Good Investing Talks

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

Sep 20, 2022

01:20:58

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Highlights

AI Chapters

Episode notes

How Unique Are the Markets in the US?

03:07

What Are the Biggest Trends in Consumer Demand?

02:38

How Do You Track Us Consumer Confidence?

04:07

Introduction

3min

Restaurants as Your Focus of Analysis?

2min

How Do You Track Us Consumer Confidence?

4min

What Are the Biggest Trends in Consumer Demand?

3min

Can the Pandemic Really End?

4min

Are There Any Concepts That Are Unique to the Us?

5min

How Unique Are the Markets in the US?

3min

Are the Cheap Boxes Dependent on Cheap Energy?

4min

What's the Capital Structure of the Business?

2min

10.

Is There a Difference Between Us and Europe?

2min

11.

Is There Something Structurally Changing in the Supply Chain?

4min

12.

Is There Enough Labor to Keep the Cost So Low?

2min

13.

Investing in the Business

2min

14.

What Can Go Wrong With Restaurant Stocks?

6min

15.

How to Keep Up Quality With Your Franchise Concept?

4min

16.

Is It a Good Idea to Franchise a Store?

2min

17.

How Much Love to Detail Is Needed to Run a Restaurant or Retail Business?

2min

18.

Are Google Reviews Helpful?

2min

19.

How Much Detail Do You Need for Your Retail Analysis?

4min

20.

Are You Analyzing Restaurants and Retail Shops?

3min

21.

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

5min

22.

Is It Superimportant?

5min

23.

Good Investing Plus

2min

24.

A Look at Lulu Lemon

5min

25.

Is There Anything You Should Consider When Thinking About Restaurant Investments?

3min

John Zolidis is an expert on retail and restaurant stock. I had the please to interview him on different opportunities in his universe of coverage.

We have discussed the following:
00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *
00:39 Who is John Zolidis?
02:47 Focussing on retail & restaurants
05:03 Tracking the US consumer
08:01 Trends in restaurants & retail spaces
11:40 Example of stability
15:38 Comparing the US and European market
20:35 Regional differences between consumers
23:28 Thoughts on energy costs
27:00 Renting vs. owning property as a company
28:33 Availability of retail space in different markets
31:05 Dealing with the supply chain volatility
35:02 The workforce
36:40 What could go wrong in retail & restaurants?
40:04 Threats to restaurants
43:45 Franchising
49:45 The role of “detail” in retail
51:35 Consumer feedback as part of the analysis
54:10 The close look & the bigger picture when analyzing
58:10 Staying objective
59:00 John’s unit-level approach
01:05:55 Digitization in retail & restaurants
01:11:35 Community Exclusive: Luckin Coffee
01:12:29 Lululemon
01:19:44 Closing thoughts
01:20:40 Bye
01:20:51 Disclaimer

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