#  @MichaelKudrna Mike Kudrna Mike Kudrna posts on X about inflation, money, $cmg, $uber the most. They currently have [-------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::105683132/interactions)  - [--] Week [------] -73% - [--] Month [-------] +29% - [--] Months [-------] +295% - [--] Year [-------] -47% ### Mentions: [--] [#](/creator/twitter::105683132/posts_active)  - [--] Week [--] -56% - [--] Month [---] +30% - [--] Months [---] +41% - [--] Year [---] +14% ### Followers: [-------] [#](/creator/twitter::105683132/followers)  - [--] Week [-----] +0.15% - [--] Month [-----] +0.61% - [--] Months [-----] +7.10% - [--] Year [-----] +11% ### CreatorRank: [---------] [#](/creator/twitter::105683132/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [countries](/list/countries) [nfl](/list/nfl) [celebrities](/list/celebrities) [us election](/list/us-election) [travel destinations](/list/travel-destinations) **Social topic influence** [inflation](/topic/inflation) #2923, [money](/topic/money), [$cmg](/topic/$cmg) #352, [$uber](/topic/$uber), [doordash](/topic/doordash), [$sg](/topic/$sg), [in the](/topic/in-the), [debt](/topic/debt), [business](/topic/business), [food](/topic/food) **Top accounts mentioned or mentioned by** [@mcfranchisee](/creator/undefined) [@vladtheinflator](/creator/undefined) [@hedgeyefood](/creator/undefined) [@revshark](/creator/undefined) [@djebitda](/creator/undefined) [@ubereats](/creator/undefined) [@rickcanale](/creator/undefined) [@mattwalshblog](/creator/undefined) [@crackerbarrel](/creator/undefined) [@scottadamssays](/creator/undefined) [@robbystarbuck](/creator/undefined) [@asranomani](/creator/undefined) [@foxnews](/creator/undefined) [@foxbusiness](/creator/undefined) [@jgunlock](/creator/undefined) [@carriesheffield](/creator/undefined) [@rikoruss31](/creator/undefined) [@mkhammer](/creator/undefined) [@rileygaines](/creator/undefined) [@datarepublican](/creator/undefined) **Top assets mentioned** [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Uber Technologies, Inc. (UBER)](/topic/$uber) [DoorDash Inc. (DASH)](/topic/doordash) [Sweetgreen Inc. (SG)](/topic/$sg) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Starbucks Corporation (SBUX)](/topic/$sbux) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [McDonald's Corp (MCD)](/topic/$mcd) [Dash (DASH)](/topic/$dash) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [pizzacoin (PIZZACOIN)](/topic/pizza) [Shake Shack Inc. (SHAK)](/topic/$shak) [Bitcoin (BTC)](/topic/bitcoin) [Wing Finance (WING)](/topic/$wing) [Texas Roadhouse, Inc. (TXRH)](/topic/$txrh) [XRP (XRP)](/topic/xrp) [Brinker International, Inc. (EAT)](/topic/$eat) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [GameStop, Corp. (GME)](/topic/$gme) [RH (RH)](/topic/$rh) [CannabisCoin (CANN)](/topic/cannabis) [Optimism (OP)](/topic/optimism) [Freshpet, Inc. (FRPT)](/topic/$frpt) [Matador Resources, Co. (MTDR)](/topic/$mtdr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Vixco (VIX)](/topic/$vix) ### Top Social Posts Top posts by engagements in the last [--] hours "Shanghai Composite Index $CHSC looking dramatically better than $SPX via @Barchart" [X Link](https://x.com/MichaelKudrna/status/1537784562339786753) 2022-06-17T13:09Z [----] followers, [--] engagements "Value increases when experience increases I'm arguing $CMG Chipotle like most restaurants don't need to improve value they need to improve experience And value will increase as a byproduct Otherwise value is just a race to the bottom of lower margins in an environment of rising costs Chipotle $CMG Q2 2025: When Value Gets Stale Experience Matters (It's as if someone predicted this for [----] I wonder who) Chipotle just reported Q2 results and its now a wake-up call for the whole restaurant industry. It's currently down 11% premarket. I reviewed the https://t.co/fChFOpgQRw Chipotle $CMG Q2 2025:" [X Link](https://x.com/MichaelKudrna/status/1948784096869548419) 2025-07-25T16:35Z [----] followers, [---] engagements "You know the feeling. Years of loyalty.Real results.Then dropped like you never mattered Thats what the Buffalo Bills just did to Sean McDermott The GM who built a roster full of gaps Promoted The coach who overachieved with it Fired Players immediately went public with strong sentiment of love and support The Pegulas A cold calculated corporate press release that wasn't even proofread for errors before posting Second most wins in the NFL since [----]. [--] playoff appearances. A city that adored him.Gone in [--] days The Pegulas want to be loved like Ralph Wilson.but Buffalo loved McDermott more" [X Link](https://x.com/MichaelKudrna/status/2013469692665405445) 2026-01-20T04:32Z [----] followers, [----] engagements "I'm being very careful with my $BTC and $XRP crypto long trades as charts show lower lows and we don't have uptrend support to rely on Long but keeping positions tight and monitored Would only go "potentially" short on new lows Difference in strategies between Trade and Buy/Hold Larger trades in more favorable names right now $ASTS $XERS $CASY and Russell $IWM Dabbling in some momentum in $KRUS Kura Sushi but not a believer in the company purely a momentum trade with high short % being squeezed. Tight leash https://twitter.com/i/web/status/2014369657365365185" [X Link](https://x.com/MichaelKudrna/status/2014369657365365185) 2026-01-22T16:08Z [----] followers, [----] engagements "Definitely not making anyone want to order Wendy's @Wendys should bring him in house and convert him Maybe a Watt Burger LTO Couldnt sleep last night. Got outta bed and made a couple bowls of cereal. Was still hungry so hit a 2am DoorDash order. Now Im not going to out the company because Ive been a longtime fan. But the size of this double cheeseburger is a problem. Its the size of a slider https://t.co/XfUcLL9Agj Couldnt sleep last night. Got outta bed and made a couple bowls of cereal. Was still hungry so hit a 2am DoorDash order. Now Im not going to out the company because Ive been a" [X Link](https://x.com/MichaelKudrna/status/2014465110870274238) 2026-01-22T22:28Z [----] followers, [---] engagements "🎯 $SBUX upgrade @jonathanmaze I expect Starbucks to have a higher probability of success than most on that list They are winning the marketing game for traffic and pivoting to the right trends like protein after shedding many bad locations @jonathanmaze I expect Starbucks to have a higher probability of success than most on that list They are winning the marketing game for traffic and pivoting to the right trends like protein after shedding many bad locations" [X Link](https://x.com/MichaelKudrna/status/2014704252745134122) 2026-01-23T14:18Z [----] followers, [---] engagements "$SBUX Starbucks now up 12% in just [--] weeks @jonathanmaze I expect Starbucks to have a higher probability of success than most on that list They are winning the marketing game for traffic and pivoting to the right trends like protein after shedding many bad locations @jonathanmaze I expect Starbucks to have a higher probability of success than most on that list They are winning the marketing game for traffic and pivoting to the right trends like protein after shedding many bad locations" [X Link](https://x.com/MichaelKudrna/status/2014730205953139078) 2026-01-23T16:01Z [----] followers, [----] engagements "Nobody is really left for the Buffalo Bills outside of promoting someone that has never been an HC. At this point you might as well try to convince Tom Brady to come and give him equal footing to Beane. He's got the time and winning record. Nobody wants to work for Beane and Pegula after that press conference unless you overpay for someone without HC experience. Bite the bullet and give Tom whatever he demands. https://twitter.com/i/web/status/2015139657789350370 https://twitter.com/i/web/status/2015139657789350370" [X Link](https://x.com/MichaelKudrna/status/2015139657789350370) 2026-01-24T19:08Z [----] followers, [---] engagements "Sports podcasters might be the biggest disloyal con artists on X. Almost all of them speak with such confidence you assume they have insider knowledge. They don't. They're couch quarterbacks with microphones. And when they DO have inside info They can't wait to tell you someone else's secrets. That's called disloyalty dressed up as "breaking news." When they don't have secrets to share They make them up for clicks. The whole industry runs on gambling addiction and deceit. Stop treating these guys like insiders or experts. They're entertainers guessing louder than you" [X Link](https://x.com/MichaelKudrna/status/2015948442179113464) 2026-01-27T00:42Z [----] followers, [----] engagements "Bitcoin Collapse tonight but many already closed out positions to protect. Stocks aren't your friends. Don't buy hoping they are good to you. Don't avoid selling because you hope they'll be good to you. No emotion no loyalty.it's just a stock The loudest voices usually have the most to sell you A week ago everyone was pumping crypto. Bitcoin $BTC $XRP all of it. I was selling and protecting.being very careful as the chart was breaking down. Today Bitcoin is collapsing. New lows. Bag holders everywhere The loudest voices usually have the most to sell you A week ago everyone was pumping crypto." [X Link](https://x.com/MichaelKudrna/status/2017065564158505260) 2026-01-30T02:41Z [----] followers, [----] engagements "@jandreini1 @ouraring Whoop changed a lot for people" [X Link](https://x.com/MichaelKudrna/status/2017285566392381799) 2026-01-30T17:15Z [----] followers, [---] engagements "This is how you go out of business for a restaurant. Negotiating a lease that's 16% of gross sales for rent = failure Restaurants require half of that 8% maximum just to be able to turn a profit these days. The lower the higher the chance you survive" [X Link](https://x.com/MichaelKudrna/status/2017490353968824494) 2026-01-31T06:49Z [----] followers, [----] engagements "Popeyes franchisee closes [--] locations enters bankruptcy and defaults on [---] million credit from BMO Bank" [X Link](https://x.com/MichaelKudrna/status/2017497440207740994) 2026-01-31T07:17Z [----] followers, [---] engagements "Even then I wouldn't consider it 1) just on principle alone getting 5M is work on me not the landlord so I'm not giving up that much % for my work. At least with a franchise royalty you're supposed to get something for it in regards to brand marketing brand improvements tech support etc. 2) While fixed costs go down upkeep and reinvest is important to even maintain a 5M long-term. I'd rather reinvest that into my staff and overpay them to make my life easier. just ask @McFranchisee on reinvestment costs for him. https://twitter.com/i/web/status/2017500893831176392" [X Link](https://x.com/MichaelKudrna/status/2017500893831176392) 2026-01-31T07:31Z [----] followers, [--] engagements "@dsabs11 Great machine but yes always concerning like the Hobart This is the first time had a relay issue. Totally specialty part unfortunately but should be simple when it comes in" [X Link](https://x.com/MichaelKudrna/status/2017724278007894288) 2026-01-31T22:18Z [----] followers, [--] engagements "Fresh Pet $FRPT is developing towards Fresh Highs Not a day to do nothing for the portfolio $EAT $TXRH $SBUX $CMG $USAR $GME $CBRL $ASTS $FRWG $FRPT $XERS $WRBY $REAL $RH $BJRI $MCD $MSOS $BTC $XRP https://t.co/6y4495OVbX Not a day to do nothing for the portfolio $EAT $TXRH $SBUX $CMG $USAR $GME $CBRL $ASTS $FRWG $FRPT $XERS $WRBY $REAL $RH $BJRI $MCD $MSOS $BTC $XRP https://t.co/6y4495OVbX" [X Link](https://x.com/MichaelKudrna/status/2021226154510664099) 2026-02-10T14:14Z [----] followers, [---] engagements "Lots of growth restaurant stocks without growth and called "value" restaurant stocks instead All seem to be down [--] percent this earnings season too $SG $GENK This is why it's ridiculous to call growth restaurant stocks "value" buys when they are supposed to be growth companies. Yet little to no growth All those ridiculous posts about how undervalued $GENK is and now it's even more undervalued by them as they lost another [--] percent https://t.co/6XdmCjNftR This is why it's ridiculous to call growth restaurant stocks "value" buys when they are supposed to be growth companies. Yet little to no" [X Link](https://x.com/MichaelKudrna/status/1953636305746694392) 2025-08-08T01:56Z [----] followers, [---] engagements "I still smile every time I hear someone realize that Scotts Miracle Grow $SMG is actually a Cannabis player. The rescheduling looks more real than ever right now. Still long $MSOS among others" [X Link](https://x.com/MichaelKudrna/status/2000602193565765910) 2025-12-15T16:21Z [----] followers, [----] engagements "That's how I feel every time my stop loss triggers and then I watch a massive reversal to the upside At least you can always buy back and as you said $SMG can get Hawthorne back as they retained a conditional option @MichaelKudrna I agree.but why did they have to jetison Hawthore on the eve of rescheduling.I know they have a way to get it back but I haven't seen how long @MichaelKudrna I agree.but why did they have to jetison Hawthore on the eve of rescheduling.I know they have a way to get it back but I haven't seen how long" [X Link](https://x.com/MichaelKudrna/status/2000603928430608578) 2025-12-15T16:28Z [----] followers, [---] engagements "🍣 KURA SUSHI $KRUS Q1 FY26 EARNINGS BREAKDOWN What restaurant owners and investors need to know.and what management isn't saying loudly. 1/ THE HEADLINE Missed EPS: -$0.23 vs -$0.17 expected Comps: -2.5% (all traffic zero price benefit) Restaurant margins: 15.1% vs 18.2% YoY Cash burn: -$12M in one quarter Stock down 8% premarket. But the real story is deeper. 2/ TARIFFS ARE CRUSHING THEM.BUT NOT HOW YOU THINK Most restaurants source food domestically. Kura imports Japanese specialty ingredients (fish nori sauces). That's [---] bps margin hit. But here's the unique problem: their gimmick is" [X Link](https://x.com/MichaelKudrna/status/2009271492710638073) 2026-01-08T14:30Z [----] followers, [----] engagements "Darden $DRI just showed the restaurant industry how to win a traffic war.while making one mistake that could cost them everything. Q2 FY26: Same-store sales +4.3%. Traffic top decile while the industry bleeds guests. Stock up post earnings. WHAT'S WORKING They're underpricing inflation on purpose. [---] bps below at Olive Garden. [---] bps at LongHorn. Never Ending Pasta Bowl held at $13.99 for four straight years. New lighter portions at $12.99-$13.99 just went nationwide. Competitors raised prices and lost guests. Darden held the line and took share. They also quietly launched Uber Direct" [X Link](https://x.com/MichaelKudrna/status/2009300527218049127) 2026-01-08T16:25Z [----] followers, [---] engagements "Totally agree on the Chipotle $CMG long-term potential if the service works well (we shall see). Good catch and thought process. Zipline is a 2027+ story at best though. Right now it's one test location with no disclosed results and management hasn't even mentioned it on earnings calls. The margin opportunity is real if they scale it . killing 20-30% third-party fees would be huge . but they're nowhere close. For the next 2-3 quarters what matters is traffic recovery and whether they can beat easy comps in Q1-Q2 [----]. I'm bearish on Q4 [----] after seeing national data for all restaurants. Q4" [X Link](https://x.com/MichaelKudrna/status/2016259314290491837) 2026-01-27T21:17Z [----] followers, [---] engagements "$SBUX Starbucks reports a traffic and SSS increase First traffic increase in [--] years from their LTO marketing. $SBUX Starbucks now up 12% in just [--] weeks https://t.co/dvmQAvoJxG $SBUX Starbucks now up 12% in just [--] weeks https://t.co/dvmQAvoJxG" [X Link](https://x.com/MichaelKudrna/status/2016496860404367778) 2026-01-28T13:01Z [----] followers, [---] engagements "Two of my favorite longs right now while we wait for more consolidation in the market. This is a good stock picking market (@RevShark has been mentioning that for weeks if not longer) $RH and Texas Roadhouse $TXRH Can change any day doesn't mean ignore stop losses especially changes going into big events like earnings. No emotion is what saves you more often than not: my buys today had no emotion involved. no "feel" my sells today had no emotion involved. no "feel" No emotion is what saves you more often than not: my buys today had no emotion involved. no "feel" my sells today had no emotion" [X Link](https://x.com/MichaelKudrna/status/2016944464053362690) 2026-01-29T18:40Z [----] followers, [----] engagements "@YourBoyFlab It's only a tracking position right now. I have a "wait" on it I'm more bullish on EAT TXRH building SBUX and I'd be buying CMG if I wasn't a little nervous on earnings (but I believe guidance will save them.just not betting big on it)" [X Link](https://x.com/MichaelKudrna/status/2017269701412364365) 2026-01-30T16:12Z [----] followers, [--] engagements "Pizza Same Store Sales Comps for the major chains Q3 [----] through Q3 [----] Dominos Papa Johns Pizza Hut" [X Link](https://x.com/MichaelKudrna/status/2017431422131175583) 2026-01-31T02:55Z [----] followers, [---] engagements "SP [---] Rebalancing" [X Link](https://x.com/MichaelKudrna/status/2017631764450078805) 2026-01-31T16:11Z [----] followers, [---] engagements "When you're not working or with family what are you doing Either Muay Thai or coding frameworks and programs with Claude When you're on vacation what are you doing Either Muay Thai or coding frameworks and programs with Claude I have too much fun doing both.if I was a kid I'd be building so much with Claude AI https://twitter.com/i/web/status/2018169888334897291 https://twitter.com/i/web/status/2018169888334897291" [X Link](https://x.com/MichaelKudrna/status/2018169888334897291) 2026-02-02T03:49Z [----] followers, [---] engagements "I'm a Cubs fan but the big hurt is a great guy. You don't need to be a Sox fan or from Chicago to respect Frank Thomas Once again the White Sox are back in the national media conversation for all of the wrong reasons. Once again the White Sox are back in the national media conversation for all of the wrong reasons" [X Link](https://x.com/MichaelKudrna/status/2018375639867289725) 2026-02-02T17:27Z [----] followers, [---] engagements "What people get wrong about DoorDash Uber etc. "Just cook at home. Stop being lazy." Post-2008 we became a time based economy. People aren't paying for food. They're paying for time. I used to wash my own car for years. Now I pay for a premium subscription. Not lazy .my time is worth more elsewhere. The REAL stupid mistake Ordering overpaid DoorDash instead of direct from the restaurant. Same food. Less fees. More money to the business Time is a resource Spend it wisely But spend your dollars wisely too https://twitter.com/i/web/status/2018394149276553472" [X Link](https://x.com/MichaelKudrna/status/2018394149276553472) 2026-02-02T18:40Z [----] followers, [----] engagements "Doordash drivers steal food Then Doordash says well that's the restaurants fault our driver stole the food. Can't reimburse you for making it again. We'll escalate it to a dept that you can't reach and maybe they'll give you an automated response denying the reimbursement too But we'll try to block the driver . Actually maybe you should do it yourself though and block them instead. Less work on us Monopolistic power right there @t_xu @MichaelKudrna I have paid seven figures in fees to these delivery companies over the last few years. I get the same treatment: a call from DoorDash customer" [X Link](https://x.com/MichaelKudrna/status/2018435838284321122) 2026-02-02T21:26Z [----] followers, [----] engagements "@McFranchisee The best part of the original Doordash person said we'd be reimbursed So we remade the food Then log into dashboard and see the exact opposite of what was said" [X Link](https://x.com/MichaelKudrna/status/2018437130003902881) 2026-02-02T21:31Z [----] followers, 15.7K engagements "@tom_holmer restaurants need the market share. you can't get the market share if doordash and uber captured the attention of them with their billions of dollars all big chains are playing ball because it's mandatory now" [X Link](https://x.com/MichaelKudrna/status/2018442843791253805) 2026-02-02T21:54Z [----] followers, [--] engagements "too late in the game There is a time limit on changes like this.we're beyond it now. Monopolies reach a level of being untouchable from new startups.that's where we are now. Domino's gave up the fight [--] years ago or so. They were outspoken on it that we're running out of time. https://twitter.com/i/web/status/2018449638856990813 https://twitter.com/i/web/status/2018449638856990813" [X Link](https://x.com/MichaelKudrna/status/2018449638856990813) 2026-02-02T22:21Z [----] followers, [---] engagements "This is also my theory after years of experience with these monopolies. The DoorDash or Uber support person will tell your managers whatever they want to hear to get them to remake the food They will promise and use words like "trust me" Then when they get off the phone there is no accountability. It's not like you have a direct number to them. Next person that answers says "can't help you" when you inquire why they lied. They hope you either never check your dashboard to see they never paid you or that you get frustrated and give up challenging them. @MichaelKudrna @McFranchisee This happens" [X Link](https://x.com/MichaelKudrna/status/2018536197920870681) 2026-02-03T04:05Z [----] followers, [----] engagements "@unforgivnbastrd @MathewP100 that's because dominos primarily fulfills the orders itself that originate on doordash" [X Link](https://x.com/MichaelKudrna/status/2018576934977015987) 2026-02-03T06:46Z [----] followers, [---] engagements "It's incremental Rev so likely very hard to give exact profit percentage. But if that incremental helps cover fixed costs. It increases total profitability This is why I'm so adamant about selectively adding additional revenue streams when it doesn't increase labor at a direct [--] to [--] ratio https://twitter.com/i/web/status/2018731452272160772 https://twitter.com/i/web/status/2018731452272160772" [X Link](https://x.com/MichaelKudrna/status/2018731452272160772) 2026-02-03T17:00Z [----] followers, [---] engagements "They get much more than that whether it's 3P or the restaurant restaurant tends to pay very well else they can't keep the driver. and most drivers in restaurants get paid even if they are not taking deliveries. $1.50 or $5 or whatever it is.is meant to help offset it but surely doesn't cover the cost. https://twitter.com/i/web/status/2018761180894859746 https://twitter.com/i/web/status/2018761180894859746" [X Link](https://x.com/MichaelKudrna/status/2018761180894859746) 2026-02-03T18:59Z [----] followers, [--] engagements "Similar scenario is happening with Banks Regionals and small are going out of business.saturation is too high compared to costs and debt incurred over decades. Big are mostly safe Lost another bank in Chicago the other day [---] million (small) bank. The direct monopoly is not DoorDash or Uber for them.it's the Fed and Govt in this case. @cherrygarciafan agree with my logic A traditional [--] person transaction became a [--] person transaction because of Uber and DoorDash Food Prices must go up by economics The only way price doesn't go up is if say 25% of restaurants (random number) go out of" [X Link](https://x.com/MichaelKudrna/status/2018774190585753941) 2026-02-03T19:50Z [----] followers, [---] engagements "@luludunn98 @McFranchisee I can create my own website Amazon isn't a monopoly They just get the overwhelming majority of digital orders I can hire my own stuff and start my own retail store Walmart isn't a monopoly They just get their prices lower than I can even buy the same items for" [X Link](https://x.com/MichaelKudrna/status/2018779427308773748) 2026-02-03T20:11Z [----] followers, [--] engagements "Is the restaurant industry the #1 industry for unsolicited advice from people who've never run one Everyone's an expert until it's their money their 14-hour days and their name on the lease. @MichaelKudrna It always amazed me how people would make comments along the lines of us just flipping a switch everyday and making money sitting on the proverbial gold mine. Like it was oh so easy. @MichaelKudrna It always amazed me how people would make comments along the lines of us just flipping a switch everyday and making money sitting on the proverbial gold mine. Like it was oh so easy" [X Link](https://x.com/MichaelKudrna/status/2019076719441764442) 2026-02-04T15:52Z [----] followers, [----] engagements "Finally able to get back into $USAR and $ASTS after profit trimming a lot Disclaimer: I always have stops so don't think of this as a blind move as I gave you zero detail on what goes into this" [X Link](https://x.com/MichaelKudrna/status/2019093904998711455) 2026-02-04T17:01Z [----] followers, [---] engagements "$VIX moving towards [--] range premarket Above [--] can create some very sharp swings. Good for traders tough for investors. Be prepared if it does. One of the hardest lessons to learn in the stock market is not when to buy but when to sell. You "believe" it's undervalued so you hold longer than you should . Instead of treating it like what it is just a piece of paper.it's just a stock. I'm a believer in $REAL https://t.co/WuaxUoFERR One of the hardest lessons to learn in the stock market is not when to buy but when to sell. You "believe" it's undervalued so you hold longer than you should ." [X Link](https://x.com/MichaelKudrna/status/2019378500990591063) 2026-02-05T11:52Z [----] followers, [---] engagements "Bourbon Truffle BBQ Pizza for February Solid follow up to the Wagyu Beef Tallow Pizza from January" [X Link](https://x.com/MichaelKudrna/status/2019604141895458907) 2026-02-06T02:48Z [----] followers, [---] engagements "This is a common scam We get it probably [--] times a year for over a decade. It's so often that the chefs ask them for their credit card until they hang up if we don't just hang up first because we're busy They also do this electrical scam for Nat Gas Comcast and more Their aggressiveness in needing your money ASAP else the outcome of losing the service happens within an hour or two is the tipoff. SMB owner buddy got caught in a well known electricity scheme fraud. Random phone call from somebody saying your electricity will be shut off in an hour due to unpaid invoice and to call the utility" [X Link](https://x.com/MichaelKudrna/status/2019772925201572314) 2026-02-06T13:59Z [----] followers, [----] engagements "Stagflation ingredients assembling for March: $DBC up - commodities rising $USO warming . crude above both SMAs $UUP down - dollar weakening Inflation axis turning. Now watch the growth wall: $HYG still calm $IWM & $SPY still holding If Growth holds neutral and Inflation rises.markets will be adjusting for Stagflation. Terrible for restaurants/consumer from $CMG to $FRPT and more On the other hand $MCD tends to do well in Stagflation as consumers trade down. CPI Friday https://twitter.com/i/web/status/2021643392078221540 https://twitter.com/i/web/status/2021643392078221540" [X Link](https://x.com/MichaelKudrna/status/2021643392078221540) 2026-02-11T17:51Z [----] followers, [---] engagements "Pay attention to your surroundings Went to the local grocery store to grab a bottle of wine Noticed [--] Large Branded Coolers of Fresh Pet foods that were never there before. $FRPT is the stock symbol Chart is developing for upside Then I hear @Hedgeye_Staples talking about it this morning on the call. That's one way good stocks can find a way onto your radar while getting confirmation it's good to monitor it more. https://twitter.com/i/web/status/2015808421753184527 https://twitter.com/i/web/status/2015808421753184527" [X Link](https://x.com/MichaelKudrna/status/2015808421753184527) 2026-01-26T15:25Z [----] followers, [---] engagements "Buying more Brinker $EAT (Chili's) on todays pullback post earnings initial stops around [---] in case pullback goes deeper than expected most restaurant stocks I've had in a while I expect a good Q1/1H [----] for restaurants because many have weak earning comps to beat. Chili's is an outlier with tougher comps to beat but still growing. Two of my favorite longs right now while we wait for more consolidation in the market. This is a good stock picking market (@RevShark has been mentioning that for weeks if not longer) $RH and Texas Roadhouse $TXRH Can change any day doesn't mean ignore stop" [X Link](https://x.com/MichaelKudrna/status/2017276185068114097) 2026-01-30T16:38Z [----] followers, [----] engagements "Mcdonalds $MCD crushed Q4 Earnings: US SSS +6.8% positive guest counts EPS beat. Best comp guest count gap vs competitors in recent history. Q1 laps a -3.6% disaster .even with Jan storms that's a layup. Q2 laps +2.5% very beatable with beverage rollout + chicken innovation. Wall doesn't come until Q4 when they lap this monster quarter. Even if we get stagflation come March/April MCD performs well compared to other restaurants that typically get crushed. https://twitter.com/i/web/status/2021774728168411421 https://twitter.com/i/web/status/2021774728168411421" [X Link](https://x.com/MichaelKudrna/status/2021774728168411421) 2026-02-12T02:33Z [----] followers, [----] engagements "Most important question on the MCD earnings call that nobody is talking about: Baird asked if franchisees will keep running $5/$8 value meals now that corporate is pulling its financial subsidy. For non-franchise people: McDonald's corporate was CO-PAYING part of those meal deals to make the math work for store owners. Independents don't always understand how that relationship works. That money is going away now. Kempczinski's response "The numbers are pretty clear" and he hopes franchisees "look at the data." The entire Q4 traffic surge . +6.8% US comps low-income share gains . was built on" [X Link](https://x.com/MichaelKudrna/status/2021986439978754275) 2026-02-12T16:35Z [----] followers, [----] engagements "The only thing flashing a confident buy today on my radar is $GME which hasn't broken short-term support yet. but it's real close to breaking down so stops are important Most everything else has broken short-term trends but [--] day trends holding well in most cases. Cash is King right now Growth deterioration accelerating. Credit starting to crack. SPY is holding but pressure. this is the most stress we've seen in a while if SPY breaks could be more much short-term sector rotation towards possible stagflation Cash is King right now Growth deterioration accelerating. Credit starting to crack." [X Link](https://x.com/MichaelKudrna/status/2022022959251304560) 2026-02-12T19:00Z [----] followers, [----] engagements "@markgadala Thought she was a black belt in karate" [X Link](https://x.com/MichaelKudrna/status/2022084568287703492) 2026-02-12T23:05Z [----] followers, [---] engagements "CPI came in cool. Nobody cares anymore. Inflation was yesterday's problem. The real story now is growth and credit . both are cracking watch $HYG. The SPY broke its trend line yesterday and bonds are the only thing going up. When the safest trade in the market is lending money to the government it's time to pay attention. Today's close will be important [--] day weekend. Will people want to hold risk into that Today started as a flight to safety day and closed as a sell everything type day.growth is cracking. Tomorrow's CPI Inflation report is one of the most important inflation reports it's" [X Link](https://x.com/MichaelKudrna/status/2022313031590351239) 2026-02-13T14:12Z [----] followers, [---] engagements "Wendys $WEN just printed -11.3% U.S. comps. Traffic negative [--] of [--] quarters. Dividend cut 44%. Guiding EPS down 35%.complete opposite of $MCD A burger chain that had zero burger innovation in [----]. "Project Fresh" turnaround = closing [---] stores and hoping Biggie Deals at $4/$6/$8 brings bodies back. Jan '26 already -8%. Comps get way easier later in '26 but the 2-year stack is -7.2%. That's real demand destruction. https://twitter.com/i/web/status/2022359403903553644 https://twitter.com/i/web/status/2022359403903553644" [X Link](https://x.com/MichaelKudrna/status/2022359403903553644) 2026-02-13T17:17Z [----] followers, [----] engagements "$CMG Chipotle is 26% off its 52-week lows. If you think thats because of a "protein bowl" you dont understand markets Its just market flow Forward GDP expectations are improving. Disinflation is showing up. Rate expectations are dovish. Stocks move first Industries/Restaurants may or may not follow https://twitter.com/i/web/status/2003117419053629554 https://twitter.com/i/web/status/2003117419053629554" [X Link](https://x.com/MichaelKudrna/status/2003117419053629554) 2025-12-22T14:56Z [----] followers, [---] engagements "Sweet green $SG did this They went from a healthy restaurant to a tech company Stock cratered How Bill Ruane sold a stock because of something he read in the footnotes. Read the footnotes https://t.co/oAxdKqWSfn How Bill Ruane sold a stock because of something he read in the footnotes. Read the footnotes https://t.co/oAxdKqWSfn" [X Link](https://x.com/MichaelKudrna/status/2006488394218734041) 2025-12-31T22:11Z [----] followers, [---] engagements "United Airlines @united is competing against SweetGreen $SG now Hey @united is this a joke I just flew 5+ hours in First Class and this bowl of sadness is what you serve me for dinner. Between the 3D-printed mystery meat the cafeteria cheese cubes and the whole tomato I need a chainsaw to cut this is genuinely unbelievable. https://t.co/UOauCoqLAH Hey @united is this a joke I just flew 5+ hours in First Class and this bowl of sadness is what you serve me for dinner. Between the 3D-printed mystery meat the cafeteria cheese cubes and the whole tomato I need a chainsaw to cut this is genuinely" [X Link](https://x.com/MichaelKudrna/status/2007949633729999353) 2026-01-04T22:57Z [----] followers, [----] engagements "With a 27% short float and easy comps coming up in 1H [----] Kura Sushi $KRUS has high squeeze potential but don't be shocked when it ends by the outcome of the recent shelf registration to raise capital 🍣 KURA SUSHI $KRUS Q1 FY26 EARNINGS BREAKDOWN What restaurant owners and investors need to know.and what management isn't saying loudly. 1/ THE HEADLINE Missed EPS: -$0.23 vs -$0.17 expected Comps: -2.5% (all traffic zero price benefit) Restaurant margins: 15.1% vs 18.2% 🍣 KURA SUSHI $KRUS Q1 FY26 EARNINGS BREAKDOWN What restaurant owners and investors need to know.and what management isn't" [X Link](https://x.com/MichaelKudrna/status/2009290394157113516) 2026-01-08T15:45Z [----] followers, [----] engagements "$KURA Kura Sushi has a bullish engulfing if today holds volume is good we'll see if it picks up Next [--] to [--] months should be easier sailing for earnings/comps after that will get tough and explained below Shelf Registration out there floating around though. Bullish engulfing on the very left of the chart that ended up running up through summer doubling no position for me but if I was trading I'd be trading the long side here on a 27% short float. With a 27% short float and easy comps coming up in 1H [----] Kura Sushi $KRUS has high squeeze potential but don't be shocked when it ends by the" [X Link](https://x.com/MichaelKudrna/status/2009317701882400839) 2026-01-08T17:34Z [----] followers, [----] engagements "Years ago I took flak for just telling people how restaurants are positioning that they are losing business because of GLP-1 Ozempic type weight loss drugs Now all these earnings are coming out with dedicated time talking about the impact they have Even Shake Shack $SHAK is designing menu items (ridiculous offering to me) to target the GLP-1 customers https://twitter.com/i/web/status/2009379346297835929 https://twitter.com/i/web/status/2009379346297835929" [X Link](https://x.com/MichaelKudrna/status/2009379346297835929) 2026-01-08T21:39Z [----] followers, [---] engagements "Potato prices currently plummeting. It's a key ingredient in most restaurants. Restaurant owners have the ability to add fresh cut fries to their items as a discounted add on (value) or something that can drive more profit Raised prices = Lost customers Raised value + Raised prices = kept customers Order matters Raised prices = Lost customers Raised value + Raised prices = kept customers Order matters" [X Link](https://x.com/MichaelKudrna/status/2014345578558210138) 2026-01-22T14:33Z [----] followers, [---] engagements "Fat Brands files Chapter [--] Bankruptcy Fat Brands owns many restaurant brands including Fat Burger Twin Peaks Johnny Rockets Fazoli's and many more They planned on growing themselves out of their debt situation but "inflation and the economy" prevented that" [X Link](https://x.com/MichaelKudrna/status/2016148080865739120) 2026-01-27T13:55Z [----] followers, [----] engagements "Chili's $EAT Earnings Beat Chilis is really operating at a high level for casual dining. Checked it out again. Prime Locations that are placed in high traffic convenience areas (very important) Lively Atmosphere despite music below hearing levels and spacious areas that are comfortable. Mix of https://t.co/NUQG6IkzhS Chilis is really operating at a high level for casual dining. Checked it out again. Prime Locations that are placed in high traffic convenience areas (very important) Lively Atmosphere despite music below hearing levels and spacious areas that are comfortable. Mix of" [X Link](https://x.com/MichaelKudrna/status/2016495336777306258) 2026-01-28T12:55Z [----] followers, [---] engagements "@DJ_EBITDA there is my "lately" rare restaurant long in $TXRH .at least based on current size" [X Link](https://x.com/MichaelKudrna/status/2016957904385958224) 2026-01-29T19:33Z [----] followers, [---] engagements "Why Because more restaurants than ever before use factory food .and pretend it's made from scratch $SYY @MichaelKudrna Love it. BTW $SYY is near ATH while restaurants are getting decimated. @MichaelKudrna Love it. BTW $SYY is near ATH while restaurants are getting decimated" [X Link](https://x.com/MichaelKudrna/status/2016970199132500093) 2026-01-29T20:22Z [----] followers, [---] engagements "Deleveraging happening in Chipotle $CMG prior to earnings release I still believe bad Q4 but positive/strong guidance on weak 1H [----] comps is the likely outcome I'm currently viewing this as profit taking/managing risk after the recent run-up into earnings unless volume picks up more. https://twitter.com/i/web/status/2018359459299406193 https://twitter.com/i/web/status/2018359459299406193" [X Link](https://x.com/MichaelKudrna/status/2018359459299406193) 2026-02-02T16:22Z [----] followers, [----] engagements "Bullish on $SBUX Starbucks post earnings. Short-term needs to stay above [-----] Longer term needs to stay above [--] If Short-term holds could see a rip in the coming weeks if we get any above average volume a close below [-----] makes it a longer-term play short-term could be a whipsaw https://twitter.com/i/web/status/2018408883102818489 https://twitter.com/i/web/status/2018408883102818489" [X Link](https://x.com/MichaelKudrna/status/2018408883102818489) 2026-02-02T19:39Z [----] followers, [---] engagements "Monopolies doing Monopoly Things DoorDash Driver takes $100+ over [--] orders at once and steals the food by unassigning himself [--] minutes later. Have to remake the food for the customers What does DoorDash do about the stolen food They "cancel" the orders after they dispatch a new driver Then claim "after investigation we can't reimburse you for the extra food you were forced to make" We didn't cancel the order that was how they handled it. @McFranchisee @ChefGruel https://twitter.com/i/web/status/2018426016029417784 https://twitter.com/i/web/status/2018426016029417784" [X Link](https://x.com/MichaelKudrna/status/2018426016029417784) 2026-02-02T20:47Z [----] followers, 90.7K engagements "Everyone knows how to run a profitable restaurant without ever owning one Take a step back listen and ask questions first. First off if it was that easy most restaurants would do it. There is a reason restaurants put up with it. And it's a reason that would make most think twice about opening a restaurant. If third party companies captured 15/20/30 percent of the market share -Can you pay your bills on restaurant margins by only going after the remaining [--] percent or so -Can you make the profit worthwhile by only focusing on the remaining [--] percent Restaurants need to grow to survive. The" [X Link](https://x.com/MichaelKudrna/status/2018692796949897425) 2026-02-03T14:27Z [----] followers, [----] engagements "Not a day to do nothing for the portfolio $EAT $TXRH $SBUX $CMG $USAR $GME $CBRL $ASTS $FRWG $FRPT $XERS $WRBY $REAL $RH $BJRI $MCD $MSOS $BTC $XRP Buying more Brinker $EAT (Chili's) on todays pullback post earnings initial stops around [---] in case pullback goes deeper than expected most restaurant stocks I've had in a while I expect a good Q1/1H [----] for restaurants because many have weak earning comps to beat. Chili's https://t.co/zzJKT8tYbS Buying more Brinker $EAT (Chili's) on todays pullback post earnings initial stops around [---] in case pullback goes deeper than expected most restaurant" [X Link](https://x.com/MichaelKudrna/status/2018759545888059820) 2026-02-03T18:52Z [----] followers, [----] engagements "$CMG Chipotle Q4: Called it .comps missed and traffic still ugly. What I didn't expect.guidance this weak Flat comps while lapping negatives That's not conservative. That's a red flag to investors More detail coming. Deleveraging happening in Chipotle $CMG prior to earnings release I still believe bad Q4 but positive/strong guidance on weak 1H [----] comps is the likely outcome I'm currently viewing this as profit taking/managing risk after the recent run-up into earnings unless volume picks https://t.co/eBLKNXUmvY Deleveraging happening in Chipotle $CMG prior to earnings release I still" [X Link](https://x.com/MichaelKudrna/status/2018834509328695434) 2026-02-03T23:50Z [----] followers, [----] engagements "$CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year 4th straight quarter of negative traffic. They're not lapping tough comps anymore. They're just shrinking. Guidance was the shocker. Guiding FLAT for [----] while lapping: -0.4% -4.0% +0.3% -2.5% Q1 guide: -1% to -2% UNDERLYING. while lapping -0.4%. They can't grow even when the bar is on the floor. Q&A is hinting this might be legit concern. Analysts asked for Jan comp pre-storm. Got: "a lot of noise." Asked for transaction breakdown in guide. Got absolutely nothing. If January was" [X Link](https://x.com/MichaelKudrna/status/2018872726354637035) 2026-02-04T02:22Z [----] followers, [----] engagements "Thanks to @HedgeyeFood I'm been watching starbucks $sbux and able to trim a little profit taking today The @Hedgeye call is a subscription that pays for itself is you use it correctly 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 AI or not. just keep it simple. yet $CMG is pickled. Portion police all over the brand online and will never be sadisfied - yet if brand makes smaller" [X Link](https://x.com/MichaelKudrna/status/2019091251031601398) 2026-02-04T16:50Z [----] followers, [---] engagements "$YUM a $44 billion company just gave earnings guidance and told Wall Street to pretend one of its biggest brands doesn't exist anymore. Pizza Hut.250 stores closing. [--] straight quarters of decline. Goldman and Barclays already hired. The only analyst questions were about the exit .not the turnaround You know it's over when the parent company's guidance comes with two words no one ever wants to say.'excluding Pizza Hut.' They're not fixing it. They're apparently packaging it for a buyer. https://twitter.com/i/web/status/2019300608184840340 https://twitter.com/i/web/status/2019300608184840340" [X Link](https://x.com/MichaelKudrna/status/2019300608184840340) 2026-02-05T06:42Z [----] followers, [----] engagements "@BeefDaddy47 is that one of the closures Pizza Hut is so bad in our area we don't even know where they are located but I see Dominos everywhere and Papa Johns sometimes There's a lesson in that" [X Link](https://x.com/MichaelKudrna/status/2019370956691837018) 2026-02-05T11:22Z [----] followers, [---] engagements "$EAT Brinker (Chili's) ripping to new highs today despite all the panic in the markets yesterday almost $169 Buying more Brinker $EAT (Chili's) on todays pullback post earnings initial stops around [---] in case pullback goes deeper than expected most restaurant stocks I've had in a while I expect a good Q1/1H [----] for restaurants because many have weak earning comps to beat. Chili's https://t.co/zzJKT8tYbS Buying more Brinker $EAT (Chili's) on todays pullback post earnings initial stops around [---] in case pullback goes deeper than expected most restaurant stocks I've had in a while I expect a" [X Link](https://x.com/MichaelKudrna/status/2019798567099957640) 2026-02-06T15:41Z [----] followers, [---] engagements "Vonn is everything you want in an American representing Team USA. She knew the risks and she represented USA like a Champion regardless of placement. Hope her injury is not serious and she gets a full recovery. https://x.com/i/status/2020470309573349621 https://x.com/i/status/2020470309573349621" [X Link](https://x.com/MichaelKudrna/status/2020570968473706676) 2026-02-08T18:50Z [----] followers, [---] engagements "Many Bars did NOT perform as expected on Super Bowl Starting to see data from competition clients and clients' friends/competitors that people decided to stay in vs go out more than they expected Alcohol likely didn't perform as expected but the trend that this would happen was right in front of us @Hedgeye_Staples @HedgeyeFood We beat our previous Super Bowl record sizably at 25% Again what was most shocking was pre-orders were down below average but day of orders were more than normal. 3P was up about 100% from last year traditionally a below average 3P day for us (our best package deals" [X Link](https://x.com/MichaelKudrna/status/2020900641493671997) 2026-02-09T16:40Z [----] followers, [----] engagements "@papichiss what's the strategy next year" [X Link](https://x.com/MichaelKudrna/status/2020975982065446986) 2026-02-09T21:39Z [----] followers, [--] engagements "@DaniJurinsky The buzz you just received for being normal and reasonable will outweigh the lost customers Reviews don't matter as much as you think" [X Link](https://x.com/MichaelKudrna/status/2020989066104218092) 2026-02-09T22:31Z [----] followers, [----] engagements "Been very patient and finally able to get back into Gamestop $GME trade but keeping stops in the [--] area. Not a day to do nothing for the portfolio $EAT $TXRH $SBUX $CMG $USAR $GME $CBRL $ASTS $FRWG $FRPT $XERS $WRBY $REAL $RH $BJRI $MCD $MSOS $BTC $XRP https://t.co/6y4495OVbX Not a day to do nothing for the portfolio $EAT $TXRH $SBUX $CMG $USAR $GME $CBRL $ASTS $FRWG $FRPT $XERS $WRBY $REAL $RH $BJRI $MCD $MSOS $BTC $XRP https://t.co/6y4495OVbX" [X Link](https://x.com/MichaelKudrna/status/2021236101671788714) 2026-02-10T14:53Z [----] followers, [---] engagements "Some portfolio notes of interest intraday $USAR went from trimming trade profits to buying back slowly $MSTR went from short to neutral.the first step needed before it can be a safer buy $ASTS went from trade buy this morning to neutral as it bounce hard.can easily be a buy again this afternoon $FRPT continues to grind higher. no rip yet so trimmed trade profit a little as you can easily hit singles waiting for the triple or homerun. CPI on Friday so be careful Been very patient and finally able to get back into Gamestop $GME trade but keeping stops in the [--] area. https://t.co/S4WcjnqiIi" [X Link](https://x.com/MichaelKudrna/status/2021260158584684710) 2026-02-10T16:29Z [----] followers, [----] engagements "We are currently working on [--] Food Service Contracts at the same time. [--] Verbal Yes already preparing the docs to sign and get them started next month [--] (medical facility): building out an allergen menu that they need to approve of first before we can discuss a verbal but so far it looks good on our end [--] new one that just came in today. Waiting on their details to see if it's feasible to quote. My DM's blow up when I talk about these so to answer everyone at once 1) How did we get them They find us.this is why I invest in SEO that I do myself so it's done right. SEO work last year paying off" [X Link](https://x.com/MichaelKudrna/status/2021308567962386719) 2026-02-10T19:41Z [----] followers, [---] engagements "@Placer_ai @McDonalds @McFranchisee" [X Link](https://x.com/MichaelKudrna/status/2021343736765231340) 2026-02-10T22:01Z [----] followers, [---] engagements "@McFranchisee @Placer_ai @McDonalds You're the most honest anon account on here. Low bar but still very meaningful statement" [X Link](https://x.com/MichaelKudrna/status/2021344563047419932) 2026-02-10T22:04Z [----] followers, [--] engagements "$USAR overweight rating from Cantor with a new price target of $35 from $28 (currently $21.88.60% price increase) https://finance.yahoo.com/news/usa-rare-earth-usar-3-172026304.html Some portfolio notes of interest intraday $USAR went from trimming trade profits to buying back slowly $MSTR went from short to neutral.the first step needed before it can be a safer buy $ASTS went from trade buy this morning to neutral as it bounce hard.can easily be a https://finance.yahoo.com/news/usa-rare-earth-usar-3-172026304.html Some portfolio notes of interest intraday $USAR went from trimming trade" [X Link](https://x.com/MichaelKudrna/status/2021470267995005374) 2026-02-11T06:24Z [----] followers, [----] engagements "My system is designed to help hungry culinary students succeed and rise up the ranks with thorough training that is better than culinary school (and without the debt) but how you use the system and how you invest in yourself is up to the employee.just like @McFranchisee indicates. I can lead the horse to water but I can't force them to drink. If they expect the system to just output success for them.that's not how it works. but hungry people who want a better future use our system to the fullest. That is why we're on our third generation of developing inhouse chefs and I'd put my employee" [X Link](https://x.com/MichaelKudrna/status/2021617389310247093) 2026-02-11T16:08Z [----] followers, [---] engagements "@JT_in_LA If CPI comes in cool TLT should rip DUOL not something I'm good with. If it's not above at least [--] day trends my buy and sell signals don't work well. Rather be in cash than buying and holding until the sector rotation is clear hopefully after CPI tomorrow" [X Link](https://x.com/MichaelKudrna/status/2022134341351223658) 2026-02-13T02:22Z [----] followers, [--] engagements "@jarett_busacca @RySpalding saying helping or assisting is putting up a big sign "I'm about to sell you" what's wrong with 30+ Year Certified Financial Planner for XYZ People/Businesses One comes off as I'm about to sell you The other comes off as "I'm an expert/I have credibility"" [X Link](https://x.com/MichaelKudrna/status/2022153890289099236) 2026-02-13T03:40Z [----] followers, [--] engagements "$ASTS now up about 12-13% premarket or 26% if you're in $ASTX (leveraged) 20% Short Float adds fuel to the rocket short squeeze potential $ASTS reported. August FM1 shipping Fully funded confirmed 45-60 satellites by end of [----]. [--] New Govt Contracts signed. Stock up 4% after hours so far. $ASTS reported. August FM1 shipping Fully funded confirmed 45-60 satellites by end of [----]. [--] New Govt Contracts signed. Stock up 4% after hours so far" [X Link](https://x.com/MichaelKudrna/status/1955260434086338700) 2025-08-12T13:29Z [----] followers, [---] engagements "I don't talk enough about $ASTS but it's on the move again and with this early volume I expect new [--] week highs coming soon as lots of shorts to squeeze. This is a company that can potentially double or triple here in the next few years. $ASTX is the leveraged play for it $ASTS Spacemobile has a 27% short float (probably higher if you pull real-time data) this is either going to collapse under that weight or be a ridiculous short squeeze play in the near future even if it declines a little more https://t.co/qjeNNUftwM $ASTS Spacemobile has a 27% short float (probably higher if you pull" [X Link](https://x.com/MichaelKudrna/status/1970510337721212963) 2025-09-23T15:27Z [----] followers, [----] engagements "The Federal Deposit Insurance Corp. said Metropolitan Capital Bank & Trust was closed by the Illinois Department of Financial and Professional Regulation marking the first U.S. bank failure in [----]. The single-branch Chicago bank will reopen on Monday as a branch of Detroit-based First Independence Bank. The FDIC entered a purchase and assumption agreement with First Independence Bank to assume substantially all deposits of Metropolitan. The Illinois regulator said the transaction "ensures a seamless and immediate transition of services for customers and full protection of customer deposits."" [X Link](https://x.com/MichaelKudrna/status/2017423604393124078) 2026-01-31T02:24Z [----] followers, [---] engagements "Anyone know why $BROS Dutch Bros collapsed on Friday on 6x normal volume Earnings aren't supposed to be bad based on analysts estimates unless something recently changed Volume like that to the downside is one of the worst signs you can get in the short-term" [X Link](https://x.com/MichaelKudrna/status/2017628203678937111) 2026-01-31T15:57Z [----] followers, [----] engagements "$YELP Total collapse couldn't happen to nicer people. Every restaurant is smiling" [X Link](https://x.com/MichaelKudrna/status/2018909739439022317) 2026-02-04T04:49Z [----] followers, [----] engagements "Restaurants can operate without a CMO (Chief Marketing Officer) However if you're going to do LTO's and focus on the sub-30-year-olds as a customer base it's real tough to do this without a great CMO Chipotle $CMG continues to operate without a CMO. When asked on the conference call how the Carne Asada LTO did in Q4 clearly it wasn't great. If you can't win with a Carne Asada LTO you're going to struggle with the rest. Starts with not generating the proper buzz online from lack of CMO. $CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year" [X Link](https://x.com/MichaelKudrna/status/2019049459787739390) 2026-02-04T14:04Z [----] followers, [----] engagements "He's right theyve already been leaving Chipotle for [--] straight quarters so this price increase changes nothing $CMG $CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year 4th straight quarter of negative traffic. They're not lapping tough comps anymore. They're just shrinking. Guidance was the shocker. Guiding FLAT for [----] while $CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year 4th straight quarter of negative traffic. They're not lapping tough comps anymore. They're just shrinking." [X Link](https://x.com/MichaelKudrna/status/2021235200424804751) 2026-02-10T14:49Z [----] followers, [---] engagements "Oil up with the Iran/Israel conflict so $MTDR Matador Resources is up premarket at next resistance level $52+ Much more upside room for many oil plays if oil prices trend higher $MTDR turning up but still missing the volume confirmation https://t.co/QG5K1cAbQO $MTDR turning up but still missing the volume confirmation https://t.co/QG5K1cAbQO" [X Link](https://x.com/MichaelKudrna/status/1933509953370927276) 2025-06-13T13:01Z [----] followers, [---] engagements "Why are restaurants expected to solve the homeless and crime crisis Mens Journalhardly a serious sourcecalls McDonalds greedy for not letting non-paying individuals camp in their dining rooms. But this isnt about greed. Its about safety families and staying in business. Restaurants arent shelters. When government systems fail the blame shifts to business owners. Remember when businesses had to lose money and shut down/board up to survive riots Or when they were forced to enforce public health mandates Blame misplaced. Responsibility dumped" [X Link](https://x.com/anyuser/status/1941520726915260430) 2025-07-05T15:33Z [----] followers, 33K engagements "$BRCB Black Rock Coffee Bar reported earnings and it's one of the few restaurant plays that has growth and margin expansion but still lots of capital expenditures with growing units" [X Link](https://x.com/MichaelKudrna/status/1988627498175774975) 2025-11-12T15:18Z [----] followers, [---] engagements "Chipotle's $CMG "5 Point Plan to Accelerate Growth" is written as if you forgot you have a project due so you quickly wrote up some nonsense at lunch $CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year 4th straight quarter of negative traffic. They're not lapping tough comps anymore. They're just shrinking. Guidance was the shocker. Guiding FLAT for [----] while $CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year 4th straight quarter of negative traffic. They're not lapping tough comps" [X Link](https://x.com/MichaelKudrna/status/2018875343310860450) 2026-02-04T02:32Z [----] followers, [----] engagements "@McFranchisee @dnasserian I'm curious how this stacks up franchise to franchise in regards to subsidizing assistance So many owners I talk to that feel stuck in a franchise they no longer like and this never happens.never getting any subsidy promos" [X Link](https://x.com/MichaelKudrna/status/2022018346867437570) 2026-02-12T18:41Z [----] followers, [---] engagements "All I could really do today was buy some $GME and $USAR as Vol was decreasing and they held [--] day trends GME holding short-term trend too.cut or trim most everything else and since I deleveraged risk bought some ASTS at the lows but it's on the verge of breaking a [--] day trend which isn't good. Tomorrow CPI is going to have everyone's eyes on it. Could be another wild day. The only thing flashing a confident buy today on my radar is $GME which hasn't broken short-term support yet. but it's real close to breaking down so stops are important Most everything else has broken short-term trends" [X Link](https://x.com/MichaelKudrna/status/2022073048355176641) 2026-02-12T22:19Z [----] followers, [---] engagements "Restaurant Brands $QSR beat earnings and the stock dropped 6%. A Story about Failure to Execute and Survival. The CEO admitted on the call they "spent more time in categories that were a bit more non-core" at Popeyes. You lost focus on your own menu at a fried chicken chain. Comps: -4% -- -1.4% -- -2.4% -- -4.8%. No floor in sight. Same chicken different story internationally . Popeyes outside the US nearly doubled from $927M to $1.7B in two years. The product isn't the problem.Execution is. Burger King franchisees averaged $185K profit down from $205K. But "A operators" beat the average by" [X Link](https://x.com/MichaelKudrna/status/2022364019898585205) 2026-02-13T17:35Z [----] followers, [---] engagements "A Burger Chain with Zero Burger Innovation in [----]. Guess how well they did Wendys $WEN just printed -11.3% U.S. comps. Traffic negative [--] of [--] quarters. Dividend cut 44%. Guiding EPS down 35%.complete opposite of $MCD A burger chain that had zero burger innovation in [----]. "Project Fresh" turnaround = closing [---] stores and hoping Biggie Deals at https://t.co/AsLyhokhLc Wendys $WEN just printed -11.3% U.S. comps. Traffic negative [--] of [--] quarters. Dividend cut 44%. Guiding EPS down 35%.complete opposite of $MCD A burger chain that had zero burger innovation in [----]. "Project Fresh" turnaround" [X Link](https://x.com/MichaelKudrna/status/2022377533677912495) 2026-02-13T18:29Z [----] followers, [---] engagements "Premarket Gainers: $ANDS $EP $BEXP $YRCW $EK $KOG $KMI $WMB $APC $BP $S $$" [X Link](https://x.com/MichaelKudrna/status/125920005492707328) 2011-10-17T13:04Z [----] followers, [--] engagements "Premarket Gainers: $GEDU $VRUS $INHX $CLDX $CTIC $CLWR $DNDN $CBE $$" [X Link](https://x.com/MichaelKudrna/status/138623181815681024) 2011-11-21T14:21Z [----] followers, [--] engagements "@RetroWallSt That's interesting how this works. How would one best gauge market pricing potential to see if the work to create is worth the effort A preferred NFT website to compare or is it too early for that" [X Link](https://x.com/MichaelKudrna/status/1507067884543033348) 2022-03-24T18:52Z [----] followers, [--] engagements "$EOSE trending to the bottom of the channel on light volume w/ a 20% short float If we get any bear market squeeze action this could light up quickly Recently Billionaire Steve Cohen announced a 5% stake #daytrading #ShortSqueeze #stockmarket" [X Link](https://x.com/MichaelKudrna/status/1571921007480573953) 2022-09-19T17:55Z [----] followers, [--] engagements "Are You Properly Managing Stock Market Risk Went from short minimums to start day To aggressive shorts added pre-market at open while closing out longs Back to "near" short minimums again About [--] to [--] net short heavy cash again $SQQQ $TZA $SRS $ITA #daytrading #CPI #FOMC Do you realize that a falling CPI is part of a recession cycle Corp profits decrease w a falling CPI The fact stocks are moving this much over a CPI print is Bearish NOT Bullish Good luck out there #CPI #Economy #daytrading #bonds $SQQQ $TZA Do you realize that a falling CPI is part of a recession cycle Corp profits decrease" [X Link](https://x.com/MichaelKudrna/status/1602747943467057154) 2022-12-13T19:31Z [----] followers, [--] engagements "The weekly chart of a restaurant that hasn't even turned a profit This is what bulls are buying right now while I'm actively trading shorts waiting on the collapse $SHAK" [X Link](https://x.com/MichaelKudrna/status/1618743855188410368) 2023-01-26T22:53Z [----] followers, [---] engagements "@CashSits how do you see NFT's play out within the restaurant industry" [X Link](https://x.com/MichaelKudrna/status/1632525585468608512) 2023-03-05T23:36Z [----] followers, [--] engagements "@JeremyVinceATL so buying motives (in order of importance): Fresh/Healthy Customization anything else" [X Link](https://x.com/MichaelKudrna/status/1638196651071356928) 2023-03-21T15:11Z [----] followers, [--] engagements "I have multiple employees from past that do that. One stole one lied in an attempt at getting a girl she didn't like fired etc. At some point your brand is big enough that it doesn't matter anymore McDonald's Domino's chipotle they have some of the worst ratings and yet exceedingly successful As long as your staff feels protected by you from unfair attacks your customers don't actually care. Have you looked at the ridiculousness around us the past decade Nobody trusts random people on the internet Do you think some random person talking down on your brand has any credibility with you current" [X Link](https://x.com/MichaelKudrna/status/1639714217224708097) 2023-03-25T19:41Z [----] followers, [---] engagements "And they still didn't get the extra cheese These Chipotle Employees should get a bonus https://fox8.com/news/shoot-them-suspects-demand-more-cheese-in-chipotle-robbery/ https://fox8.com/news/shoot-them-suspects-demand-more-cheese-in-chipotle-robbery/" [X Link](https://x.com/MichaelKudrna/status/1643365397540872192) 2023-04-04T21:30Z [----] followers, [---] engagements "I don't agree with lawsuits like this over common ingredient terms. Makes me want to order or support $sg Sweetgreen over Chipotle $cmg Update: Sweetgreen $SG is renaming its burrito bowl to resolve lawsuit from Chipotle $CMG Update: Sweetgreen $SG is renaming its burrito bowl to resolve lawsuit from Chipotle $CMG" [X Link](https://x.com/MichaelKudrna/status/1644028256503619584) 2023-04-06T17:24Z [----] followers, [---] engagements "$BAC Consumer Data showing a slowdown started in April Total Credit and Debit card spending per household decreased in April and it looks likely this trend continued into May" [X Link](https://x.com/MichaelKudrna/status/1659555643714355202) 2023-05-19T13:44Z [----] followers, [--] engagements "I'm short $CMG (new for me I don't usually short industry leaders) $SHAK (biggest short) and $SG (at my short minimum) Here's a quick reason why. $CMG [--] forward PE/60 current PE. Insane valuation at [--] week highs going into nationwide traffic decline. Insiders exercising options and selling at these prices. $SHAK not profitable with a 200+ forward PE. They are always claiming they will be profitable so there always seems to be a forward PE just never happens under the current CEO. At [--] week highs. No profit = [--] week highs going into a restaurant (and retail) traffic decline $SG not" [X Link](https://x.com/MichaelKudrna/status/1660689107641573376) 2023-05-22T16:48Z [----] followers, [---] engagements "@restaurantbooks @GuyBrewery Neither have I But even Chipotle does it" [X Link](https://x.com/MichaelKudrna/status/1660841736510267392) 2023-05-23T02:55Z [----] followers, [--] engagements "When the correction comes it will be brutal 50% decrease from current prices possibly more currently not profitable Forward PE of [---] which always seems to get adjusted to "not profitable" when the time comes Short $SHAK" [X Link](https://x.com/MichaelKudrna/status/1672481725941977088) 2023-06-24T05:48Z [----] followers, [----] engagements "Just seems like a regular update for $DASH nice feature updates but mostly this is great marketing buzz that was just created.combined with the CNBC short interview. This is more about being an expert marketer for consumers and investors than anything else I bet DD sales" [X Link](https://x.com/MichaelKudrna/status/1674041458582761472) 2023-06-28T13:11Z [----] followers, [---] engagements "CRE Real Estate agents would have more success. If they posed a different question when trying to sell 1) Any chance you can give me some perspective Can you let me know your expert analysis on this property for a business concept like yours.What do you like about it" [X Link](https://x.com/MichaelKudrna/status/1674449455066628096) 2023-06-29T20:47Z [----] followers, [---] engagements "Coffee/Cafe Twitter. Help me with something This is for a brand that is NOT a cafe nor will it ever fully be one. It's adding a coffee category alongside slot machines and a lounge feel. how would you do that if it needs to be simple yet impactful without having staff" [X Link](https://x.com/MichaelKudrna/status/1674520910496256004) 2023-06-29T20:59Z [----] followers, [----] engagements "@jonpbaker It's not likely to be high volume it's to attract and keep important slot machine gamers + business lunch wifi customers. But should see an added boost from the regular customers Gamers can easily add $5 to 10k Restaurant profit per month" [X Link](https://x.com/MichaelKudrna/status/1674552888968790018) 2023-06-29T22:58Z [----] followers, [--] engagements "One of our young [--] year old kids just got attacked in a review and the customer exaggerated to harm him. This is another reason kids don't want to work in any industry that customers can publicly attack them so easily and make up stories Customer much older than this kid" [X Link](https://x.com/MichaelKudrna/status/1678206907775954944) 2023-07-10T03:45Z [----] followers, [----] engagements "@coach_drouin @MuellerKirk @RestaurantWill @ChefGruel I've seen many restaurants have profit increases by closing down a day getting the same amount of weekly sales but less staff. I don't know as to why it works for some and not for others but it does work" [X Link](https://x.com/MichaelKudrna/status/1678743405432635392) 2023-07-11T12:48Z [----] followers, [---] engagements "When looking at any nationwide restaurant sales numbers from black-box to knapp California is generating a ton of volume against weak comps due to the longer lockdowns they had. Sales up big and traffic up slightly whereas traffic is down practically everywhere else. When" [X Link](https://x.com/MichaelKudrna/status/1678754370744205313) 2023-07-11T13:21Z [----] followers, [---] engagements "@coach_drouin @MuellerKirk @RestaurantWill @ChefGruel the Thai place could argue it's working simply because they are low volume in total outside of nights and weekends. We closed for [--] lunches a week because all the lunch traffic is too far north of us but still open for catering. No harm to sales. Our staff is happier too" [X Link](https://x.com/MichaelKudrna/status/1678757076359684098) 2023-07-11T13:50Z [----] followers, [---] engagements "this practice is in many meats as well including chicken check your labels and watch how much it shrinks after you thought you bought it for a great price" [X Link](https://x.com/MichaelKudrna/status/1678775477618761731) 2023-07-11T14:38Z [----] followers, [---] engagements "but how will news outlets create their latest clickbait headlines" [X Link](https://x.com/MichaelKudrna/status/1678775887343521795) 2023-07-11T14:42Z [----] followers, [---] engagements "@RestaurantMktg if you just turn it on nothing will happen just like catering.if you just turn catering on very little action will happen it requires marketing and brand building.funneling customers. separate website.SEO takes time to build lots of competition connecting with" [X Link](https://x.com/MichaelKudrna/status/1678815802433077271) 2023-07-11T17:31Z [----] followers, [---] engagements "@TampopoRamenNYC @RestaurantMktg took a while to get the right processes in place and the right formula to get new customers but now it's paying dividends as everything slows down but this is actually growing" [X Link](https://x.com/MichaelKudrna/status/1678857420829802497) 2023-07-11T20:09Z [----] followers, [--] engagements "Dominos $DPZ finally caves and partners with $UBER after years of saying they'll never partner with 3P" [X Link](https://x.com/MichaelKudrna/status/1679105173849866241) 2023-07-12T12:27Z [----] followers, [--] engagements "No help policy when you use a review as your first method of choice to communicate something negative Don't reward customers for bad behavior else you'll encourage more. Many will delete their review and reach out privately when you logically explain why you're not going to" [X Link](https://x.com/MichaelKudrna/status/1679164614368546817) 2023-07-12T16:27Z [----] followers, [---] engagements "I'm bullish on Dominos $DPZ but the timing of $UBER deal makes me want to back off until after earnings Dominos didn't just partner with UberEats without feeling pressure to do so Dominos likely feeling the economic pressure post-Easter like most restaurants and retail did at" [X Link](https://x.com/MichaelKudrna/status/1680922235480014848) 2023-07-21T18:29Z [----] followers, [----] engagements "All this talk of inflation falling (it's still inflation it's not deflation) and people ignoring that the Oil chart is pretty bullish" [X Link](https://x.com/MichaelKudrna/status/1680923435143135233) 2023-07-17T12:52Z [----] followers, [--] engagements "$CMG Chipotle announces expansion to Middle East via Franchise agreement a week before earnings expectations are Q2 was weak for restaurants and Chipotle already has a Forward PE of [--] very premium. I am always skeptical of earnings when a week before they release some type of deflection story in hopes of being the focus of the conference call doesn't mean bad earnings just concerning if I was long https://finance.yahoo.com/news/chipotle-accelerates-international-expansion-first-113000976.html https://finance.yahoo.com/news/chipotle-accelerates-international-expansion-first-113000976.html" [X Link](https://x.com/MichaelKudrna/status/1681277361914822656) 2023-07-18T12:18Z [----] followers, [----] engagements "Anyone want to educate the media. That slowing inflation is still inflation And even if inflation was zero. The prices aren't coming down without deflation 2.8% means prices still went up" [X Link](https://x.com/MichaelKudrna/status/1682239316712382465) 2023-07-21T04:01Z [----] followers, [--] engagements "@RevShark Gun to my head inflation will slightly increase above consensus on next report but they'll spin it as it's still lower than the peak inflation so don't worry" [X Link](https://x.com/MichaelKudrna/status/1682436567179075598) 2023-07-21T17:14Z [----] followers, [---] engagements "As expected Weak Dominos Earnings $DPZ The Uber Deal was meant to pre-emptively announce a solution to the problem of weak earnings which were announced today. "Revenues decreased $40.6 million or 3.8% in the second quarter of [----] as compared to the second quarter of" [X Link](https://x.com/MichaelKudrna/status/1683449168302358529) 2023-07-25T00:30Z [----] followers, [----] engagements "That is currently one ugly looking red bar for any Dominos $DPZ bulls that chased the news at the open" [X Link](https://x.com/MichaelKudrna/status/1683481881847689225) 2023-07-25T00:31Z [----] followers, [---] engagements "Chipotle reports soon Expecting constrained traffic but bottom line earnings beat after their price increases + high costs like avocado coming down $CMG Chipotle announces expansion to Middle East via Franchise agreement a week before earnings expectations are Q2 was weak for restaurants and Chipotle already has a Forward PE of [--] very premium. I am always skeptical of earnings when a week before they release some type $CMG Chipotle announces expansion to Middle East via Franchise agreement a week before earnings expectations are Q2 was weak for restaurants and Chipotle already has a Forward" [X Link](https://x.com/MichaelKudrna/status/1684192987465613317) 2023-07-26T13:24Z [----] followers, [----] engagements "I got lucky w $CMG Chipotle but Dan and @RevShark are the ones making great calls all the time They should be followed and subscribed to Kudos to @MichaelKudrna who called $CMG Kudos to @MichaelKudrna who called $CMG" [X Link](https://x.com/MichaelKudrna/status/1684315773265641473) 2023-07-26T21:32Z [----] followers, [---] engagements "Chipotle hinting at price increases Q4 Haven't fully digested Dominos or McDonald's earnings yet however my own nationwide clients mostly want to increase prices outside of some powerful tourist/richer areas doing well but fear they can't Inflation isn't over tech advancements to lower labor costs still working through the system and will take many years still to benefit from them" [X Link](https://x.com/MichaelKudrna/status/1684561724748476416) 2023-07-27T13:49Z [----] followers, [----] engagements "Brutal start to Chipotle $CMG post-earnings Chipotle reports soon Expecting constrained traffic but bottom line earnings beat after their price increases + high costs like avocado coming down Chipotle reports soon Expecting constrained traffic but bottom line earnings beat after their price increases + high costs like avocado coming down" [X Link](https://x.com/MichaelKudrna/status/1684584182561869824) 2023-07-27T15:19Z [----] followers, [---] engagements "Terrible earnings for $SG SweetGreen down to $14 premarket about the price of one of their salads per share. I'm not sure what the bulls who were buying thought they expected but the stock doubled this year and now it's getting crushed as if nobody knew how bad this company is currently run. Between $SHAK and SG two of the worst run restaurant chains on the market neither profitable Traffic was slightly up but that is likely from the monthly sub fee they just started charging ($10) to get you $3 off meals. So their most loyal consistent customer base gets almost all of their meals cheaper and" [X Link](https://x.com/MichaelKudrna/status/1684910386200371200) 2023-07-28T12:55Z [----] followers, [----] engagements "@TampopoRamenNYC Ha that's not true but thank you almost [---] locations keeps claiming every single year they will turn a profit only to not turn a profit and still project it again next year and still not come through. How can you have so many locations and not figure out how to stop the" [X Link](https://x.com/MichaelKudrna/status/1684915488457949184) 2023-07-30T03:23Z [----] followers, [---] engagements "I think they do because their service is solid You might temp lose people but they'll come back because the value is there Whereas Chipotle isn't run as operationally clean (in their defense Texas having servers helps improve guest satisfaction over QSR) so Chipotle customers are more sensitive and offended by price increases It's not like you have a lot of options to get a Texas Roadhouse experience elsewhere. That's a big deal" [X Link](https://x.com/MichaelKudrna/status/1685019401198653440) 2023-07-28T20:08Z [----] followers, [--] engagements "Retail Destruction happening this earnings season $COLM took down guidance by 20% $HVT missed all over $BGFV [--] cents earnings last year this earnings -.01 per share $CWH missed $TCS beat top line missed bottom line despite already lowering guidance beforehand (separately I am likely a buyer of this after it finds ground on the fall due to low guidance/expectations) and many more Retail Analyst "No One is Safe"" [X Link](https://x.com/MichaelKudrna/status/1686727775011434496) 2023-08-02T13:16Z [----] followers, [----] engagements "$DENN Denny's and $SBUX Starbucks earnings misses Both down Consumer slowing" [X Link](https://x.com/MichaelKudrna/status/1686732275356966912) 2023-08-02T13:42Z [----] followers, [---] engagements "$COLM down over 5% $HVT major short covering to even $BHFV down 12% $CWH down 13% $TCS down 27% (I'm nibbling here) Retail Destruction happening this earnings season $COLM took down guidance by 20% $HVT missed all over $BGFV [--] cents earnings last year this earnings -.01 per share $CWH missed $TCS beat top line missed bottom line despite already lowering guidance beforehand (separately Retail Destruction happening this earnings season $COLM took down guidance by 20% $HVT missed all over $BGFV [--] cents earnings last year this earnings -.01 per share $CWH missed $TCS beat top line missed bottom" [X Link](https://x.com/MichaelKudrna/status/1686764469173485569) 2023-08-02T15:42Z [----] followers, [----] engagements "Like $MCD the restaurant tradedown during tight budgets and recessions is real. $YUM had a great quarter" [X Link](https://x.com/MichaelKudrna/status/1687086915827257344) 2023-08-03T13:03Z [----] followers, [---] engagements "Third Party Food Delivery post earnings. $DASH has about 60% of market share but slow growth $UBER has about 25% but is far more than Food Delivery which makes them the most important and powerful at this point. Grubhub has been declining to about 15% and has nothing else going for them. Grubhub will not survive at the current pace All restaurants I am involved with have seen Grubhub sales decline as well confirming the above" [X Link](https://x.com/MichaelKudrna/status/1687088497134280705) 2023-08-03T13:10Z [----] followers, [----] engagements "Great earnings by $ETSY is likely a hint that $AMZN will be great too instead of cannibalistic they report after the close" [X Link](https://x.com/MichaelKudrna/status/1687090887367524352) 2023-08-03T13:19Z [----] followers, [--] engagements "Papa Johns $PZZA took a hit Margins pressured sales growth pressured and Dominos $DPZ will cut into their market share for Third Party in the future PZZA admitted the economic environment will get harder in Q3" [X Link](https://x.com/MichaelKudrna/status/1687113751529771009) 2023-08-03T14:50Z [----] followers, [---] engagements "Payless Shoes [--] Influencers 0" [X Link](https://x.com/MichaelKudrna/status/1687328964258287616) 2023-08-04T05:44Z [----] followers, [---] engagements "@ErikEride It most definitely is becoming the flat rate Restaurants still need to increase prices to regain margins Chipotle already looks like they'll be doing it in Q4 others too" [X Link](https://x.com/MichaelKudrna/status/1689003664017334272) 2023-08-08T20:00Z [----] followers, [--] engagements "Remember this when they tell you about min wage needs to go up which makes inequality worse not better despite political claims we need deflation + an improvement of supply side economics not slower inflation but those in charge for decades want to protect their assets at" [X Link](https://x.com/MichaelKudrna/status/1689653260830011392) 2023-08-10T15:01Z [----] followers, [--] engagements "@BrettChapman_ Temp deflation serves as a reset button But those with all their wealth in assets and high leverage will prevent that since they dictate the economic policy. Read the 4th Turning Long deflation is an issue for everyone" [X Link](https://x.com/MichaelKudrna/status/1689732064734564352) 2023-08-10T20:14Z [----] followers, [--] engagements "One of the most important tips for Coaching and Mentoring Others.or simply improving yourself. Improve their internal dialogue Some walk around with carefree butterflies in their mind Some walk around thinking of how to make funny jokes (hopefully they are being paid as comedians) Some walk around with negative or concerned thoughts holding them back from achieving great things Some walk around telling themselves they can do it but no actual plan on how to. Others like me are always analyzing and thinking deeply about various problems or potential problems and how to solve them Improve their" [X Link](https://x.com/MichaelKudrna/status/1692185007312294185) 2023-08-17T14:41Z [----] followers, [----] engagements "@RevShark Yes except it's all coming from a handful of monopolies" [X Link](https://x.com/MichaelKudrna/status/1692615759069913328) 2023-08-18T19:13Z [----] followers, [--] engagements "@WallStreetSilv @Hedgeye Prices will be going up because costs go up But traffic down So more desperate specials will be created Destroying margins Cheese up to near covid highs after a [--] percent surge in cost in one month" [X Link](https://x.com/MichaelKudrna/status/1692754000293089402) 2023-08-19T04:22Z [----] followers, [----] engagements "Since January I've written multiple times that $UBER eats has grown significantly not only in our area but in client areas as well.while Grubhub has slowly disappeared and DoorDash has remained strong but not as strong as Uber. Uber stock has been on a tear since reporting Q1 earnings proving strong earnings and finally profitability When you're in an industry that gives you day to day perspective that others do not see don't ignore it" [X Link](https://x.com/MichaelKudrna/status/1693287709467414543) 2023-08-20T15:43Z [----] followers, 10.6K engagements "Be careful of any misplaced trust and loyalty to third party systems particularly $DASH DoorDash With all this volume and data sounds like they are finally going to create their own restaurants on their platform and then funnel said restaurants with volume Think about how Amazon finds the best selling items then creates their own and puts it at the top of the page As I learn more I'll share more" [X Link](https://x.com/MichaelKudrna/status/1693969788454777105) 2023-08-22T12:54Z [----] followers, 13.3K engagements "More details on DoorDash plans: https://www.hngry.tv/articles/doordash-builds-its-own-virtual-salad-bowl-brand-as-it-tests-vertical-integration/ https://www.hngry.tv/articles/doordash-builds-its-own-virtual-salad-bowl-brand-as-it-tests-vertical-integration/" [X Link](https://x.com/MichaelKudrna/status/1693983293015044290) 2023-08-22T13:47Z [----] followers, [----] engagements "Retail Apocalypse continues with $FL Foot Locker getting decimated Political Influencers on Twitter not too long ago mocked those saying recessionary environment by saying look at Foot Locker lines out the door no recession Not only did FL fall but premarket its down another 30% right now. "Price Sensitive" Consumers is the headline of their earnings. The good news is the time to buy is getting closer. This must happen to reset very low expectations putting these companies on a pathway to start winning again. That's when these beaten down retail stocks can be [--] or 3x run ups" [X Link](https://x.com/MichaelKudrna/status/1694335271515406364) 2023-08-23T13:06Z [----] followers, [----] engagements "Shorting the market is looking to be safer after a multi month short squeeze" [X Link](https://x.com/MichaelKudrna/status/1694729470740193776) 2023-08-24T15:12Z [----] followers, [---] engagements "@StealthQE4 Temp Deflation would help her While inflation helps those with the most assets and toys" [X Link](https://x.com/MichaelKudrna/status/1695459641537307044) 2023-08-26T15:34Z [----] followers, [---] engagements "When the customer comes in the second we open just for a [--] Inch Taco Mozz Stick they saw on TikTok. Biggest Taco Mozz Stick Ever" [X Link](https://x.com/MichaelKudrna/status/1695460840357400604) 2023-08-26T15:38Z [----] followers, [---] engagements "wish you families would stop complaining about inflation just skip breakfast" [X Link](https://x.com/MichaelKudrna/status/1696144830521348505) 2023-08-28T12:56Z [----] followers, [---] engagements "NY Post reporting that Dragon Pizza looks to have an immediate sales increase despite the fake out of state anon reviews that were so close to putting them out of business today" [X Link](https://x.com/MichaelKudrna/status/1697820053209539047) 2023-09-02T03:53Z [----] followers, [----] engagements "Befriend Wedding Planners when you meet them They will funnel you business and you don't even have to market I'm spending Labor Day behind a computer building multiple draft quotes simply because one tried us out and is hooked now. Said places that are more expensive than us are less organized than us Places that are more expensive than us have less menu variety than us Places that are more expensive than us have service issues or food quality issues because they use temp agencies to fulfill duties So not only do we need to consider upping our price to collect proper margins/pay the staff" [X Link](https://x.com/MichaelKudrna/status/1698781635074740253) 2023-09-04T19:34Z [----] followers, [----] engagements "$PLAY Dave and Busters Restaurant and Gaming missed earnings but still grew revs That's because they have become a growth company again opening more stores Despite opening more stores they have decreasing store sales They are growing which costs money and buying back shares at the same time. Not sure how they can continue to do both with debt servicing growing and the consumer slowing down I'm watching them more as they are opening a location in our area" [X Link](https://x.com/MichaelKudrna/status/1699774534478344274) 2023-09-07T13:20Z [----] followers, [----] engagements "Dave and Busters Restaurant $PLAY Collapsed today post Earnings $PLAY Dave and Busters Restaurant and Gaming missed earnings but still grew revs That's because they have become a growth company again opening more stores Despite opening more stores they have decreasing store sales They are growing which costs money and buying back https://t.co/DtisWcvBXW $PLAY Dave and Busters Restaurant and Gaming missed earnings but still grew revs That's because they have become a growth company again opening more stores Despite opening more stores they have decreasing store sales They are growing which" [X Link](https://x.com/MichaelKudrna/status/1699898609641173271) 2023-09-07T21:33Z [----] followers, [---] engagements "45% Net Income Sure At what point in time do you feel like a scumbag for being a broker advertising such a listing During DD if not an outright lie they are probably including the gaming rev BUT the gaming license is NOT transferrable and no guarantee you will get one" [X Link](https://x.com/MichaelKudrna/status/1699979881654739394) 2023-09-08T02:56Z [----] followers, [---] engagements "Correct we need some deflation to push the reset button" [X Link](https://x.com/MichaelKudrna/status/1700002671845904723) 2023-09-08T04:26Z [----] followers, [---] engagements "When you wonder where misinformation comes from here you go slowing the rate of change in inflation is still inflation prices still went up just slower It went from $1 to $2 then to $2.25 Still inflation folks Over the past couple of days I've had several conversations with smart people who follow the news and had no idea that inflation is way down. Presumably hasn't broken through at all to the wider public. Over the past couple of days I've had several conversations with smart people who follow the news and had no idea that inflation is way down. Presumably hasn't broken through at all to" [X Link](https://x.com/MichaelKudrna/status/1700357366540058977) 2023-09-09T03:56Z [----] followers, [----] engagements "@GuyDealership [--] Seems too low considering the average car price and monthly payment" [X Link](https://x.com/MichaelKudrna/status/1700897858726035459) 2023-09-10T15:43Z [----] followers, [----] engagements "NFL Chicago Bears vs Green Bay Packers rivalry for the first game of the season. means we're going to be selling nonstop pizzas in a few hours Whole Milk Mozzarella Buffalo Mozzarella Sharp Provolone Cheddar & Pepper Jack with a Specialty Parmesan Italian Pizza Seasoning People will drive 20+ miles for this pizza and we're in a highly competitive Chicago pizza market so that's saying something" [X Link](https://x.com/MichaelKudrna/status/1700914453812822155) 2023-09-10T16:49Z [----] followers, [---] engagements "The interest rates inflation etc. Is still impacting because of how much covid money was out there. The Fed balance sheet skyrocketed and that money is still out there in the system As it gets pulled out more and more plus the rest that's when businesses severely cut back And then the consumer suffers more and more Job reports kept saying lots of jobs created but every single month the previous month almost secretly because MSM avoids admitting it it gets revised lower I'll attach the fed balance sheet next" [X Link](https://x.com/anyuser/status/1701257108606361944) 2023-09-11T15:31Z [--] followers, [--] engagements "Fed Balance Sheet They have to reduce it to reclaim ammo for the next financial collapse When the banks fell in March they infused big $ again It's barely come down.a bad sign that the Fed is scared what will happen when they remove the $ too fast. They can't keep growing the balance sheet without harming the people in favor of those that have the most assets Policies always favor those with the most assets.generational wealth but this will crush the smaller people if they don't reduce it as it puts everything out of reach for them" [X Link](https://x.com/MichaelKudrna/status/1701258477019013227) 2023-09-11T15:36Z [----] followers, [--] engagements "Yes if you people were only smarter you'd realize the consumer is in great shape (then he proceeds to only talk about the consumer with lots of assets that have risen.the generational wealthy that were able to keep collecting money) and ignore the average consumer's credit card debt and personal savings rate plummeting alongside $1T in bank deposit decreases this year alone" [X Link](https://x.com/MichaelKudrna/status/1701312431069253893) 2023-09-11T19:11Z [----] followers, [---] engagements "So with elevated interest rates paying that debt becomes more expensive and with consumers continuing to take on more debt this combination will put more pressure on some households who have those tighter budgets. The average credit card charges a near-record 20.53% interest rate according to Bankrate. Credit card balances have risen for five consecutive quarters increasing at some of the largest rates in [--] years an analysis of New York Fed data shows. Unfortunately its only going to go up from here Matt Schulz chief credit analyst for LendingTree said in an interview with CNN Whats driving" [X Link](https://x.com/MichaelKudrna/status/1701335771477635239) 2023-09-11T20:43Z [----] followers, [--] engagements "can someone remind me what happens to food prices when the food chain has to pay higher fuel costs" [X Link](https://x.com/MichaelKudrna/status/1701717941325115492) 2023-09-12T22:02Z [----] followers, [----] engagements "Is the consumer spending more or less than previous years Are they spending more or less at restaurants Bank of America: Credit Card Spending Decline" [X Link](https://x.com/MichaelKudrna/status/1701953483069362281) 2023-09-13T13:38Z [----] followers, [--] engagements "@arestaurant_guy Don't you love when they pitch you on something you have no interest in before asking you what you are interested in" [X Link](https://x.com/MichaelKudrna/status/1702006243823432084) 2023-09-13T17:08Z [----] followers, [----] engagements "The pain is reserved only for you Fed is reducing the Fed Balance Sheet (QT) at a slower pace than they grew it Inflation is growing again Interest rates not going up Well then the consumer is paying more today than yesterday and will be paying more tomorrow because of that The most powerful won't feel any pain though. They're pretty happy actually. The pain is reserved only for you" [X Link](https://x.com/MichaelKudrna/status/1702387312695353465) 2023-09-14T18:22Z [----] followers, [---] engagements "$SG SweetGreen Restaurants collapsing the past few days A look at the insider buys/sells shows continuous sell buttons CEO just sold 10k shares Still a short for me but I don't like crowded trades as I don't want to get caught in a squeeze. So position size matters Terrible earnings for $SG SweetGreen down to $14 premarket about the price of one of their salads per share. I'm not sure what the bulls who were buying thought they expected but the stock doubled this year and now it's getting crushed as if nobody knew how bad this company https://t.co/wQ1LYgdGzD Terrible earnings for $SG" [X Link](https://x.com/MichaelKudrna/status/1702673700321919268) 2023-09-15T13:20Z [----] followers, [---] engagements "How long should it take a restaurant chain that is fully funded to turn a profit You too can own a piece of a restaurant that is still not profitable with an estimated forward earnings of 150+ with a Book Value of $10 in a declining consumer economic environment. $SHAK Shake Shack Beef Prices haven't come down and will stay up for years until more calf development can work through the system Cheese went up 50% in July. Bread has even gone up Op Margins only at 21% vs $CMG Chipotle at 27% but SHAK Received an upgrade today to a buy from Northcoast Research Now maybe they know something we" [X Link](https://x.com/anyuser/status/1702681596984168935) 2023-09-15T13:51Z [--] followers, [---] engagements "Food Cost ☝☝ You'll hear this on next earnings call for restaurants that sell mostly beef and burgers" [X Link](https://x.com/MichaelKudrna/status/1702765468572864762) 2023-09-15T19:24Z [----] followers, [----] engagements "The greatest position in football is linebacker No other position comes close The Chicago Bears had great ones from Butkus to Singletary" [X Link](https://x.com/MichaelKudrna/status/1702767173872066788) 2023-09-15T19:31Z [----] followers, [--] engagements "Great 1990s marketing move by Burger King" [X Link](https://x.com/MichaelKudrna/status/1702819860361658477) 2023-09-15T23:01Z [----] followers, [--] engagements "Who could have seen in advance that Dragon Pizza sales would soar" [X Link](https://x.com/MichaelKudrna/status/1702880399586738271) 2023-09-16T03:01Z [----] followers, [----] engagements "all the time waves of a lot to none. I check every Monday and fight any I need to. [--] hour for all [--] platforms total at max. lately been more tame than normal but that's because many have seen a total 3p sales decrease as customers wallets tighten just received one last night. They falsely claimed we didn't add the meat to the order and GH refunded them the entire order. camera systems proved otherwise GH reimbursed me without question. I notice a higher fraud rate within hotels. This one was from a hotel" [X Link](https://x.com/MichaelKudrna/status/1703095295209304352) 2023-09-16T17:15Z [----] followers, [--] engagements "Up YoY in total Restaurant Down Catering & Food Service Up (sizable increase) Meal Prep Even (some weeks up other weeks down) Bakery Up Gaming - Brand New Restaurant Down = 50% Decrease in GH (was #1 last year #2 this year) 100% Increase in Uber (was #3 last year) DD about the same but is now #3. Overall decrease in Total 3P but that is to be expected since it's more expensive to order 3P than to go to the restaurant itself. & Tradedown Economy: Instead of the $15 to $20/$25 direct purchases they are being exchanged for more economical purchases of $5 to $10. So we are keeping the customers" [X Link](https://x.com/MichaelKudrna/status/1703461633471676757) 2023-09-17T17:31Z [----] followers, [---] engagements "@arestaurant_guy even if they struggle the next place gets to buy them out for pennies on the dollar then the next competitor is stronger to pressure everyone" [X Link](https://x.com/MichaelKudrna/status/1703601292889715177) 2023-09-18T02:46Z [----] followers, [---] engagements "You'll hear about these beef prices on future earnings reports since most media doesn't even cover what is happening You need to be on Twitter/X or on these earnings calls to really see what is happening These will be directly impacted: Shake Shack $SHAK McDonald's $MCD Burger King $QSR Chipotle $CMG and many more obviously Burger and Beef-focused Restaurants.how are you handling beef costs to avoid the pain on your margins and bottom line financials Price Increases Swapping to something else Cutting Staff Trying to hold on without any of that Burger and Beef-focused Restaurants.how are you" [X Link](https://x.com/MichaelKudrna/status/1703812298094133409) 2023-09-18T16:44Z [----] followers, [----] engagements "@ptynole Check avg usually up but due to price increases Overall we're seeing a trade down economy so over time that will decrease as the price increases "lapse" in comparisons. assuming no more price increases but even Chipotle is hinting at a price increase come Q4" [X Link](https://x.com/MichaelKudrna/status/1704151079032635556) 2023-09-19T15:10Z [----] followers, [--] engagements "Restaurant consumers may be trading down or tightening their budgets but catering continues to hit non-stop We are turning away caterings due to how many bookings we have coming in Pure Madness" [X Link](https://x.com/MichaelKudrna/status/1704244000348111240) 2023-09-19T21:20Z [----] followers, [---] engagements "40 years ago GMs don't quit on Fridays Cash registers stop and staff already knows how to take manual orders with cash using traditional receipt booklets Roof leak. Staff puts the bucket under and one of them either knows how to plug a leak or their brother knows how to More team players and problem solvers around you back then" [X Link](https://x.com/MichaelKudrna/status/1704274435136512455) 2023-09-19T23:21Z [----] followers, [----] engagements "Inflation has gotten worse since the last rate increase. So If no rate hike today the Fed decision means 1) Powell lied and he is not data dependent as he claimed he was.he's no longer making decisions that could upset his golfing buddies who don't want high interest rates and/or 2) Powell is scared something is going to break in the economy soon but can't afford to decrease rates and lose more control of inflation Regardless of [--] or [--] it's bad news for the average person (probably 2/3 of the population) as they will share the blunt of the pain" [X Link](https://x.com/MichaelKudrna/status/1704486967780556919) 2023-09-20T13:25Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MichaelKudrna Mike Kudrna
Mike Kudrna posts on X about inflation, money, $cmg, $uber the most. They currently have [-------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -73%
- [--] Month [-------] +29%
- [--] Months [-------] +295%
- [--] Year [-------] -47%
Mentions: [--] #
- [--] Week [--] -56%
- [--] Month [---] +30%
- [--] Months [---] +41%
- [--] Year [---] +14%
Followers: [-------] #
- [--] Week [-----] +0.15%
- [--] Month [-----] +0.61%
- [--] Months [-----] +7.10%
- [--] Year [-----] +11%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks technology brands cryptocurrencies social networks countries nfl celebrities us election travel destinations
Social topic influence inflation #2923, money, $cmg #352, $uber, doordash, $sg, in the, debt, business, food
Top accounts mentioned or mentioned by @mcfranchisee @vladtheinflator @hedgeyefood @revshark @djebitda @ubereats @rickcanale @mattwalshblog @crackerbarrel @scottadamssays @robbystarbuck @asranomani @foxnews @foxbusiness @jgunlock @carriesheffield @rikoruss31 @mkhammer @rileygaines @datarepublican
Top assets mentioned Chipotle Mexican Grill, Inc. (CMG) Uber Technologies, Inc. (UBER) DoorDash Inc. (DASH) Sweetgreen Inc. (SG) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Starbucks Corporation (SBUX) Domino's Pizza Inc (DPZ) McDonald's Corp (MCD) Dash (DASH) CAVA Group, Inc. (CAVA) Alphabet Inc Class A (GOOGL) pizzacoin (PIZZACOIN) Shake Shack Inc. (SHAK) Bitcoin (BTC) Wing Finance (WING) Texas Roadhouse, Inc. (TXRH) XRP (XRP) Brinker International, Inc. (EAT) USA Rare Earth, Inc. Class A Common Stock (USAR) GameStop, Corp. (GME) RH (RH) CannabisCoin (CANN) Optimism (OP) Freshpet, Inc. (FRPT) Matador Resources, Co. (MTDR) Robinhood Markets, Inc. (HOOD) Vixco (VIX)
Top Social Posts
Top posts by engagements in the last [--] hours
"Shanghai Composite Index $CHSC looking dramatically better than $SPX via @Barchart"
X Link 2022-06-17T13:09Z [----] followers, [--] engagements
"Value increases when experience increases I'm arguing $CMG Chipotle like most restaurants don't need to improve value they need to improve experience And value will increase as a byproduct Otherwise value is just a race to the bottom of lower margins in an environment of rising costs Chipotle $CMG Q2 2025: When Value Gets Stale Experience Matters (It's as if someone predicted this for [----] I wonder who) Chipotle just reported Q2 results and its now a wake-up call for the whole restaurant industry. It's currently down 11% premarket. I reviewed the https://t.co/fChFOpgQRw Chipotle $CMG Q2 2025:"
X Link 2025-07-25T16:35Z [----] followers, [---] engagements
"You know the feeling. Years of loyalty.Real results.Then dropped like you never mattered Thats what the Buffalo Bills just did to Sean McDermott The GM who built a roster full of gaps Promoted The coach who overachieved with it Fired Players immediately went public with strong sentiment of love and support The Pegulas A cold calculated corporate press release that wasn't even proofread for errors before posting Second most wins in the NFL since [----]. [--] playoff appearances. A city that adored him.Gone in [--] days The Pegulas want to be loved like Ralph Wilson.but Buffalo loved McDermott more"
X Link 2026-01-20T04:32Z [----] followers, [----] engagements
"I'm being very careful with my $BTC and $XRP crypto long trades as charts show lower lows and we don't have uptrend support to rely on Long but keeping positions tight and monitored Would only go "potentially" short on new lows Difference in strategies between Trade and Buy/Hold Larger trades in more favorable names right now $ASTS $XERS $CASY and Russell $IWM Dabbling in some momentum in $KRUS Kura Sushi but not a believer in the company purely a momentum trade with high short % being squeezed. Tight leash https://twitter.com/i/web/status/2014369657365365185"
X Link 2026-01-22T16:08Z [----] followers, [----] engagements
"Definitely not making anyone want to order Wendy's @Wendys should bring him in house and convert him Maybe a Watt Burger LTO Couldnt sleep last night. Got outta bed and made a couple bowls of cereal. Was still hungry so hit a 2am DoorDash order. Now Im not going to out the company because Ive been a longtime fan. But the size of this double cheeseburger is a problem. Its the size of a slider https://t.co/XfUcLL9Agj Couldnt sleep last night. Got outta bed and made a couple bowls of cereal. Was still hungry so hit a 2am DoorDash order. Now Im not going to out the company because Ive been a"
X Link 2026-01-22T22:28Z [----] followers, [---] engagements
"🎯 $SBUX upgrade @jonathanmaze I expect Starbucks to have a higher probability of success than most on that list They are winning the marketing game for traffic and pivoting to the right trends like protein after shedding many bad locations @jonathanmaze I expect Starbucks to have a higher probability of success than most on that list They are winning the marketing game for traffic and pivoting to the right trends like protein after shedding many bad locations"
X Link 2026-01-23T14:18Z [----] followers, [---] engagements
"$SBUX Starbucks now up 12% in just [--] weeks @jonathanmaze I expect Starbucks to have a higher probability of success than most on that list They are winning the marketing game for traffic and pivoting to the right trends like protein after shedding many bad locations @jonathanmaze I expect Starbucks to have a higher probability of success than most on that list They are winning the marketing game for traffic and pivoting to the right trends like protein after shedding many bad locations"
X Link 2026-01-23T16:01Z [----] followers, [----] engagements
"Nobody is really left for the Buffalo Bills outside of promoting someone that has never been an HC. At this point you might as well try to convince Tom Brady to come and give him equal footing to Beane. He's got the time and winning record. Nobody wants to work for Beane and Pegula after that press conference unless you overpay for someone without HC experience. Bite the bullet and give Tom whatever he demands. https://twitter.com/i/web/status/2015139657789350370 https://twitter.com/i/web/status/2015139657789350370"
X Link 2026-01-24T19:08Z [----] followers, [---] engagements
"Sports podcasters might be the biggest disloyal con artists on X. Almost all of them speak with such confidence you assume they have insider knowledge. They don't. They're couch quarterbacks with microphones. And when they DO have inside info They can't wait to tell you someone else's secrets. That's called disloyalty dressed up as "breaking news." When they don't have secrets to share They make them up for clicks. The whole industry runs on gambling addiction and deceit. Stop treating these guys like insiders or experts. They're entertainers guessing louder than you"
X Link 2026-01-27T00:42Z [----] followers, [----] engagements
"Bitcoin Collapse tonight but many already closed out positions to protect. Stocks aren't your friends. Don't buy hoping they are good to you. Don't avoid selling because you hope they'll be good to you. No emotion no loyalty.it's just a stock The loudest voices usually have the most to sell you A week ago everyone was pumping crypto. Bitcoin $BTC $XRP all of it. I was selling and protecting.being very careful as the chart was breaking down. Today Bitcoin is collapsing. New lows. Bag holders everywhere The loudest voices usually have the most to sell you A week ago everyone was pumping crypto."
X Link 2026-01-30T02:41Z [----] followers, [----] engagements
"@jandreini1 @ouraring Whoop changed a lot for people"
X Link 2026-01-30T17:15Z [----] followers, [---] engagements
"This is how you go out of business for a restaurant. Negotiating a lease that's 16% of gross sales for rent = failure Restaurants require half of that 8% maximum just to be able to turn a profit these days. The lower the higher the chance you survive"
X Link 2026-01-31T06:49Z [----] followers, [----] engagements
"Popeyes franchisee closes [--] locations enters bankruptcy and defaults on [---] million credit from BMO Bank"
X Link 2026-01-31T07:17Z [----] followers, [---] engagements
"Even then I wouldn't consider it 1) just on principle alone getting 5M is work on me not the landlord so I'm not giving up that much % for my work. At least with a franchise royalty you're supposed to get something for it in regards to brand marketing brand improvements tech support etc. 2) While fixed costs go down upkeep and reinvest is important to even maintain a 5M long-term. I'd rather reinvest that into my staff and overpay them to make my life easier. just ask @McFranchisee on reinvestment costs for him. https://twitter.com/i/web/status/2017500893831176392"
X Link 2026-01-31T07:31Z [----] followers, [--] engagements
"@dsabs11 Great machine but yes always concerning like the Hobart This is the first time had a relay issue. Totally specialty part unfortunately but should be simple when it comes in"
X Link 2026-01-31T22:18Z [----] followers, [--] engagements
"Fresh Pet $FRPT is developing towards Fresh Highs Not a day to do nothing for the portfolio $EAT $TXRH $SBUX $CMG $USAR $GME $CBRL $ASTS $FRWG $FRPT $XERS $WRBY $REAL $RH $BJRI $MCD $MSOS $BTC $XRP https://t.co/6y4495OVbX Not a day to do nothing for the portfolio $EAT $TXRH $SBUX $CMG $USAR $GME $CBRL $ASTS $FRWG $FRPT $XERS $WRBY $REAL $RH $BJRI $MCD $MSOS $BTC $XRP https://t.co/6y4495OVbX"
X Link 2026-02-10T14:14Z [----] followers, [---] engagements
"Lots of growth restaurant stocks without growth and called "value" restaurant stocks instead All seem to be down [--] percent this earnings season too $SG $GENK This is why it's ridiculous to call growth restaurant stocks "value" buys when they are supposed to be growth companies. Yet little to no growth All those ridiculous posts about how undervalued $GENK is and now it's even more undervalued by them as they lost another [--] percent https://t.co/6XdmCjNftR This is why it's ridiculous to call growth restaurant stocks "value" buys when they are supposed to be growth companies. Yet little to no"
X Link 2025-08-08T01:56Z [----] followers, [---] engagements
"I still smile every time I hear someone realize that Scotts Miracle Grow $SMG is actually a Cannabis player. The rescheduling looks more real than ever right now. Still long $MSOS among others"
X Link 2025-12-15T16:21Z [----] followers, [----] engagements
"That's how I feel every time my stop loss triggers and then I watch a massive reversal to the upside At least you can always buy back and as you said $SMG can get Hawthorne back as they retained a conditional option @MichaelKudrna I agree.but why did they have to jetison Hawthore on the eve of rescheduling.I know they have a way to get it back but I haven't seen how long @MichaelKudrna I agree.but why did they have to jetison Hawthore on the eve of rescheduling.I know they have a way to get it back but I haven't seen how long"
X Link 2025-12-15T16:28Z [----] followers, [---] engagements
"🍣 KURA SUSHI $KRUS Q1 FY26 EARNINGS BREAKDOWN What restaurant owners and investors need to know.and what management isn't saying loudly. 1/ THE HEADLINE Missed EPS: -$0.23 vs -$0.17 expected Comps: -2.5% (all traffic zero price benefit) Restaurant margins: 15.1% vs 18.2% YoY Cash burn: -$12M in one quarter Stock down 8% premarket. But the real story is deeper. 2/ TARIFFS ARE CRUSHING THEM.BUT NOT HOW YOU THINK Most restaurants source food domestically. Kura imports Japanese specialty ingredients (fish nori sauces). That's [---] bps margin hit. But here's the unique problem: their gimmick is"
X Link 2026-01-08T14:30Z [----] followers, [----] engagements
"Darden $DRI just showed the restaurant industry how to win a traffic war.while making one mistake that could cost them everything. Q2 FY26: Same-store sales +4.3%. Traffic top decile while the industry bleeds guests. Stock up post earnings. WHAT'S WORKING They're underpricing inflation on purpose. [---] bps below at Olive Garden. [---] bps at LongHorn. Never Ending Pasta Bowl held at $13.99 for four straight years. New lighter portions at $12.99-$13.99 just went nationwide. Competitors raised prices and lost guests. Darden held the line and took share. They also quietly launched Uber Direct"
X Link 2026-01-08T16:25Z [----] followers, [---] engagements
"Totally agree on the Chipotle $CMG long-term potential if the service works well (we shall see). Good catch and thought process. Zipline is a 2027+ story at best though. Right now it's one test location with no disclosed results and management hasn't even mentioned it on earnings calls. The margin opportunity is real if they scale it . killing 20-30% third-party fees would be huge . but they're nowhere close. For the next 2-3 quarters what matters is traffic recovery and whether they can beat easy comps in Q1-Q2 [----]. I'm bearish on Q4 [----] after seeing national data for all restaurants. Q4"
X Link 2026-01-27T21:17Z [----] followers, [---] engagements
"$SBUX Starbucks reports a traffic and SSS increase First traffic increase in [--] years from their LTO marketing. $SBUX Starbucks now up 12% in just [--] weeks https://t.co/dvmQAvoJxG $SBUX Starbucks now up 12% in just [--] weeks https://t.co/dvmQAvoJxG"
X Link 2026-01-28T13:01Z [----] followers, [---] engagements
"Two of my favorite longs right now while we wait for more consolidation in the market. This is a good stock picking market (@RevShark has been mentioning that for weeks if not longer) $RH and Texas Roadhouse $TXRH Can change any day doesn't mean ignore stop losses especially changes going into big events like earnings. No emotion is what saves you more often than not: my buys today had no emotion involved. no "feel" my sells today had no emotion involved. no "feel" No emotion is what saves you more often than not: my buys today had no emotion involved. no "feel" my sells today had no emotion"
X Link 2026-01-29T18:40Z [----] followers, [----] engagements
"@YourBoyFlab It's only a tracking position right now. I have a "wait" on it I'm more bullish on EAT TXRH building SBUX and I'd be buying CMG if I wasn't a little nervous on earnings (but I believe guidance will save them.just not betting big on it)"
X Link 2026-01-30T16:12Z [----] followers, [--] engagements
"Pizza Same Store Sales Comps for the major chains Q3 [----] through Q3 [----] Dominos Papa Johns Pizza Hut"
X Link 2026-01-31T02:55Z [----] followers, [---] engagements
"SP [---] Rebalancing"
X Link 2026-01-31T16:11Z [----] followers, [---] engagements
"When you're not working or with family what are you doing Either Muay Thai or coding frameworks and programs with Claude When you're on vacation what are you doing Either Muay Thai or coding frameworks and programs with Claude I have too much fun doing both.if I was a kid I'd be building so much with Claude AI https://twitter.com/i/web/status/2018169888334897291 https://twitter.com/i/web/status/2018169888334897291"
X Link 2026-02-02T03:49Z [----] followers, [---] engagements
"I'm a Cubs fan but the big hurt is a great guy. You don't need to be a Sox fan or from Chicago to respect Frank Thomas Once again the White Sox are back in the national media conversation for all of the wrong reasons. Once again the White Sox are back in the national media conversation for all of the wrong reasons"
X Link 2026-02-02T17:27Z [----] followers, [---] engagements
"What people get wrong about DoorDash Uber etc. "Just cook at home. Stop being lazy." Post-2008 we became a time based economy. People aren't paying for food. They're paying for time. I used to wash my own car for years. Now I pay for a premium subscription. Not lazy .my time is worth more elsewhere. The REAL stupid mistake Ordering overpaid DoorDash instead of direct from the restaurant. Same food. Less fees. More money to the business Time is a resource Spend it wisely But spend your dollars wisely too https://twitter.com/i/web/status/2018394149276553472"
X Link 2026-02-02T18:40Z [----] followers, [----] engagements
"Doordash drivers steal food Then Doordash says well that's the restaurants fault our driver stole the food. Can't reimburse you for making it again. We'll escalate it to a dept that you can't reach and maybe they'll give you an automated response denying the reimbursement too But we'll try to block the driver . Actually maybe you should do it yourself though and block them instead. Less work on us Monopolistic power right there @t_xu @MichaelKudrna I have paid seven figures in fees to these delivery companies over the last few years. I get the same treatment: a call from DoorDash customer"
X Link 2026-02-02T21:26Z [----] followers, [----] engagements
"@McFranchisee The best part of the original Doordash person said we'd be reimbursed So we remade the food Then log into dashboard and see the exact opposite of what was said"
X Link 2026-02-02T21:31Z [----] followers, 15.7K engagements
"@tom_holmer restaurants need the market share. you can't get the market share if doordash and uber captured the attention of them with their billions of dollars all big chains are playing ball because it's mandatory now"
X Link 2026-02-02T21:54Z [----] followers, [--] engagements
"too late in the game There is a time limit on changes like this.we're beyond it now. Monopolies reach a level of being untouchable from new startups.that's where we are now. Domino's gave up the fight [--] years ago or so. They were outspoken on it that we're running out of time. https://twitter.com/i/web/status/2018449638856990813 https://twitter.com/i/web/status/2018449638856990813"
X Link 2026-02-02T22:21Z [----] followers, [---] engagements
"This is also my theory after years of experience with these monopolies. The DoorDash or Uber support person will tell your managers whatever they want to hear to get them to remake the food They will promise and use words like "trust me" Then when they get off the phone there is no accountability. It's not like you have a direct number to them. Next person that answers says "can't help you" when you inquire why they lied. They hope you either never check your dashboard to see they never paid you or that you get frustrated and give up challenging them. @MichaelKudrna @McFranchisee This happens"
X Link 2026-02-03T04:05Z [----] followers, [----] engagements
"@unforgivnbastrd @MathewP100 that's because dominos primarily fulfills the orders itself that originate on doordash"
X Link 2026-02-03T06:46Z [----] followers, [---] engagements
"It's incremental Rev so likely very hard to give exact profit percentage. But if that incremental helps cover fixed costs. It increases total profitability This is why I'm so adamant about selectively adding additional revenue streams when it doesn't increase labor at a direct [--] to [--] ratio https://twitter.com/i/web/status/2018731452272160772 https://twitter.com/i/web/status/2018731452272160772"
X Link 2026-02-03T17:00Z [----] followers, [---] engagements
"They get much more than that whether it's 3P or the restaurant restaurant tends to pay very well else they can't keep the driver. and most drivers in restaurants get paid even if they are not taking deliveries. $1.50 or $5 or whatever it is.is meant to help offset it but surely doesn't cover the cost. https://twitter.com/i/web/status/2018761180894859746 https://twitter.com/i/web/status/2018761180894859746"
X Link 2026-02-03T18:59Z [----] followers, [--] engagements
"Similar scenario is happening with Banks Regionals and small are going out of business.saturation is too high compared to costs and debt incurred over decades. Big are mostly safe Lost another bank in Chicago the other day [---] million (small) bank. The direct monopoly is not DoorDash or Uber for them.it's the Fed and Govt in this case. @cherrygarciafan agree with my logic A traditional [--] person transaction became a [--] person transaction because of Uber and DoorDash Food Prices must go up by economics The only way price doesn't go up is if say 25% of restaurants (random number) go out of"
X Link 2026-02-03T19:50Z [----] followers, [---] engagements
"@luludunn98 @McFranchisee I can create my own website Amazon isn't a monopoly They just get the overwhelming majority of digital orders I can hire my own stuff and start my own retail store Walmart isn't a monopoly They just get their prices lower than I can even buy the same items for"
X Link 2026-02-03T20:11Z [----] followers, [--] engagements
"Is the restaurant industry the #1 industry for unsolicited advice from people who've never run one Everyone's an expert until it's their money their 14-hour days and their name on the lease. @MichaelKudrna It always amazed me how people would make comments along the lines of us just flipping a switch everyday and making money sitting on the proverbial gold mine. Like it was oh so easy. @MichaelKudrna It always amazed me how people would make comments along the lines of us just flipping a switch everyday and making money sitting on the proverbial gold mine. Like it was oh so easy"
X Link 2026-02-04T15:52Z [----] followers, [----] engagements
"Finally able to get back into $USAR and $ASTS after profit trimming a lot Disclaimer: I always have stops so don't think of this as a blind move as I gave you zero detail on what goes into this"
X Link 2026-02-04T17:01Z [----] followers, [---] engagements
"$VIX moving towards [--] range premarket Above [--] can create some very sharp swings. Good for traders tough for investors. Be prepared if it does. One of the hardest lessons to learn in the stock market is not when to buy but when to sell. You "believe" it's undervalued so you hold longer than you should . Instead of treating it like what it is just a piece of paper.it's just a stock. I'm a believer in $REAL https://t.co/WuaxUoFERR One of the hardest lessons to learn in the stock market is not when to buy but when to sell. You "believe" it's undervalued so you hold longer than you should ."
X Link 2026-02-05T11:52Z [----] followers, [---] engagements
"Bourbon Truffle BBQ Pizza for February Solid follow up to the Wagyu Beef Tallow Pizza from January"
X Link 2026-02-06T02:48Z [----] followers, [---] engagements
"This is a common scam We get it probably [--] times a year for over a decade. It's so often that the chefs ask them for their credit card until they hang up if we don't just hang up first because we're busy They also do this electrical scam for Nat Gas Comcast and more Their aggressiveness in needing your money ASAP else the outcome of losing the service happens within an hour or two is the tipoff. SMB owner buddy got caught in a well known electricity scheme fraud. Random phone call from somebody saying your electricity will be shut off in an hour due to unpaid invoice and to call the utility"
X Link 2026-02-06T13:59Z [----] followers, [----] engagements
"Stagflation ingredients assembling for March: $DBC up - commodities rising $USO warming . crude above both SMAs $UUP down - dollar weakening Inflation axis turning. Now watch the growth wall: $HYG still calm $IWM & $SPY still holding If Growth holds neutral and Inflation rises.markets will be adjusting for Stagflation. Terrible for restaurants/consumer from $CMG to $FRPT and more On the other hand $MCD tends to do well in Stagflation as consumers trade down. CPI Friday https://twitter.com/i/web/status/2021643392078221540 https://twitter.com/i/web/status/2021643392078221540"
X Link 2026-02-11T17:51Z [----] followers, [---] engagements
"Pay attention to your surroundings Went to the local grocery store to grab a bottle of wine Noticed [--] Large Branded Coolers of Fresh Pet foods that were never there before. $FRPT is the stock symbol Chart is developing for upside Then I hear @Hedgeye_Staples talking about it this morning on the call. That's one way good stocks can find a way onto your radar while getting confirmation it's good to monitor it more. https://twitter.com/i/web/status/2015808421753184527 https://twitter.com/i/web/status/2015808421753184527"
X Link 2026-01-26T15:25Z [----] followers, [---] engagements
"Buying more Brinker $EAT (Chili's) on todays pullback post earnings initial stops around [---] in case pullback goes deeper than expected most restaurant stocks I've had in a while I expect a good Q1/1H [----] for restaurants because many have weak earning comps to beat. Chili's is an outlier with tougher comps to beat but still growing. Two of my favorite longs right now while we wait for more consolidation in the market. This is a good stock picking market (@RevShark has been mentioning that for weeks if not longer) $RH and Texas Roadhouse $TXRH Can change any day doesn't mean ignore stop"
X Link 2026-01-30T16:38Z [----] followers, [----] engagements
"Mcdonalds $MCD crushed Q4 Earnings: US SSS +6.8% positive guest counts EPS beat. Best comp guest count gap vs competitors in recent history. Q1 laps a -3.6% disaster .even with Jan storms that's a layup. Q2 laps +2.5% very beatable with beverage rollout + chicken innovation. Wall doesn't come until Q4 when they lap this monster quarter. Even if we get stagflation come March/April MCD performs well compared to other restaurants that typically get crushed. https://twitter.com/i/web/status/2021774728168411421 https://twitter.com/i/web/status/2021774728168411421"
X Link 2026-02-12T02:33Z [----] followers, [----] engagements
"Most important question on the MCD earnings call that nobody is talking about: Baird asked if franchisees will keep running $5/$8 value meals now that corporate is pulling its financial subsidy. For non-franchise people: McDonald's corporate was CO-PAYING part of those meal deals to make the math work for store owners. Independents don't always understand how that relationship works. That money is going away now. Kempczinski's response "The numbers are pretty clear" and he hopes franchisees "look at the data." The entire Q4 traffic surge . +6.8% US comps low-income share gains . was built on"
X Link 2026-02-12T16:35Z [----] followers, [----] engagements
"The only thing flashing a confident buy today on my radar is $GME which hasn't broken short-term support yet. but it's real close to breaking down so stops are important Most everything else has broken short-term trends but [--] day trends holding well in most cases. Cash is King right now Growth deterioration accelerating. Credit starting to crack. SPY is holding but pressure. this is the most stress we've seen in a while if SPY breaks could be more much short-term sector rotation towards possible stagflation Cash is King right now Growth deterioration accelerating. Credit starting to crack."
X Link 2026-02-12T19:00Z [----] followers, [----] engagements
"@markgadala Thought she was a black belt in karate"
X Link 2026-02-12T23:05Z [----] followers, [---] engagements
"CPI came in cool. Nobody cares anymore. Inflation was yesterday's problem. The real story now is growth and credit . both are cracking watch $HYG. The SPY broke its trend line yesterday and bonds are the only thing going up. When the safest trade in the market is lending money to the government it's time to pay attention. Today's close will be important [--] day weekend. Will people want to hold risk into that Today started as a flight to safety day and closed as a sell everything type day.growth is cracking. Tomorrow's CPI Inflation report is one of the most important inflation reports it's"
X Link 2026-02-13T14:12Z [----] followers, [---] engagements
"Wendys $WEN just printed -11.3% U.S. comps. Traffic negative [--] of [--] quarters. Dividend cut 44%. Guiding EPS down 35%.complete opposite of $MCD A burger chain that had zero burger innovation in [----]. "Project Fresh" turnaround = closing [---] stores and hoping Biggie Deals at $4/$6/$8 brings bodies back. Jan '26 already -8%. Comps get way easier later in '26 but the 2-year stack is -7.2%. That's real demand destruction. https://twitter.com/i/web/status/2022359403903553644 https://twitter.com/i/web/status/2022359403903553644"
X Link 2026-02-13T17:17Z [----] followers, [----] engagements
"$CMG Chipotle is 26% off its 52-week lows. If you think thats because of a "protein bowl" you dont understand markets Its just market flow Forward GDP expectations are improving. Disinflation is showing up. Rate expectations are dovish. Stocks move first Industries/Restaurants may or may not follow https://twitter.com/i/web/status/2003117419053629554 https://twitter.com/i/web/status/2003117419053629554"
X Link 2025-12-22T14:56Z [----] followers, [---] engagements
"Sweet green $SG did this They went from a healthy restaurant to a tech company Stock cratered How Bill Ruane sold a stock because of something he read in the footnotes. Read the footnotes https://t.co/oAxdKqWSfn How Bill Ruane sold a stock because of something he read in the footnotes. Read the footnotes https://t.co/oAxdKqWSfn"
X Link 2025-12-31T22:11Z [----] followers, [---] engagements
"United Airlines @united is competing against SweetGreen $SG now Hey @united is this a joke I just flew 5+ hours in First Class and this bowl of sadness is what you serve me for dinner. Between the 3D-printed mystery meat the cafeteria cheese cubes and the whole tomato I need a chainsaw to cut this is genuinely unbelievable. https://t.co/UOauCoqLAH Hey @united is this a joke I just flew 5+ hours in First Class and this bowl of sadness is what you serve me for dinner. Between the 3D-printed mystery meat the cafeteria cheese cubes and the whole tomato I need a chainsaw to cut this is genuinely"
X Link 2026-01-04T22:57Z [----] followers, [----] engagements
"With a 27% short float and easy comps coming up in 1H [----] Kura Sushi $KRUS has high squeeze potential but don't be shocked when it ends by the outcome of the recent shelf registration to raise capital 🍣 KURA SUSHI $KRUS Q1 FY26 EARNINGS BREAKDOWN What restaurant owners and investors need to know.and what management isn't saying loudly. 1/ THE HEADLINE Missed EPS: -$0.23 vs -$0.17 expected Comps: -2.5% (all traffic zero price benefit) Restaurant margins: 15.1% vs 18.2% 🍣 KURA SUSHI $KRUS Q1 FY26 EARNINGS BREAKDOWN What restaurant owners and investors need to know.and what management isn't"
X Link 2026-01-08T15:45Z [----] followers, [----] engagements
"$KURA Kura Sushi has a bullish engulfing if today holds volume is good we'll see if it picks up Next [--] to [--] months should be easier sailing for earnings/comps after that will get tough and explained below Shelf Registration out there floating around though. Bullish engulfing on the very left of the chart that ended up running up through summer doubling no position for me but if I was trading I'd be trading the long side here on a 27% short float. With a 27% short float and easy comps coming up in 1H [----] Kura Sushi $KRUS has high squeeze potential but don't be shocked when it ends by the"
X Link 2026-01-08T17:34Z [----] followers, [----] engagements
"Years ago I took flak for just telling people how restaurants are positioning that they are losing business because of GLP-1 Ozempic type weight loss drugs Now all these earnings are coming out with dedicated time talking about the impact they have Even Shake Shack $SHAK is designing menu items (ridiculous offering to me) to target the GLP-1 customers https://twitter.com/i/web/status/2009379346297835929 https://twitter.com/i/web/status/2009379346297835929"
X Link 2026-01-08T21:39Z [----] followers, [---] engagements
"Potato prices currently plummeting. It's a key ingredient in most restaurants. Restaurant owners have the ability to add fresh cut fries to their items as a discounted add on (value) or something that can drive more profit Raised prices = Lost customers Raised value + Raised prices = kept customers Order matters Raised prices = Lost customers Raised value + Raised prices = kept customers Order matters"
X Link 2026-01-22T14:33Z [----] followers, [---] engagements
"Fat Brands files Chapter [--] Bankruptcy Fat Brands owns many restaurant brands including Fat Burger Twin Peaks Johnny Rockets Fazoli's and many more They planned on growing themselves out of their debt situation but "inflation and the economy" prevented that"
X Link 2026-01-27T13:55Z [----] followers, [----] engagements
"Chili's $EAT Earnings Beat Chilis is really operating at a high level for casual dining. Checked it out again. Prime Locations that are placed in high traffic convenience areas (very important) Lively Atmosphere despite music below hearing levels and spacious areas that are comfortable. Mix of https://t.co/NUQG6IkzhS Chilis is really operating at a high level for casual dining. Checked it out again. Prime Locations that are placed in high traffic convenience areas (very important) Lively Atmosphere despite music below hearing levels and spacious areas that are comfortable. Mix of"
X Link 2026-01-28T12:55Z [----] followers, [---] engagements
"@DJ_EBITDA there is my "lately" rare restaurant long in $TXRH .at least based on current size"
X Link 2026-01-29T19:33Z [----] followers, [---] engagements
"Why Because more restaurants than ever before use factory food .and pretend it's made from scratch $SYY @MichaelKudrna Love it. BTW $SYY is near ATH while restaurants are getting decimated. @MichaelKudrna Love it. BTW $SYY is near ATH while restaurants are getting decimated"
X Link 2026-01-29T20:22Z [----] followers, [---] engagements
"Deleveraging happening in Chipotle $CMG prior to earnings release I still believe bad Q4 but positive/strong guidance on weak 1H [----] comps is the likely outcome I'm currently viewing this as profit taking/managing risk after the recent run-up into earnings unless volume picks up more. https://twitter.com/i/web/status/2018359459299406193 https://twitter.com/i/web/status/2018359459299406193"
X Link 2026-02-02T16:22Z [----] followers, [----] engagements
"Bullish on $SBUX Starbucks post earnings. Short-term needs to stay above [-----] Longer term needs to stay above [--] If Short-term holds could see a rip in the coming weeks if we get any above average volume a close below [-----] makes it a longer-term play short-term could be a whipsaw https://twitter.com/i/web/status/2018408883102818489 https://twitter.com/i/web/status/2018408883102818489"
X Link 2026-02-02T19:39Z [----] followers, [---] engagements
"Monopolies doing Monopoly Things DoorDash Driver takes $100+ over [--] orders at once and steals the food by unassigning himself [--] minutes later. Have to remake the food for the customers What does DoorDash do about the stolen food They "cancel" the orders after they dispatch a new driver Then claim "after investigation we can't reimburse you for the extra food you were forced to make" We didn't cancel the order that was how they handled it. @McFranchisee @ChefGruel https://twitter.com/i/web/status/2018426016029417784 https://twitter.com/i/web/status/2018426016029417784"
X Link 2026-02-02T20:47Z [----] followers, 90.7K engagements
"Everyone knows how to run a profitable restaurant without ever owning one Take a step back listen and ask questions first. First off if it was that easy most restaurants would do it. There is a reason restaurants put up with it. And it's a reason that would make most think twice about opening a restaurant. If third party companies captured 15/20/30 percent of the market share -Can you pay your bills on restaurant margins by only going after the remaining [--] percent or so -Can you make the profit worthwhile by only focusing on the remaining [--] percent Restaurants need to grow to survive. The"
X Link 2026-02-03T14:27Z [----] followers, [----] engagements
"Not a day to do nothing for the portfolio $EAT $TXRH $SBUX $CMG $USAR $GME $CBRL $ASTS $FRWG $FRPT $XERS $WRBY $REAL $RH $BJRI $MCD $MSOS $BTC $XRP Buying more Brinker $EAT (Chili's) on todays pullback post earnings initial stops around [---] in case pullback goes deeper than expected most restaurant stocks I've had in a while I expect a good Q1/1H [----] for restaurants because many have weak earning comps to beat. Chili's https://t.co/zzJKT8tYbS Buying more Brinker $EAT (Chili's) on todays pullback post earnings initial stops around [---] in case pullback goes deeper than expected most restaurant"
X Link 2026-02-03T18:52Z [----] followers, [----] engagements
"$CMG Chipotle Q4: Called it .comps missed and traffic still ugly. What I didn't expect.guidance this weak Flat comps while lapping negatives That's not conservative. That's a red flag to investors More detail coming. Deleveraging happening in Chipotle $CMG prior to earnings release I still believe bad Q4 but positive/strong guidance on weak 1H [----] comps is the likely outcome I'm currently viewing this as profit taking/managing risk after the recent run-up into earnings unless volume picks https://t.co/eBLKNXUmvY Deleveraging happening in Chipotle $CMG prior to earnings release I still"
X Link 2026-02-03T23:50Z [----] followers, [----] engagements
"$CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year 4th straight quarter of negative traffic. They're not lapping tough comps anymore. They're just shrinking. Guidance was the shocker. Guiding FLAT for [----] while lapping: -0.4% -4.0% +0.3% -2.5% Q1 guide: -1% to -2% UNDERLYING. while lapping -0.4%. They can't grow even when the bar is on the floor. Q&A is hinting this might be legit concern. Analysts asked for Jan comp pre-storm. Got: "a lot of noise." Asked for transaction breakdown in guide. Got absolutely nothing. If January was"
X Link 2026-02-04T02:22Z [----] followers, [----] engagements
"Thanks to @HedgeyeFood I'm been watching starbucks $sbux and able to trim a little profit taking today The @Hedgeye call is a subscription that pays for itself is you use it correctly 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 AI or not. just keep it simple. yet $CMG is pickled. Portion police all over the brand online and will never be sadisfied - yet if brand makes smaller"
X Link 2026-02-04T16:50Z [----] followers, [---] engagements
"$YUM a $44 billion company just gave earnings guidance and told Wall Street to pretend one of its biggest brands doesn't exist anymore. Pizza Hut.250 stores closing. [--] straight quarters of decline. Goldman and Barclays already hired. The only analyst questions were about the exit .not the turnaround You know it's over when the parent company's guidance comes with two words no one ever wants to say.'excluding Pizza Hut.' They're not fixing it. They're apparently packaging it for a buyer. https://twitter.com/i/web/status/2019300608184840340 https://twitter.com/i/web/status/2019300608184840340"
X Link 2026-02-05T06:42Z [----] followers, [----] engagements
"@BeefDaddy47 is that one of the closures Pizza Hut is so bad in our area we don't even know where they are located but I see Dominos everywhere and Papa Johns sometimes There's a lesson in that"
X Link 2026-02-05T11:22Z [----] followers, [---] engagements
"$EAT Brinker (Chili's) ripping to new highs today despite all the panic in the markets yesterday almost $169 Buying more Brinker $EAT (Chili's) on todays pullback post earnings initial stops around [---] in case pullback goes deeper than expected most restaurant stocks I've had in a while I expect a good Q1/1H [----] for restaurants because many have weak earning comps to beat. Chili's https://t.co/zzJKT8tYbS Buying more Brinker $EAT (Chili's) on todays pullback post earnings initial stops around [---] in case pullback goes deeper than expected most restaurant stocks I've had in a while I expect a"
X Link 2026-02-06T15:41Z [----] followers, [---] engagements
"Vonn is everything you want in an American representing Team USA. She knew the risks and she represented USA like a Champion regardless of placement. Hope her injury is not serious and she gets a full recovery. https://x.com/i/status/2020470309573349621 https://x.com/i/status/2020470309573349621"
X Link 2026-02-08T18:50Z [----] followers, [---] engagements
"Many Bars did NOT perform as expected on Super Bowl Starting to see data from competition clients and clients' friends/competitors that people decided to stay in vs go out more than they expected Alcohol likely didn't perform as expected but the trend that this would happen was right in front of us @Hedgeye_Staples @HedgeyeFood We beat our previous Super Bowl record sizably at 25% Again what was most shocking was pre-orders were down below average but day of orders were more than normal. 3P was up about 100% from last year traditionally a below average 3P day for us (our best package deals"
X Link 2026-02-09T16:40Z [----] followers, [----] engagements
"@papichiss what's the strategy next year"
X Link 2026-02-09T21:39Z [----] followers, [--] engagements
"@DaniJurinsky The buzz you just received for being normal and reasonable will outweigh the lost customers Reviews don't matter as much as you think"
X Link 2026-02-09T22:31Z [----] followers, [----] engagements
"Been very patient and finally able to get back into Gamestop $GME trade but keeping stops in the [--] area. Not a day to do nothing for the portfolio $EAT $TXRH $SBUX $CMG $USAR $GME $CBRL $ASTS $FRWG $FRPT $XERS $WRBY $REAL $RH $BJRI $MCD $MSOS $BTC $XRP https://t.co/6y4495OVbX Not a day to do nothing for the portfolio $EAT $TXRH $SBUX $CMG $USAR $GME $CBRL $ASTS $FRWG $FRPT $XERS $WRBY $REAL $RH $BJRI $MCD $MSOS $BTC $XRP https://t.co/6y4495OVbX"
X Link 2026-02-10T14:53Z [----] followers, [---] engagements
"Some portfolio notes of interest intraday $USAR went from trimming trade profits to buying back slowly $MSTR went from short to neutral.the first step needed before it can be a safer buy $ASTS went from trade buy this morning to neutral as it bounce hard.can easily be a buy again this afternoon $FRPT continues to grind higher. no rip yet so trimmed trade profit a little as you can easily hit singles waiting for the triple or homerun. CPI on Friday so be careful Been very patient and finally able to get back into Gamestop $GME trade but keeping stops in the [--] area. https://t.co/S4WcjnqiIi"
X Link 2026-02-10T16:29Z [----] followers, [----] engagements
"We are currently working on [--] Food Service Contracts at the same time. [--] Verbal Yes already preparing the docs to sign and get them started next month [--] (medical facility): building out an allergen menu that they need to approve of first before we can discuss a verbal but so far it looks good on our end [--] new one that just came in today. Waiting on their details to see if it's feasible to quote. My DM's blow up when I talk about these so to answer everyone at once 1) How did we get them They find us.this is why I invest in SEO that I do myself so it's done right. SEO work last year paying off"
X Link 2026-02-10T19:41Z [----] followers, [---] engagements
"@Placer_ai @McDonalds @McFranchisee"
X Link 2026-02-10T22:01Z [----] followers, [---] engagements
"@McFranchisee @Placer_ai @McDonalds You're the most honest anon account on here. Low bar but still very meaningful statement"
X Link 2026-02-10T22:04Z [----] followers, [--] engagements
"$USAR overweight rating from Cantor with a new price target of $35 from $28 (currently $21.88.60% price increase) https://finance.yahoo.com/news/usa-rare-earth-usar-3-172026304.html Some portfolio notes of interest intraday $USAR went from trimming trade profits to buying back slowly $MSTR went from short to neutral.the first step needed before it can be a safer buy $ASTS went from trade buy this morning to neutral as it bounce hard.can easily be a https://finance.yahoo.com/news/usa-rare-earth-usar-3-172026304.html Some portfolio notes of interest intraday $USAR went from trimming trade"
X Link 2026-02-11T06:24Z [----] followers, [----] engagements
"My system is designed to help hungry culinary students succeed and rise up the ranks with thorough training that is better than culinary school (and without the debt) but how you use the system and how you invest in yourself is up to the employee.just like @McFranchisee indicates. I can lead the horse to water but I can't force them to drink. If they expect the system to just output success for them.that's not how it works. but hungry people who want a better future use our system to the fullest. That is why we're on our third generation of developing inhouse chefs and I'd put my employee"
X Link 2026-02-11T16:08Z [----] followers, [---] engagements
"@JT_in_LA If CPI comes in cool TLT should rip DUOL not something I'm good with. If it's not above at least [--] day trends my buy and sell signals don't work well. Rather be in cash than buying and holding until the sector rotation is clear hopefully after CPI tomorrow"
X Link 2026-02-13T02:22Z [----] followers, [--] engagements
"@jarett_busacca @RySpalding saying helping or assisting is putting up a big sign "I'm about to sell you" what's wrong with 30+ Year Certified Financial Planner for XYZ People/Businesses One comes off as I'm about to sell you The other comes off as "I'm an expert/I have credibility""
X Link 2026-02-13T03:40Z [----] followers, [--] engagements
"$ASTS now up about 12-13% premarket or 26% if you're in $ASTX (leveraged) 20% Short Float adds fuel to the rocket short squeeze potential $ASTS reported. August FM1 shipping Fully funded confirmed 45-60 satellites by end of [----]. [--] New Govt Contracts signed. Stock up 4% after hours so far. $ASTS reported. August FM1 shipping Fully funded confirmed 45-60 satellites by end of [----]. [--] New Govt Contracts signed. Stock up 4% after hours so far"
X Link 2025-08-12T13:29Z [----] followers, [---] engagements
"I don't talk enough about $ASTS but it's on the move again and with this early volume I expect new [--] week highs coming soon as lots of shorts to squeeze. This is a company that can potentially double or triple here in the next few years. $ASTX is the leveraged play for it $ASTS Spacemobile has a 27% short float (probably higher if you pull real-time data) this is either going to collapse under that weight or be a ridiculous short squeeze play in the near future even if it declines a little more https://t.co/qjeNNUftwM $ASTS Spacemobile has a 27% short float (probably higher if you pull"
X Link 2025-09-23T15:27Z [----] followers, [----] engagements
"The Federal Deposit Insurance Corp. said Metropolitan Capital Bank & Trust was closed by the Illinois Department of Financial and Professional Regulation marking the first U.S. bank failure in [----]. The single-branch Chicago bank will reopen on Monday as a branch of Detroit-based First Independence Bank. The FDIC entered a purchase and assumption agreement with First Independence Bank to assume substantially all deposits of Metropolitan. The Illinois regulator said the transaction "ensures a seamless and immediate transition of services for customers and full protection of customer deposits.""
X Link 2026-01-31T02:24Z [----] followers, [---] engagements
"Anyone know why $BROS Dutch Bros collapsed on Friday on 6x normal volume Earnings aren't supposed to be bad based on analysts estimates unless something recently changed Volume like that to the downside is one of the worst signs you can get in the short-term"
X Link 2026-01-31T15:57Z [----] followers, [----] engagements
"$YELP Total collapse couldn't happen to nicer people. Every restaurant is smiling"
X Link 2026-02-04T04:49Z [----] followers, [----] engagements
"Restaurants can operate without a CMO (Chief Marketing Officer) However if you're going to do LTO's and focus on the sub-30-year-olds as a customer base it's real tough to do this without a great CMO Chipotle $CMG continues to operate without a CMO. When asked on the conference call how the Carne Asada LTO did in Q4 clearly it wasn't great. If you can't win with a Carne Asada LTO you're going to struggle with the rest. Starts with not generating the proper buzz online from lack of CMO. $CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year"
X Link 2026-02-04T14:04Z [----] followers, [----] engagements
"He's right theyve already been leaving Chipotle for [--] straight quarters so this price increase changes nothing $CMG $CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year 4th straight quarter of negative traffic. They're not lapping tough comps anymore. They're just shrinking. Guidance was the shocker. Guiding FLAT for [----] while $CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year 4th straight quarter of negative traffic. They're not lapping tough comps anymore. They're just shrinking."
X Link 2026-02-10T14:49Z [----] followers, [---] engagements
"Oil up with the Iran/Israel conflict so $MTDR Matador Resources is up premarket at next resistance level $52+ Much more upside room for many oil plays if oil prices trend higher $MTDR turning up but still missing the volume confirmation https://t.co/QG5K1cAbQO $MTDR turning up but still missing the volume confirmation https://t.co/QG5K1cAbQO"
X Link 2025-06-13T13:01Z [----] followers, [---] engagements
"Why are restaurants expected to solve the homeless and crime crisis Mens Journalhardly a serious sourcecalls McDonalds greedy for not letting non-paying individuals camp in their dining rooms. But this isnt about greed. Its about safety families and staying in business. Restaurants arent shelters. When government systems fail the blame shifts to business owners. Remember when businesses had to lose money and shut down/board up to survive riots Or when they were forced to enforce public health mandates Blame misplaced. Responsibility dumped"
X Link 2025-07-05T15:33Z [----] followers, 33K engagements
"$BRCB Black Rock Coffee Bar reported earnings and it's one of the few restaurant plays that has growth and margin expansion but still lots of capital expenditures with growing units"
X Link 2025-11-12T15:18Z [----] followers, [---] engagements
"Chipotle's $CMG "5 Point Plan to Accelerate Growth" is written as if you forgot you have a project due so you quickly wrote up some nonsense at lunch $CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year 4th straight quarter of negative traffic. They're not lapping tough comps anymore. They're just shrinking. Guidance was the shocker. Guiding FLAT for [----] while $CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year 4th straight quarter of negative traffic. They're not lapping tough comps"
X Link 2026-02-04T02:32Z [----] followers, [----] engagements
"@McFranchisee @dnasserian I'm curious how this stacks up franchise to franchise in regards to subsidizing assistance So many owners I talk to that feel stuck in a franchise they no longer like and this never happens.never getting any subsidy promos"
X Link 2026-02-12T18:41Z [----] followers, [---] engagements
"All I could really do today was buy some $GME and $USAR as Vol was decreasing and they held [--] day trends GME holding short-term trend too.cut or trim most everything else and since I deleveraged risk bought some ASTS at the lows but it's on the verge of breaking a [--] day trend which isn't good. Tomorrow CPI is going to have everyone's eyes on it. Could be another wild day. The only thing flashing a confident buy today on my radar is $GME which hasn't broken short-term support yet. but it's real close to breaking down so stops are important Most everything else has broken short-term trends"
X Link 2026-02-12T22:19Z [----] followers, [---] engagements
"Restaurant Brands $QSR beat earnings and the stock dropped 6%. A Story about Failure to Execute and Survival. The CEO admitted on the call they "spent more time in categories that were a bit more non-core" at Popeyes. You lost focus on your own menu at a fried chicken chain. Comps: -4% -- -1.4% -- -2.4% -- -4.8%. No floor in sight. Same chicken different story internationally . Popeyes outside the US nearly doubled from $927M to $1.7B in two years. The product isn't the problem.Execution is. Burger King franchisees averaged $185K profit down from $205K. But "A operators" beat the average by"
X Link 2026-02-13T17:35Z [----] followers, [---] engagements
"A Burger Chain with Zero Burger Innovation in [----]. Guess how well they did Wendys $WEN just printed -11.3% U.S. comps. Traffic negative [--] of [--] quarters. Dividend cut 44%. Guiding EPS down 35%.complete opposite of $MCD A burger chain that had zero burger innovation in [----]. "Project Fresh" turnaround = closing [---] stores and hoping Biggie Deals at https://t.co/AsLyhokhLc Wendys $WEN just printed -11.3% U.S. comps. Traffic negative [--] of [--] quarters. Dividend cut 44%. Guiding EPS down 35%.complete opposite of $MCD A burger chain that had zero burger innovation in [----]. "Project Fresh" turnaround"
X Link 2026-02-13T18:29Z [----] followers, [---] engagements
"Premarket Gainers: $ANDS $EP $BEXP $YRCW $EK $KOG $KMI $WMB $APC $BP $S $$"
X Link 2011-10-17T13:04Z [----] followers, [--] engagements
"Premarket Gainers: $GEDU $VRUS $INHX $CLDX $CTIC $CLWR $DNDN $CBE $$"
X Link 2011-11-21T14:21Z [----] followers, [--] engagements
"@RetroWallSt That's interesting how this works. How would one best gauge market pricing potential to see if the work to create is worth the effort A preferred NFT website to compare or is it too early for that"
X Link 2022-03-24T18:52Z [----] followers, [--] engagements
"$EOSE trending to the bottom of the channel on light volume w/ a 20% short float If we get any bear market squeeze action this could light up quickly Recently Billionaire Steve Cohen announced a 5% stake #daytrading #ShortSqueeze #stockmarket"
X Link 2022-09-19T17:55Z [----] followers, [--] engagements
"Are You Properly Managing Stock Market Risk Went from short minimums to start day To aggressive shorts added pre-market at open while closing out longs Back to "near" short minimums again About [--] to [--] net short heavy cash again $SQQQ $TZA $SRS $ITA #daytrading #CPI #FOMC Do you realize that a falling CPI is part of a recession cycle Corp profits decrease w a falling CPI The fact stocks are moving this much over a CPI print is Bearish NOT Bullish Good luck out there #CPI #Economy #daytrading #bonds $SQQQ $TZA Do you realize that a falling CPI is part of a recession cycle Corp profits decrease"
X Link 2022-12-13T19:31Z [----] followers, [--] engagements
"The weekly chart of a restaurant that hasn't even turned a profit This is what bulls are buying right now while I'm actively trading shorts waiting on the collapse $SHAK"
X Link 2023-01-26T22:53Z [----] followers, [---] engagements
"@CashSits how do you see NFT's play out within the restaurant industry"
X Link 2023-03-05T23:36Z [----] followers, [--] engagements
"@JeremyVinceATL so buying motives (in order of importance): Fresh/Healthy Customization anything else"
X Link 2023-03-21T15:11Z [----] followers, [--] engagements
"I have multiple employees from past that do that. One stole one lied in an attempt at getting a girl she didn't like fired etc. At some point your brand is big enough that it doesn't matter anymore McDonald's Domino's chipotle they have some of the worst ratings and yet exceedingly successful As long as your staff feels protected by you from unfair attacks your customers don't actually care. Have you looked at the ridiculousness around us the past decade Nobody trusts random people on the internet Do you think some random person talking down on your brand has any credibility with you current"
X Link 2023-03-25T19:41Z [----] followers, [---] engagements
"And they still didn't get the extra cheese These Chipotle Employees should get a bonus https://fox8.com/news/shoot-them-suspects-demand-more-cheese-in-chipotle-robbery/ https://fox8.com/news/shoot-them-suspects-demand-more-cheese-in-chipotle-robbery/"
X Link 2023-04-04T21:30Z [----] followers, [---] engagements
"I don't agree with lawsuits like this over common ingredient terms. Makes me want to order or support $sg Sweetgreen over Chipotle $cmg Update: Sweetgreen $SG is renaming its burrito bowl to resolve lawsuit from Chipotle $CMG Update: Sweetgreen $SG is renaming its burrito bowl to resolve lawsuit from Chipotle $CMG"
X Link 2023-04-06T17:24Z [----] followers, [---] engagements
"$BAC Consumer Data showing a slowdown started in April Total Credit and Debit card spending per household decreased in April and it looks likely this trend continued into May"
X Link 2023-05-19T13:44Z [----] followers, [--] engagements
"I'm short $CMG (new for me I don't usually short industry leaders) $SHAK (biggest short) and $SG (at my short minimum) Here's a quick reason why. $CMG [--] forward PE/60 current PE. Insane valuation at [--] week highs going into nationwide traffic decline. Insiders exercising options and selling at these prices. $SHAK not profitable with a 200+ forward PE. They are always claiming they will be profitable so there always seems to be a forward PE just never happens under the current CEO. At [--] week highs. No profit = [--] week highs going into a restaurant (and retail) traffic decline $SG not"
X Link 2023-05-22T16:48Z [----] followers, [---] engagements
"@restaurantbooks @GuyBrewery Neither have I But even Chipotle does it"
X Link 2023-05-23T02:55Z [----] followers, [--] engagements
"When the correction comes it will be brutal 50% decrease from current prices possibly more currently not profitable Forward PE of [---] which always seems to get adjusted to "not profitable" when the time comes Short $SHAK"
X Link 2023-06-24T05:48Z [----] followers, [----] engagements
"Just seems like a regular update for $DASH nice feature updates but mostly this is great marketing buzz that was just created.combined with the CNBC short interview. This is more about being an expert marketer for consumers and investors than anything else I bet DD sales"
X Link 2023-06-28T13:11Z [----] followers, [---] engagements
"CRE Real Estate agents would have more success. If they posed a different question when trying to sell 1) Any chance you can give me some perspective Can you let me know your expert analysis on this property for a business concept like yours.What do you like about it"
X Link 2023-06-29T20:47Z [----] followers, [---] engagements
"Coffee/Cafe Twitter. Help me with something This is for a brand that is NOT a cafe nor will it ever fully be one. It's adding a coffee category alongside slot machines and a lounge feel. how would you do that if it needs to be simple yet impactful without having staff"
X Link 2023-06-29T20:59Z [----] followers, [----] engagements
"@jonpbaker It's not likely to be high volume it's to attract and keep important slot machine gamers + business lunch wifi customers. But should see an added boost from the regular customers Gamers can easily add $5 to 10k Restaurant profit per month"
X Link 2023-06-29T22:58Z [----] followers, [--] engagements
"One of our young [--] year old kids just got attacked in a review and the customer exaggerated to harm him. This is another reason kids don't want to work in any industry that customers can publicly attack them so easily and make up stories Customer much older than this kid"
X Link 2023-07-10T03:45Z [----] followers, [----] engagements
"@coach_drouin @MuellerKirk @RestaurantWill @ChefGruel I've seen many restaurants have profit increases by closing down a day getting the same amount of weekly sales but less staff. I don't know as to why it works for some and not for others but it does work"
X Link 2023-07-11T12:48Z [----] followers, [---] engagements
"When looking at any nationwide restaurant sales numbers from black-box to knapp California is generating a ton of volume against weak comps due to the longer lockdowns they had. Sales up big and traffic up slightly whereas traffic is down practically everywhere else. When"
X Link 2023-07-11T13:21Z [----] followers, [---] engagements
"@coach_drouin @MuellerKirk @RestaurantWill @ChefGruel the Thai place could argue it's working simply because they are low volume in total outside of nights and weekends. We closed for [--] lunches a week because all the lunch traffic is too far north of us but still open for catering. No harm to sales. Our staff is happier too"
X Link 2023-07-11T13:50Z [----] followers, [---] engagements
"this practice is in many meats as well including chicken check your labels and watch how much it shrinks after you thought you bought it for a great price"
X Link 2023-07-11T14:38Z [----] followers, [---] engagements
"but how will news outlets create their latest clickbait headlines"
X Link 2023-07-11T14:42Z [----] followers, [---] engagements
"@RestaurantMktg if you just turn it on nothing will happen just like catering.if you just turn catering on very little action will happen it requires marketing and brand building.funneling customers. separate website.SEO takes time to build lots of competition connecting with"
X Link 2023-07-11T17:31Z [----] followers, [---] engagements
"@TampopoRamenNYC @RestaurantMktg took a while to get the right processes in place and the right formula to get new customers but now it's paying dividends as everything slows down but this is actually growing"
X Link 2023-07-11T20:09Z [----] followers, [--] engagements
"Dominos $DPZ finally caves and partners with $UBER after years of saying they'll never partner with 3P"
X Link 2023-07-12T12:27Z [----] followers, [--] engagements
"No help policy when you use a review as your first method of choice to communicate something negative Don't reward customers for bad behavior else you'll encourage more. Many will delete their review and reach out privately when you logically explain why you're not going to"
X Link 2023-07-12T16:27Z [----] followers, [---] engagements
"I'm bullish on Dominos $DPZ but the timing of $UBER deal makes me want to back off until after earnings Dominos didn't just partner with UberEats without feeling pressure to do so Dominos likely feeling the economic pressure post-Easter like most restaurants and retail did at"
X Link 2023-07-21T18:29Z [----] followers, [----] engagements
"All this talk of inflation falling (it's still inflation it's not deflation) and people ignoring that the Oil chart is pretty bullish"
X Link 2023-07-17T12:52Z [----] followers, [--] engagements
"$CMG Chipotle announces expansion to Middle East via Franchise agreement a week before earnings expectations are Q2 was weak for restaurants and Chipotle already has a Forward PE of [--] very premium. I am always skeptical of earnings when a week before they release some type of deflection story in hopes of being the focus of the conference call doesn't mean bad earnings just concerning if I was long https://finance.yahoo.com/news/chipotle-accelerates-international-expansion-first-113000976.html https://finance.yahoo.com/news/chipotle-accelerates-international-expansion-first-113000976.html"
X Link 2023-07-18T12:18Z [----] followers, [----] engagements
"Anyone want to educate the media. That slowing inflation is still inflation And even if inflation was zero. The prices aren't coming down without deflation 2.8% means prices still went up"
X Link 2023-07-21T04:01Z [----] followers, [--] engagements
"@RevShark Gun to my head inflation will slightly increase above consensus on next report but they'll spin it as it's still lower than the peak inflation so don't worry"
X Link 2023-07-21T17:14Z [----] followers, [---] engagements
"As expected Weak Dominos Earnings $DPZ The Uber Deal was meant to pre-emptively announce a solution to the problem of weak earnings which were announced today. "Revenues decreased $40.6 million or 3.8% in the second quarter of [----] as compared to the second quarter of"
X Link 2023-07-25T00:30Z [----] followers, [----] engagements
"That is currently one ugly looking red bar for any Dominos $DPZ bulls that chased the news at the open"
X Link 2023-07-25T00:31Z [----] followers, [---] engagements
"Chipotle reports soon Expecting constrained traffic but bottom line earnings beat after their price increases + high costs like avocado coming down $CMG Chipotle announces expansion to Middle East via Franchise agreement a week before earnings expectations are Q2 was weak for restaurants and Chipotle already has a Forward PE of [--] very premium. I am always skeptical of earnings when a week before they release some type $CMG Chipotle announces expansion to Middle East via Franchise agreement a week before earnings expectations are Q2 was weak for restaurants and Chipotle already has a Forward"
X Link 2023-07-26T13:24Z [----] followers, [----] engagements
"I got lucky w $CMG Chipotle but Dan and @RevShark are the ones making great calls all the time They should be followed and subscribed to Kudos to @MichaelKudrna who called $CMG Kudos to @MichaelKudrna who called $CMG"
X Link 2023-07-26T21:32Z [----] followers, [---] engagements
"Chipotle hinting at price increases Q4 Haven't fully digested Dominos or McDonald's earnings yet however my own nationwide clients mostly want to increase prices outside of some powerful tourist/richer areas doing well but fear they can't Inflation isn't over tech advancements to lower labor costs still working through the system and will take many years still to benefit from them"
X Link 2023-07-27T13:49Z [----] followers, [----] engagements
"Brutal start to Chipotle $CMG post-earnings Chipotle reports soon Expecting constrained traffic but bottom line earnings beat after their price increases + high costs like avocado coming down Chipotle reports soon Expecting constrained traffic but bottom line earnings beat after their price increases + high costs like avocado coming down"
X Link 2023-07-27T15:19Z [----] followers, [---] engagements
"Terrible earnings for $SG SweetGreen down to $14 premarket about the price of one of their salads per share. I'm not sure what the bulls who were buying thought they expected but the stock doubled this year and now it's getting crushed as if nobody knew how bad this company is currently run. Between $SHAK and SG two of the worst run restaurant chains on the market neither profitable Traffic was slightly up but that is likely from the monthly sub fee they just started charging ($10) to get you $3 off meals. So their most loyal consistent customer base gets almost all of their meals cheaper and"
X Link 2023-07-28T12:55Z [----] followers, [----] engagements
"@TampopoRamenNYC Ha that's not true but thank you almost [---] locations keeps claiming every single year they will turn a profit only to not turn a profit and still project it again next year and still not come through. How can you have so many locations and not figure out how to stop the"
X Link 2023-07-30T03:23Z [----] followers, [---] engagements
"I think they do because their service is solid You might temp lose people but they'll come back because the value is there Whereas Chipotle isn't run as operationally clean (in their defense Texas having servers helps improve guest satisfaction over QSR) so Chipotle customers are more sensitive and offended by price increases It's not like you have a lot of options to get a Texas Roadhouse experience elsewhere. That's a big deal"
X Link 2023-07-28T20:08Z [----] followers, [--] engagements
"Retail Destruction happening this earnings season $COLM took down guidance by 20% $HVT missed all over $BGFV [--] cents earnings last year this earnings -.01 per share $CWH missed $TCS beat top line missed bottom line despite already lowering guidance beforehand (separately I am likely a buyer of this after it finds ground on the fall due to low guidance/expectations) and many more Retail Analyst "No One is Safe""
X Link 2023-08-02T13:16Z [----] followers, [----] engagements
"$DENN Denny's and $SBUX Starbucks earnings misses Both down Consumer slowing"
X Link 2023-08-02T13:42Z [----] followers, [---] engagements
"$COLM down over 5% $HVT major short covering to even $BHFV down 12% $CWH down 13% $TCS down 27% (I'm nibbling here) Retail Destruction happening this earnings season $COLM took down guidance by 20% $HVT missed all over $BGFV [--] cents earnings last year this earnings -.01 per share $CWH missed $TCS beat top line missed bottom line despite already lowering guidance beforehand (separately Retail Destruction happening this earnings season $COLM took down guidance by 20% $HVT missed all over $BGFV [--] cents earnings last year this earnings -.01 per share $CWH missed $TCS beat top line missed bottom"
X Link 2023-08-02T15:42Z [----] followers, [----] engagements
"Like $MCD the restaurant tradedown during tight budgets and recessions is real. $YUM had a great quarter"
X Link 2023-08-03T13:03Z [----] followers, [---] engagements
"Third Party Food Delivery post earnings. $DASH has about 60% of market share but slow growth $UBER has about 25% but is far more than Food Delivery which makes them the most important and powerful at this point. Grubhub has been declining to about 15% and has nothing else going for them. Grubhub will not survive at the current pace All restaurants I am involved with have seen Grubhub sales decline as well confirming the above"
X Link 2023-08-03T13:10Z [----] followers, [----] engagements
"Great earnings by $ETSY is likely a hint that $AMZN will be great too instead of cannibalistic they report after the close"
X Link 2023-08-03T13:19Z [----] followers, [--] engagements
"Papa Johns $PZZA took a hit Margins pressured sales growth pressured and Dominos $DPZ will cut into their market share for Third Party in the future PZZA admitted the economic environment will get harder in Q3"
X Link 2023-08-03T14:50Z [----] followers, [---] engagements
"Payless Shoes [--] Influencers 0"
X Link 2023-08-04T05:44Z [----] followers, [---] engagements
"@ErikEride It most definitely is becoming the flat rate Restaurants still need to increase prices to regain margins Chipotle already looks like they'll be doing it in Q4 others too"
X Link 2023-08-08T20:00Z [----] followers, [--] engagements
"Remember this when they tell you about min wage needs to go up which makes inequality worse not better despite political claims we need deflation + an improvement of supply side economics not slower inflation but those in charge for decades want to protect their assets at"
X Link 2023-08-10T15:01Z [----] followers, [--] engagements
"@BrettChapman_ Temp deflation serves as a reset button But those with all their wealth in assets and high leverage will prevent that since they dictate the economic policy. Read the 4th Turning Long deflation is an issue for everyone"
X Link 2023-08-10T20:14Z [----] followers, [--] engagements
"One of the most important tips for Coaching and Mentoring Others.or simply improving yourself. Improve their internal dialogue Some walk around with carefree butterflies in their mind Some walk around thinking of how to make funny jokes (hopefully they are being paid as comedians) Some walk around with negative or concerned thoughts holding them back from achieving great things Some walk around telling themselves they can do it but no actual plan on how to. Others like me are always analyzing and thinking deeply about various problems or potential problems and how to solve them Improve their"
X Link 2023-08-17T14:41Z [----] followers, [----] engagements
"@RevShark Yes except it's all coming from a handful of monopolies"
X Link 2023-08-18T19:13Z [----] followers, [--] engagements
"@WallStreetSilv @Hedgeye Prices will be going up because costs go up But traffic down So more desperate specials will be created Destroying margins Cheese up to near covid highs after a [--] percent surge in cost in one month"
X Link 2023-08-19T04:22Z [----] followers, [----] engagements
"Since January I've written multiple times that $UBER eats has grown significantly not only in our area but in client areas as well.while Grubhub has slowly disappeared and DoorDash has remained strong but not as strong as Uber. Uber stock has been on a tear since reporting Q1 earnings proving strong earnings and finally profitability When you're in an industry that gives you day to day perspective that others do not see don't ignore it"
X Link 2023-08-20T15:43Z [----] followers, 10.6K engagements
"Be careful of any misplaced trust and loyalty to third party systems particularly $DASH DoorDash With all this volume and data sounds like they are finally going to create their own restaurants on their platform and then funnel said restaurants with volume Think about how Amazon finds the best selling items then creates their own and puts it at the top of the page As I learn more I'll share more"
X Link 2023-08-22T12:54Z [----] followers, 13.3K engagements
"More details on DoorDash plans: https://www.hngry.tv/articles/doordash-builds-its-own-virtual-salad-bowl-brand-as-it-tests-vertical-integration/ https://www.hngry.tv/articles/doordash-builds-its-own-virtual-salad-bowl-brand-as-it-tests-vertical-integration/"
X Link 2023-08-22T13:47Z [----] followers, [----] engagements
"Retail Apocalypse continues with $FL Foot Locker getting decimated Political Influencers on Twitter not too long ago mocked those saying recessionary environment by saying look at Foot Locker lines out the door no recession Not only did FL fall but premarket its down another 30% right now. "Price Sensitive" Consumers is the headline of their earnings. The good news is the time to buy is getting closer. This must happen to reset very low expectations putting these companies on a pathway to start winning again. That's when these beaten down retail stocks can be [--] or 3x run ups"
X Link 2023-08-23T13:06Z [----] followers, [----] engagements
"Shorting the market is looking to be safer after a multi month short squeeze"
X Link 2023-08-24T15:12Z [----] followers, [---] engagements
"@StealthQE4 Temp Deflation would help her While inflation helps those with the most assets and toys"
X Link 2023-08-26T15:34Z [----] followers, [---] engagements
"When the customer comes in the second we open just for a [--] Inch Taco Mozz Stick they saw on TikTok. Biggest Taco Mozz Stick Ever"
X Link 2023-08-26T15:38Z [----] followers, [---] engagements
"wish you families would stop complaining about inflation just skip breakfast"
X Link 2023-08-28T12:56Z [----] followers, [---] engagements
"NY Post reporting that Dragon Pizza looks to have an immediate sales increase despite the fake out of state anon reviews that were so close to putting them out of business today"
X Link 2023-09-02T03:53Z [----] followers, [----] engagements
"Befriend Wedding Planners when you meet them They will funnel you business and you don't even have to market I'm spending Labor Day behind a computer building multiple draft quotes simply because one tried us out and is hooked now. Said places that are more expensive than us are less organized than us Places that are more expensive than us have less menu variety than us Places that are more expensive than us have service issues or food quality issues because they use temp agencies to fulfill duties So not only do we need to consider upping our price to collect proper margins/pay the staff"
X Link 2023-09-04T19:34Z [----] followers, [----] engagements
"$PLAY Dave and Busters Restaurant and Gaming missed earnings but still grew revs That's because they have become a growth company again opening more stores Despite opening more stores they have decreasing store sales They are growing which costs money and buying back shares at the same time. Not sure how they can continue to do both with debt servicing growing and the consumer slowing down I'm watching them more as they are opening a location in our area"
X Link 2023-09-07T13:20Z [----] followers, [----] engagements
"Dave and Busters Restaurant $PLAY Collapsed today post Earnings $PLAY Dave and Busters Restaurant and Gaming missed earnings but still grew revs That's because they have become a growth company again opening more stores Despite opening more stores they have decreasing store sales They are growing which costs money and buying back https://t.co/DtisWcvBXW $PLAY Dave and Busters Restaurant and Gaming missed earnings but still grew revs That's because they have become a growth company again opening more stores Despite opening more stores they have decreasing store sales They are growing which"
X Link 2023-09-07T21:33Z [----] followers, [---] engagements
"45% Net Income Sure At what point in time do you feel like a scumbag for being a broker advertising such a listing During DD if not an outright lie they are probably including the gaming rev BUT the gaming license is NOT transferrable and no guarantee you will get one"
X Link 2023-09-08T02:56Z [----] followers, [---] engagements
"Correct we need some deflation to push the reset button"
X Link 2023-09-08T04:26Z [----] followers, [---] engagements
"When you wonder where misinformation comes from here you go slowing the rate of change in inflation is still inflation prices still went up just slower It went from $1 to $2 then to $2.25 Still inflation folks Over the past couple of days I've had several conversations with smart people who follow the news and had no idea that inflation is way down. Presumably hasn't broken through at all to the wider public. Over the past couple of days I've had several conversations with smart people who follow the news and had no idea that inflation is way down. Presumably hasn't broken through at all to"
X Link 2023-09-09T03:56Z [----] followers, [----] engagements
"@GuyDealership [--] Seems too low considering the average car price and monthly payment"
X Link 2023-09-10T15:43Z [----] followers, [----] engagements
"NFL Chicago Bears vs Green Bay Packers rivalry for the first game of the season. means we're going to be selling nonstop pizzas in a few hours Whole Milk Mozzarella Buffalo Mozzarella Sharp Provolone Cheddar & Pepper Jack with a Specialty Parmesan Italian Pizza Seasoning People will drive 20+ miles for this pizza and we're in a highly competitive Chicago pizza market so that's saying something"
X Link 2023-09-10T16:49Z [----] followers, [---] engagements
"The interest rates inflation etc. Is still impacting because of how much covid money was out there. The Fed balance sheet skyrocketed and that money is still out there in the system As it gets pulled out more and more plus the rest that's when businesses severely cut back And then the consumer suffers more and more Job reports kept saying lots of jobs created but every single month the previous month almost secretly because MSM avoids admitting it it gets revised lower I'll attach the fed balance sheet next"
X Link 2023-09-11T15:31Z [--] followers, [--] engagements
"Fed Balance Sheet They have to reduce it to reclaim ammo for the next financial collapse When the banks fell in March they infused big $ again It's barely come down.a bad sign that the Fed is scared what will happen when they remove the $ too fast. They can't keep growing the balance sheet without harming the people in favor of those that have the most assets Policies always favor those with the most assets.generational wealth but this will crush the smaller people if they don't reduce it as it puts everything out of reach for them"
X Link 2023-09-11T15:36Z [----] followers, [--] engagements
"Yes if you people were only smarter you'd realize the consumer is in great shape (then he proceeds to only talk about the consumer with lots of assets that have risen.the generational wealthy that were able to keep collecting money) and ignore the average consumer's credit card debt and personal savings rate plummeting alongside $1T in bank deposit decreases this year alone"
X Link 2023-09-11T19:11Z [----] followers, [---] engagements
"So with elevated interest rates paying that debt becomes more expensive and with consumers continuing to take on more debt this combination will put more pressure on some households who have those tighter budgets. The average credit card charges a near-record 20.53% interest rate according to Bankrate. Credit card balances have risen for five consecutive quarters increasing at some of the largest rates in [--] years an analysis of New York Fed data shows. Unfortunately its only going to go up from here Matt Schulz chief credit analyst for LendingTree said in an interview with CNN Whats driving"
X Link 2023-09-11T20:43Z [----] followers, [--] engagements
"can someone remind me what happens to food prices when the food chain has to pay higher fuel costs"
X Link 2023-09-12T22:02Z [----] followers, [----] engagements
"Is the consumer spending more or less than previous years Are they spending more or less at restaurants Bank of America: Credit Card Spending Decline"
X Link 2023-09-13T13:38Z [----] followers, [--] engagements
"@arestaurant_guy Don't you love when they pitch you on something you have no interest in before asking you what you are interested in"
X Link 2023-09-13T17:08Z [----] followers, [----] engagements
"The pain is reserved only for you Fed is reducing the Fed Balance Sheet (QT) at a slower pace than they grew it Inflation is growing again Interest rates not going up Well then the consumer is paying more today than yesterday and will be paying more tomorrow because of that The most powerful won't feel any pain though. They're pretty happy actually. The pain is reserved only for you"
X Link 2023-09-14T18:22Z [----] followers, [---] engagements
"$SG SweetGreen Restaurants collapsing the past few days A look at the insider buys/sells shows continuous sell buttons CEO just sold 10k shares Still a short for me but I don't like crowded trades as I don't want to get caught in a squeeze. So position size matters Terrible earnings for $SG SweetGreen down to $14 premarket about the price of one of their salads per share. I'm not sure what the bulls who were buying thought they expected but the stock doubled this year and now it's getting crushed as if nobody knew how bad this company https://t.co/wQ1LYgdGzD Terrible earnings for $SG"
X Link 2023-09-15T13:20Z [----] followers, [---] engagements
"How long should it take a restaurant chain that is fully funded to turn a profit You too can own a piece of a restaurant that is still not profitable with an estimated forward earnings of 150+ with a Book Value of $10 in a declining consumer economic environment. $SHAK Shake Shack Beef Prices haven't come down and will stay up for years until more calf development can work through the system Cheese went up 50% in July. Bread has even gone up Op Margins only at 21% vs $CMG Chipotle at 27% but SHAK Received an upgrade today to a buy from Northcoast Research Now maybe they know something we"
X Link 2023-09-15T13:51Z [--] followers, [---] engagements
"Food Cost ☝☝ You'll hear this on next earnings call for restaurants that sell mostly beef and burgers"
X Link 2023-09-15T19:24Z [----] followers, [----] engagements
"The greatest position in football is linebacker No other position comes close The Chicago Bears had great ones from Butkus to Singletary"
X Link 2023-09-15T19:31Z [----] followers, [--] engagements
"Great 1990s marketing move by Burger King"
X Link 2023-09-15T23:01Z [----] followers, [--] engagements
"Who could have seen in advance that Dragon Pizza sales would soar"
X Link 2023-09-16T03:01Z [----] followers, [----] engagements
"all the time waves of a lot to none. I check every Monday and fight any I need to. [--] hour for all [--] platforms total at max. lately been more tame than normal but that's because many have seen a total 3p sales decrease as customers wallets tighten just received one last night. They falsely claimed we didn't add the meat to the order and GH refunded them the entire order. camera systems proved otherwise GH reimbursed me without question. I notice a higher fraud rate within hotels. This one was from a hotel"
X Link 2023-09-16T17:15Z [----] followers, [--] engagements
"Up YoY in total Restaurant Down Catering & Food Service Up (sizable increase) Meal Prep Even (some weeks up other weeks down) Bakery Up Gaming - Brand New Restaurant Down = 50% Decrease in GH (was #1 last year #2 this year) 100% Increase in Uber (was #3 last year) DD about the same but is now #3. Overall decrease in Total 3P but that is to be expected since it's more expensive to order 3P than to go to the restaurant itself. & Tradedown Economy: Instead of the $15 to $20/$25 direct purchases they are being exchanged for more economical purchases of $5 to $10. So we are keeping the customers"
X Link 2023-09-17T17:31Z [----] followers, [---] engagements
"@arestaurant_guy even if they struggle the next place gets to buy them out for pennies on the dollar then the next competitor is stronger to pressure everyone"
X Link 2023-09-18T02:46Z [----] followers, [---] engagements
"You'll hear about these beef prices on future earnings reports since most media doesn't even cover what is happening You need to be on Twitter/X or on these earnings calls to really see what is happening These will be directly impacted: Shake Shack $SHAK McDonald's $MCD Burger King $QSR Chipotle $CMG and many more obviously Burger and Beef-focused Restaurants.how are you handling beef costs to avoid the pain on your margins and bottom line financials Price Increases Swapping to something else Cutting Staff Trying to hold on without any of that Burger and Beef-focused Restaurants.how are you"
X Link 2023-09-18T16:44Z [----] followers, [----] engagements
"@ptynole Check avg usually up but due to price increases Overall we're seeing a trade down economy so over time that will decrease as the price increases "lapse" in comparisons. assuming no more price increases but even Chipotle is hinting at a price increase come Q4"
X Link 2023-09-19T15:10Z [----] followers, [--] engagements
"Restaurant consumers may be trading down or tightening their budgets but catering continues to hit non-stop We are turning away caterings due to how many bookings we have coming in Pure Madness"
X Link 2023-09-19T21:20Z [----] followers, [---] engagements
"40 years ago GMs don't quit on Fridays Cash registers stop and staff already knows how to take manual orders with cash using traditional receipt booklets Roof leak. Staff puts the bucket under and one of them either knows how to plug a leak or their brother knows how to More team players and problem solvers around you back then"
X Link 2023-09-19T23:21Z [----] followers, [----] engagements
"Inflation has gotten worse since the last rate increase. So If no rate hike today the Fed decision means 1) Powell lied and he is not data dependent as he claimed he was.he's no longer making decisions that could upset his golfing buddies who don't want high interest rates and/or 2) Powell is scared something is going to break in the economy soon but can't afford to decrease rates and lose more control of inflation Regardless of [--] or [--] it's bad news for the average person (probably 2/3 of the population) as they will share the blunt of the pain"
X Link 2023-09-20T13:25Z [----] followers, [----] engagements
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