Chit Chat Stocks podcast

Trouble at Pepsi? (RBLX, PEP, CMG, CAVA, PTLO)

0:00
1:04:30
Recuar 15 segundos
Avançar 15 segundos

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:


(03:39) Pepsi Earnings Analysis

(06:15) Concerns Over Beverage Industry Trends

(09:20) Impact of New Brands on Legacy Companies

(12:14) Transition to Restaurant Industry Insights

(15:41) Qualities of a Well-Run Restaurant

(18:26) Cost Control and Management Incentives

(21:36) Comparative Analysis: Chipotle vs. Texas Roadhouse

(24:32) Unit Growth and Market Expansion Strategies

(27:27) Portillo's: A Case Study

(30:25) Conclusion and Future Outlook

(33:24) Restaurant Growth and Market Dynamics

(35:10) Top Restaurant Investments

(36:39) Metrics for Scaling Restaurants

(39:05) Denny's Corporation Analysis

(44:28) Challenges for Legacy Restaurant Brands

(47:10) Short Reports and Stock Analysis

(52:31) Visa Antitrust Case Discussion

(55:24) Earnings Season Anticipations


*****************************************************

Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks 

Follow us on Twitter/X:https://twitter.com/chitchatstocks 

Follow us on Substack:https://chitchatstocks.substack.com/ 

*********************************************************************

Sign-up for a bond account at Public.com/chitchatstocks 

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.

Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.

*********************************************************************

FinChat.io is The Complete Stock Research Platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat 

*********************************************************************

Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Mais episódios de "Chit Chat Stocks"