EVA Spread

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@winsteadscap How would you position the brand? Chase DPZ on value/discounting or go back to premiumization?

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@CCM_Brett $kai

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@LukeWolgram @mike98572986 Where should one be looking to find this? Thanks!

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@patrick_oshag Larry Mendelson - the compounding he’s lead since taking over Heico in 1990 speaks for itself, and everyone would benefit from hearing about his philosophy on culture

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@rev_cap Agree with the observation - what’s your theory as to why this is happening? Isn’t a signal of more inflationary trends?

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@_Preet26_ Who is the franchisor? Interested to hear how it goes

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@the_chart_life @AdaptivCharts quite the daily candle today - in baseball and markets

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@fran_cowboy Reasoning?

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@FranchiseBob @MUnitfranchisee @QSRguy @TRUmav @SameStoreGuy @RestaurantWill @NNNIncome Thanks for this. A buyout would be great but the LL is strong arming a bit on this point. How would you try to negotiate to a buyout? How many months rent to offer? understandably hard to generalize but curious to get your thoughts

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@NNNIncome @MUnitfranchisee @QSRguy @TRUmav @SameStoreGuy @RestaurantWill Correct - we have one parcel of an existing building that the lease covers.

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@RestaurantWill Prime Costs

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@SameStoreGuy They sold swing to @theLHMcompany

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@TRUmav @FranchiseBob Any other big hidden line items in your experience?

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@TRUmav @FranchiseBob Biggest delta of EBITDA vs. what makes it to bank accounts across QSR?

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@SameStoreGuy Is the softening to due to cyclical (macro) or secular (competition) reasons?

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@TRUmav @QSRguy @MUnitfranchisee @SameStoreGuy @franchisewolf How many FTE handle it in house?

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@the_chart_life this doesn’t scream risk off

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@MUnitfranchisee @QSRguy @TRUmav @SameStoreGuy @franchisewolf They do, but wanted to get some recs from people outside of the brand as well

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@winsteadscap Chalk it up to rotation out of defensives?