Jefferies’ Post

We're absolutely delighted to unveil our first UK Food Hall Report, and it's not the kind that requires many hours or a magnifying glass to read 🏆 Using anonymised data from our food hall customers during 2022-2023, we have built a concise overview of the growing food hall industry in the UK. Market growth, trader trends financial insights, and more - they're all packed into this <10-min read. We hope this provides a starting point for food hall newbies to build strong business strategies and seasoned operators to refine their existing models. What else should we include in the next report? Let us know what you think in the comments! View the report here (no forms or anything like that) 👉 https://hubs.ly/Q02mKRzh0

The team at Next Phase and I have assisted me&u in creating their first UK Food Hall report. It utilises real sales data to highlight useful market trends, sales patterns, and trading insights, all of which are valuable for benchmarking your business and aiding in planning and forecasting. Additionally, the report covers the exciting growth in the market over the last eight months, with a 15% increase in openings and an 81% increase in sites under development. Please use the link below to download your copy, and feel free to ask me any questions. What else do you think we should include in the next report? Let us know in the comments! #foodhalls #hospitality #ukhospitality #me&u #nextphase

Summer Season Financials - Part 2 Let's continue talking about the summer season and your profitability. If your revenue &/or profitability are down from last year, it's time to start digging into why. The 2 big variables in food & beverage are the cost of goods and labour. Now, these numbers are not the end all be all, however, together they make up a HUGE percentage of your overall expenses, and they cannot be ignored. They need to be watched as variables over previous periods. If either (or, gulp, both) have increased, you need to dig deeper to understand why, then look at how they can be lowered. Stay tuned for more ... or DM me, let's chat. We can help. #accountific #foodandbeverage #yyc #restaurantowners

To any and all my restaurant contacts! Check out this free webinar we are doing in collaboration with Push Operations!

Actuaries can enhance the food and beverage industry by leveraging data analytics to optimize pricing strategies, manage risks related to supply chain fluctuations, and provide insights into customer behavior, aiding companies in making informed decisions for financial stability and growth. Read more here: https://lnkd.in/gs8G7Tmh #nactuarial #foodandbeverage #riskassessment #pricingstrategy #innovation #supplychainoptimization #supplychain #profitability

Restaurant Research, Capital Markets Dashboard: June 3, 2024. On the one hand, investors are flocking to hard assets which makes sense in a topsy-turvy world. On the other hand, investors are also piling into the stock indexes even though restaurant stock performance would suggest that a full-blown recession is upon us. Fortunately, 1Q restaurant financial performance & comments by some leading retail companies suggest...

𝗖𝗼𝗻𝘀𝘂𝗺𝗲𝗿𝘀 𝗛𝗶𝘁 𝗧𝗵𝗲𝗶𝗿 𝗟𝗶𝗺𝗶𝘁 𝘄𝗶𝘁𝗵 𝗙𝗮𝘀𝘁 𝗙𝗼𝗼𝗱 𝗣𝗿𝗶𝗰𝗲𝘀: McDonald's faces its first sales decline since 2020 as rising costs and shifting consumer preferences challenge the fast food industry. 𝗗𝗼𝗺𝗶𝗻𝗼𝘀 𝗙𝗮𝗹𝗹𝗶𝗻𝗴 𝗳𝗼𝗿 𝗕𝘂𝗱𝗴𝗲𝘁 𝗖𝗮𝗿𝗿𝗶𝗲𝗿𝘀: Budget airlines make big changes amidst financial struggles, with Southwest and Spirit introducing premium offerings to stay competitive. 𝗠𝗼𝘀𝘁 𝗙𝗲𝗮𝗿𝗲𝗱 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗶𝗻 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 𝗵𝗮𝘀 𝗯𝗲𝗲𝗻 𝗙𝗶𝗹𝗹𝗲𝗱: Boeing appoints Robert Ortberg as CEO, aiming to address regulatory challenges and restore public trust with experienced leadership. 𝗧𝗲𝗰𝗵 𝗪𝗮𝘀 𝗢𝘂𝘁, 𝗡𝗼𝘄 𝗶𝘁’𝘀 𝗕𝗮𝗰𝗸 𝗜𝗻: The tech sector heats up again with positive AI advancements from Microsoft and Meta, coupled with dovish Fed comments driving renewed investor interest. If you’re interested in understanding how market/economic events influence our investment/wealth management strategy, contact us at [email protected]. #investing #economy #wealthmanagement #stockmarket #mcdonalds #airlines #boeing #nvidia https://wix.to/erI0MRz

A Year from Now You May Wish You Had Started Today: Chipotle's Q2 Results Call for Portfolio Inclusion 🌱📈🚀💼🍲💪📊💰🌿🥦🏛️ Investing in Chipotle can be a delicious move for your HSA portfolio, with the company's recent Q2 results serving as a strong case for its inclusion. This burrito giant continues to demonstrate its resilience in the face of adversity and exhibits promising growth prospects. 🌽🌯🌮💥 With an inspirational tone, let's explore why adding Chipotle to your HSA investment could be a recipe for success and how it aligns with your goals of #health, #wellness, and securing a prosperous future for your #family. 💡💪✨ Rising Above Challenges: Despite various challenges, Chipotle managed to outperform expectations in Q2, reporting robust sales growth and an impressive increase in comparable restaurant sales. This achievement showcases the company's ability to adapt and thrive even during uncertain times. 📈🔝🌟 Expanding Customer Base: Chipotle's continuous focus on enhancing customer experience has resulted in a loyal and expanding fan base. The company's digital sales have surged, bolstered by strategic investments in technology and innovative delivery options. By seizing the opportunity to connect with customers in new ways, Chipotle has solidified its position as a leader in the fast-casual dining industry. 💻🚚📲🥡 Sustainability and Wellness: With increasing emphasis on conscious consumerism, Chipotle's commitment to sourcing high-quality ingredients and supporting local farmers resonates strongly with the growing demand for healthier food options. By offering fresh, sustainable, and customizable meals, the company appeals to health-conscious individuals who prioritize wholesome nutrition. 🥗🍅🥕 Act Now to Secure Your Slice of Success! Adding Chipotle to your HSA investment portfolio aligns with trends in the #healthcare industry, as consumers seek out companies that promote a balanced lifestyle. Don't let the Fear of Missing Out drive your investment decisions – act today and savor the potential rewards! 💪💼🌱🌟💰 #hsa #investing #healthcare #health #family #wellness

Restaurant Research, Capital Markets Dashboard: June 3, 2024. On the one hand, investors are flocking to hard assets which makes sense in a topsy-turvy world. On the other hand, investors are also piling into the stock indexes even though restaurant stock performance would suggest that a full-blown recession is upon us. Fortunately, 1Q restaurant financial performance & comments by some leading retail companies suggest...

From our #equityresearch desk:- Quick service restaurants (QSRs), beyond the current slowdown, offer a scalable and, importantly, profitable opportunity. Across global benchmarks and bottom-up store potential workings, our analysts, Nihal Mahesh Jham, Videesha Sheth and Sanket Gharat, see certain brands having the opportunity to more than double stores by FY30. While aggregators democratized the sector partially (especially delivery), they see brand preference and process complexity as moats that can arrest any market-share loss and sustain growth potential of the sector. #Acumenatwork