Gregory Francfort, Senior Restaurant Analyst at Guggenheim Partners, joins Michael Halen, Senior Restaurant and Foodservice Analyst at Bloomberg Intelligence, to discuss the industry. Deteriorating sales trends, Wall Street's lofty 2022 margin assumptions and the prospects for individual companies including McDonald's and Yum! Brands are discussed.

Gregory Francfort, Senior Restaurant Analyst at Guggenheim Partners, joins Michael Halen, Senior Restaurant and Foodservice Analyst at Bloomberg Intelligence, to discuss the industry. Deteriorating sales trends, Wall Street's lofty 2022 margin assumptions and the prospects for individual companies including McDonald's and Yum! Brands are discussed.

“Choppin’ It Up” by Bloomberg Intelligence features conversations with analysts, executives and entrepreneurs that are shaping the future of the restaurant industry. Topics include human capital, ghost kitchens, menu pricing, the FAST Act and everything in between. The podcast is hosted by Senior Restaurant and Foodservice Analyst Michael Halen.

“Choppin’ It Up” by Bloomberg Intelligence features conversations with analysts, executives and entrepreneurs that are shaping the future of the restaurant industry. Topics include human capital, ghost kitchens, menu pricing, the FAST Act and everything in between. The podcast is hosted by Senior Restaurant and Foodservice Analyst Michael Halen.

Choppin’ It Up by Bloomberg Intelligence

Weighing Wall Street's Appetite for Restaurant Stocks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/eb5215a5-bb22-48d6-8a70-af8f01191312/transcript

Failure to investigate short interest and earnings quality are two of the most frequent mistakes investors make, Vincent Muscolino, senior lecturer of finance at Northeastern University and former portfolio manager, tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Muscolino sits down with BI senior restaurant and foodservice analyst Michael Halen to discuss how analysts, portfolio managers and investors can improve their processes and returns on investment. He also comments on analyzing liquidity, institutional holdings, options and volatility before making investment decisions.

Failure to investigate short interest and earnings quality are two of the most frequent mistakes investors make, Vincent Muscolino, senior lecturer of finance at Northeastern University and former portfolio manager, tells Bloomberg Intelligence. In this episode of the Choppin&rsquo; It Up podcast, Muscolino sits down with BI senior restaurant and foodservice analyst Michael Halen to discuss how analysts, portfolio managers and investors can improve their processes and returns on investment. He also comments on analyzing liquidity, institutional holdings, options and volatility before making investment decisions.

Northeastern’s Muscolino on Investing in Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/de2c943c-c3d4-4d2a-86c4-b4d3012c02df/transcript

The great ideas in the restaurant industry are typically the ones your customers and teams are already asking for, Dutch Bros CEO Christine Barone tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Barone sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss how the chain’s food expansion and limited-time offer platform will contribute to same-store sales gains. She also comments on the company’s store-development plans, talent pipeline, unit economics and vibe-check scorecard.

The great ideas in the restaurant industry are typically the ones your customers and teams are already asking for, Dutch Bros CEO Christine Barone tells Bloomberg Intelligence. In this episode of the Choppin&rsquo; It Up podcast, Barone sits down with BI&rsquo;s senior restaurant and foodservice analyst Michael Halen to discuss how the chain&rsquo;s food expansion and limited-time offer platform will contribute to same-store sales gains. She also comments on the company&rsquo;s store-development plans, talent pipeline, unit economics and vibe-check scorecard.

Dutch Bros’ Barone on Driving Strong Sales Gains

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9b396967-23c6-4169-905b-b4bf00c138ac/transcript

This is a really exciting time to be in HR as we figure out how to re-skill employees so they can use new tools and fit into new roles, Hershey Chief Human Resources Officer Natalie Rothman tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Rothman sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss how the company’s HR department is using AI to re-train employees, shorten the hiring process, help with scheduling and even interview candidates. She also comments on Hershey’s fun culture, attracting talent, employee engagement and the qualities of the company’s best leaders.

This is a really exciting time to be in HR as we figure out how to re-skill employees so they can use new tools and fit into new roles, Hershey Chief Human Resources Officer Natalie Rothman tells Bloomberg Intelligence. In this episode of the Choppin&rsquo; It Up podcast, Rothman sits down with BI&rsquo;s senior restaurant and foodservice analyst Michael Halen to discuss how the company&rsquo;s HR department is using AI to re-train employees, shorten the hiring process, help with scheduling and even interview candidates. She also comments on Hershey&rsquo;s fun culture, attracting talent, employee engagement and the qualities of the company&rsquo;s best leaders.

Hershey’s Rothman on Re-Skilling the Workforce

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f56a07da-1c75-4daf-ae6e-b4ac00fd3242/transcript

Weighing Wall Street's Appetite for Restaurant Stocks

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