presentation Valentine's Day Friday 2pm Resto Team @HowardWPenney Invites Sent LFG 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. https://t.co/boDhrwq76G 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" [X Link](https://x.com/HedgeyeFood/status/1889670820466749600) 2025-02-12T13:40Z [----] followers, [----] engagements "Thats a lot of doubles with stackable BOGOs from $MCD [---] to be exact. Tax = 7.35% ($16.06 tax on $218.50 for [--] doubles). $500/1.0735 = $465.76 for food before tax. Each BOGO = [--] doubles for $4.39. $465.34 for [---] BOGOs or [---] doubles +$34.20 tax = $499.54 total #Food4Thought We scrapped our pricey wedding plans spending just $500 including a stop at McDonalds for cheeseburgers https://t.co/NQhM7w2HVE https://t.co/R6ljggXTCK We scrapped our pricey wedding plans spending just $500 including a stop at McDonalds for cheeseburgers https://t.co/NQhM7w2HVE https://t.co/R6ljggXTCK" [X Link](https://x.com/HedgeyeFood/status/1892424993058791685) 2025-02-20T04:04Z [----] followers, [---] engagements "Spending more time in Restos as of late (& btw CBRL data looks incredible QTDlast Q of easier comps b4 the Oct 1Q step up) but still love (some of) the cannabis names $GLASF $TPB $GBTIF such a volatile space. @HedgeyeFood how come so little cannabis convo on the call seems like more and more to talk about as Fall will be here soon. @HedgeyeFood how come so little cannabis convo on the call seems like more and more to talk about as Fall will be here soon" [X Link](https://x.com/HedgeyeFood/status/1943008609253913010) 2025-07-09T18:05Z [----] followers, [----] engagements "Happy International Beer Day @Hedgeye_Staples .and perhaps @HedgeyeAI. and god bless the Pizookie @KeithMcCullough Good 2Q out of $BJRI we'll see if July 4th headwinds in the data subside. Good celebrations szn in 1H.unlike $CMG 's "burrito szn". This is called the Party Platter Pizookie. So plan that party https://t.co/lE0bTqVSB2 This is called the Party Platter Pizookie. So plan that party https://t.co/lE0bTqVSB2" [X Link](https://x.com/HedgeyeFood/status/1951282830580801604) 2025-08-01T14:04Z [----] followers, 11.1K engagements "Nothing to see here as you were $DENN #research" [X Link](https://x.com/HedgeyeFood/status/1957183484612747667) 2025-08-17T20:51Z [----] followers, 12.6K engagements "Ventured into Queens today for a little $DENN action on my quest for some breakfast field notes. Well be getting down to the DPB (dollar-per-bite) very soon. Food was out in [--] min but lack of pay-at-table kept me in store for [--] minutes in total. #research Nothing to see here as you were $DENN #research https://t.co/17cQWVShIo Nothing to see here as you were $DENN #research https://t.co/17cQWVShIo" [X Link](https://x.com/HedgeyeFood/status/1957185544313553080) 2025-08-17T20:59Z [----] followers, [----] engagements "$SHAK: Smells like the French Onion Menu is headed to Shake Shack on Sept 9th after a Feb [--] test. The French Onion Soup Burger Garlic Parm Fries and Onion Rings all look set. Burger test pricing: $10.49 (single) $13.49 (double)" [X Link](https://x.com/HedgeyeFood/status/1963609677414948986) 2025-09-04T14:26Z [----] followers, [----] engagements "Per @HedgeyeDJ and @HedgeyeFood The prior Summer BBQ Menu had a much better chance in improving mix at $SHAK compared to the newly released French Onion lineup. The big takeaway from our office test: "as a consumer. I wouldn't seek this. not for $10+"" [X Link](https://x.com/HedgeyeFood/status/1966171369932222596) 2025-09-11T16:05Z [----] followers, [----] engagements "You mean compared to a @FiveGuys burger Totally agreed on the $SHAK observation. Id pay up for an alternative 10/10 times (a @HedgeyeFins favorite). @HedgeyeFood @HedgeyeDJ Looks like a lot of bun. A lot. @HedgeyeFood @HedgeyeDJ Looks like a lot of bun. A lot" [X Link](https://x.com/HedgeyeFood/status/1966253122566930708) 2025-09-11T21:30Z [----] followers, [----] engagements "$DRI is a what are you playing for stock on the long side on the Q. They beat: great. They miss: uh oh. I see downside to Fine Dining estimates. Weve seen 1st Wk of Sept fall off across different HFD metrics in OG. LH will 100% note beef costs (similar worries last Q that they handled) @KeithMcCullough @KeithMcCullough $DRI $RL $RDDT @KeithMcCullough $DRI $RL $RDDT" [X Link](https://x.com/HedgeyeFood/status/1967923542898401690) 2025-09-16T12:08Z [----] followers, [---] engagements "$SBUX Protein Coffee made its nationwide debut on 9/29 bringing latte (protein-boosted milk: +$1) and cold foam (+$2) variants to the menu. @Hedgeye Office Test: mouth feel (not chalky) (+) but very sweet (-). Order flow on Day [--] was poor ops struggled with customization" [X Link](https://x.com/HedgeyeFood/status/1975237122656276791) 2025-10-06T16:30Z [----] followers, [----] engagements "Too good not to share. A client just sent this over. Apollo bids $64 for $PZZA according to an unconfirmed St Insider report. The mkt told you what it thought of the fleeting hope for a deal heading into what will be a turbulent 3Q print. Welcome back big papa. for now" [X Link](https://x.com/HedgeyeFood/status/1977809402657898775) 2025-10-13T18:51Z [----] followers, [----] engagements "$DPZ: Weve seen a slowing in sales across the restaurant industry to start the fourth quarter" [X Link](https://x.com/HedgeyeFood/status/1978080219484348919) 2025-10-14T12:47Z [----] followers, [---] engagements "$SHAK has (per me) changed their Martin's buns to Rotella's Buns in 20+ states (ex the northeast) starting Oct 1st. Testing the taste buds of restaurant consumers in an incredibly price sensitive environment is not a battle I want to be in. @Hedgeye @HedgeyeDJ @KeithMcCullough" [X Link](https://x.com/HedgeyeFood/status/1978812149024559144) 2025-10-16T13:15Z [----] followers, 39.4K engagements "Did they think the consumer wouldn't notice $SHAK's brand once built on this Fine-Casual DNA is now colliding with QSR ambitions. Cutting costs will stomp culinary. If Shake Shack wants to act like a QSR it should trade like one. Just wait till this hits NYC @HedgeyeDJ $SHAK has (per me) changed their Martin's buns to Rotella's Buns in 20+ states (ex the northeast) starting Oct 1st. Testing the taste buds of restaurant consumers in an incredibly price sensitive environment is not a battle I want to be in. @Hedgeye @HedgeyeDJ @KeithMcCullough https://t.co/3kLYzpyLEC $SHAK has (per me) changed" [X Link](https://x.com/HedgeyeFood/status/1978814037480612190) 2025-10-16T13:23Z [----] followers, [----] engagements "You could see this coming you could feel it and now you can taste it. If $SHAK is going to operate like a QSR if it's going to make the trade-offs that QSRs make (efficiency over quality scale over craft standardization over culinary soul) then it should trade like a QSR. @HedgeyeFood I knew something was off with the Shake Shack burger I had last week The change in the bun quality was certainly noticeable. @HedgeyeFood I knew something was off with the Shake Shack burger I had last week The change in the bun quality was certainly noticeable" [X Link](https://x.com/HedgeyeFood/status/1978814533117382743) 2025-10-16T13:25Z [----] followers, [---] engagements "No change in the fundamentals DPZ reporting great results despite calling out a pressured restaurant-consumer more than certainly pushed favor to size & scale. names that actually don't mind Quads 1/2 $MCD $QSR @KeithMcCullough Maybe @HedgeyeFood could discuss the recent move in $MCD on the call this morning @KeithMcCullough Maybe @HedgeyeFood could discuss the recent move in $MCD on the call this morning" [X Link](https://x.com/HedgeyeFood/status/1978815728095473693) 2025-10-16T13:30Z [----] followers, [---] engagements "What is so interesting is that foot traffic to all restos started soft in the first week of 4Q- week end Oct 5th. Across the space ft was down 4.9% in '25 vs. the historical week avg from the last [--] years. at $SHAK it was down more than 17% in wk [--] of 4Q'25 vs '23/'24. @HedgeyeFood @Hedgeye @HedgeyeDJ @KeithMcCullough And so far how are consumers voting on this change Where I live (Cape Cod) the Shack has local competition from the Knack - it's not fair.Knack's offering my fave - better quality. @HedgeyeFood @Hedgeye @HedgeyeDJ @KeithMcCullough And so far how are consumers voting on this" [X Link](https://x.com/HedgeyeFood/status/1978817592815976527) 2025-10-16T13:37Z [----] followers, [---] engagements "Ill be hosting the Macro Show today with @KeithMcCullough Reply to this tweet with any questions @Hedgeye" [X Link](https://x.com/HedgeyeFood/status/1983497047803060323) 2025-10-29T11:32Z [----] followers, [----] engagements "$CMG Traffic will be down % tonight Flat -1% -3% -2% Flat -1% -3% -2%" [X Link](https://x.com/HedgeyeFood/status/1983562349186355263) 2025-10-29T15:51Z [----] followers, [---] engagements "Rumor running rampant in the office that @Hedgeye_Staples is gunning for the @Hedgeye Halloween Costume title tomorrow" [X Link](https://x.com/HedgeyeFood/status/1983643070148010459) 2025-10-29T21:12Z [----] followers, [----] engagements "Busy week of earnings but the @Hedgeye crew still knows how to get DOWN A strong RoC+ Halloween print from the entire #team Show me easing compares with a catalyst @KeithMcCullough @mablum @HedgeyeDJ Can you spot who dressed up as Ole Jonesy Buds @HedgeyeDJ https://t.co/H8DFmxxmvB Can you spot who dressed up as Ole Jonesy Buds @HedgeyeDJ https://t.co/H8DFmxxmvB" [X Link](https://x.com/HedgeyeFood/status/1983909807217152037) 2025-10-30T14:52Z [----] followers, 19.8K engagements "Lil store-level morale check $CMG" [X Link](https://x.com/HedgeyeFood/status/1984287377163161950) 2025-10-31T15:52Z [----] followers, 12.1K engagements "Has to be. you should see the JFK $SHAK s right now. First hand account (i.e. me watching from my gate rn). its like people havent eaten in days. Super slow ops tho. thankfully ppl have some time Aside its noteworthy and certainly helps. but is it a needle mover. ahh" [X Link](https://x.com/HedgeyeFood/status/1987630968409374730) 2025-11-09T21:18Z [----] followers, [----] engagements "First stop of the #HedgeyeFoodTour: $CAKE s Flower Child. Hip setting-indoor/outdoor dining Fast casual greens grains & wraps in an upbeat setting. Alc selection for @Hedgeye_Staples huge makeline for @HedgeyeRestos. $16.50 for kabob bowl or steak plate" [X Link](https://x.com/HedgeyeFood/status/1988248361481498654) 2025-11-11T14:12Z [----] followers, [---] engagements "Second stop: another $CAKE concept: North Italia. Open-air higher-end dining. Great Italian farm salad & meatballs but $18.50 each ouch. Dinner crowd light but went early remaining on @Hedgeye time. Super upbeat spot with stellar staff #HedgeyeFoodTour" [X Link](https://x.com/HedgeyeFood/status/1988249126421905423) 2025-11-11T14:15Z [----] followers, [---] engagements "Third stop (I had to): In-N-Out. While not a public chain ops & hospitality shine. Drive-thru slammed in-store manageable. $6.30 2x2 unbeatable. Ive had [--] double doubles since Sun. Did they change the buns Top layer peels easier than I remembered. Top of mind #HedgeyeFoodTour" [X Link](https://x.com/HedgeyeFood/status/1988250123743510602) 2025-11-11T14:19Z [----] followers, [----] engagements "We moved to the sidelines on $PZZA but this is wild. A UK outlet posted a baseless report about a take-private deal with TriArtisan Capital (the same firm behind the $DENN JV for $600M+) then deleted it less than [--] hours later. Shady and sad BREAKING: ABC Money apparently takes down the article that was picked up by Bloomberg Barrons Seeking Alpha in the fake news $PZZA rumor mill - after Hunterbrook exposed spoof. https://t.co/byFUz4I3S8 BREAKING: ABC Money apparently takes down the article that was picked up by Bloomberg Barrons Seeking Alpha in the fake news $PZZA rumor mill - after" [X Link](https://x.com/HedgeyeFood/status/1988322835006468103) 2025-11-11T19:07Z [----] followers, [---] engagements "$EAT Just got a round of applause from the table next to me (solo) in the LAS airport for what Im assuming is the fastest theyve seen a Big Smasher burger 5ct of Chicken Crispers & fries put away. Dont know how to feel about that one. Need @HedgeyeTech [--] Chilis air support" [X Link](https://x.com/HedgeyeFood/status/1988731942502822336) 2025-11-12T22:13Z [----] followers, [---] engagements "BC FROM [-----] FEET: INSTEAD OF AI DEPLETION CAMERAS $CMG SHOULD HAVE CONNECTED WEIGHT SENSORS ON THE MAKELINE THAT SEND A READING TO THE KITCHEN WHEN NEARING LOW INGREDIENTS YOURE WELCOME BOATWRIGHT" [X Link](https://x.com/HedgeyeFood/status/1988797957064589512) 2025-11-13T02:35Z [----] followers, [----] engagements "Thought I'd get a lil refresh on the ol $CAVA short. For $33 the Hot Harissa bowl was tasty but definitely lived up to the 'slop bowl' rep. The chx shawarma was cold wet & flavorless + the juice sogged through the pitaforcing me eat with a fork. @HedgeyeRestos" [X Link](https://x.com/HedgeyeFood/status/1993003483184922699) 2025-11-24T17:07Z [----] followers, [----] engagements "$FWRG Boots on the ground. Great coaching. Incredible food. Under appreciated story. @HedgeyeDJ gets it done.yet again. Helping @HedgeyeFood with some due diligence on $FWRG one of our newest additions to Top Stock Picks @hedgeye https://t.co/4KYhVN7FZ5 Helping @HedgeyeFood with some due diligence on $FWRG one of our newest additions to Top Stock Picks @hedgeye https://t.co/4KYhVN7FZ5" [X Link](https://x.com/HedgeyeFood/status/1956007303024422992) 2025-08-14T14:57Z [----] 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 $FWRG on Monday Aug 25th. Want Access - support@hedgeye.com @Hedgeye @HedgeyeDJ" [X Link](https://x.com/HedgeyeFood/status/1958494742158651788) 2025-08-21T11:41Z [----] followers, 13.1K engagements "$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 $FWRG on Monday Aug 25th. Want Access - support@hedgeye.com @Hedgeye @HedgeyeDJ https://t.co/0jIpBNOK2n @First_Watch isnt just the leader in breakfast/daytime" [X Link](https://x.com/HedgeyeFood/status/1958525071162581115) 2025-08-21T13:42Z [----] followers, [----] engagements "$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](https://x.com/HedgeyeFood/status/1965385805574406339) 2025-09-09T12:04Z [----] followers, [----] engagements "A THREAD 🧵 Taking some time in Vegas to get out and visit those public (and private) chains we dont have up north. Heres some Southwest food and operational fieldwork from the desert 🌵🍴 #HedgeyeFoodTour" [X Link](https://x.com/HedgeyeFood/status/1988247692741574894) 2025-11-11T14:09Z [----] 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](https://x.com/HedgeyeFood/status/1988251229827293283) 2025-11-11T14:23Z [----] followers, 10.3K engagements "Fifth stop on the #HedgeyeFoodTour: $BROS Dutch Bros. The drive-thru line for this small box high growth-energy drink brand was long (and slow). Breakfast pilot is decent TINY plastic bag slider tho even for $3.25. The blue drank I got was 1) too sweet and 2) greenish-brown" [X Link](https://x.com/anyuser/status/1988681378972721581) 2025-11-12T18:52Z [----] followers, [----] engagements "Yeah BROther $BROS @HedgeyeRestos what a day for $BROS @Hedgeye kicking https://t.co/KzQqRSRWxs @HedgeyeRestos what a day for $BROS @Hedgeye kicking https://t.co/KzQqRSRWxs" [X Link](https://x.com/HedgeyeFood/status/2008890652441108567) 2026-01-07T13:17Z [----] followers, [---] engagements "$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-$4 EPS" [X Link](https://x.com/anyuser/status/2016869340197310973) 2026-01-29T13:41Z [----] followers, [----] engagements "$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 $SBUX under Laxman Boatwright is unwilling to reinvest & take down margins (which is happening anyway) to fix store-level operations. But yes Let's continue to grow units @KeithMcCullough @HedgeyeDJ @Hedgeye .and believe me we heard the bull" [X Link](https://x.com/anyuser/status/2019061488879600028) 2026-02-04T14:52Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/2019039761336512810) 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](https://x.com/anyuser/status/2019044952693686642) 2026-02-04T13:46Z [----] 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](https://x.com/anyuser/status/2019088946756542629) 2026-02-04T16:41Z [----] followers, [----] engagements "Talk to me old friend. What happened today $WEN" [X Link](https://x.com/anyuser/status/2022434464136045049) 2026-02-13T22:15Z [----] followers, [---] engagements "$CMG starting to rev up the engines.Chipotle And DoorDash Offer Free Delivery This Weekend - Aug [--] [----] https://www.chipotle.com/whats-new#.W2RH4kvQsug.twitter https://www.chipotle.com/whats-new#.W2RH4kvQsug.twitter" [X Link](https://x.com/HedgeyeFood/status/1025355181108719617) 2018-08-03T12:18Z [----] followers, [--] engagements "Happy National Cheeseburger Day $MCD is complimenting their $5-$6 Meal Deals with 50-Cent Doubles today. Value. Value. Value. Theres a reason MCD Traffic has jumped nearly [--] Std Dev. in the High Freq. Data since implementing" [X Link](https://x.com/HedgeyeFood/status/1836523437080371602) 2024-09-18T21:51Z [----] followers, [---] engagements "Little Bareknuckle Boxing Match with the @Chilis "3-For-Lunch" combo. $EAT is producing right now and this setup is to die for. Hard to top QSR Meal Deals but this definitely takes the cake @joeyjaws wya I'll keep that Golden Basket Belt safe for a while. #Research" [X Link](https://x.com/HedgeyeFood/status/1838003560891523307) 2024-09-22T23:52Z [----] followers, 25.8K engagements "Chilis vs McDonalds Ticket Trends. I am biased to the $MCD meal deals. Ive gotten my usage of their app promotions down to a science. Impressive by $EAT to be all-in at an even lower price at @Chilis. While the gap is narrowing b/w drive-thru/food-to-table times in QSR vs CD Little Bareknuckle Boxing Match with the @Chilis "3-For-Lunch" combo. $EAT is producing right now and this setup is to die for. Hard to top QSR Meal Deals but this definitely takes the cake @joeyjaws wya I'll keep that Golden Basket Belt safe for a while. #Research https://t.co/UB6XtlaPul Little Bareknuckle Boxing Match" [X Link](https://x.com/HedgeyeFood/status/1838273719422063026) 2024-09-23T17:46Z [----] followers, [----] engagements "Wondered over to $SHAK today Not only am I out $41.68 because of [--] items but food-to-table took 14:24min. Not sure how drive-thrus will play with that speed of service. Not thrilled with my DPB (dollar-per-bite) spend. Seems like others might agree" [X Link](https://x.com/HedgeyeFood/status/1843121918389678097) 2024-10-07T02:51Z [----] followers, [----] engagements "CEO Rob Lynch has previously emphasized the "Drive-Thru" and $SHAK's "Fine Dining Model" when discussing the future. Those two terms will struggle to be synonymous. Also the New Black Truffle Burger was hard to get down and I love food. #research Wondered over to $SHAK today Not only am I out $41.68 because of [--] items but food-to-table took 14:24min. Not sure how drive-thrus will play with that speed of service. Not thrilled with my DPB (dollar-per-bite) spend. Seems like others might agree https://t.co/Mufcg7kuex Wondered over to $SHAK today Not only am I out $41.68 because of [--] items but" [X Link](https://x.com/HedgeyeFood/status/1843126960995885434) 2024-10-07T03:11Z [----] followers, [---] engagements "With @HowardWPenney en route to $MCD to try the Chicken Big Mac releasing tomorrow (10/10) I wont be far behind. It feels like Christmas Eve This is going to be big $MCD I'm usually a QPC with cheese guy when I go to @McDonalds but tomorrow I will break that chain https://t.co/nwkIZcdAn2 This is going to be big $MCD I'm usually a QPC with cheese guy when I go to @McDonalds but tomorrow I will break that chain https://t.co/nwkIZcdAn2" [X Link](https://x.com/HedgeyeFood/status/1843975505374282118) 2024-10-09T11:23Z [----] followers, [---] engagements "A truly delectable hybrid from $MCD with the Chicken Big Mac. You're on deck @HowardWPenney - Mind Blown 🤯🤯🤯 Full rundown coming soon. #Research" [X Link](https://x.com/HedgeyeFood/status/1844418631100400065) 2024-10-10T16:44Z [----] followers, [----] engagements "Ventured over to @McDonalds on [-----] for the New Chicken Big Mac. Chicken is a massive opportunity for $MCD to continue to grow into playing alongside the Chicken Mayo and McCrispy- This sandwich is a huge success #Research @ChrisK_McD_USA @HowardWPenney @Hedgeye" [X Link](https://x.com/HedgeyeFood/status/1845630048423887157) 2024-10-14T00:57Z [----] followers, 27.1K engagements "@MarilleyDavid @McDonalds @ChrisK_McD_USA @HowardWPenney @Hedgeye With the BOGO yes very popular as well. The $MCD loyalty is a value machine for customers" [X Link](https://x.com/HedgeyeFood/status/1845637605624312231) 2024-10-14T01:27Z [----] followers, [---] engagements "@HedgeyeCommBZ 🍗🍔 $SPHR $MCD" [X Link](https://x.com/HedgeyeFood/status/1845655839111061910) 2024-10-14T02:40Z [----] followers, [--] engagements "Interesting to see the breading-batter differences in the $MCD chicken lineup. (Left-Right) McChicken McCrispy Chx Big Mac. Whats your favorite @McFranchisee @McDonalds #Research Ventured over to @McDonalds on [-----] for the New Chicken Big Mac. Chicken is a massive opportunity for $MCD to continue to grow into playing alongside the Chicken Mayo and McCrispy- This sandwich is a huge success #Research @ChrisK_McD_USA @HowardWPenney @Hedgeye https://t.co/q3OfJgIU3D Ventured over to @McDonalds on [-----] for the New Chicken Big Mac. Chicken is a massive opportunity for $MCD to continue to grow into" [X Link](https://x.com/HedgeyeFood/status/1845870213482287552) 2024-10-14T16:52Z [----] followers, [----] engagements "Want to know more about Bitcoin and Crypto Follow @HEDigitalAssets today Yep my young guns are gunning Yep my young guns are gunning" [X Link](https://x.com/HedgeyeFood/status/1847369744959357193) 2024-10-18T20:10Z [----] followers, [----] engagements "CDC: An E. coli outbreak tied to $MCD Quarter Pounder has spread across [--] predominantly Mountain West states affecting [--] individuals. So far [--] people have been hospitalized and tragically [--] death has been reported. @HowardWPenney Stock is down 8%+ after the close. https://www.cdc.gov/ecoli/outbreaks/e-coli-O157.html https://www.cdc.gov/ecoli/outbreaks/e-coli-O157.html" [X Link](https://x.com/HedgeyeFood/status/1848827908904587499) 2024-10-22T20:44Z [----] followers, [---] engagements "$USFD has reported that Onion Supplier Taylor Farms has recalled a number of onion batches in CO. No confirmation on $MCD yet although restaurants have been urged to DESTROY THE PRODUCT-per release sent to customers" [X Link](https://x.com/HedgeyeFood/status/1849305767662268507) 2024-10-24T04:23Z [----] followers, [---] engagements "$MCD and Colorado Dept. of Ag have ruled out Quarter Pounder patties as the source of the E. coli outbreak. leaving slivered onions as the culprit. [--] total cases [--] hospitalizations [--] states affected [--] life lost. Former supplier Taylor Farms is under FDA investigation" [X Link](https://x.com/HedgeyeFood/status/1850863193712681064) 2024-10-28T11:32Z [----] followers, [---] engagements "$MCD 3Q'24 was in line with the HFD we saw intra-quarter. U.S Sales improved sequentially while IOM Comps struggled QoQ. Meal Deals are good; E. coli is bad (and unfortunately tragic). As we lap the event we will monitor traffic shifts/fallout from the outbreak. @HowardWPenney McDonald's Misses the Mark 🍔📉 @HedgeyeFood breaks down $MCD's earnings: US sales got a boost from value deals but an E. coli outbreak has stalled progress. International performance Even worse. Here's everything you need to know 👇 https://t.co/vsLiBDziuZ McDonald's Misses the Mark 🍔📉 @HedgeyeFood breaks down $MCD's" [X Link](https://x.com/HedgeyeFood/status/1851620552739303601) 2024-10-30T13:41Z [----] followers, [----] engagements "$SHAK CEO Lynch emphasized that offerings in 3Q provide great value which particularly stand out in today's value wars environment". How does Shake Shack's sequentially flat low single-digit negative mix reflect this claim as check drives higher" [X Link](https://x.com/HedgeyeFood/status/1851650785052127606) 2024-10-30T15:42Z [----] followers, [----] engagements "$GOOGL shoutout @HedgeyeCommBZ 🚨 $GOOGL 3Q24 Earnings Highlights with @HedgeyeCommBZ 🚨 Q3 was a big win - Google Cloud is crushing it with AI fueling efficiency beyond ads. YouTube TV & Google One are generating more subscribers and $GOOGL remains a solid Long. Here's everything you need to know 👇 https://t.co/CVyjUQFG4D 🚨 $GOOGL 3Q24 Earnings Highlights with @HedgeyeCommBZ 🚨 Q3 was a big win - Google Cloud is crushing it with AI fueling efficiency beyond ads. YouTube TV & Google One are generating more subscribers and $GOOGL remains a solid Long. Here's everything you need to know 👇" [X Link](https://x.com/HedgeyeFood/status/1851747291977187746) 2024-10-30T22:05Z [----] followers, [---] engagements "Did someone say $SOFI Thursday Don't miss @HedgeyeFins at 10am 📢 Join us on Thursday (11/7) at 10am EST as we present our most recent Best Idea Long - SoFi Technologies ($SOFI) and explore their growth potential in todays macroeconomic landscape. 🎟 Email sales@hedgeye.com for access to the presentation + slides. #Research #InvestingIdeas https://t.co/gAQbq6U3kJ 📢 Join us on Thursday (11/7) at 10am EST as we present our most recent Best Idea Long - SoFi Technologies ($SOFI) and explore their growth potential in todays macroeconomic landscape. 🎟 Email sales@hedgeye.com for access to the" [X Link](https://x.com/HedgeyeFood/status/1853500919956287829) 2024-11-04T18:13Z [----] followers, [---] engagements "In an election year with numerous issues on the ballot drawing voters to the polls in Florida will they also support cannabis legalization in the state Vote now in the @HedgeyeCannabis poll @HowardWPenney Will A3 Pass Today in FL On the ballot this measure requires over 60% approval to pass. If successful it would effectively legalize recreational cannabis in Florida 🌱 Latest Poll in October was 67%👀 #Cannabis Will A3 Pass Today in FL On the ballot this measure requires over 60% approval to pass. If successful it would effectively legalize recreational cannabis in Florida 🌱 Latest Poll in" [X Link](https://x.com/HedgeyeFood/status/1853787172718957012) 2024-11-05T13:11Z [----] followers, [---] engagements "I have to say the election coverage by the Hedgeye #Teamled by @KeithMcCullough @HedgeyeDJ and @HedgeyeDCwas phenomenal last night. I found myself turning to them over any other source for updates" [X Link](https://x.com/HedgeyeFood/status/1854140187883843686) 2024-11-06T12:34Z [----] followers, 11.4K engagements "#YoungGuns $PLNT Best Idea Long Planet Fitness $PLNT out with a very strong quarter and new ATH w/ stock +15%. Beat across the board acceleration in comps and margins raised guide and new $500M buyback authorization. Now we get to see the positive impact from taking up Classic Membership price https://t.co/qLdXUHHRH0 Best Idea Long Planet Fitness $PLNT out with a very strong quarter and new ATH w/ stock +15%. Beat across the board acceleration in comps and margins raised guide and new $500M buyback authorization. Now we get to see the positive impact from taking up Classic Membership price" [X Link](https://x.com/HedgeyeFood/status/1854550982010527882) 2024-11-07T15:46Z [----] followers, [---] engagements "$SG Smoke and (a lack of) Mirrors There is no way analysts feel satisfied after that call. Indirect answers little color in specific areas awkward pauses touting AI. I mean what are we doing here" [X Link](https://x.com/HedgeyeFood/status/1854660516561440964) 2024-11-07T23:01Z [----] followers, [---] engagements "$XYL We're hosting a call on the long case for $XYL this Tuesday @2PM ET - ping sales@hedgeye.com to join We've had $XYL $VLTO and $WMS long side - our removal note for XYL here https://t.co/0bB8yjVKip We're hosting a call on the long case for $XYL this Tuesday @2PM ET - ping sales@hedgeye.com to join We've had $XYL $VLTO and $WMS long side - our removal note for XYL here https://t.co/0bB8yjVKip" [X Link](https://x.com/HedgeyeFood/status/1855694613576569145) 2024-11-10T19:30Z [----] followers, [----] engagements "JOIN US FOR LUNCH - The Consumables Show is Live at Noon A weekly review of Restaurants Cannabis and Consumer Staples with Q&A - ft. @HowardWPenney and @Hedgeye_Staples - invites are out to subs" [X Link](https://x.com/HedgeyeFood/status/1856014539789103533) 2024-11-11T16:42Z [----] followers, [---] engagements "$MCD Total number of cases jumps to [---] inflected in [--] states. [--] have been hospitalized - [--] have developed hemolytic uremic syndrome (can cause kidney failure). [--] QPC with extra onions please @HedgeyeGLL" [X Link](https://x.com/HedgeyeFood/status/1856820236244455442) 2024-11-13T22:03Z [----] followers, [---] engagements "Pizza for Breakfast Anyone Get up with us Today at 10am for some Dominos Pizza $DPZ as @HowardWPenney and I dive into the data and the dough in The Pizza Wars Shoot an Email to sales@hedgeye.com for Video Link and Slides" [X Link](https://x.com/HedgeyeFood/status/1857407633310842943) 2024-11-15T12:57Z [----] followers, [----] engagements "Looks like @HowardWPenney s favorite the QPC Although not sure what the cutlery is for Diet starts tomorrow applies to us all. Based on the lack of empathy on the last call- $MCD has been rushing to put E. coli in the rearview mirror @HedgeyeFood @HowardWPenney how much did @McDonalds pay this man for take pose for this photo Micky Ds are really trying to get ahead of the E. Coli thing. https://t.co/4sDbhTCJ3a @HedgeyeFood @HowardWPenney how much did @McDonalds pay this man for take pose for this photo Micky Ds are really trying to get ahead of the E. Coli thing. https://t.co/4sDbhTCJ3a" [X Link](https://x.com/HedgeyeFood/status/1858220298946175124) 2024-11-17T18:46Z [----] followers, [----] engagements "btw $MCD investing $100M in the E. coli aftermath. $65M to owners who lost biz and $35M in traffic-driving programs -WSJ Looks like @HowardWPenney s favorite the QPC Although not sure what the cutlery is for Diet starts tomorrow applies to us all. Based on the lack of empathy on the last call- $MCD has been rushing to put E. coli in the rearview mirror Looks like @HowardWPenney s favorite the QPC Although not sure what the cutlery is for Diet starts tomorrow applies to us all. Based on the lack of empathy on the last call- $MCD has been rushing to put E. coli in the rearview mirror" [X Link](https://x.com/HedgeyeFood/status/1858280797956092134) 2024-11-17T22:47Z [----] followers, [---] engagements "Long Live The McRibDec 3rd $MCD @HedgeyeFood @HedgeyeFood" [X Link](https://x.com/HedgeyeFood/status/1859271778935206195) 2024-11-20T16:25Z [----] followers, [---] engagements "@HowardWPenney and I will be in studio Friday (11/22) at 10am for our $BROS Black Book Decelerating trends compounded w/ tough comps in '25 ops etc. Institutional investors email sales@hedgeye.com for access. Individual investors email support@hedgeye.com for access" [X Link](https://x.com/HedgeyeFood/status/1859320748915163625) 2024-11-20T19:39Z [----] followers, [----] engagements "Replay of our Black Book available $DPZ Short Bias Institutional investors email sales@hedgeye.com for access. Individual investors email support@hedgeye.com for access Pizza for Breakfast Anyone Get up with us Today at 10am for some Dominos Pizza $DPZ as @HowardWPenney and I dive into the data and the dough in The Pizza Wars Shoot an Email to sales@hedgeye.com for Video Link and Slides https://t.co/bPwxEtE5DC Pizza for Breakfast Anyone Get up with us Today at 10am for some Dominos Pizza $DPZ as @HowardWPenney and I dive into the data and the dough in The Pizza Wars Shoot an Email to" [X Link](https://x.com/HedgeyeFood/status/1859322245186978087) 2024-11-20T19:45Z [----] followers, [----] engagements "$BROS Today @ [--] AM we will discuss the SHORT case on $BROS https://t.co/gmh0H8MbKR https://t.co/2FyB8bA9DD Today @ [--] AM we will discuss the SHORT case on $BROS https://t.co/gmh0H8MbKR https://t.co/2FyB8bA9DD" [X Link](https://x.com/HedgeyeFood/status/1859965375406068207) 2024-11-22T14:21Z [----] followers, [---] engagements "$MCD: Deals solid. Happy meals great. App awesome. BOGO outstanding. Brand image issue. Traffic declining. Value established. Overearning for years Case to be made Will have to add the DB QPC to the @HedgeyeFood thanksgiving spread. @HedgeyeFood - just had maybe the best double bacon quarter pounder with cheese ever The deals from @McDonalds are pretty solid too making lunch with the kids even more enjoyable. @HedgeyeFood - just had maybe the best double bacon quarter pounder with cheese ever The deals from @McDonalds are pretty solid too making lunch with the kids even more enjoyable" [X Link](https://x.com/HedgeyeFood/status/1861475261960556996) 2024-11-26T18:21Z [----] followers, [----] engagements "For as much as I love $MCD its just too soon for me to get behind that many onions. Potentially the worst time for this #McRib LTO @HowardWPenney With the McRib's return did @McDonalds execs weigh in on the onion dilemma After past onion-related illnesses are consumers ready for another bite 🍔🧅 #McRibReturns #OnionConcerns $MCD https://t.co/lGpjEh83Ur With the McRib's return did @McDonalds execs weigh in on the onion dilemma After past onion-related illnesses are consumers ready for another bite 🍔🧅 #McRibReturns #OnionConcerns $MCD https://t.co/lGpjEh83Ur" [X Link](https://x.com/HedgeyeFood/status/1863592096042520861) 2024-12-02T14:32Z [----] followers, [---] engagements "@KeithMcCullough Coach talking Combos the other daythis is hard to beat for $8.99. You know what Im not going out to eat for (besides sub-in-a-tub) Pasta $DRI @HowardWPenney When Will MSM Tell the Truth on Food Inflation 🍳 🔊 Prices for U.S. consumers continue to rise with the cost of eggs in particular skyrocketing over 7% in the last day alone and 12% over the last month. While the mainstream media was quick to report on (imaginary) https://t.co/Fvy31ru0N7 When Will MSM Tell the Truth on Food Inflation 🍳 🔊 Prices for U.S. consumers continue to rise with the cost of eggs in particular" [X Link](https://x.com/HedgeyeFood/status/1864439689551184203) 2024-12-04T22:40Z [----] followers, 10.8K engagements "$DRI Friday @ 2pm EST Links are out to subs. Need access Institutional investors email sales@hedgeye.com for access. Individual investors email support@hedgeye.com for access Join our deep-dive on $DRI Dec [--] @ [--] PM - The End of the "Starboard Value Era" breaking down why Darden needs a strategic refresh: What is wrong with the Olive Garden - Traffic -5.6% Digital/delivery gaps widening. Will @UberEats help Value proposition losing effectiveness & https://t.co/KSy2qcJhfH Join our deep-dive on $DRI Dec [--] @ [--] PM - The End of the "Starboard Value Era" breaking down why Darden needs a strategic" [X Link](https://x.com/HedgeyeFood/status/1864672189389107521) 2024-12-05T14:04Z [----] followers, [----] engagements "This is a booming market in the cannabis space that major MSOs are now tapping into. Hemp-derived THC beverages are positioned to meet evolving consumption patternsenjoy responsibly 🍹@HowardWPenney Hemp-derived THC beverages are taking the cannabis world by storm With no hangovers booming sales and a shot at disrupting alcohol this is a market you cannot ignore Learn more below #Research @HowardWPenney @Hedgeye @Bkov9 @aaronvalue @CrescentCanna @cantripguy @drinkbrez https://t.co/LCcBCYVV76 Hemp-derived THC beverages are taking the cannabis world by storm With no hangovers booming sales and" [X Link](https://x.com/HedgeyeFood/status/1866210258169016610) 2024-12-09T19:56Z [----] followers, [----] engagements "Some newness blah. Corduroy has been the Vermonter Tuxedo for years with that being said are they stretchy Asking for a friend $LULU This is the newness $LULU is talking about Corduroy @HedgeyeRetail @HedgeyeRetailJM @HedgeyeRetailAP https://t.co/1Llx77FBYq This is the newness $LULU is talking about Corduroy @HedgeyeRetail @HedgeyeRetailJM @HedgeyeRetailAP https://t.co/1Llx77FBYq" [X Link](https://x.com/HedgeyeFood/status/1867657779286319276) 2024-12-13T19:48Z [----] followers, [---] engagements "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" [X Link](https://x.com/HedgeyeFood/status/1871251038688387098) 2024-12-23T17:46Z [----] followers, 12.1K engagements "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" [X Link](https://x.com/HedgeyeFood/status/1872729937972740473) 2024-12-27T19:43Z [----] followers, [----] engagements "Taking a break from some of the really vile news flow to cap [----] Firing up the $MCD app in [----] presents you with this message: the McValue platform is inbound Nationwide Meal Deals BOGOs and more @HowardWPenney" [X Link](https://x.com/HedgeyeFood/status/1874639997489598844) 2025-01-02T02:12Z [----] followers, [---] engagements "Working on some notes about $PTLO for our pre-ICR deck (1/8) and it reminded me of a debate I overheard this wknd in the city: A hot dog isnt a sandwich because even without the bun its still a hot dog no reply from pro-sandwich @HowardWPenney" [X Link](https://x.com/HedgeyeFood/status/1875930085917880416) 2025-01-05T15:39Z [----] followers, [----] engagements "@KeithMcCullough @HowardWPenney As we flip the Calendar to [----] and enter a new quarter of @Hedgeye's Top Stock Picks product @HowardWPenney and I are sending $EAT to the HOF with a 102.85% total return since adding on 9/10. Time to gear up for the next ride Great product ( $EAT remains a Best Idea Long )" [X Link](https://x.com/HedgeyeFood/status/1876275852759199768) 2025-01-06T14:33Z [----] followers, [----] engagements "@ZodiacCapital33 Sry I missed this. I haven't gotten around to either the chicken nor burger at $DIN. Though customers don't seem to mind paying a dollar more for great food/service @Chilis traffic up 24.6% YoY in December (placer). Differentials are up big as well @HowardWPenney @kdhochman" [X Link](https://x.com/HedgeyeFood/status/1876287155561242674) 2025-01-06T15:18Z [----] followers, [---] engagements "Big day at @Hedgeye this Wednesday (1/8) with Macro Themes Later in the afternoon (2pm) @HowardWPenney and I will be in the studio framing some of the restaurants presenting at ICR next week including $DRI $PLAY $SHAK $TXRH $CBRL $JACK $PZZA $BROS $FWRG $PTLO $KRUS" [X Link](https://x.com/HedgeyeFood/status/1876301487481229421) 2025-01-06T16:15Z [----] followers, [----] engagements "One element of $EATs success that goes under appreciated is the effectiveness of social media in getting people in the door (Triple Dipper) alongside great value (3-For-Me). Not that $DIN cant get there but they need to get a lot of things right. Applebees SSS performance to casual dining segment: -4.3% in MRQ. How will $DIN participate in seemingly better industry performance in Q4 2024" [X Link](https://x.com/HedgeyeFood/status/1876307448853618978) 2025-01-06T16:38Z [----] followers, [--] engagements "Plenty of NFL on during the flight to ICR which means pizza ads. The Pizza Wars rage on: ad count$DPZ: [--] $YUM (Pizza Hut): [--] Little Caesars : [--] $PZZA: [--]. I did fall asleep for an hr next to @HedgeyeRetailRW statistical significance in question. @HowardWPenney" [X Link](https://x.com/HedgeyeFood/status/1878646594561773831) 2025-01-13T03:33Z [----] followers, [---] engagements "Great meal last night with the @Hedgeye team down here at ICR. We were blown away by Maggianos (no surprise apart of $EAT). The food the service the TRAFFIC We saw an inflection in the cell phone data in Dec. up 1.5% YoY (Placer) and based on our experience- it checks out @HedgeyeRetailRW @Hedgeye_Staples @HedgeyeRetailAP @kdhochman @HowardWPenney" [X Link](https://x.com/HedgeyeFood/status/1878778060020793733) 2025-01-13T12:16Z [----] followers, [----] engagements "$SHAK sell off overdone Down 11.23% in the last [--] days" [X Link](https://x.com/HedgeyeFood/status/1879565317233619168) 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](https://x.com/HedgeyeFood/status/1882957357229224037) 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 $EAT heading into the print @HowardWPenney" [X Link](https://x.com/HedgeyeFood/status/1884217757170032678) 2025-01-28T12:31Z [----] followers, [---] engagements "$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](https://x.com/HedgeyeFood/status/1887651417579548975) 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 $WING shows even more pronounced decelerations QoQwe're excited to break it all down" [X Link](https://x.com/HedgeyeFood/status/1887861546820284747) 2025-02-07T13:50Z [----] followers, [----] engagements "$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](https://x.com/HedgeyeFood/status/1887868876492329373) 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 $WING Wingstop into earnings https://t.co/YLoK3o8WLW" [X Link](https://x.com/HedgeyeFood/status/1892318722666189132) 2025-02-19T21:01Z [----] followers, [----] engagements "$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](https://x.com/HedgeyeFood/status/1895134514525130814) 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](https://x.com/HedgeyeFood/status/1898023824274112553) 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](https://x.com/HedgeyeFood/status/1903101340793946421) 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](https://x.com/HedgeyeFood/status/1903102267961618621) 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](https://x.com/HedgeyeFood/status/1903212454395646423) 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](https://x.com/HedgeyeFood/status/1904194009636954397) 2025-03-24T15:30Z [----] followers, [---] engagements "Putting some thoughts together on $CMG Chipotles New Honey Chicken. Is it worth it. or would you rather have another protein @Hedgeye Yes - Worth it No - Can go w/o Yes - Worth it No - Can go w/o" [X Link](https://x.com/HedgeyeFood/status/1906449984226029688) 2025-03-30T20:54Z [----] followers, [---] engagements "$EAT @Hedgeye_Staples + Tucks Roadtrip" [X Link](https://x.com/HedgeyeFood/status/1907856202781929810) 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](https://x.com/HedgeyeFood/status/1911483677810323508) 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](https://x.com/HedgeyeFood/status/1911508064475468041) 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](https://x.com/HedgeyeFood/status/1911509737696280631) 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](https://x.com/HedgeyeFood/status/1911511852334333994) 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](https://x.com/HedgeyeFood/status/1911513744300974098) 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](https://x.com/HedgeyeFood/status/1911519542242656729) 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](https://x.com/HedgeyeFood/status/1911519882320953820) 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](https://x.com/HedgeyeFood/status/1911522178073264537) 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](https://x.com/HedgeyeFood/status/1912127564207820808) 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](https://x.com/HedgeyeFood/status/1914305729554415859) 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](https://x.com/HedgeyeFood/status/1914308920866152506) 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](https://x.com/HedgeyeFood/status/1915381405523001486) 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](https://x.com/HedgeyeFood/status/1915788036593365115) 2025-04-25T15:20Z [----] followers, [----] engagements "@ZodiacCapital33 @BWWings @HedgeyeFins Would much rather have @BWWings than @Wingstop (position aside stomach first)" [X Link](https://x.com/HedgeyeFood/status/1915793522352873648) 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](https://x.com/HedgeyeFood/status/1917428775014355009) 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](https://x.com/HedgeyeFood/status/1917430565667536921) 2025-04-30T04:07Z [----] followers, [---] engagements "$YUM Will Taco Bell SSS beat street estimates in the AM Miss Beat Miss Beat" [X Link](https://x.com/HedgeyeFood/status/1917433731586871375) 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](https://x.com/HedgeyeFood/status/1917637432129868173) 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](https://x.com/HedgeyeFood/status/1918317789049237549) 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](https://x.com/HedgeyeFood/status/1922344396101427434) 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](https://x.com/HedgeyeFood/status/1922353703308218441) 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](https://x.com/HedgeyeFood/status/1922359304071372886) 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](https://x.com/HedgeyeFood/status/1926055217134555489) 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](https://x.com/HedgeyeFood/status/1928129115829240051) 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](https://x.com/HedgeyeFood/status/1928130731005378861) 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](https://x.com/HedgeyeFood/status/1932503844057198669) 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](https://x.com/HedgeyeFood/status/1936397745775939738) 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](https://x.com/HedgeyeFood/status/1938590623377887413) 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](https://x.com/HedgeyeFood/status/1943484563231027343) 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](https://x.com/HedgeyeFood/status/1943485253789577235) 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](https://x.com/HedgeyeFood/status/1944496191799976191) 2025-07-13T20:36Z [----] followers, 18.2K engagements "$CMG Transactions: -4.9% So much for adobo ranch" [X Link](https://x.com/HedgeyeFood/status/1948124344451821833) 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](https://x.com/HedgeyeFood/status/1950732128120914078) 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](https://x.com/HedgeyeFood/status/1951347705667531064) 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](https://x.com/HedgeyeFood/status/1951350060068823494) 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](https://x.com/HedgeyeFood/status/1953605756395069903) 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](https://x.com/HedgeyeFood/status/1955975648272375977) 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](https://x.com/HedgeyeFood/status/1958634884219469885) 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](https://x.com/HedgeyeFood/status/1960737229401165943) 2025-08-27T16:12Z [----] followers, [---] engagements "Are we excited about Carne Asada 9/4 $CMG" [X Link](https://x.com/HedgeyeFood/status/1961897442636333502) 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](https://x.com/HedgeyeFood/status/1963700820211351948) 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](https://x.com/HedgeyeFood/status/1965479180528665080) 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](https://x.com/HedgeyeFood/status/1966987531976929507) 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](https://x.com/HedgeyeFood/status/1968307009339757044) 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](https://x.com/HedgeyeFood/status/1969560826614071346) 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](https://x.com/HedgeyeFood/status/1975237057141145758) 2025-10-06T16:29Z [----] followers, [---] engagements "Great innovation from $GIS driving results #CAGNY" [X Link](https://x.com/HedgeyeFood/status/699611705698074624) 2016-02-16T15:10Z [----] followers, [--] engagements "$SJM "brownies are doing well for some reason"" [X Link](https://x.com/HedgeyeFood/status/702136207761928198) 2016-02-23T14:21Z [----] followers, [--] engagements "$DRI short interest continues to rise" [X Link](https://x.com/HedgeyeFood/status/703306466824998913) 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](https://x.com/HedgeyeFood/status/707344787150495744) 2016-03-08T23:18Z [----] followers, [--] engagements "RTE popcorn category leaders $PEP $BETR" [X Link](https://x.com/HedgeyeFood/status/710417671083282432) 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](https://x.com/HedgeyeFood/status/718062099079933953) 2016-04-07T13:05Z [----] followers, [--] engagements "You can't bet against Sean Connolly $CAG strong turn around well underway" [X Link](https://x.com/HedgeyeFood/status/718072365532360704) 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](https://x.com/HedgeyeFood/status/718240521777496064) 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](https://x.com/HedgeyeFood/status/720251063270379520) 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](https://x.com/HedgeyeFood/status/720357544137363457) 2016-04-13T21:06Z [----] followers, [--] engagements "$PEP emphasizing health of portfolio growth of healthy portfolio outpacing the overall company" [X Link](https://x.com/HedgeyeFood/status/722034416873119745) 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](https://x.com/HedgeyeFood/status/722419409940131844) 2016-04-19T13:39Z [----] followers, [--] engagements "$SBUX combo meals. At the same time $DNKN took combos away" [X Link](https://x.com/HedgeyeFood/status/739120739845066752) 2016-06-04T15:44Z [----] followers, [--] engagements "$CMG looking weak in the knees" [X Link](https://x.com/HedgeyeFood/status/740590797678993408) 2016-06-08T17:06Z [----] followers, [--] engagements "$CMG incase you missed the decline over the last month @Hedgeye still looking at $250" [X Link](https://x.com/HedgeyeFood/status/741285285862858752) 2016-06-10T15:05Z [----] followers, [--] engagements "U.S. milk production continues to grow $KR $WWAV $DF" [X Link](https://x.com/HedgeyeFood/status/743454297979944961) 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](https://x.com/HedgeyeFood/status/752590181027504128) 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](https://x.com/HedgeyeFood/status/757959630903324672) 2016-07-26T15:23Z [----] followers, [--] engagements "But what about that activist #shortcmg $CMG" [X Link](https://x.com/HedgeyeFood/status/776887199639957505) 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](https://x.com/HedgeyeFood/status/796827126666297344) 2016-11-10T21:29Z [----] followers, [--] engagements "Channel check: Love $WING $BWLD needs to step up their wing game" [X Link](https://x.com/HedgeyeFood/status/827242493918007296) 2017-02-02T19:49Z [----] followers, [--] engagements "$GIS and $MDLZ back in the running to be the next target for $KHC" [X Link](https://x.com/HedgeyeFood/status/834005679497236481) 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](https://x.com/HedgeyeFood/status/834754226739888129) 2017-02-23T13:18Z [----] followers, [--] engagements "$SBUX running a breakfast promo to get people to try the sandwich @HedgeyeHWP @Starbucks" [X Link](https://x.com/HedgeyeFood/status/836349208198250497) 2017-02-27T22:56Z [----] followers, [--] engagements "Supply chain problems persist at $CMG #short @HedgeyeHWP" [X Link](https://x.com/HedgeyeFood/status/850744386526867460) 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](https://x.com/HedgeyeFood/status/851530201469202432) 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](https://x.com/HedgeyeFood/status/852550667713511424) 2017-04-13T15:54Z [----] followers, [--] engagements "$MDLZ ecommerce up 30% - nice quarter by them" [X Link](https://x.com/HedgeyeFood/status/859515854370865152) 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](https://x.com/HedgeyeFood/status/863055679971577857) 2017-05-12T15:38Z [----] followers, [--] engagements "$KR still not "cheap" enough headed into more competitive environment while crippled by MPP's @Sentieo" [X Link](https://x.com/HedgeyeFood/status/875125089116856321) 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](https://x.com/HedgeyeFood/status/875475181388673024) 2017-06-15T22:08Z [----] followers, [--] engagements "$DMP was the first domino to fall.is $DPZ next We think so" [X Link](https://x.com/HedgeyeFood/status/897531537150926850) 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](https://x.com/HedgeyeFood/status/898155596293300225) 2017-08-17T12:12Z [----] followers, [--] engagements "Would you rather buy this almond butter on $COST Grocery or $AMZN Fresh @HedgeyeHWP" [X Link](https://x.com/HedgeyeFood/status/916057028384174080) 2017-10-05T21:46Z [----] followers, [--] engagements "$DPZ continues to go down still a favorite short here in the @Hedgeye Restaurants sector #Deliverycompetition" [X Link](https://x.com/HedgeyeFood/status/938870351894929409) 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](https://x.com/HedgeyeFood/status/941045933965443073) 2017-12-13T20:43Z [----] followers, [--] engagements "Channel checking on the blonde espresso $SBUX" [X Link](https://x.com/HedgeyeFood/status/951134027494445056) 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](https://x.com/HedgeyeFood/status/994309660579717127) 2018-05-09T20:14Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@HedgeyeFood Bennett Cheer
Bennett Cheer posts on X about $cmg, $sbux, $eat, $shak the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -93%
- [--] Month [------] +3,887%
- [--] Months [-------] +56%
- [--] Year [-------] +66%
Mentions: [--] #
- [--] Months [--] -11%
- [--] Year [--] +54%
Followers: [-----] #
- [--] Week [-----] +0.33%
- [--] Month [-----] +1.60%
- [--] Months [-----] +15%
- [--] Year [-----] +34%
CreatorRank: [---------] #
Social Influence
Social category influence stocks cryptocurrencies finance technology brands countries social networks
Social topic influence $cmg #423, $sbux, $eat, $shak, $mcd, cmg, $bros, $sg, $wing, $qsr
Top accounts mentioned or mentioned by @howardwpenney @hedgeye @keithmccullough @hedgeyedj @hedgeyecom @hedgeyefins @hedgeyestaples @mcdonalds @timhortons @hedgeyehwp @hedgeyerestos @chilis @popeyes @wendys @hedgeyeai @kdhochman @michaelkudrna @hedgeyeretailrw @fiveguys @hedgeyecomm
Top assets mentioned Chipotle Mexican Grill, Inc. (CMG) Starbucks Corporation (SBUX) Brinker International, Inc. (EAT) Shake Shack Inc. (SHAK) McDonald's Corp (MCD) Dutch Bros, Inc. (BROS) Sweetgreen Inc. (SG) Wing Finance (WING) Restaurant Brands International Inc. (QSR) Domino's Pizza Inc (DPZ) PancakeSwap (CAKE) CAVA Group, Inc. (CAVA) First Watch Restaurant Group, Inc. (FWRG) Yum! Brands, Inc. (YUM) Kroger Co (KR) WEN Token (WEN) CannabisCoin (CANN) Texas Roadhouse, Inc. (TXRH) MONDELEZ INTERNATIONAL INC (MDLZ) Darden Restaurants, Inc. (DRI) pizzacoin (PIZZACOIN) Unifi Protocol DAO (UNFI) European Wax Center, Inc. (EWCZ) Reddit, Inc. (RDDT) Ralph Lauren Corp (RL)
Top Social Posts
Top posts by engagements in the last [--] hours
"Plenty of Events in Restaurants/Cannabis here at @Hedgeye going live in the next week Events: 11/15 10am- $DPZ Black Book Presentation 11/20 2pm- Cannabis Speaker Call: Sam Armenia $CXXIF 11/22 10am- $BROS Black Book Presentation Email to sales@hedgeye.com for Video/Material @HowardWPenney @HedgeyeCannabis https://twitter.com/i/web/status/1857413569794437222 https://twitter.com/i/web/status/1857413569794437222"
X Link 2024-11-15T13:21Z [----] followers, [----] engagements
"$PLAY Dave & Buster's is a ship that's taking on water.and fast On top of a heinous quarter they lost their CEO to $EWCZ European Wax Center. @HedgeyeRetailRW when is the appointment for @HedgeyeRetailJM again #Research"
X Link 2024-12-12T12:57Z [----] followers, [---] engagements
"Not sure if it's the "Better Ingredients Better Pizza" slogan stuck in my head or my bias but this $PZZA pie is pretty damn good. Dough is exceptional sauce is stellar and for $10 out in [--] minI'd take this over $DPZ any day. @PapaJohns @toddpenegor33 @HedgeyeFood The marketing strategy with the pizza dough guy is going to win in the long run It's not a quick fix it's the long ball. It's the correct marketing play @HedgeyeFood The marketing strategy with the pizza dough guy is going to win in the long run It's not a quick fix it's the long ball. It's the correct marketing play"
X Link 2025-02-03T17:07Z [----] followers, 11.7K engagements
"$WING Black Book Data Sales Transactions Foot Traffic Partnerships Value Full Presentation Valentine's Day Friday 2pm Resto Team @HowardWPenney Invites Sent LFG 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. https://t.co/boDhrwq76G 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"
X Link 2025-02-12T13:40Z [----] followers, [----] engagements
"Thats a lot of doubles with stackable BOGOs from $MCD [---] to be exact. Tax = 7.35% ($16.06 tax on $218.50 for [--] doubles). $500/1.0735 = $465.76 for food before tax. Each BOGO = [--] doubles for $4.39. $465.34 for [---] BOGOs or [---] doubles +$34.20 tax = $499.54 total #Food4Thought We scrapped our pricey wedding plans spending just $500 including a stop at McDonalds for cheeseburgers https://t.co/NQhM7w2HVE https://t.co/R6ljggXTCK We scrapped our pricey wedding plans spending just $500 including a stop at McDonalds for cheeseburgers https://t.co/NQhM7w2HVE https://t.co/R6ljggXTCK"
X Link 2025-02-20T04:04Z [----] followers, [---] engagements
"Spending more time in Restos as of late (& btw CBRL data looks incredible QTDlast Q of easier comps b4 the Oct 1Q step up) but still love (some of) the cannabis names $GLASF $TPB $GBTIF such a volatile space. @HedgeyeFood how come so little cannabis convo on the call seems like more and more to talk about as Fall will be here soon. @HedgeyeFood how come so little cannabis convo on the call seems like more and more to talk about as Fall will be here soon"
X Link 2025-07-09T18:05Z [----] followers, [----] engagements
"Happy International Beer Day @Hedgeye_Staples .and perhaps @HedgeyeAI. and god bless the Pizookie @KeithMcCullough Good 2Q out of $BJRI we'll see if July 4th headwinds in the data subside. Good celebrations szn in 1H.unlike $CMG 's "burrito szn". This is called the Party Platter Pizookie. So plan that party https://t.co/lE0bTqVSB2 This is called the Party Platter Pizookie. So plan that party https://t.co/lE0bTqVSB2"
X Link 2025-08-01T14:04Z [----] followers, 11.1K engagements
"Nothing to see here as you were $DENN #research"
X Link 2025-08-17T20:51Z [----] followers, 12.6K engagements
"Ventured into Queens today for a little $DENN action on my quest for some breakfast field notes. Well be getting down to the DPB (dollar-per-bite) very soon. Food was out in [--] min but lack of pay-at-table kept me in store for [--] minutes in total. #research Nothing to see here as you were $DENN #research https://t.co/17cQWVShIo Nothing to see here as you were $DENN #research https://t.co/17cQWVShIo"
X Link 2025-08-17T20:59Z [----] followers, [----] engagements
"$SHAK: Smells like the French Onion Menu is headed to Shake Shack on Sept 9th after a Feb [--] test. The French Onion Soup Burger Garlic Parm Fries and Onion Rings all look set. Burger test pricing: $10.49 (single) $13.49 (double)"
X Link 2025-09-04T14:26Z [----] followers, [----] engagements
"Per @HedgeyeDJ and @HedgeyeFood The prior Summer BBQ Menu had a much better chance in improving mix at $SHAK compared to the newly released French Onion lineup. The big takeaway from our office test: "as a consumer. I wouldn't seek this. not for $10+""
X Link 2025-09-11T16:05Z [----] followers, [----] engagements
"You mean compared to a @FiveGuys burger Totally agreed on the $SHAK observation. Id pay up for an alternative 10/10 times (a @HedgeyeFins favorite). @HedgeyeFood @HedgeyeDJ Looks like a lot of bun. A lot. @HedgeyeFood @HedgeyeDJ Looks like a lot of bun. A lot"
X Link 2025-09-11T21:30Z [----] followers, [----] engagements
"$DRI is a what are you playing for stock on the long side on the Q. They beat: great. They miss: uh oh. I see downside to Fine Dining estimates. Weve seen 1st Wk of Sept fall off across different HFD metrics in OG. LH will 100% note beef costs (similar worries last Q that they handled) @KeithMcCullough @KeithMcCullough $DRI $RL $RDDT @KeithMcCullough $DRI $RL $RDDT"
X Link 2025-09-16T12:08Z [----] followers, [---] engagements
"$SBUX Protein Coffee made its nationwide debut on 9/29 bringing latte (protein-boosted milk: +$1) and cold foam (+$2) variants to the menu. @Hedgeye Office Test: mouth feel (not chalky) (+) but very sweet (-). Order flow on Day [--] was poor ops struggled with customization"
X Link 2025-10-06T16:30Z [----] followers, [----] engagements
"Too good not to share. A client just sent this over. Apollo bids $64 for $PZZA according to an unconfirmed St Insider report. The mkt told you what it thought of the fleeting hope for a deal heading into what will be a turbulent 3Q print. Welcome back big papa. for now"
X Link 2025-10-13T18:51Z [----] followers, [----] engagements
"$DPZ: Weve seen a slowing in sales across the restaurant industry to start the fourth quarter"
X Link 2025-10-14T12:47Z [----] followers, [---] engagements
"$SHAK has (per me) changed their Martin's buns to Rotella's Buns in 20+ states (ex the northeast) starting Oct 1st. Testing the taste buds of restaurant consumers in an incredibly price sensitive environment is not a battle I want to be in. @Hedgeye @HedgeyeDJ @KeithMcCullough"
X Link 2025-10-16T13:15Z [----] followers, 39.4K engagements
"Did they think the consumer wouldn't notice $SHAK's brand once built on this Fine-Casual DNA is now colliding with QSR ambitions. Cutting costs will stomp culinary. If Shake Shack wants to act like a QSR it should trade like one. Just wait till this hits NYC @HedgeyeDJ $SHAK has (per me) changed their Martin's buns to Rotella's Buns in 20+ states (ex the northeast) starting Oct 1st. Testing the taste buds of restaurant consumers in an incredibly price sensitive environment is not a battle I want to be in. @Hedgeye @HedgeyeDJ @KeithMcCullough https://t.co/3kLYzpyLEC $SHAK has (per me) changed"
X Link 2025-10-16T13:23Z [----] followers, [----] engagements
"You could see this coming you could feel it and now you can taste it. If $SHAK is going to operate like a QSR if it's going to make the trade-offs that QSRs make (efficiency over quality scale over craft standardization over culinary soul) then it should trade like a QSR. @HedgeyeFood I knew something was off with the Shake Shack burger I had last week The change in the bun quality was certainly noticeable. @HedgeyeFood I knew something was off with the Shake Shack burger I had last week The change in the bun quality was certainly noticeable"
X Link 2025-10-16T13:25Z [----] followers, [---] engagements
"No change in the fundamentals DPZ reporting great results despite calling out a pressured restaurant-consumer more than certainly pushed favor to size & scale. names that actually don't mind Quads 1/2 $MCD $QSR @KeithMcCullough Maybe @HedgeyeFood could discuss the recent move in $MCD on the call this morning @KeithMcCullough Maybe @HedgeyeFood could discuss the recent move in $MCD on the call this morning"
X Link 2025-10-16T13:30Z [----] followers, [---] engagements
"What is so interesting is that foot traffic to all restos started soft in the first week of 4Q- week end Oct 5th. Across the space ft was down 4.9% in '25 vs. the historical week avg from the last [--] years. at $SHAK it was down more than 17% in wk [--] of 4Q'25 vs '23/'24. @HedgeyeFood @Hedgeye @HedgeyeDJ @KeithMcCullough And so far how are consumers voting on this change Where I live (Cape Cod) the Shack has local competition from the Knack - it's not fair.Knack's offering my fave - better quality. @HedgeyeFood @Hedgeye @HedgeyeDJ @KeithMcCullough And so far how are consumers voting on this"
X Link 2025-10-16T13:37Z [----] followers, [---] engagements
"Ill be hosting the Macro Show today with @KeithMcCullough Reply to this tweet with any questions @Hedgeye"
X Link 2025-10-29T11:32Z [----] followers, [----] engagements
"$CMG Traffic will be down % tonight Flat -1% -3% -2% Flat -1% -3% -2%"
X Link 2025-10-29T15:51Z [----] followers, [---] engagements
"Rumor running rampant in the office that @Hedgeye_Staples is gunning for the @Hedgeye Halloween Costume title tomorrow"
X Link 2025-10-29T21:12Z [----] followers, [----] engagements
"Busy week of earnings but the @Hedgeye crew still knows how to get DOWN A strong RoC+ Halloween print from the entire #team Show me easing compares with a catalyst @KeithMcCullough @mablum @HedgeyeDJ Can you spot who dressed up as Ole Jonesy Buds @HedgeyeDJ https://t.co/H8DFmxxmvB Can you spot who dressed up as Ole Jonesy Buds @HedgeyeDJ https://t.co/H8DFmxxmvB"
X Link 2025-10-30T14:52Z [----] followers, 19.8K engagements
"Lil store-level morale check $CMG"
X Link 2025-10-31T15:52Z [----] followers, 12.1K engagements
"Has to be. you should see the JFK $SHAK s right now. First hand account (i.e. me watching from my gate rn). its like people havent eaten in days. Super slow ops tho. thankfully ppl have some time Aside its noteworthy and certainly helps. but is it a needle mover. ahh"
X Link 2025-11-09T21:18Z [----] followers, [----] engagements
"First stop of the #HedgeyeFoodTour: $CAKE s Flower Child. Hip setting-indoor/outdoor dining Fast casual greens grains & wraps in an upbeat setting. Alc selection for @Hedgeye_Staples huge makeline for @HedgeyeRestos. $16.50 for kabob bowl or steak plate"
X Link 2025-11-11T14:12Z [----] followers, [---] engagements
"Second stop: another $CAKE concept: North Italia. Open-air higher-end dining. Great Italian farm salad & meatballs but $18.50 each ouch. Dinner crowd light but went early remaining on @Hedgeye time. Super upbeat spot with stellar staff #HedgeyeFoodTour"
X Link 2025-11-11T14:15Z [----] followers, [---] engagements
"Third stop (I had to): In-N-Out. While not a public chain ops & hospitality shine. Drive-thru slammed in-store manageable. $6.30 2x2 unbeatable. Ive had [--] double doubles since Sun. Did they change the buns Top layer peels easier than I remembered. Top of mind #HedgeyeFoodTour"
X Link 2025-11-11T14:19Z [----] followers, [----] engagements
"We moved to the sidelines on $PZZA but this is wild. A UK outlet posted a baseless report about a take-private deal with TriArtisan Capital (the same firm behind the $DENN JV for $600M+) then deleted it less than [--] hours later. Shady and sad BREAKING: ABC Money apparently takes down the article that was picked up by Bloomberg Barrons Seeking Alpha in the fake news $PZZA rumor mill - after Hunterbrook exposed spoof. https://t.co/byFUz4I3S8 BREAKING: ABC Money apparently takes down the article that was picked up by Bloomberg Barrons Seeking Alpha in the fake news $PZZA rumor mill - after"
X Link 2025-11-11T19:07Z [----] followers, [---] engagements
"$EAT Just got a round of applause from the table next to me (solo) in the LAS airport for what Im assuming is the fastest theyve seen a Big Smasher burger 5ct of Chicken Crispers & fries put away. Dont know how to feel about that one. Need @HedgeyeTech [--] Chilis air support"
X Link 2025-11-12T22:13Z [----] followers, [---] engagements
"BC FROM [-----] FEET: INSTEAD OF AI DEPLETION CAMERAS $CMG SHOULD HAVE CONNECTED WEIGHT SENSORS ON THE MAKELINE THAT SEND A READING TO THE KITCHEN WHEN NEARING LOW INGREDIENTS YOURE WELCOME BOATWRIGHT"
X Link 2025-11-13T02:35Z [----] followers, [----] engagements
"Thought I'd get a lil refresh on the ol $CAVA short. For $33 the Hot Harissa bowl was tasty but definitely lived up to the 'slop bowl' rep. The chx shawarma was cold wet & flavorless + the juice sogged through the pitaforcing me eat with a fork. @HedgeyeRestos"
X Link 2025-11-24T17:07Z [----] followers, [----] engagements
"$FWRG Boots on the ground. Great coaching. Incredible food. Under appreciated story. @HedgeyeDJ gets it done.yet again. Helping @HedgeyeFood with some due diligence on $FWRG one of our newest additions to Top Stock Picks @hedgeye https://t.co/4KYhVN7FZ5 Helping @HedgeyeFood with some due diligence on $FWRG one of our newest additions to Top Stock Picks @hedgeye https://t.co/4KYhVN7FZ5"
X Link 2025-08-14T14:57Z [----] 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
"$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
"$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
"A THREAD 🧵 Taking some time in Vegas to get out and visit those public (and private) chains we dont have up north. Heres some Southwest food and operational fieldwork from the desert 🌵🍴 #HedgeyeFoodTour"
X Link 2025-11-11T14:09Z [----] 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
"Fifth stop on the #HedgeyeFoodTour: $BROS Dutch Bros. The drive-thru line for this small box high growth-energy drink brand was long (and slow). Breakfast pilot is decent TINY plastic bag slider tho even for $3.25. The blue drank I got was 1) too sweet and 2) greenish-brown"
X Link 2025-11-12T18:52Z [----] followers, [----] engagements
"Yeah BROther $BROS @HedgeyeRestos what a day for $BROS @Hedgeye kicking https://t.co/KzQqRSRWxs @HedgeyeRestos what a day for $BROS @Hedgeye kicking https://t.co/KzQqRSRWxs"
X Link 2026-01-07T13:17Z [----] 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 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
"$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
"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
"Talk to me old friend. What happened today $WEN"
X Link 2026-02-13T22:15Z [----] followers, [---] engagements
"$CMG starting to rev up the engines.Chipotle And DoorDash Offer Free Delivery This Weekend - Aug [--] [----] https://www.chipotle.com/whats-new#.W2RH4kvQsug.twitter https://www.chipotle.com/whats-new#.W2RH4kvQsug.twitter"
X Link 2018-08-03T12:18Z [----] followers, [--] engagements
"Happy National Cheeseburger Day $MCD is complimenting their $5-$6 Meal Deals with 50-Cent Doubles today. Value. Value. Value. Theres a reason MCD Traffic has jumped nearly [--] Std Dev. in the High Freq. Data since implementing"
X Link 2024-09-18T21:51Z [----] followers, [---] engagements
"Little Bareknuckle Boxing Match with the @Chilis "3-For-Lunch" combo. $EAT is producing right now and this setup is to die for. Hard to top QSR Meal Deals but this definitely takes the cake @joeyjaws wya I'll keep that Golden Basket Belt safe for a while. #Research"
X Link 2024-09-22T23:52Z [----] followers, 25.8K engagements
"Chilis vs McDonalds Ticket Trends. I am biased to the $MCD meal deals. Ive gotten my usage of their app promotions down to a science. Impressive by $EAT to be all-in at an even lower price at @Chilis. While the gap is narrowing b/w drive-thru/food-to-table times in QSR vs CD Little Bareknuckle Boxing Match with the @Chilis "3-For-Lunch" combo. $EAT is producing right now and this setup is to die for. Hard to top QSR Meal Deals but this definitely takes the cake @joeyjaws wya I'll keep that Golden Basket Belt safe for a while. #Research https://t.co/UB6XtlaPul Little Bareknuckle Boxing Match"
X Link 2024-09-23T17:46Z [----] followers, [----] engagements
"Wondered over to $SHAK today Not only am I out $41.68 because of [--] items but food-to-table took 14:24min. Not sure how drive-thrus will play with that speed of service. Not thrilled with my DPB (dollar-per-bite) spend. Seems like others might agree"
X Link 2024-10-07T02:51Z [----] followers, [----] engagements
"CEO Rob Lynch has previously emphasized the "Drive-Thru" and $SHAK's "Fine Dining Model" when discussing the future. Those two terms will struggle to be synonymous. Also the New Black Truffle Burger was hard to get down and I love food. #research Wondered over to $SHAK today Not only am I out $41.68 because of [--] items but food-to-table took 14:24min. Not sure how drive-thrus will play with that speed of service. Not thrilled with my DPB (dollar-per-bite) spend. Seems like others might agree https://t.co/Mufcg7kuex Wondered over to $SHAK today Not only am I out $41.68 because of [--] items but"
X Link 2024-10-07T03:11Z [----] followers, [---] engagements
"With @HowardWPenney en route to $MCD to try the Chicken Big Mac releasing tomorrow (10/10) I wont be far behind. It feels like Christmas Eve This is going to be big $MCD I'm usually a QPC with cheese guy when I go to @McDonalds but tomorrow I will break that chain https://t.co/nwkIZcdAn2 This is going to be big $MCD I'm usually a QPC with cheese guy when I go to @McDonalds but tomorrow I will break that chain https://t.co/nwkIZcdAn2"
X Link 2024-10-09T11:23Z [----] followers, [---] engagements
"A truly delectable hybrid from $MCD with the Chicken Big Mac. You're on deck @HowardWPenney - Mind Blown 🤯🤯🤯 Full rundown coming soon. #Research"
X Link 2024-10-10T16:44Z [----] followers, [----] engagements
"Ventured over to @McDonalds on [-----] for the New Chicken Big Mac. Chicken is a massive opportunity for $MCD to continue to grow into playing alongside the Chicken Mayo and McCrispy- This sandwich is a huge success #Research @ChrisK_McD_USA @HowardWPenney @Hedgeye"
X Link 2024-10-14T00:57Z [----] followers, 27.1K engagements
"@MarilleyDavid @McDonalds @ChrisK_McD_USA @HowardWPenney @Hedgeye With the BOGO yes very popular as well. The $MCD loyalty is a value machine for customers"
X Link 2024-10-14T01:27Z [----] followers, [---] engagements
"@HedgeyeCommBZ 🍗🍔 $SPHR $MCD"
X Link 2024-10-14T02:40Z [----] followers, [--] engagements
"Interesting to see the breading-batter differences in the $MCD chicken lineup. (Left-Right) McChicken McCrispy Chx Big Mac. Whats your favorite @McFranchisee @McDonalds #Research Ventured over to @McDonalds on [-----] for the New Chicken Big Mac. Chicken is a massive opportunity for $MCD to continue to grow into playing alongside the Chicken Mayo and McCrispy- This sandwich is a huge success #Research @ChrisK_McD_USA @HowardWPenney @Hedgeye https://t.co/q3OfJgIU3D Ventured over to @McDonalds on [-----] for the New Chicken Big Mac. Chicken is a massive opportunity for $MCD to continue to grow into"
X Link 2024-10-14T16:52Z [----] followers, [----] engagements
"Want to know more about Bitcoin and Crypto Follow @HEDigitalAssets today Yep my young guns are gunning Yep my young guns are gunning"
X Link 2024-10-18T20:10Z [----] followers, [----] engagements
"CDC: An E. coli outbreak tied to $MCD Quarter Pounder has spread across [--] predominantly Mountain West states affecting [--] individuals. So far [--] people have been hospitalized and tragically [--] death has been reported. @HowardWPenney Stock is down 8%+ after the close. https://www.cdc.gov/ecoli/outbreaks/e-coli-O157.html https://www.cdc.gov/ecoli/outbreaks/e-coli-O157.html"
X Link 2024-10-22T20:44Z [----] followers, [---] engagements
"$USFD has reported that Onion Supplier Taylor Farms has recalled a number of onion batches in CO. No confirmation on $MCD yet although restaurants have been urged to DESTROY THE PRODUCT-per release sent to customers"
X Link 2024-10-24T04:23Z [----] followers, [---] engagements
"$MCD and Colorado Dept. of Ag have ruled out Quarter Pounder patties as the source of the E. coli outbreak. leaving slivered onions as the culprit. [--] total cases [--] hospitalizations [--] states affected [--] life lost. Former supplier Taylor Farms is under FDA investigation"
X Link 2024-10-28T11:32Z [----] followers, [---] engagements
"$MCD 3Q'24 was in line with the HFD we saw intra-quarter. U.S Sales improved sequentially while IOM Comps struggled QoQ. Meal Deals are good; E. coli is bad (and unfortunately tragic). As we lap the event we will monitor traffic shifts/fallout from the outbreak. @HowardWPenney McDonald's Misses the Mark 🍔📉 @HedgeyeFood breaks down $MCD's earnings: US sales got a boost from value deals but an E. coli outbreak has stalled progress. International performance Even worse. Here's everything you need to know 👇 https://t.co/vsLiBDziuZ McDonald's Misses the Mark 🍔📉 @HedgeyeFood breaks down $MCD's"
X Link 2024-10-30T13:41Z [----] followers, [----] engagements
"$SHAK CEO Lynch emphasized that offerings in 3Q provide great value which particularly stand out in today's value wars environment". How does Shake Shack's sequentially flat low single-digit negative mix reflect this claim as check drives higher"
X Link 2024-10-30T15:42Z [----] followers, [----] engagements
"$GOOGL shoutout @HedgeyeCommBZ 🚨 $GOOGL 3Q24 Earnings Highlights with @HedgeyeCommBZ 🚨 Q3 was a big win - Google Cloud is crushing it with AI fueling efficiency beyond ads. YouTube TV & Google One are generating more subscribers and $GOOGL remains a solid Long. Here's everything you need to know 👇 https://t.co/CVyjUQFG4D 🚨 $GOOGL 3Q24 Earnings Highlights with @HedgeyeCommBZ 🚨 Q3 was a big win - Google Cloud is crushing it with AI fueling efficiency beyond ads. YouTube TV & Google One are generating more subscribers and $GOOGL remains a solid Long. Here's everything you need to know 👇"
X Link 2024-10-30T22:05Z [----] followers, [---] engagements
"Did someone say $SOFI Thursday Don't miss @HedgeyeFins at 10am 📢 Join us on Thursday (11/7) at 10am EST as we present our most recent Best Idea Long - SoFi Technologies ($SOFI) and explore their growth potential in todays macroeconomic landscape. 🎟 Email sales@hedgeye.com for access to the presentation + slides. #Research #InvestingIdeas https://t.co/gAQbq6U3kJ 📢 Join us on Thursday (11/7) at 10am EST as we present our most recent Best Idea Long - SoFi Technologies ($SOFI) and explore their growth potential in todays macroeconomic landscape. 🎟 Email sales@hedgeye.com for access to the"
X Link 2024-11-04T18:13Z [----] followers, [---] engagements
"In an election year with numerous issues on the ballot drawing voters to the polls in Florida will they also support cannabis legalization in the state Vote now in the @HedgeyeCannabis poll @HowardWPenney Will A3 Pass Today in FL On the ballot this measure requires over 60% approval to pass. If successful it would effectively legalize recreational cannabis in Florida 🌱 Latest Poll in October was 67%👀 #Cannabis Will A3 Pass Today in FL On the ballot this measure requires over 60% approval to pass. If successful it would effectively legalize recreational cannabis in Florida 🌱 Latest Poll in"
X Link 2024-11-05T13:11Z [----] followers, [---] engagements
"I have to say the election coverage by the Hedgeye #Teamled by @KeithMcCullough @HedgeyeDJ and @HedgeyeDCwas phenomenal last night. I found myself turning to them over any other source for updates"
X Link 2024-11-06T12:34Z [----] followers, 11.4K engagements
"#YoungGuns $PLNT Best Idea Long Planet Fitness $PLNT out with a very strong quarter and new ATH w/ stock +15%. Beat across the board acceleration in comps and margins raised guide and new $500M buyback authorization. Now we get to see the positive impact from taking up Classic Membership price https://t.co/qLdXUHHRH0 Best Idea Long Planet Fitness $PLNT out with a very strong quarter and new ATH w/ stock +15%. Beat across the board acceleration in comps and margins raised guide and new $500M buyback authorization. Now we get to see the positive impact from taking up Classic Membership price"
X Link 2024-11-07T15:46Z [----] followers, [---] engagements
"$SG Smoke and (a lack of) Mirrors There is no way analysts feel satisfied after that call. Indirect answers little color in specific areas awkward pauses touting AI. I mean what are we doing here"
X Link 2024-11-07T23:01Z [----] followers, [---] engagements
"$XYL We're hosting a call on the long case for $XYL this Tuesday @2PM ET - ping sales@hedgeye.com to join We've had $XYL $VLTO and $WMS long side - our removal note for XYL here https://t.co/0bB8yjVKip We're hosting a call on the long case for $XYL this Tuesday @2PM ET - ping sales@hedgeye.com to join We've had $XYL $VLTO and $WMS long side - our removal note for XYL here https://t.co/0bB8yjVKip"
X Link 2024-11-10T19:30Z [----] followers, [----] engagements
"JOIN US FOR LUNCH - The Consumables Show is Live at Noon A weekly review of Restaurants Cannabis and Consumer Staples with Q&A - ft. @HowardWPenney and @Hedgeye_Staples - invites are out to subs"
X Link 2024-11-11T16:42Z [----] followers, [---] engagements
"$MCD Total number of cases jumps to [---] inflected in [--] states. [--] have been hospitalized - [--] have developed hemolytic uremic syndrome (can cause kidney failure). [--] QPC with extra onions please @HedgeyeGLL"
X Link 2024-11-13T22:03Z [----] followers, [---] engagements
"Pizza for Breakfast Anyone Get up with us Today at 10am for some Dominos Pizza $DPZ as @HowardWPenney and I dive into the data and the dough in The Pizza Wars Shoot an Email to sales@hedgeye.com for Video Link and Slides"
X Link 2024-11-15T12:57Z [----] followers, [----] engagements
"Looks like @HowardWPenney s favorite the QPC Although not sure what the cutlery is for Diet starts tomorrow applies to us all. Based on the lack of empathy on the last call- $MCD has been rushing to put E. coli in the rearview mirror @HedgeyeFood @HowardWPenney how much did @McDonalds pay this man for take pose for this photo Micky Ds are really trying to get ahead of the E. Coli thing. https://t.co/4sDbhTCJ3a @HedgeyeFood @HowardWPenney how much did @McDonalds pay this man for take pose for this photo Micky Ds are really trying to get ahead of the E. Coli thing. https://t.co/4sDbhTCJ3a"
X Link 2024-11-17T18:46Z [----] followers, [----] engagements
"btw $MCD investing $100M in the E. coli aftermath. $65M to owners who lost biz and $35M in traffic-driving programs -WSJ Looks like @HowardWPenney s favorite the QPC Although not sure what the cutlery is for Diet starts tomorrow applies to us all. Based on the lack of empathy on the last call- $MCD has been rushing to put E. coli in the rearview mirror Looks like @HowardWPenney s favorite the QPC Although not sure what the cutlery is for Diet starts tomorrow applies to us all. Based on the lack of empathy on the last call- $MCD has been rushing to put E. coli in the rearview mirror"
X Link 2024-11-17T22:47Z [----] followers, [---] engagements
"Long Live The McRibDec 3rd $MCD @HedgeyeFood @HedgeyeFood"
X Link 2024-11-20T16:25Z [----] followers, [---] engagements
"@HowardWPenney and I will be in studio Friday (11/22) at 10am for our $BROS Black Book Decelerating trends compounded w/ tough comps in '25 ops etc. Institutional investors email sales@hedgeye.com for access. Individual investors email support@hedgeye.com for access"
X Link 2024-11-20T19:39Z [----] followers, [----] engagements
"Replay of our Black Book available $DPZ Short Bias Institutional investors email sales@hedgeye.com for access. Individual investors email support@hedgeye.com for access Pizza for Breakfast Anyone Get up with us Today at 10am for some Dominos Pizza $DPZ as @HowardWPenney and I dive into the data and the dough in The Pizza Wars Shoot an Email to sales@hedgeye.com for Video Link and Slides https://t.co/bPwxEtE5DC Pizza for Breakfast Anyone Get up with us Today at 10am for some Dominos Pizza $DPZ as @HowardWPenney and I dive into the data and the dough in The Pizza Wars Shoot an Email to"
X Link 2024-11-20T19:45Z [----] followers, [----] engagements
"$BROS Today @ [--] AM we will discuss the SHORT case on $BROS https://t.co/gmh0H8MbKR https://t.co/2FyB8bA9DD Today @ [--] AM we will discuss the SHORT case on $BROS https://t.co/gmh0H8MbKR https://t.co/2FyB8bA9DD"
X Link 2024-11-22T14:21Z [----] followers, [---] engagements
"$MCD: Deals solid. Happy meals great. App awesome. BOGO outstanding. Brand image issue. Traffic declining. Value established. Overearning for years Case to be made Will have to add the DB QPC to the @HedgeyeFood thanksgiving spread. @HedgeyeFood - just had maybe the best double bacon quarter pounder with cheese ever The deals from @McDonalds are pretty solid too making lunch with the kids even more enjoyable. @HedgeyeFood - just had maybe the best double bacon quarter pounder with cheese ever The deals from @McDonalds are pretty solid too making lunch with the kids even more enjoyable"
X Link 2024-11-26T18:21Z [----] followers, [----] engagements
"For as much as I love $MCD its just too soon for me to get behind that many onions. Potentially the worst time for this #McRib LTO @HowardWPenney With the McRib's return did @McDonalds execs weigh in on the onion dilemma After past onion-related illnesses are consumers ready for another bite 🍔🧅 #McRibReturns #OnionConcerns $MCD https://t.co/lGpjEh83Ur With the McRib's return did @McDonalds execs weigh in on the onion dilemma After past onion-related illnesses are consumers ready for another bite 🍔🧅 #McRibReturns #OnionConcerns $MCD https://t.co/lGpjEh83Ur"
X Link 2024-12-02T14:32Z [----] followers, [---] engagements
"@KeithMcCullough Coach talking Combos the other daythis is hard to beat for $8.99. You know what Im not going out to eat for (besides sub-in-a-tub) Pasta $DRI @HowardWPenney When Will MSM Tell the Truth on Food Inflation 🍳 🔊 Prices for U.S. consumers continue to rise with the cost of eggs in particular skyrocketing over 7% in the last day alone and 12% over the last month. While the mainstream media was quick to report on (imaginary) https://t.co/Fvy31ru0N7 When Will MSM Tell the Truth on Food Inflation 🍳 🔊 Prices for U.S. consumers continue to rise with the cost of eggs in particular"
X Link 2024-12-04T22:40Z [----] followers, 10.8K engagements
"$DRI Friday @ 2pm EST Links are out to subs. Need access Institutional investors email sales@hedgeye.com for access. Individual investors email support@hedgeye.com for access Join our deep-dive on $DRI Dec [--] @ [--] PM - The End of the "Starboard Value Era" breaking down why Darden needs a strategic refresh: What is wrong with the Olive Garden - Traffic -5.6% Digital/delivery gaps widening. Will @UberEats help Value proposition losing effectiveness & https://t.co/KSy2qcJhfH Join our deep-dive on $DRI Dec [--] @ [--] PM - The End of the "Starboard Value Era" breaking down why Darden needs a strategic"
X Link 2024-12-05T14:04Z [----] followers, [----] engagements
"This is a booming market in the cannabis space that major MSOs are now tapping into. Hemp-derived THC beverages are positioned to meet evolving consumption patternsenjoy responsibly 🍹@HowardWPenney Hemp-derived THC beverages are taking the cannabis world by storm With no hangovers booming sales and a shot at disrupting alcohol this is a market you cannot ignore Learn more below #Research @HowardWPenney @Hedgeye @Bkov9 @aaronvalue @CrescentCanna @cantripguy @drinkbrez https://t.co/LCcBCYVV76 Hemp-derived THC beverages are taking the cannabis world by storm With no hangovers booming sales and"
X Link 2024-12-09T19:56Z [----] followers, [----] engagements
"Some newness blah. Corduroy has been the Vermonter Tuxedo for years with that being said are they stretchy Asking for a friend $LULU This is the newness $LULU is talking about Corduroy @HedgeyeRetail @HedgeyeRetailJM @HedgeyeRetailAP https://t.co/1Llx77FBYq This is the newness $LULU is talking about Corduroy @HedgeyeRetail @HedgeyeRetailJM @HedgeyeRetailAP https://t.co/1Llx77FBYq"
X Link 2024-12-13T19:48Z [----] followers, [---] engagements
"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"
X Link 2024-12-23T17:46Z [----] followers, 12.1K engagements
"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"
X Link 2024-12-27T19:43Z [----] followers, [----] engagements
"Taking a break from some of the really vile news flow to cap [----] Firing up the $MCD app in [----] presents you with this message: the McValue platform is inbound Nationwide Meal Deals BOGOs and more @HowardWPenney"
X Link 2025-01-02T02:12Z [----] followers, [---] engagements
"Working on some notes about $PTLO for our pre-ICR deck (1/8) and it reminded me of a debate I overheard this wknd in the city: A hot dog isnt a sandwich because even without the bun its still a hot dog no reply from pro-sandwich @HowardWPenney"
X Link 2025-01-05T15:39Z [----] followers, [----] engagements
"@KeithMcCullough @HowardWPenney As we flip the Calendar to [----] and enter a new quarter of @Hedgeye's Top Stock Picks product @HowardWPenney and I are sending $EAT to the HOF with a 102.85% total return since adding on 9/10. Time to gear up for the next ride Great product ( $EAT remains a Best Idea Long )"
X Link 2025-01-06T14:33Z [----] followers, [----] engagements
"@ZodiacCapital33 Sry I missed this. I haven't gotten around to either the chicken nor burger at $DIN. Though customers don't seem to mind paying a dollar more for great food/service @Chilis traffic up 24.6% YoY in December (placer). Differentials are up big as well @HowardWPenney @kdhochman"
X Link 2025-01-06T15:18Z [----] followers, [---] engagements
"Big day at @Hedgeye this Wednesday (1/8) with Macro Themes Later in the afternoon (2pm) @HowardWPenney and I will be in the studio framing some of the restaurants presenting at ICR next week including $DRI $PLAY $SHAK $TXRH $CBRL $JACK $PZZA $BROS $FWRG $PTLO $KRUS"
X Link 2025-01-06T16:15Z [----] followers, [----] engagements
"One element of $EATs success that goes under appreciated is the effectiveness of social media in getting people in the door (Triple Dipper) alongside great value (3-For-Me). Not that $DIN cant get there but they need to get a lot of things right. Applebees SSS performance to casual dining segment: -4.3% in MRQ. How will $DIN participate in seemingly better industry performance in Q4 2024"
X Link 2025-01-06T16:38Z [----] followers, [--] engagements
"Plenty of NFL on during the flight to ICR which means pizza ads. The Pizza Wars rage on: ad count$DPZ: [--] $YUM (Pizza Hut): [--] Little Caesars : [--] $PZZA: [--]. I did fall asleep for an hr next to @HedgeyeRetailRW statistical significance in question. @HowardWPenney"
X Link 2025-01-13T03:33Z [----] followers, [---] engagements
"Great meal last night with the @Hedgeye team down here at ICR. We were blown away by Maggianos (no surprise apart of $EAT). The food the service the TRAFFIC We saw an inflection in the cell phone data in Dec. up 1.5% YoY (Placer) and based on our experience- it checks out @HedgeyeRetailRW @Hedgeye_Staples @HedgeyeRetailAP @kdhochman @HowardWPenney"
X Link 2025-01-13T12:16Z [----] 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
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing