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The Call @ Hedgeye | May 3, 2024

Takeaway: Companies we expect to talk about MCD, CMG, SHAK, CBRL, SYY, USFD, CHEF, QSR, SBUX, JACK, CAKE, EAT

EVENT DETAILS:

  • Date & Time: Thursday, June 29th, at 2 PM ET.
  • Webcast & Slides: CLICK HERE (Refresh shortly before the call).
  • Add To Your Calendar: CLICK HERE

On Thursday, June 29th @ 2PM we will be hosting a call with Michael Halen of Bloomberg Intelligence. Michael Halen is the Senior Restaurant and Foodservice Analyst for Bloomberg Intelligence, where he publishes both company and industry-focused research on everything from government policy impacts on business to shifting demographics affecting consumer behavior. I have known Michael for over ten years and have enjoyed his outspoken thought on the industry. I look forward to having a lively discussion with Michael about the Restaurant and Foodservice industries.  

We are working on finalizing the topics, but we will be talking about industry and company trends by looking some of the following topic:

  1. Current restaurant industry sales trends and the outlook for 2H23
  2. Scale and discounting across the industry
  3. Labor, turnover and opportunities as it improves and who will be beneficiaries.
  4. The outlook for inflation and pricing 

More details to come:

Event Today | RESTAURANT SPEAKER CALL | Bloomberg's Michael Halen   - 6..25.1