Choppin’ It Up by Bloomberg Intelligence

Failure to investigate short interest and earnings quality are two of the most frequent mistakes investors make, Vincent Muscolino, senior lecturer of finance at Northeastern University and former portfolio manager, tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Muscolino sits down with BI senior restaurant and foodservice analyst Michael Halen to discuss how analysts, portfolio managers and investors can improve their processes and returns on investment. He also comments on analyzing liquidity, institutional holdings, options and volatility before making investment decisions.

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The great ideas in the restaurant industry are typically the ones your customers and teams are already asking for, Dutch Bros CEO Christine Barone tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Barone sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss how the chain’s food expansion and limited-time offer platform will contribute to same-store sales gains. She also comments on the company’s store-development plans, talent pipeline, unit economics and vibe-check scorecard.

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This is a really exciting time to be in HR as we figure out how to re-skill employees so they can use new tools and fit into new roles, Hershey Chief Human Resources Officer Natalie Rothman tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Rothman sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss how the company’s HR department is using AI to re-train employees, shorten the hiring process, help with scheduling and even interview candidates. She also comments on Hershey’s fun culture, attracting talent, employee engagement and the qualities of the company’s best leaders.

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Europe is a complex market, so the cookie-cutter approach to international expansion doesn’t work, Vaibhav Juneja, a principal at McWin Capital Partners, tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Juneja sits down with BI’s senior restaurant and foodservice analyst, Michael Halen, to discuss how McWin analyzes potential investments and the do’s and don’ts of expanding a restaurant brand into new markets. He also comments on Subway’s prospects outside the US, the M&A market in Europe, and why Spain, Poland and Central Europe are more attractive target markets than Germany and France.

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TGI Friday’s is eliminating busy work from their general manager’s plates, allowing them to focus on the team members, Sugarloaf Holdings Founder and CEO Ray Blanchette tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Blanchette sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss TGI Friday’s focus on four-wall execution, hospitality and food quality to boost US same-store sales. Blanchette also comments on value, international store development, Middle East sales and the impact of gasoline prices on restaurant spending.

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Employers are increasingly paying for more and more food to boost recruitment, productivity, retention and “earn the commute” of their workers, Fooda Founder and CEO Orazio Buzza tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Buzza sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss the foodservice company’s unique, asset-light business model. He also comments on workplace attendance trends, catering growth and the benefits of owning their own tech stack.

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If you do something well with consistency and discipline in the food business, guests will come back, according to Handel’s Ice Cream CEO Jennifer Schuler. In this episode of the Choppin’ It Up podcast, Schuler and Chief Marketing Officer Hillary Frei sit down with Bloomberg Intelligence’s senior restaurant and foodservice analyst, Michael Halen, to discuss the chain’s strong top-line growth. They also comment on product sourcing, innovation and training, as well as their three corporate values: craftsmanship, generosity and community.

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Our comparable sales over the last six years are a reflection of the brand, menu and execution of the concept by our team, Piada Italian Street Food’s founder and CEO Chris Doody tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Doody sits down with BI senior restaurant and foodservice analyst Michael Halen to discuss the chain’s sales-growth outperformance versus fast casual peers. He also comments on the health of the fast-casual industry and the company’s disciplined approach to new restaurant development.

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The return on investment for drone delivery is attractive today and is going to get way more attractive over the next few years as the industry scales, Matternet founder and CEO Andreas Raptopoulos says on this episode of Bloomberg Intelligence’s Choppin’ It Up podcast. Raptopoulos joins BI senior restaurant and foodservice analyst Michael Halen to explore the cost and environmental benefits of autonomous drone networks. Raptopoulos also discusses an investment by SoftBank Robotics in Matternet and the US regulatory climate.

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Fast-casual chains are most exposed to the gas-price spike as their menu prices have crept up to rival full-service, SignalFlare.ai’s founder and CEO Michael Lukianoff tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Lukianoff sits down with BI’s senior restaurant and foodservice analyst Michael Halen to chat about the impact that higher gasoline prices and inflation will have on the restaurant industry. He also discusses menu management, population growth and, of course, AI.

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