Food

Yum! Brands: Finger Lickin’ Growth

Magic Markets2023-02-16T00:48:06+02:00

Use the podcast player below to listen to our discussion on Yum! Brands and its Q4'22 result, which accompanies the detailed write-up below: (Date of report: 16 February 2023) There’s an exclamation mark in Yum! and with good reason, as this is the world’s largest restaurant company with over 55,000 venues across various brands where you can get your calorie fix. With a footprint in 156 countries and 98% of the restaurants belonging to franchisees, this is fast food at scale. Clearly, a lot has happened in the 25 years since Yum! was spun-off by PepsiCo. At that time, Yum! was [...]

Yum! Brands: Finger Lickin’ GrowthMagic Markets2023-02-16T00:48:06+02:00

McCormick: Spicy balance sheet

Magic Markets2022-10-12T22:49:50+02:00

Use the podcast player below to listen to our discussion on McCormick & Co and its Q3’22 result, which accompanies the detailed write-up below: (Date of report: 13 October 2022) As macrotrends go, the need to eat is a strong one. We will always need to eat and grocery stores aren’t going anywhere, even if we might be buying online instead of in-store. But further up the value chain, things are a lot more volatile. The products on the aisle chop and change and food producers appear to carry both a growth premium as well as a defensive premium. With the [...]

McCormick: Spicy balance sheetMagic Markets2022-10-12T22:49:50+02:00

Starbucks: Triple Espresso

Magic Markets2022-06-21T19:22:30+02:00

Use the podcast player below to listen to our discussion on Starbucks and its Q1’22 result, which accompanies the detailed write-up below: (Date of report: 23 March 2022) Americans are really good at building global brands. There are coffee shops everywhere in the world, yet Starbucks is the only truly global coffee brand that is recognisable in all major countries. Thanks to deals with the likes of Nestle and PepsiCo, you'll also find the brand at your local grocery store. But it's not just the coffee that is brewing at Starbucks. There's a labour problem brewing as well, with the risk [...]

Starbucks: Triple EspressoMagic Markets2022-06-21T19:22:30+02:00

Magic Markets Ep36: Overweight Food

Magic Markets2021-10-03T13:38:30+02:00

The quick-service restaurant (QSR) sector has been a clear winner globally under lockdown conditions. When you're worried about catching a virus, a pizza served to your car window is more appealing than a sit-down restaurant. The Domino's and Chipotle share prices have increased sharply. However, the threat of food delivery apps cannot be ignored, as the value chain in this industry is far from settled. In episode 36 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) complain about their waistlines while commenting on the restaurant sector and the competitive realities in that space. It's a fun episode with plenty to learn about [...]

Magic Markets Ep36: Overweight FoodMagic Markets2021-10-03T13:38:30+02:00

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