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Mad Money 7/16/25 | Audio Only
CNBC Television· 2025-07-17 00:26
Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramer.I'll be my friends. I'm just trying to make you a little money. It's my job not just to entertain but to educate, teach it.Call me 1800743 CBC tweet me Kramer. Maybe you hate Jal. Maybe you love him. Maybe you have no idea who he is.Regardless, what you need to know is that he's in charge of the Federal Reserve. So he controls what's known as short rates. That means the short-term interest rates there are are like the ones you borrow today and pay you ...
Lots to like about the Cheesecake Factory, but wait for earnings before jumping in, says Jim Cramer
CNBC Television· 2025-07-16 23:44
Company Performance - Cheesecake Factory's stock is up over 31% year-to-date, outperforming the SP500's 6.5% gain [1] - The company boasts an annualized unit volume of $12.5 million, considered an obscenely large number for the restaurant industry [8] - In the most recent quarter, Cheesecake Factory delivered impressive unit level margins of 16.6%, exceeding Wall Street's expectation of 15.8% [15] Business Strategy & Operations - Cheesecake Factory operates 350 locations across the US and Canada, including 215 flagship Cheesecake Factory restaurants and other concepts like North Italia and Flower Child [3] - The company's menu is known for its extensive selection, featuring roughly 225 different items, including approximately 45 cheesecakes and other desserts [4][5] - Cheesecake Factory aims to retain talent by investing in its workforce, having been named one of Fortune Magazine's 100 Best Places to Work for the 12th consecutive year [9][10] - The company makes semi-annual menu changes to stay on top of food trends, adding vegetable-heavy dishes and offering better value to customers [13][14][15] Expansion & Growth - Cheesecake Factory is planning to open 25 new locations across all its brands, with 3-4 being Cheesecake Factories and the rest being other concepts [16] - The company expects to open 6-7 North Italia locations, 6-7 Flower Child locations, and 8-9 FRC restaurants [17] - North Italia's unit volume is $7.75 million, while Flower Child's is $4.6 million [17] Market Outlook & Investment Recommendation - Management remains conservative in its outlook, suggesting the stock might sell off even with a good quarter [19] - Despite strong performance, management's commentary suggests the environment doesn't feel as robust as it did three months ago, with the second quarter revenue outlook coming in below consensus expectations [19][20] - It might be wise to wait and see the latest results before investing, given the stock's recent rally of 30% on very little news [18][21]
Wendy's CEO departs for Hershey
CNBC Television· 2025-07-08 17:42
Well, a shape up shakeup in the restaurant space this morning. Our Kate Rogers has the story. Hi, Kate. Hey, Court. Wendy's announcing this morning the departure of Kirk Tanner, its CEO, effective on July 18th. Tanner will be heading to the Hershey Company uh to be its CEO as Michelle Bach departs. Wendy's is starting a comprehensive search, it says, for a new CEO, and in the meantime, the board has appointed Ken Cook, chief financial officer of the company, as its interim CEO. Cook, who remains CFO, played ...
Wendy's CEO Kirk Tanner jumps ship to run chocolate giant Hershey
New York Post· 2025-07-08 15:40
Group 1: Leadership Changes - Wendy's CEO Kirk Tanner is leaving the company after just over a year to take the CEO position at Hershey [1][3] - Tanner will depart Wendy's on July 18, and CFO Ken Cook has been appointed as interim CEO while a search for a permanent replacement is underway [3] Group 2: Company Performance - Wendy's has been experiencing muted sales, with its stock down nearly 31% this year, indicating challenges in growth initiatives [1][4][7] - The company is set to report its second quarter results on August 8 [3] Group 3: Hershey's Situation - Hershey announced Tanner's appointment as it faces higher tariff-related costs and elevated cocoa prices amid consumer spending uncertainty [4][8] - Hershey is expected to report its earnings on July 30 [9] Group 4: Analyst Insights - Analysts suggest that Tanner's experience at PepsiCo will be beneficial for Hershey as it navigates current challenges [9] - Wendy's underperformance compared to key peers indicates that its growth initiatives have not yet gained meaningful traction [4][7]
Cramer's Mad Dash: Hershey
CNBC Television· 2025-07-08 13:57
Time now for Kramer's Mad Dash as we countd down to the opening bell got some shakeup in the food business. Yes. Uh Kirk Tanner, who just actually uh I don't know a year uh to took the Wendy's job now out going to Hershey, which is I think is a big step up. The Hershey franchise is a lot uh a lot stronger than the Wendy's franchise. Ken Cook, the CFO of Wendy's, moves over to the uh CEO, uh Michelle Buck, is retiring.I've got to tell you, Carl, uh, if we put up a chart of Hershey, of Wendy's, I don't want y ...
X @Unipcs (aka 'Bonk Guy') 🎒
Market Valuation - USELESS coin's valuation exceeds $216 million [1] - USELESS coin's value surpasses that of over 100 McDonald's franchises [1] - USELESS coin's value is greater than that of over 70 Wendy's franchises [1] Market Analysis - Chart analysis indicates whales are not selling USELESS coin [1] - The situation is reminiscent of SPX6900 and FARTCOIN pump [1]
Cumulus Media's Westwood One to Broadcast the 2025 NCAA® Division I Men's Final Four® and National Championship Game in Spanish for the Eighth Straight Tournament
Newsfilter· 2025-04-02 18:37
Core Points - Cumulus Media's Westwood One will provide exclusive Spanish-language audio coverage of the NCAA Men's Final Four and national championship game for the eighth consecutive year, starting on April 5, 2025 [2][8] - The broadcasts will feature veteran announcers Rafael Hernández Brito, Greivis Vásquez, and Carlos Morales, enhancing the connection with Hispanic basketball fans [3][5][6] - Werner Ladder is the presenting sponsor for the broadcasts, aiming to engage with Hispanic audiences and reinforce its brand association with NCAA basketball [4] Company Overview - Cumulus Media is an audio-first media company that reaches over a quarter billion people monthly through 400 radio stations and a large network of affiliated stations [11] - Westwood One is the exclusive broadcast partner for NCAA Championships, providing extensive coverage of NCAA basketball and other major sports events [9][10] - The NCAA comprises over 1,100 member colleges and universities, focusing on academics and athletics for nearly half a million student-athletes annually [12]
Taco Bell parent Yum Brands partners with Nvidia to speed up its use of AI
CNBC· 2025-03-18 20:00
Two chipmakers are teaming up.Yum Brands is partnering with tech giant Nvidia to accelerate the use of artificial intelligence in its restaurants.The restaurant company, which owns Taco Bell, KFC and Pizza Hut, said on Tuesday that the collaboration will allow Yum to roll out AI order-taking, Nvidia-powered computer vision and restaurant performance assessments fueled by AI.As tech giants compete in an AI arms race, restaurant companies have also been using the technology to stay ahead of rivals by improvin ...
Wendy's: Where's The Fair Value After The Dividend Cut?
Seeking Alpha· 2025-02-27 12:37
Core Insights - The article discusses the expertise of a specialized equity analyst in the restaurant sector, focusing on various dining segments in the U.S. market [1] Group 1: Company Overview - The company, Goulart's Restaurant Stocks, is dedicated to analyzing restaurant stocks across multiple segments, including QSR, fast casual, casual dining, fine dining, and family dining [1] - Advanced analytical models and specialized valuation techniques are employed to provide detailed insights and actionable strategies for investors [1] Group 2: Industry Engagement - The analyst actively participates in academic and journalistic initiatives, contributing to institutions that promote individual and economic freedom [1] - Previous contributions include columns on monetary policy, financial education, and financial modeling aimed at making these subjects accessible to a broader audience [1]