5min chapter

How to find the best retail & restaurant stocks, John Zolidis?

Good Investing Talks

CHAPTER

Are the Return Metrics of the Box Getting Better or Worse?

We generally want to own companies that have a rising return on invested capital, an we want to avoid those that have deteriorating returns. The best scenario from an investment standpoint is something where incremental invested capital is higher than the base capital. When capole went public, ah, it wasn't that well known, but they had some stores in new york city and i noticed that people were willing to wat in line out the door to get to chapole. It's hot. They'r wearing suits. Back in the day, people had to wear suits a and a. And so each incremental store year that they've opened has been a weaker set of store metrics with lower revenues on a pur

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