nguyentrongphuoc
New member
#PIZZA | 1Q Earnings Play
Was shocked that a brokerage recommended a restaurant to buy during this COVID ECQ lockdown. At first glance, its easy to think that all restaurants will lose money during a prolonged lock down because deliveries do not really make up most of the sales a dine-in restaurant makes.
Looking into the stock deeper, I found some insights that may be interesting.
Pulled up a google trends chart to see demand of pizza in the Philippines and saw a shocking find. The search term "Pizza" is through the roof!! It even went over December Season! Crazy.
Now you guys might be thinking, the word "Pizza" is so broad, there are so much competitors in the space. Yes that is valid but according to their annual report... It owns 64.2 % of the Pizza Market!!!
Not only that, 42% of Shakeys sales also comes from delivery so a boost in sales here can actually move the needle for Shakeys!
The senior management also bought shares all the way from the bottom of the market until now!! This may be a vote of confidence for the stock and its performance.
1Q report is coming soon, do you think it will perform better than other restaurants? Last year's Q1 report came out on May 14, 2019; this year's report may come around that period.
In parallel, US stock Chipotle's Q1 same store sales only went up 3.3% only (average 8% last year) but their digital sales went up 81%! After that news, the stock rallied to the high of 15%!!
https://www.cnbc.com/2020/04/21/chipotle-mexican-grill-cmg-q1-2020-earnings.html
Fun Facts:
Did you know that Shakeys is not only known for their Pizza? People apparently like their chicken and mojos! HAHAHA
"Fried Chicken" in google trends was doing so well too! Highest in 5 years!
Source:
https://spavi-noo-prod.s3.ap-southeast-1.amazonaws.com/s3fs-public/documents/investor_presentations/PIZZA%20Sustainability%20%26%20Annual%20Report%202018_0.pdf
--
What do you guys think? Did you order pizza this ECQ? Out of stock ba siya? Will we see the stock pop?
Let me know what you guys think.
Was shocked that a brokerage recommended a restaurant to buy during this COVID ECQ lockdown. At first glance, its easy to think that all restaurants will lose money during a prolonged lock down because deliveries do not really make up most of the sales a dine-in restaurant makes.
Looking into the stock deeper, I found some insights that may be interesting.
Pulled up a google trends chart to see demand of pizza in the Philippines and saw a shocking find. The search term "Pizza" is through the roof!! It even went over December Season! Crazy.
Now you guys might be thinking, the word "Pizza" is so broad, there are so much competitors in the space. Yes that is valid but according to their annual report... It owns 64.2 % of the Pizza Market!!!
Not only that, 42% of Shakeys sales also comes from delivery so a boost in sales here can actually move the needle for Shakeys!
The senior management also bought shares all the way from the bottom of the market until now!! This may be a vote of confidence for the stock and its performance.
1Q report is coming soon, do you think it will perform better than other restaurants? Last year's Q1 report came out on May 14, 2019; this year's report may come around that period.
In parallel, US stock Chipotle's Q1 same store sales only went up 3.3% only (average 8% last year) but their digital sales went up 81%! After that news, the stock rallied to the high of 15%!!
https://www.cnbc.com/2020/04/21/chipotle-mexican-grill-cmg-q1-2020-earnings.html
Fun Facts:
Did you know that Shakeys is not only known for their Pizza? People apparently like their chicken and mojos! HAHAHA
"Fried Chicken" in google trends was doing so well too! Highest in 5 years!
Source:
https://spavi-noo-prod.s3.ap-southeast-1.amazonaws.com/s3fs-public/documents/investor_presentations/PIZZA%20Sustainability%20%26%20Annual%20Report%202018_0.pdf
--
What do you guys think? Did you order pizza this ECQ? Out of stock ba siya? Will we see the stock pop?
Let me know what you guys think.