Arcos Dorados – Special Update
Arcos Dorados Special Update ( New MFA with McDonald's, situation in Brazil, México & Argentina, Digitalisation, model update,..)
Good Times Restaurants 1Q25
Good Times Restaurants reported a solid 1Q25 quarter with earnings and SSS increases, but the forecast for 2Q25 doesn’t look as good.
Opportunities & Value traps in US Restaurant franchisors
Opportunities and value traps in the US restaurant franchisors industry analyse 6 companies (JACK , PZZA, DIN, WEN, DENN and LOCO)
Good Times Restaurants FY24
Good Times Restaurants - A microcap with no analyst coverage, positive EBITDA and FCF & buying back 20% of the company in 24 months.
Jack in the Box 3Q24 Results
Jack in the Box reported its 2Q24 results after market close this Tuesday and beat expectations. Revenues of $369MM, AEBITDA of $64MM, and EPS of $1.65. However, the results are quite weak
Arcos Dorados – Updated Investment Thesis
Arcos Dorados Updated Investment thesis, an opportunity to get exposure to Latin American countries throughout McDonald's
Jack in the Box
Jack in the Box is a fast food restaurant chain specializing in hamburgers, known for its extensive menu and opening hours - ranging from breakfast to late night. Founded in 1951 in San Diego (California) - a state that represents more than 40% of its restaurants and from which it has expanded throughout the rest of the country - and public via IPO since 1987, they have managed to grow the business to currently exceed the number of 2,300 restaurants. It has a model primarily focused on franchises (asset light) and has a presence in 23 states (mainly California, Texas, Arizona, Washington, and Nevada).
Arcos Dorados $ARCO – Exposure to LatAm through McDonald’s
Arcos Dorados Investment thesis, an opportunity to get exposure to Latin American countries throughout McDonald's
MTY Foods – Analysis
Analysis of MTY Foods - Restaurant franchisor that became one of the greatest success stories of the past decade.
US Restaurant Industry Part II – Franchisors
Analysis of the restaurant industry in the US, with special emphasis on companies that have a franchisor model like McDonalds