NoBull Economics Consumer Research
@NBExRRAnalyzing consumers, chain restaurants & the retail industry Sign up for our free newsletter: https://t.co/G8HmGBc04c
Similar User
@SameStoreGuy
@JohnAGordon
@davidhenkes
@McFranchisee
@jonathanmaze
@McNuday
@JoeGuszkowski
@BlackBoxIntelHQ
@FranchiseeAdvoc
@OwnerMcd
@mikehalen
@UnhappyZ
@HedgeyeFood
@jakubrehor
@RSchottenfeld
Monthly #Commodity Dashboard October 2024 The RR #CommodityCost Index (wholesale prices weighted by a typical #QSR food basket) increased +6.6 y/y during October. Concerning y/y price increases in October included: Milk +35.7%; Fresh Vegetables +15%; Potatoes +12.5%; Cheese…
#ConsumerSpending Data September 2024 Read More -> nobulleconomics.com/consumer-spend… September’s #PCE (personal consumption expenditures) increased +5.3% y/y (including services) while September’s #RetailSales (excluding services) increased just +0.2% y/y as #consumers continue a…
Is #War Good for the Markets??? With things heating up in the #Ukraine, one would expect the markets to tank. However, a look at #StockMarket performance during times of war post-1926 provides a useful perspective.
Interestingly, #PublicSquare achieved 1MM consumer accounts from launch faster than #AirBnB, #Twitter, & #Spotify. more on this -> nobulleconomics.com/paying-attenti…
Costco’s October Comps +5.1% & E-Com +19.3% #Costco reported a +7.2% y/y increase in net sales for October (+8.2% when adjusting for a pull forward in sales from the abnormal consumer activity associated with the hurricanes & port strikes in September). Read More ->…
G7 Vs. BRICs 10 Insight into the economic struggle between the West & East begins with an exploration of the different #economic blocks represented by #G7 & #BRICs. This framework also helps to explain a lot of the current geopolitical tensions. Read More ->…
#Amazon 3Q24 Amazon’s continued focus on low prices, fast delivery & essentials has resonated with consumers concerned about economic uncertainties... READ MORE -> nobulleconomics.com/amazon-3q24-gr…
October Chain Restaurant Promotional Analysis Sometimes all that’s important for our monthly promotional #analysis is to look at the dominant deal & in October that would be #Chilis 3 For Me “Better Than Fast Food” $10.99 Smashburger offer which is currently framing the…
Hardee's 2024 The chain remains challenged to leverage a solid brand proposition (at least offered in modern markets) into in-line system sales growth by increasing its relevancy with a younger and higher-income demo that we believe would appreciate its retro vibe if only they…
Carl's Jr. 2024 Read More -> nobulleconomics.com/carls-jr-2024-… A changing macro #environment requires #CarlsJr to pivot towards value and a broader demo without compromising its core brand equity represented by fun monster burgers for the masses.
Recent U.S. Political & Economic History It’s all about the #economy, stupid… A look back over the last 60+ years reveals a massive number of wars, economic crises, and associated #political upheavals. The one constant has been the steady growth in federal debt levels to fund…
Restaurant Research’s Capital Markets Dashboard for November 2024 The market continues to parse expectations for consumer spending & 3Q results while it also assesses political & currency risks. #QSR #stocks did well in October (median up +2.5%) as early reporting suggests that…
October 2024 Beige Book: Improving Economic Outlook Read More -> nobulleconomics.com/october-2024-b… On balance, #economic activity has little changed in nearly all Districts since early September, though 2 Districts reported modest growth. The short-lived #dockworkersstrike caused only…
No surprise that #Chilis saw strong 3Q results after most recent store visit. - quick/friendly service - large portions - prices are beginning to look similar to QSR
Jersey Mike's Due-Diligence Visit In preparation of our annual #JerseyMikes report we visited a local store & would like to include a couple takeaways: - lively staff more than happy to converse with customers - many individuals ordering for multiple people
CAZ Investments Market Outlook Read More -> nobulleconomics.com/caz-investment… According to CAZ Investment’s 2Q report: There appears to be a widely held belief that #interestrates coming down will heal all wounds and economic issues will go away in short order. Make no mistake, rates…
Although this day seemed like it may never come, #Wingstop's #stock has fallen ~-20% due to its profits missing estimates & elevated chicken wing prices. The company still remains in amazing shape as it saw positive comp growth & raised its development guidance during the…
Restaurant Industry Traffic Down Post COVID Read More -> nobulleconomics.com/the-restaurant… Something seems to have changed the #restaurant industry after covid in a permanent way. Nobody is attempting to explain the secular shift that has led to a material traffic decline across all…
United States Trends
- 1. Kendrick 707 B posts
- 2. #AskShadow 25,4 B posts
- 3. MSNBC 233 B posts
- 4. $LEAFS N/A
- 5. Drake 92 B posts
- 6. Luther 52 B posts
- 7. Scott Bessent 5.392 posts
- 8. Brandon Allen 2.325 posts
- 9. The Warm Up 14,5 B posts
- 10. Wayne 62,5 B posts
- 11. LinkedIn 43,8 B posts
- 12. Kdot 13 B posts
- 13. TV Off 44,1 B posts
- 14. Daniel Jones 48,8 B posts
- 15. Dobbs 2.038 posts
- 16. NASA 73,9 B posts
- 17. Purdy 7.652 posts
- 18. Squabble Up 31 B posts
- 19. Friday Night Lights 1.013 posts
- 20. Maddow 36,7 B posts
Who to follow
-
Restaurant Takeover Guy
@SameStoreGuy -
John A. Gordon
@JohnAGordon -
David Henkes
@davidhenkes -
McFranchisee
@McFranchisee -
Jonathan Maze
@jonathanmaze -
Jim Lewis
@McNuday -
Joe Guszkowski
@JoeGuszkowski -
Black Box Intelligence™
@BlackBoxIntelHQ -
Keith R Miller
@FranchiseeAdvoc -
AnonMcdOwner
@OwnerMcd -
Mike Halen
@mikehalen -
Unhappy Franchisee
@UnhappyZ -
Bennett Cheer
@HedgeyeFood -
Jakub Rehor
@jakubrehor -
Rick Schottenfeld
@RSchottenfeld
Something went wrong.
Something went wrong.