Effective sell-side analysts have to be well-versed in their industry. The best are experts on every aspect: consumer behavior, competitive landscape, and industry trends. Nicole Miller is one of those experts. As Senior Research Analyst at Piper Sandler, she has been conducting sell-side analysis for over 15 years, and is an authority on the restaurant and hospitality universe. We sat down with Nicole to talk how the restaurant industry drove value by adapting to COVID, what factors into her picks, and where she thinks equity research is headed.

Highlights

• How the restaurant industry has adapted during COVID (3:10)
• Structural changes that businesses made during the pandemic (6:05)
• What companies can do to help analysts (9:06)
• The companies that do the best don't care about their stock prices (12:28)
• How ESG factors into Nicole's analysis (13:13)
• How private companies are emerging from the pandemic (15:29)
• Where does Nicole think equity research is headed? (23:01)
• Why you should think long-term in a world focused on the present (25:14)

Links

ICR Twitter

ICR LinkedIn

ICR Website

Piper Sandler Website

Piper Sandler LinkedIn

Piper Sandler Twitter

Nicole Miller LinkedIn

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If you have questions about the show or topics you'd like discussed in future episodes, email our producer, andrew@lowerstreet.co