Delivery: The Future of Restaurants

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4.7 • 1.7K Ratings

🗓️ 17 May 2017

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Target’s 1st-quarter profits get them through a “very choppy” retail environment. Red Robin Gourmet Burgers’ stock pops 17% on a strong 1st-quarter report. David Kretzmann analyzes those companies, plus Jack In The Box’s decision to spin off Qdoba. Plus, we discuss why delivery is so important for the future success of restaurant companies and spend a minute on last night’s NBA draft lottery.

Transcript

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0:00.0	It's Wednesday, May 17th.
0:03.4	Welcome to the market foolery.
0:04.7	I'm Chris Hill joining me in studio today from Rule Breaker and
0:07.9	Supernova David Kratzman.
0:09.7	Happy Wednesday.
0:10.5	Good to see you, Chris.
0:11.5	Good to see you. It. Good to see you.
0:13.0	It's a happy Wednesday for fans of certain NBA franchises.
0:17.8	Our franchises.
0:18.8	It's a good night last night.
0:20.1	If you're a Celtics fan, it's a good night.
0:22.3	If you're a Sacramento Kings fan, good news out of the NBA draft lottery.
0:26.0	So, here's hoping that our respective teams don't screw it up.
0:30.0	So far, so good.
0:31.0	It's what I've made this comment before.
0:34.0	One of the things I love about opening day for baseball, one of the things I love about the draft,
0:39.0	particularly for the NBA and for the NFL, is kind of like investing.
0:45.0	Hope.
0:46.0	Hope springs eternal when it's opening day in baseball
0:49.0	and the same for, you know,
0:51.0	NBA and NFL drafts.
0:52.0	A whole open field of possibilities yes yeah before
	...

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