When looking at restaurants what are the KPI's everyone looks at?
What are some good case studies to examine as to why some chains can reach escape velocity constantly opening new locations while others stall and begin to close locations?
Should investors favor companies that rely on franchise growth or those that manage their own locations?
Should investors favor food categories that are relevantly uncompetitive like
$KRUS (CC:
@eggplant) or try to find strong companies among a competitive category? Think burgers, pizza, and subs -- there are so many players within these categories with brands constantly going in and out of favor.
What are some industry growth drivers to consider?
- Health trends
- Ghost kitchens
- Mobile ordering
- Reward points
- Dine-in vs takeout only locations