Keir Reynolds’ Post

📃 Quarterly Update: Happy Belly Food Group (CSE:HBFG) Sector: Consumer Cyclical, QSR Restaurants Tickers: $HBFG.C | OTC: HBFGF Avg Daily Vol: 155k Market Cap: Approx. CAD $56M Insider Ownership: Approx. 23% Fully Diluted: 36% 📹 Watch Here → https://lnkd.in/gFztX7YS 👉 Recently Announced an Above-Market Convertible Note with Toronto-Based Institutional Investor (K2). 👉 326 Financially committed franchised locations with Area Developers. 👉 2024 - 3 opened and 14 locations under construction with an annual goal of 15 to 25 new locations opened. 👉 QSR division recently became EBITDA positive and most of the revenues now come from this division. You'll want to watch the video as Sean Black breaks down the targeted annual revenues per franchised location and drops some juicy details about the margins one can achieve from royalty revenue streams. * Not investment advice. Not sponsored content. But we ARE shareholders and as such are biased.

Guzman y Gomez Mexican Kitchen Ltd (ASX:GYG) has reported above-expectation comparable #salesgrowth in its Australia segment for the first quarter of the 2025 financial year (July 1 to September 30, 2024). GYG has a market capitalisation of nearly $4 billion and booked first-quarter sales in Australia of $260.2 million, up from $214.8 million over the same period last year. Total sales rose to $278.8 million from $230.9 million a year earlier. The company remains on track to hit prospectus forecasts for earnings in 2025. Guzman y Gomez is forecasting fiscal 2025 sales of $428.2 million, earnings of $59.9 million and a net profit of $6 million. The growth was driven by strong delivery performance, the successful implementation of the ‘Clean is the New Healthy’ campaign and increased demand for value menu options such as the $12 #ChickenMiniMeal. More at #Proactive #ProactiveInvestors #fastfood #MexicanFood #ASX http://ow.ly/efzO105Lw2j

"Value was a big deal during the third quarter," according to Restaurant Dive. "Some QSRs that leaned heavily into value offerings made traffic and sales gains, while those that didn’t face stiff competition and comparable sales declines." Learn more in this article. #QSR #FoodserviceSolutions #michiganbusiness

Wendy’s is closing 140 lower-volume restaurants in weaker markets through the end of the year as part of a strategy the company says will strengthen the system’s overall health and prepare it for a more rapid pace of growth in the coming years. #grow🌱 #agribusiness #supplychain #trade #usa🇺🇸 #markets #wendys🍔 #commodities #closures #demand #stagflation #consumers #downturn

📈 Ahhh, Thursday. We're almost to the weekend folks. Wednesday saw minimal market fluctuations as investors geared up for more earnings reports. The NASDAQ edged up by 0.10%, the S&P 500 barely moved, finishing just 0.02% above the open, while the Dow Jones dipped slightly by 0.11%. 🌯 Chipotle Mexican Grill Inc. (CMG) raised its annual forecast, riding high on increased demand driven by limited-time promotions like chicken al pastor. The numbers speak volumes: -Revenue: $2.70B vs. $2.67B Expected -Earnings Per Share: $13.37 vs. $11.66 Expected -Same-store Sales Growth: 7% vs. 5.13% Expected What's fueling this success? High-priced limited-time offerings such as Braised Beef Barbacoa and Chicken al Pastor, despite challenging market conditions. Although foot traffic rose by 5.4%, the average spend per customer saw a modest 1.6% increase, slightly below the predicted 2.0% rise. 🚀 Chipotle's expansion plans are in full swing. In Q1 alone, they opened 47 new restaurants, with 43 featuring Chipotlane drive-thru concepts. Their vision for the year? Introduce between 285 and 315 new establishments, with over 80% embracing the drive-thru concept. They aim to hit a total of 7,000 restaurants across North America in the future, doubling the current count of 3,500. 🛒 In 2023, Kroger clinched the top spot in Houston's grocery wars, surpassing H-E-B and affiliates to become the supermarket with the largest market share in the Houston area, commanding 22.7%. Together, Kroger and H-E-B accounted for over 45% of the region's grocery industry last year. 📊 While Kroger took the market share crown, H-E-B stood out for exceptional average performance per store. Despite securing the second position in total market share, each of H-E-B's 76 Houston locations boasted an impressive average sales figure of $79.7 million, setting a remarkable standard in the industry. 🌮💼 #EdgarDailyMarketMusings #MarketRecap #ChipotleEarnings #RetailTrends 📈🛍️

CHIPTOLE MEXICAN GRILL: A SIZZLING INVESTMENT OPPORTUNITY 💪🌯📈 Summary: Chipotle Mexican Grill (CMG) continues to outshine its peers in the restaurant industry, defying expectations with exceptional quarterly results. With impressive earnings, revenue, and same-store sales growth, CMG has captured investors' attention. Notably, the popular burrito chain experienced a substantial increase in customer traffic, recording a remarkable 5.4% boost in the first quarter. 📈 Invest in CMG for Unmatched Growth Potential! 💰💼 Heading: Raising the Bar: CMG's Unwavering Success Story Subheading: Surpassing Expectations with Resilience and Outstanding Performance Heading: Beating the Odds: CMG's Strong Financials Subheading: Delivering Impressive Earnings, Revenue, and Same-Store Sales Growth Heading: Winning Over Customers: CMG's Remarkable Traffic Surge Subheading: Captivating Diners and Fueling Success with a 5.4% Increase Heading: Join the Burrito Revolution: Invest in CMG Today! 💪🌯 Subheading: Don't Miss Out on This Sensational Investment Opportunity Are you ready to make the most of your Health Savings Account? Invest wisely in CMG and harness the potential for unparalleled growth. Act now to secure your spot in the burrito revolution! #hsa #investing #healthcare #health #family #wellness 🚀💼💪

CFO Brew reviewed recent quarterly results for companies that make popular consumer products and major restaurant chains. They reported either slow demand or continued need to focus on product pricing for cash-strapped buyers.- Retail Brew https://lnkd.in/g4hxm3XE #cfo #cfobrew #businessnews #business #starbucks #hospitalitynews #retail #retailnews

What's Driving Growth in the Pizza Market? 🍕 📈 Consumer spending on pizza is set to rise in the coming years, but the big question is: Who will benefit most from this growth? 📍 In Europe: Independent Restaurants Still Dominate Independent pizza restaurants lead the market, and analysts expect them to maintain the majority share through 2026 and beyond. Chains are growing too however! QSR Pizza chains saw strong per capita spending growth in the last year: 🇬🇧 UK: +9% CAGR 🇪🇸 Spain: +15% CAGR 🇫🇷 France & 🇩🇪 Germany: +6% CAGR each 📍 In North America: Chains Reign Supreme Pizza chains dominate the market and are forecast to retain their leadership through 2026 and beyond. While independents will also grow, chains remain the driving force. 🏆 The Big Players: Domino’s, Papa John’s & Pizza Hut These three companies control 35% of the QSR pizza market across Europe and North America. Domino’s leads the pack, outperforming competitors in both regions. As consumer spending grows, the pizza market is sizzling with opportunity. Whether it’s the potential for chains in Europe or continued dominance in North America, it'll be interesting to see if someone can disrupt things. #PizzaMarket #FoodIndustry #PizzaGrowth #ConsumerTrends #Dominos #PapaJohns #PizzaHut

https://lnkd.in/gcfngZY4 I thought this would be an interesting read for those in the food business, and perhaps even for those who aren't. There are some heavy hitters in there. #QSR #FOODANDBEVERAGE #FOODSERVICE #FASTFOODCHAINS #BRANDS

Starting next year Wendy's USA will introduce surge pricing across all 6000 outlets, where customers will pay more for the same food during rush hours compared to non-peak times. While surge pricing is common for delivery-only or ghost kitchens using Uber Eats/doordash kind of platforms , this marks one of the first instance of timed surge pricing being implemented in dining establishments by such a big player. Initially, this decision may seem questionable, as customers may opt for other options during peak hours leading to loss of business. But what is the fun in doing business without a growing bottom line and margin expansion? In my opinion, unless there are overly aggressive campaigns and price adjustments by competitors (which also incur costs for them AKA lesser profits), any potential decline in sales could be balanced out by the considerably higher profit margins achieved from the additional charge on each item sold at Wendy's. The downside is limited but if this leads to Margin expansion then Wendy's as a company will be rewarded with a good rerating and far better valuations. Source: ABC News via @ABC - https://lnkd.in/dZZjF4vH