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X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-08-06 16:16
RT HahaYes, Tesla's Hedgehog Mascot (@hahayesonsol)We ate at @Tesla Diner nearly every meal for 4 days, tried almost everything. 😋Burgers, floats, grilled cheese…all hit the spot. But this place is more than a diner. It’s a vibe. Pure Tesla magic. ⚡️Staff was amazing. We’ll be back, hungry and Rizzzz’d. Haha Yes! 🦔🍔 https://t.co/9g2jRFm8s4 ...
RB (RBA) - 2026 Q1 - Earnings Call Transcript
2025-07-31 13:00
Financial Data and Key Metrics Changes - The total revenue for the company reached 552 crores, reflecting a growth of 12.6% year-over-year, driven by a same-store sales growth (SSSG) of 2.6% and the addition of 63 new restaurants [5][31] - Company EBITDA was reported at 22.5 crores, which is 28.6% higher than the same quarter last year, while restaurant EBITDA increased by 23% to 53.6 crores [6][5] - Gross profit margin has been maintained at around 67.6% despite inflationary pressures, with a target to reach 70% over the next three to four years [31][32] Business Line Data and Key Metrics Changes - The India business showed strong performance with a revenue growth of 12.6% and a net addition of 63 restaurants, while the Indonesia business is in a revitalization phase with a year-over-year growth of 5% in average daily sales (ADS) [5][21] - The company has focused on a "barbell strategy" with both value promotions and premium offerings, including the introduction of the King's collection of premium burgers and a Korean range [11][12][44] Market Data and Key Metrics Changes - In Indonesia, the company has seen a consistent increase in ADS, achieving 19.7 million in the latest reporting period, with a focus on improving dine-in traffic and menu offerings [21][36] - The company has rationalized its restaurant portfolio in Indonesia, closing four additional restaurants, and is working on reducing corporate overhead by 25% [25][26] Company Strategy and Development Direction - The company continues to focus on digital transformation, with 93% of restaurants equipped with self-ordering kiosks and 90% of sales coming from digital platforms [13][14] - The strategy includes enhancing customer experience through technology and maintaining a strong value proposition across all menu layers [17][58] Management's Comments on Operating Environment and Future Outlook - Management noted that the demand environment remains tight, particularly in the premium segment, but the value segment continues to perform well [70][76] - The company is optimistic about future growth, especially with upcoming festive seasons expected to boost traffic [75][79] Other Important Information - The company has implemented cost-saving measures, particularly in utilities and IT, which have contributed to improved margins [18][33] - The introduction of new products and promotions, such as the Korean range and the BK Fusion with KitKat, has been well received by consumers [44][50] Q&A Session Summary Question: What were the one-off impacts on corporate overheads? - The CFO mentioned that one-off impacts included a valuation liability due to defect rate adjustments and some ESOP grants, with the actual valuation around one crore [65][66] Question: How is the overall demand environment perceived? - Management indicated that demand remains similar to previous quarters, with strong performance in the value segment but some softness in the premium layer [70][71] Question: Are transaction counts increasing despite demand softness? - Management confirmed that dine-in traffic continues to be strong, with a focus on value promotions driving customer loyalty [73][74] Question: What is the outlook for margin improvements? - Management highlighted that as the top line grows, margins will improve, with ongoing efforts to reduce rent and utility costs contributing to this [81][82]
Twin Hospitality Group Inc-A(TWNP) - 2025 Q2 - Earnings Call Transcript
2025-07-30 22:15
Twin Hospitality Group (TWNP) Q2 2025 Earnings Call July 30, 2025 05:15 PM ET Speaker0Greetings. Welcome to Twin Hospitality Group Inc. Second Quarter twenty twenty five Conference Call hosted by Chief Executive Officer Kim Vilrayma and Chief Financial Officer Ken Kulik. Also joining today's call is Satbrand Inc. Chairman of the Board, Andy Wiederhorn.At this time, all participants have been placed in a listen only mode. Please note that this conference call is being recorded today, 07/30/2025. After the ma ...
X @Decrypt
Decrypt· 2025-07-23 00:17
Tesla’s Retro Diner Opens in Los Angeles with Burgers, Big Screens and Angry Neighbors► https://t.co/qxFK8AYtfY https://t.co/qxFK8AYtfY ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-18 17:44
SourceMuskonomy (@muskonomy):🚨UPDATE: Tesla Diner menu 🔥- Hot dogs- Burgers- Grilled tuna sandwiches- Breakfast sandwiches- Shakes- Floats- Cookies and more. ...
X @Elon Musk
Elon Musk· 2025-07-18 17:38
RT Tesla Owners Silicon Valley (@teslaownersSV)🚨UPDATE: Tesla Diner menu 🔥- Hot dogs- Burgers- Grilled tuna sandwiches- Breakfast sandwiches- Shakes- Floats- Cookies and more. https://t.co/IMdzMAPx0L ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-18 17:36
🚨UPDATE: Tesla Diner menu 🔥- Hot dogs- Burgers- Grilled tuna sandwiches- Breakfast sandwiches- Shakes- Floats- Cookies and more. https://t.co/IMdzMAPx0L ...
Red Robin Gourmet Burgers, Inc. Announces "First Choice" Plan to Drive Long-Term Shareholder Value
Prnewswire· 2025-07-14 20:05
Core Viewpoint - Red Robin Gourmet Burgers, Inc. has announced its "First Choice" plan aimed at enhancing long-term shareholder value and provided an updated financial outlook for the second quarter of fiscal 2025 [1][2]. Group 1: First Choice Plan - The "First Choice" plan is designed to make Red Robin the preferred choice for guests, team members, and investors through coordinated initiatives [2][3]. - Key components of the plan include protecting the foundations of the previous North Star Plan, driving traffic through creative engagement, managing expenses to reduce debt, investing in restaurant facilities, and fostering a high-performance work environment [3][4]. Group 2: Financial Outlook - The company expects second quarter comparable restaurant sales to decrease by approximately 4%, slightly worse than the previous expectation of a 3% decrease [5]. - Adjusted EBITDA is anticipated to exceed prior expectations of $13 million to $16 million, indicating improved profitability [5][6]. - The first half of 2025 is projected to show Adjusted EBITDA surpassing the full-year results of 2024, reflecting operational excellence and cost efficiency [6]. Group 3: Investor Communication - An investor conference call is scheduled for July 15, 2025, to discuss the "First Choice" plan and updated financial expectations [7]. - The call will be accessible via phone and will also be webcast live, with a replay available shortly after the call [8].
Shake Shack (SHAK) Is Up 2.51% in One Week: What You Should Know
ZACKS· 2025-07-14 17:01
Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell even higher, with the expectation that established trends will continue [1][2]. Company Analysis: Shake Shack (SHAK) - Shake Shack currently holds a Momentum Style Score of A, indicating strong momentum characteristics [3]. - The company has a Zacks Rank of 2 (Buy), which is associated with a historical outperformance when combined with a Style Score of A or B [4]. - Over the past week, SHAK shares increased by 2.51%, while the Zacks Retail - Restaurants industry rose by 2.58% [6]. - In a longer timeframe, SHAK shares have appreciated by 68.29% over the past quarter and 65.84% over the last year, significantly outperforming the S&P 500, which increased by 17.01% and 13.4% respectively [7]. - The average 20-day trading volume for SHAK is 1,092,164 shares, indicating a bullish trend when combined with rising stock prices [8]. Earnings Outlook - In the last two months, four earnings estimates for SHAK have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $1.33 to $1.34 [10]. - For the next fiscal year, four estimates have also moved higher without any downward revisions [10]. Conclusion - Given the strong momentum indicators and positive earnings outlook, Shake Shack is positioned as a promising investment opportunity with a Momentum Score of A and a Zacks Rank of 2 (Buy) [12].
Shake Shack (SHAK) 2025 Conference Transcript
2025-06-05 14:05
Summary of Shake Shack Conference Call Company Overview - Shake Shack is a leader in the fast casual premium burger segment, known for generating good returns on capital and having significant growth potential [1][2] Key Insights and Arguments - **Management Changes and Strategy**: The management team has been restructured to align with the company's growth ambitions, aiming to expand from 300 to 1,500 locations. The focus is on identifying opportunities across all business facets, including operations, supply chain, and brand marketing [5][6][7] - **Growth Targets**: The company has reiterated its guidance for revenue growth in the low teens percentage and aims to expand restaurant margins by 50 basis points annually. Adjusted EBITDA is expected to grow in the low to high teens percentage [3][16] - **Cost Management**: Shake Shack has successfully reduced construction costs by 10% despite inflationary pressures, while maintaining average unit volumes (AUVs) and improving margins [9][10] - **Market Expansion**: The company is exploring various formats, including drive-thrus, to penetrate new markets and optimize its real estate strategy. There is a focus on both existing and untapped markets across the U.S. [10][11][12] - **Brand Recognition**: Shake Shack benefits from strong brand recognition, even in markets where it does not currently operate. The brand is perceived as a destination rather than just another fast food option [12][13] Financial Performance - **Consumer Trends**: The company experienced a challenging start to the year, with a 3.6% comparable sales growth driven by 6% pricing. However, there are concerns about the sustainability of this model in a non-inflationary environment [23][24] - **Operational Improvements**: Despite a slight decline in sales in April, the company has made significant operational improvements, leading to margin accretion even with lower pricing [27][28] - **Promotional Strategy**: Shake Shack's promotional strategies are designed to be margin accretive, focusing on driving traffic without diluting margins. The company runs promotions that encourage higher spending per visit [44][48][49] Marketing and Innovation - **Culinary Innovation**: The company is committed to enhancing its culinary offerings and has established a robust pipeline for new products. This includes a focus on consumer testing and feedback to drive innovation [30][31][32] - **Marketing Strategy**: Shake Shack is developing a guest-centric marketing strategy to better understand and engage its target audience. The goal is to differentiate the brand through effective communication and innovative culinary offerings [55][56][59] Supply Chain and Operations - **Supply Chain Optimization**: The company is focusing on improving its supply chain efficiency and redundancy as it scales. This includes leveraging existing supplier relationships while exploring new opportunities [64][65][66] - **Free Cash Flow**: Shake Shack has generated positive free cash flow for the first time as a public company, which will be reinvested into new restaurant development to support growth [67][68] Additional Insights - **Consumer Experience**: Shake Shack aims to create a unique dining experience that encourages repeat visits, distinguishing itself from competitors in the fast food industry [12][47] - **Long-term Vision**: The company's mission is to expand its fine casual experience to more communities, emphasizing the importance of brand loyalty and customer engagement [14][61]