John Gordon | TalkMarkets | Page 1
Principal at Pacific Management Consulting Group, Restaurant Analyst and Management Consultant
John A. Gordon is Principal and Founder of Pacific Management Consulting Group, an independent restaurant analyst providing research and niche earnings analysis, management consulting and advisory expertise to those who need to know ...more

All Contributions

Latest Posts
1 to 16 of 16 Posts
McDonald’s Franchisee Economic Conditions: It’s Complicated
Last week, a wave of complaints emerged in the US McDonald franchisee community when the franchisor notified franchisees that a series of new fees and subsidy cuts would be initiated in 2021
Restaurant Delivery And Meatless Initiatives: Is It Really Incremental?
In the restaurant space, delivery and "meatless" consumer demand and restaurant initiatives are making for much "numbers noise". The investor must discern what the numbers really mean, and what is really incremental and to whom.
Restaurants: What Has To Be Fixed In 2019?
Restaurants continue to be a tough business: you build the box and hope that they will come, and you hope to offer the right kitchen replacement/entertainment factors. Three organizational, people and strategic issues must be fixed in 2019.
Why Is Restaurant CapEx Spending Assistance To Franchisees On The Upswing?
The recent press about McDonald's US same store sales and remodeling conditions reinforced why the "asset light model" should not be too asset light. In short, it takes money to make money.
Implication From Zoe's (ZOES) Acquisition
Zoes (ZOES) was acquired Friday by Cava, a smaller Mediterranean concept, and partners, for 33% over Thursday's closing price. This transaction calls out several factors present now in the restaurant space.
Restaurants And Weather: Is It A "Dog Ate My Homework" Excuse?
We hear it all the time on retailer and restaurant earnings calls: the weather hurt. Is it an excuse? They never mention if the weather was too good. One rule does not fit all; brand by brand thinking on weather is required.
Restaurant Fundamentals Themes Underway In 2018
The cyclical hope behind restaurant investments hasn’t faded; they are ever investable. But money does not grow on trees, it takes some considerable work to develop one’s portfolio. See 2018 restaurant space themes for the thinking investor.
Casual Dining Caution: Is "Labor Lite" Workable?
As conditions at some (but not all) casual dining grow more difficult, the desire to cut costs can miss the mark and turn off even more consumers. See the recent example posed by Red Robin Gourmet Burgers..
Much More Restaurant Risk Management Due Diligence Is Required
US restaurant industry trends aren’t following the traditional macroeconomic drivers—employment, disposable income, and GDP are all healthy—but we are not getting our share of spending.
The Effects Of Delivery Upon Restaurant SSS And Traffic Comps
As restaurants develop deeper into catering and delivery, the oft-held view that restaurants must generate positive traffic becomes more unrealistic. the goals is sales.... and profit flowthrough. Traffic can't be taken to the bank.
Restaurant Delivery Economics: What Could It Be?
Delivery is the opportunity du jour and potential catalyst in the restaurant space. How could the store economics work?
Why Are Restaurants Talking About Weather?
When publicly traded restaurants talk about weather in their earnings calls, they are doing it to answer endless questions about the same store sales comp. The same store sales mania is counterproductive for both companies and investors.
What Will Happen In Restaurants In 2017?
What happened in the restaurant space in 2016 and what does it mean for 2017?
Restaurants And Activists
Wall Street activists are often attracted to restaurants.
Restaurant Recession? Just The Facts
The restaurant industry remains investable and vibrant, there are strong building new concepts and highly differentatiated concepts that will provide a pathway for the future.
Restaurants: Recognizable Realities In 2015
The restaurant space slogged it out in 2014. Finally, with meaningful wisps of economic recovery seen in Q4 and more disposable income running in the system, hope of discretionary spending is seen.
1 to 16 of 16 Posts