Trouble at Pepsi? (RBLX, PEP, CMG, CAVA, PTLO)
Chit Chat Stocks13 Loka 2024

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

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


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

Jaksot(727)

David Polansky | Par Technology (PAR)

David Polansky | Par Technology (PAR)

On the 6th day of Christmas David Polansky gives to you, Par Technology the point of sale (POS) system focusing on restaurants. By working primarily with restaurants, PAR is able to offer a few perks that other POS systems can't. Chit Chat Money and David discuss the future growth prospects of Par Technology. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices

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Growth to Value | Sea Limited (SE)

Growth to Value | Sea Limited (SE)

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Jim Gillies | Nelnet (NNI)

Jim Gillies | Nelnet (NNI)

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Sean Emory | Capri Holdings (CPRI)

Sean Emory | Capri Holdings (CPRI)

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3 Joulu 202039min

Brian Feroldi | Autodesk (ADSK)

Brian Feroldi | Autodesk (ADSK)

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2 Joulu 202026min

Jason Moser | Ansys (ANSS)

Jason Moser | Ansys (ANSS)

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1 Joulu 202032min

Magnite (MGNI) | Fundamental Analysis

Magnite (MGNI) | Fundamental Analysis

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29 Marras 202026min

Roblox | Deep Dive

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