Howard PenneyVULNERABLE TO ACTIVISM PART IIHere is what I wrote for my Hedgeye clients on 6/13 about BWLD and why it was VULNERABLE TO ACTIVISM….Jul 25, 2016Jul 25, 2016
Howard PenneyCulture Based On ArroganceThe story of the rise and fall of Chipotle has become a dark one and now borderline pathetic. The company’s foundation for its food was…Jul 11, 2016Jul 11, 2016
Howard PenneyAn open letter to the CEO of Chipotle from his peer groupDear Mr. Ells,Jan 5, 2016Jan 5, 2016
Howard PenneyinRestaurant Industry DataTHE TIME IS NOW TO REINVENT CASUAL DININGTwo major reports emerged in the late 1980’s identifying dietary fat as the single largest impediment to improving health and diet. Though…Oct 28, 2014Oct 28, 2014
Howard PenneyinDarden NotesDARDEN’S LOGICAL FALLACYDarden’s board is so desperate that it wants us to believe the company is on a slippery slope, which is also known as a logical fallacy.Sep 4, 2014Sep 4, 2014
Howard PenneyinDarden NotesDARDEN: LIGHT GETS IN“There’s a crack in everything that’s how the light gets in.”Jul 31, 2014Jul 31, 2014
Howard PenneyMcDonald’s Time For a ChangeEvery month we read the MCD press release on monthly sales trends expecting to see something more.Jun 16, 2014Jun 16, 2014
Howard PenneyRESTAURANT EMPLOYMENT DATA MIXEDA mediocre jobs report last Friday indicated a 217,000 gain in employment in May, greater than the 215,000 that economists expected.Jun 9, 2014Jun 9, 2014
Howard PenneyinDarden NotesTHE HOUR BETWEEN DOG AND WOLFhe sun is beginning to set in Orlando and it’s becoming increasingly difficult for management to distinguish between dog and wolf.Apr 24, 2014Apr 24, 2014
