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CMG
"Complexity As A Moat"
An update on Portillo's (PTLO)
Aug 26, 2024
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"Complexity As A Moat"
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CAVA: Running The Playbook
From “CAVA: The Next Chipotle?”: “The main takeaway is that the unit economics at the CAVA-bannered locations have been attractive (at a minimum…
Jun 17, 2024
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CAVA: Running The Playbook
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"We Had Lines Out The Door"
“Growing the core McDonald’s business is our number one priority. At the same time, we know customers want - and are spending their eating-out dollars…
Mar 21, 2022
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"We Had Lines Out The Door"
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