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As quantitative trading and shifting investor behaviors continue to reshape the market, publicly traded restaurant companies face new challenges in identifying the drivers behind their current valuations. With over two decades of experience in investor relations within the restaurant sector, I’ve seen firsthand how macro trends, such as the rise of "fast money" traders, have added complexity to these dynamics. At Arbor, we are dedicated to helping companies navigate these complexities with an elevated approach to IR — one that blends human insight with advanced quantitative analysis. Explore how restaurant IR leaders can tailor their strategies to better understand valuation and shareholder composition.

If you're looking to grow your restaurant brand, get your unit-level economics right first. I know deeply what this stress feels like as an operator. The squeeze on ULE is not going away. Labor is at an all-time high. Inflation is driving food costs up. Price increases are now hitting a ceiling and customers are pushing back. It's not always the work we want to do, but we have to because we must protect profits. Should you need help in this department, we've got you covered with several education, mentoring, and coaching solutions. You can book a call directly with our team to find out how we can help you, affordably, and maybe even through the resources of our non-profit, the Full Course Foundation. #restaurants #restaurantmanagement #profitfirst #franchising #profit #scalability #growth

Proud of our team and accomplishments. A few examples here... Unlocking Growth: Real-World Case Studies in the Restaurant Industry With over 2,000 engagements across 100+ countries, Aaron Allen & Associates has helped some of the world’s most recognized restaurant chains, investors, suppliers, and tech companies achieve remarkable growth. We’re sharing five case studies that showcase how we’ve driven enterprise value and transformed challenges into opportunities. These examples offer insights into how strategic actions can lead to significant, measurable results.... #restaurants #strategy #casestudies

Join The Food Institute as we speak with Paul Mangiamele CFE, veteran restaurateur and new owner of Steak & Ale, on why he chose to take a chance on a bankrupted business, and why he thinks it’s worth reviving. In this video, we explore how major corporations and private equity firms often ignore the significance of culture and community when acquiring brands. We discuss the importance of valuing heritage and people in building sustainable success. 𝗪𝗮𝘁𝗰𝗵 𝗳𝘂𝗹𝗹 𝘃𝗶𝗱𝗲𝗼: https://lnkd.in/e2EjVSRJ #restaurantnews #restaurantindustry #foodindustry #restaurantowner #restaurantbusiness

🍽️💸 What makes restaurants a tricky investment? Corey Mintz delves into the impact of private equity on fast-casual chains and why the market is a mixed bag of successes and failures. Are all those chain restaurants here to stay? https://ow.ly/fp0J50Ut7sf

I've been working on this story for a good while. It kept changing as I was writing it and I'm sure things have shifted since. But how can you sum up the state of investing in foodservice? You can't (the story is 4,600 words). The market was slow last year, to put it mildly, as operators struggled to access capital and valuations were thrown out of whack by the previous couple of years. That could turn as the year winds down, yet the overall base of what makes a good deal remains as it always has: Know your business, its unit-level economics, and what role you want to play in the concept's next act. If you can't check those boxes, it might be time to rethink your approach. Lauren Fernandez, Michael Schatzberg, Erik Herrmann, Chris Elliott, Peter DiFilippo, Morven Groves, Andrew K. Smith and Shauna K. Smith all offered their takes on the investing landscape and where the opportunity lies.

🍽️💸 What makes restaurants a tricky investment? Corey Mintz delves into the impact of private equity on fast-casual chains and why the market is a mixed bag of successes and failures. Are all those chain restaurants here to stay? https://ow.ly/6k1250Utiji

Big4WallStreet introduces the Restaurant Financial and Business Plan on Flevy.com - Marketplace for Business Best Practices! 🍽️📈 For restaurateurs and investors, this model delivers the tools needed to forecast revenues, manage costs, and evaluate profitability. Whether launching a new restaurant or expanding operations, this model is designed to provide strategic insights and robust financial planning. #RestaurantBusiness #FinancialModeling #BusinessPlanning #Flevy #Big4WallStreet #ExcelTemplates 👇 Check it out in the comments

Any strategic or financial investor looking to invest significant sums into a business needs to kick the tyres on the physical assets they’re buying. With our unique combination of quality consulting and industry experience we can help with that

You didn't invest in any new technology for your restaurants in 2024, and they didn't fall apart. That's great. But why did your competition invest? ⚖️ Keeping up with the Jones' isn't a good business strategy, but if they are suddenly doing more revenue it might be time to find out why. Think about it this way, when new restaurants start to expand, why do they typically invest in technology first? They can do more with existing resources. Why do the large players stay on top of the game? They aren't afraid to attempt new strategies that could increase margins by 3% or less because it matters over the long term. Doing nothing is a strategy that will work, for a while. Is 2025 the year it falls apart? 📅 One strategy is to cut costs in areas that seem hard to do by yourself, like energy and R&M. Use Monaire and the ROI in those areas shows up in month 1. #facilitymanagement #restaurantmargins #cfo #restauranttech