What You Need to Know about the US Hotel Industry Performance
The hotel industry is largely driven by the growth of the general economy, which instills spending confidence in both businesses and households.
Hospitality & Restaurants
Everything you need to know about news affecting hotels, restarants and other businesses in the hospitality sector.
Why Domino’s Dividend Policy Is Important
In 2016, Domino’s Pizza (DPZ) paid dividends of $1.52—growth of 22.5% from $1.24 in 2015. In 2017, analysts expect its dividends to rise 7.9% to $1.64.
Vail Resorts: Exceptional Takes Time, According to Baron
Baron Capital began investing in Vail Resorts in 1997, and it owns a ~15%–20% stake in the company. According to Ron Baron, this investment has returned ~50%–75%.
What Are Investors Willing to Pay for Marriott International?
Marriott (MAR) currently trades at a forward EV-to-EBITDA multiple of 15.8x. Its valuation has been significantly higher than its average valuation.
What Do Marriott’s Key Metrics Suggest ahead of 4Q16 Results?
For 3Q16, Marriott and Starwood Hotels & Resorts together added 17,600 rooms, taking the total to 4,554 properties and 777,000 timeshare resorts.
Is Oversupply a Concern for Macao Casinos?
Macao casinos’ $28 billion investment in integrated resorts is set to change the city’s gaming business.
Is the Mass Market Shift Working for Macao Casinos?
As VIP business continues to remain sluggish, casinos are increasingly turning their attention towards the mass market.
Why Should Investors Keep an Eye on Macao’s Unemployment Rate?
For September 2016 through November 2016, the unemployment rate stood at 1.9%.
What Drove Domino’s and Papa John’s Same-Store Sales in 3Q16?
Same-store sales growth SSSG (same-store sales growth), which is expressed as a percentage, is a measure of revenue growth in existing stores over a certain period. SSSG is driven by ticket size and traffic. It’s an important metric for investors to monitor, as it increases a company’s revenue without increasing capital investment, and it’s a […]
How Starbucks Brews Up Sustainable Products
A sustainable coffee effort In the previous article, we looked at industry-level and investment-level examples of how things have been on the sustainable investment front and the developments that are helping certain industries. In this article, we’ll look at a company-level example by way of Starbucks (SBUX). Starbucks employs sustainability standards called C.A.F.E. (Coffee and […]
Can Expedia Continue Its Revenue Growth in 2016?
For 3Q16, analysts are estimating Expedia’s (EXPE) revenue to rise 31.3%. That’s slightly lower than the growth in the first and second quarters.
Why the T. Rowe Price Blue Chip Growth Fund Has Had a Rough 2016
TRBCX has had quite a poor run in 2016 so far. The fund places in the bottom three in the YTD period among the 12 funds in this review.
A Look at Morgan Stanley’s Top 5 ‘Secular Growth’ Stock Picks
On Friday, October 14, 2016, Morgan Stanley (MS) released a list of its favorite “secular growth” stock picks. It believes these stocks have long-term growth possibilities.
What Are Analysts’ Recommendations for Hotel Stocks?
Wyndham has the highest return potential of 21% with a target price of $81. Marriott is next with a return potential of 18% and a target price of $79.15.
Analyzing the Key Events before the Marriott-Starwood Merger
On April 29, 2015, Starwood put itself up for sale. On August 29, 2015, Anbang offered to buy it at a 20% all-cash premium deal on its last closing price.
Will Europe Be Key to Chipotle Stemming Its Falling Revenue?
Since the E. coli outbreak in October 2015, Chipotle Mexican Grill’s (CMG) same-store sales growth has been falling. This led to negative revenue growth.
What Are Analysts’ Recommendations for Panera Bread?
Despite the recent fall in Panera’s share prices, analysts are still maintaining their price target of $238.2 for the next year—a return potential of 18.5%.
Behind the Valuation Multiples of Fast Food Restaurants
As of September 16, 2016, these five fast food restaurants were trading at a median PE multiple of 21.4x.
Analyzing Panera Bread’s Valuation Multiples
Lower revenue and EPS estimates made investors skeptical about investing in Panera. As of September 19, it was trading at 28.1x—down from 30.9x on July 28.
Positive Long-Term Macro Trends Can Grow the Restaurant Industry
Lower oil prices and unemployment rates globally could support the restaurant industry.
Hotel Inventory Is Rising, but Is There Enough Demand?
Macao casinos’ $28-billion investment in integrated resorts will change the city’s gaming. Capacity additions should increase the number of slot tables too.
What Do Macao’s Inflation Numbers Indicate?
The annual inflation in Macao fell to ~2.1% in July 2016. Inflation has, in fact, been on a declining trend in the region since February 2016.
Revival or Luck: Analysts’ Takes on Macao’s Revenue Rise
After 26 consecutive months of declining revenues, Macao gaming revenues have finally shown a small spurt of growth.
What is Chipotle Doing to Come Back from the E. Coli Crisis?
On August 29, 2016, Chipotle Mexican Grill (CMG) launched its latest promotional offer, targeting students in the back-to-school season.
Wendy’s Stock Fell Due to Declining Sales
Wendy’s (WEN) posted its 2Q16 results on August 10, 2016. The company posted adjusted EPS (earnings per share) of $0.11 on revenue of $382.7 million.
Why Did McDonald’s Revenue Decline in 2Q16?
In 2Q16, McDonald’s revenue declined by 3.6% from $6.5 billion to $6.3 billion.
Why Did Yum! Brands’ Revenue Decline in 2Q16?
In 2Q16, Yum! Brands earned 84.9% of its revenue from company-owned restaurants and 15.1% from franchised restaurants.
What Analysts Are Expecting from Chipotle’s 2Q16 Earnings
In last four quarters, Chipotle has beaten analysts’ estimates three times. Usually, when the company beats analysts’ estimates, the share price rises.
What Do Analysts Expect from Chipotle’s Revenue in 2Q16?
Revenue sources By the end of 1Q16, Chipotle Mexican Grill (CMG) owned and operated all of its 2,066 restaurants. In 2Q16, analysts are expecting the company to register revenue of $1.05 billion, a decline of 12.1% from $1.2 billion in 1Q15. Factors affecting Chipotle’s revenue Although Chipotle’s management had undertaken several measures to counter the […]
Flowers Foods Made Changes in Its Management
Flowers Foods fell by 1.8% to close at $18.55 per share on July 7. The stock’s weekly, monthly, and YTD price movements were 0.32%, 0.32%, and -12.2%.
The Word on the Street: What Analysts Are Saying about Wendy’s
According to Bloomberg, of the ten analysts surveyed, 45.5% have issued “buy” recommendations for Wendy’s, while 50% have issued “hold” recommendations.
The Word on the Street: How Analysts See JACK
According to a Bloomberg survey of 16 analysts, 62.5% have given “buy” recommendations for JACK, and 37.5% have given “hold” recommendations.
Darden Restaurants Updates Guidance after Fiscal 4Q16 Earnings
After fiscal 4Q16 results, Darden Restaurants’ (DRI) management has revised its same-store sales growth guidance for fiscal 2017 to the range of 1%–2% as compared to earlier estimates of 1%–3%.
The Word on the Street: How Analysts See Papa John’s
Analysts are maintaining a price target of $67.6 for Papa John’s for the next 12-months, which represents a return potential of 2.5% for the company.
What Do Analysts Recommend for Texas Roadhouse?
The rise in EPS estimates for the next four quarters has prompted analysts to increase their price target for TXRH for the next 12 months to $45.1 from their earlier estimate of $44.8.
Why Domino’s Outperformed Other Fast-Food and Pizza Companies in Same-Store Sales Growth in 1Q16
SSSG is an important metric for investors to monitor because it increases a fast-food company’s revenue without increasing capital investment.
Getting to Know The Cheesecake Factory’s Management
A company is greatly impacted by its management’s decisions. In this article, we’ll discuss The Cheesecake Factory’s (CAKE) management and its achievements.
What Is The Cheesecake Factory’s Marketing Strategy?
The Cheesecake Factory (CAKE) is competing in a highly competitive restaurant business, where innovation is absolutely necessary to keep up.
CAKE’s Average Check Has Increased Year-over-Year
In 1992, when CAKE was listed, its average check size was at $13.6. By the end of 2015, the company’s average check size had increased to $20.8.
What’s Been the Main Driver of CAKE’s Same-Store Sales Growth?
In the last five years, The Cheesecake Factory’s (CAKE) same-store sales growth was in the range of 1%–3%, largely driven by rises in its menu prices.
What’s Driving The Cheesecake Factory’s Revenue Growth?
The Cheesecake Factory earns its revenue from its company-owned restaurant sales, franchisee fees and royalties, and its bakery operations.
Exploring The Cheesecake Factory’s Other Brands
The Cheesecake Factory (CAKE) created the Grand Lux Cafe brand at the request of Venetian Resort Hotel Casino in Las Vegas in 1999.
The Cheesecake Factory Is Not Just about Desserts
The Cheesecake Factory has positioned itself as an upscale casual dining concept that focuses on providing a distinctive, high-quality dining experience.
How Did The Cheesecake Factory Expand after Going Public?
In February 1992, The Cheesecake Factory (CAKE) went public by offering 2.3 million shares at $20 per share. It closed its opening day at $27.3 per share.
A Must-Know Guide to The Cheesecake Factory
The Cheesecake Factory (CAKE) is a casual restaurant chain that was founded in 1978. The California-based company owns and operates 201 restaurants.
How Did The Cheesecake Factory Come to Exist?
The origin of The Cheesecake Factory dates back to the 1940s, when Evelyn Overton found a recipe in a local newspaper that inspired her original cheesecake.
What Really Drove Shake Shack’s Revenue in 1Q16?
In 1Q16, Shake Shack saw a 43.3% rise in revenue over $37.8 million in 1Q15, driven by unit growth and same-store sales growth.
Why Did Wendy’s Revenue Fall in 1Q16?
Wendy’s Company (WEN) generates its revenue through company-owned restaurant sales, franchisee fees, rental income, and royalty collected from franchisees.
How Is Panera Bread Expanding Its Business?
From the beginning of 2Q15 to the end of 1Q16, Panera Bread (PNRA) increased its unit count by 96, of which 25 units were added in 1Q16.
What’s Really Driving Buffalo Wild Wings’ Revenues?
From 2011 to 2015, Buffalo Wild Wings’ (BWLD) revenues increased from $784 million to $1.8 billion—a rise of over 131%.