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Veteran Hedgeye Restaurants analyst Howard Penney will be joined by Restaurants journalist Jonathan Maze, Executive Editor with Restaurant Business Magazine to discuss the big winners and losers.
Join us for a special, in-depth investing discussion highlighting key Restaurant industry trends and the companies best positioned for success (as well as failure).
This is must-see investing TV.
Discussion topics include:
- What is the health of the overall restaurant industry?
- How is the trend toward delivery impacting restaurant stocks?
- Is Chipotle in the “early innings of one of the greatest turnarounds you will see in the restaurant space"?
- Is McDonald’s still a favorite Hedgeye short call?
- What’s next for beleaguered Papa John’s (PZZA)?
- Takeaways on the casual dining space (examples include DRI, TXRH, CAKE, BLMN, DIN)