Listen to me. Americans love to eat. From hammed burgers to hotted dogs, the taste of fat, on a largess scale, is exactly what this country needs to feel better again. The casual dining space is enjoying a renaissance, the likes this country hasn’t seen since the invention of the meated loaf.
Look no further than CMG, a Mexican cuisine delight, filled with very hungry white Americans in search of authentic flare from south of the border. Ask for some soured cream and “guac” and your burritos will explode with joy to the upside.
Make no mistake, this is an industry that has always faired well during the month of September. Have a look at the seasonal stats.
After a long summer of arduous cocaine parties, Americans just want to unwind and eat some frenched fries. Sonic, the hammed burger food chain, has gone up 19 times in September, out of 25. That hit rate exceeds 75%, lads!
With oil in the dumps and the stock market down, I am looking for a mean reversion here, especially in the casual dining space.
My top pick is SHAK, due to the founder, Danny Meyer, who literally wrote the book on how to run a successful eatery, owner of top NYC fine dining locales. Other names of opportunity include: WING (BOSS), CMG, SBUX, DPZ, PZZA, DIN and BWLD.
If you enjoy the content at iBankCoin, please follow us on Twitter
Bwld is a play on nfl starting too no?
yes
Blue Apron … love cooking at home now. Eating out is and will continue to be a disappointing, expensive experience. Home cooking will becoming more and more popular as people look to save and look for ways to eat better but hate the idea of cooking and preparing meals,
marc
you are wrong.
good day
Don’t forget Ebola & Mad Cow are always just around the corner…. If you want to live, you’ll stay out of the movie theaters and restaurants that employ those 3rd world types.
Blue Apron? No way, Marc. People that want fresh, cheap food go to the grocery or use Instacart (amazing service…the GRUB of groceries)
Grocery store shopping means a trip and menu planning, 2 things people despise more than cooking. Fresh cheap food doesn’t exist unless you shop at Safeway and that is a debate in itself. Instacart is awesome but doesn’t serve my area (East Bay) as I am on their waiting list. There’s the generations who want casual dining and those who are tired of casual dining and want local foods delivered along with a menu. Room for both.
Hey I got some of that the other day, relative signed me up and I agree, that faggot bullshit from Chipotle doesn’t even come close to resembling Mexican food. And if someone says “guac” to me one more time I am going to shove my cock down their gullet in order to permanently silence them. I do like me some burgers and fries though and my pick is $SONC
Hope they sent you an invitation so at least that 1st week is comped.
Fly, Why don’t u like HABT any more?
I do, but SHAK is way better
CMG is good! Most people don’t like to cook or come up with a menu for a meal. That is one reason why eating out is popular. Besides people are always willing to pay for a good dining experience. Besides, the alternative to dining out is going bowling.
Hmm, SHAK and BIG GAY ICE CREAM collab. https://www.shakeshack.com/2015/09/08/shake-shack-and-big-gay-ice-cream-pitch-camp-together-for-campout-layer-shake-in-philly/
CMG is the stock to own before the company rolls out ShopHouse Kitchen nationwide.
Sorry, but WingStop is terrible.
But Rick Ross owns Wing
Ross is a stupid asshole fat fuck. Fuck Ross.
BLASPHEMY
The Halal Guys is starting to expand nationwide. If this ever IPOs, it will be huge.
Remember Remember the $WING in September
No argument with the trading opportunity.
On the eating side- I suggest being being careful about anything you eat, even WFM fare. Eating out? Consider who is preparing the food and how the food arrived at the restaurant.
It is true CMG is preparing much of it in front of you, have you seen the salt seasoning they pour on? Much of the end result at these places is determined by the quality of the staff working at that particular location.
Let’s be real… eating out is not healthy. Shit- a SALAD from corner bakery is about 1200 calories.
with what’s about to happen and all you can talk about is food?
What’s about to happen?
aside from pole dancing, what is it you do?
Do? I don’t do. I’m the dude.
No, clearly you’re the “knob”.
You never did elude to what you meant by “what’s about to happen.” Seemed like a fair question until you turned it personal.
Jonny,
You are a Christmas tree… and you are yellow not green, so just keep that in mind.
The great Billy Sims has a string of BBQ joints. I highly recommend the food. And Billy is as humble a superstar as they come. A great guy.
He is humble because no one today knows who he is.
Waiting on RRoss’ ipo of his designer bro-ssiere line BRO.