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AMC’s Drama and the Future of Restaurants

Jun 4, 2021
David Henkes, a senior principal at Technomic and a restaurant industry expert, dives into the current trends reshaping the culinary landscape. He discusses the fierce competition in the 'chicken sandwich war' and its implications for consumer preferences. Henkes also highlights why more restaurants are expected to go public soon, exploring the shift towards innovation and the challenges of hiring in a post-pandemic world. His insights reveal the dynamic interplay between public perception and investment opportunities in the restaurant sector.
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INSIGHT

AMC Stock Volatility

  • AMC's stock surge isn't solely due to retail investors.
  • Options trading and hedging practices significantly influence the price.
INSIGHT

DocuSign's Evolution

  • DocuSign is transitioning from an e-signature company to a comprehensive agreement platform.
  • Their Agreement Cloud strategy fuels growth, evidenced by rising customer numbers and high retention rates.
INSIGHT

Lululemon's Growth Drivers

  • Lululemon's success isn't surprising given the reopening tailwinds.
  • Men's and international segments show strong two-year growth, diversifying beyond their leggings image.
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