This chapter explores the key growth levers of a restaurant business, including opening new stores and optimizing the performance of existing stores. It highlights the success of a specific restaurant business in boosting traffic and menu prices through digital strategies and delivery options, as well as the potential of consumer packaged goods services in grocery stores as a brand builder.
Cava delivers some spicy results in its first earnings report and Target and TJX are on the opposite sides of retail trends.
(00:21) Jason Moser and Dylan Lewis discuss:
- Cava’s stellar first earnings report, and how store count, traffic, and prices are all pushing the company forward. - How Target is being bitten by slowing consumer spend in high-ticket items and increased focus on essential items. - Why TJX is happy to see inventory issues in retail and how the company continues to thrive in a tough environment.
Companies discussed: TGT, TJX, CAVA, WMT
Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd
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