JACK Investor Presentation This presentation contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements may be identified by words such as "anticipate," "believe," "estimate," "expect," "forecast," "goals," "guidance," "intend," "plan," "project," "may," "will," "would" and similar expressions. These statements are based on management's current expectations, estimates, forecasts and projections about our business and the industry in which we operate. Th ...

Market Overview - Market indices are currently trading sideways as capital shifts away from technology stocks due to rising uncertainty [1] - Investors are reallocating capital towards traditional dividend growth companies, which may provide better resilience in the current market environment [1] Investment Strategy - The focus is on high-quality dividend stocks and other assets that offer potential for long-term growth and reliable income [1] - A hybrid investment strategy combining classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds is suggested to enhance investment income while achieving total returns comparable to traditional index funds [1] - This approach aims to balance growth and income, capturing total returns on par with the S&P 500 [1]

Starbucks’ India unit is adding stores and building out a menu of protein foam coffee to Mumbai’s street-style buns to boost its footprint in the world’s most-populous country https://t.co/8UBVyXIgy4 ...

Heard on the Street: Starbucks is winning back customers in the morning. To regain investors, it has to own the afternoon. https://t.co/59FiA5KBun ...

Core Insights - Happy Belly Food Group Inc. announces the grand opening of a new Heal Wellness location in Oakville, Ontario, on February 21, 2026, expanding its presence in the quick-service restaurant sector focused on health-conscious offerings [1][3]. Company Expansion - The new Heal Wellness location is strategically situated in a high-traffic area, benefiting from strong visibility and consistent demand throughout the day [3][4]. - Heal Wellness has rapidly expanded, with 33 locations currently open and over 175 more in development, reinforcing its position as a leading brand in the acai and smoothie bowl market [5]. Business Strategy - The company emphasizes a disciplined growth strategy, with a total of 666 contractually committed retail franchise locations across various emerging brands [5]. - The partnership with experienced franchisee David Lamph for this new location is expected to enhance operational success, as he has a proven track record in restaurant management [3][5]. Product Offering - Heal Wellness specializes in fresh smoothie bowls, açaí bowls, and smoothies, focusing on clean ingredients that cater to a health-oriented lifestyle [1][8]. - The menu is designed to attract repeat customers with functional, grab-and-go options available from morning to evening [4].

Minor International is exploring a Hong Kong listing of its restaurant unit to raise funds https://t.co/68TSLs6mjw ...

Group 1 - The small business owner in Connecticut supplies equipment and supplies to restaurants and food service establishments, aiming to reallocate profits into a portfolio for passive retirement income [1] - The owner has a background in finance, having earned a CFA charter and CIPM certificate, and has experience in assisting firms with compliance to Global Investment Performance Standards (GIPS) [1] - The owner is sector agnostic and writes about any company they can understand, often based on personal investment considerations [1] Group 2 - The analyst has a beneficial long position in SBUX shares and is in the process of unwinding this position, expecting to be fully out within 30 days [2]

Industry Overview - Diners are shifting from higher-priced fast food to full-service restaurants as households reconsider their spending habits, leading to a significant rotation in restaurant traffic [1] - The casual dining segment is gaining market share, although steakhouses are still pressured by high beef prices, which are expected to slow down in the latter half of the year, potentially benefiting margins by late 2027 [2] Company Performance: Texas Roadhouse - Texas Roadhouse operates over 600 steakhouses and has shown consistent traffic, outperforming rivals [3] - In the most recent quarter, same-store sales increased by 6.1%, with guest counts up by 4.3%, attributed to a disciplined strategy avoiding aggressive discounting [4] - Restaurant-level margins declined by nearly 170 basis points due to higher beef prices and labor-cost inflation, but management expects easing inflationary pressures in the latter half of the year [5] - The company plans to open 35 new locations in 2026, with a current valuation reflecting some margin recovery, trading at 28 times forward earnings [6] Company Performance: Darden Restaurants - Darden Restaurants operates over 2,100 locations, including brands like Olive Garden and LongHorn Steakhouse, and has seen shares rise by about 11% following a 4.3% comps growth in Q2 2026 [8] - LongHorn Steakhouse reported a stronger performance with comps rising by 5.9%, capturing market share from more expensive steakhouses [9] - Darden's scale allows it to maintain competitive pricing, keeping prices around 320 basis points below inflation at LongHorn, providing a competitive edge [9] Company Performance: Brinker International - Brinker International, which owns over 1,600 restaurants including Chili's, has seen its stock rise 60% since November lows, with Chili's reporting 8.6% comps growth in January [10] - The growth is driven by budget-friendly offerings like the 3 for Me platform, attracting cost-conscious diners [12] - Brinker is increasing its advertising to emphasize its value over fast-food competitors, trading at around 15 times this year's earnings estimates, making it the best value among the three chains discussed [13]

Small restaurants are delicate things and, while insurance helps, it isn't enough to help them survive calamity, says @hchuaeoan (via @opinion) https://t.co/ph803Zz0dH ...

[music] What's the best restaurant for a business lunch in London. [music] The FG recently decided that Legado and Shortorditch was the best newcomer. So, I'm here to speak to Chef [music] Nez Baragan and find out why.>> Welcome to Legado. >> Thank you [music] for having me in your restaurant. >> If it was you walking in for lunch today, >> Yes.>> what table would you be choosing to sit at. >> Ah, nice question. I like that.I will say if it's two people, I will go for ones in the corner. People love that on ...