Ib yam dab tsi rau Chew On: Thawj Saib Tsev Noj Mov Pab Pawg Tshuag

Ntawv Ceeb Toom Tus Thawj Saib Xyuas Haujlwm Chris Versace tau noj tshais dhau lub asthiv ntawm ib qho ntawm First Watch Restaurant Group's (FWRG) 474 qhov chaw. Nws yog qhov chaw sov, muaj sia nyob thiab ua rau hnub so, nws tsis khoom ntau, thiab cov zaub mov yog thawj tus nqi. Yog tias koj pom koj tus kheej hauv qhov chaw saib thawj zaug, Chris pom zoo kom Cauli-Rizo noj tshais tacos. Lawv tsuas yog qab.

Muab peb lub kaus mom noj mov rau sab, thiab muab peb cov tub lag luam kaus mom, cov khw noj mov yog ib pawg nthuav. Lawv yuav tsum sib npaug cov nqi zog thiab kev nce nqi khoom noj, thaum tsis yog tsuas yog tsav tib lub khw muag khoom loj hlob. Cov neeg siv khoom yog qhov tsis txaus ntseeg, qee yam peb tau pom ntau dua li ob peb zaug nrog cov tuam txhab tsoos tsho, thiab yog muaj fads ntawm no ib yam nkaus. Qhov tseem ceeb tiag tiag, txawm li cas los xij, ua pov thawj los ntawm kev nyiam Starbucks (SBUX), McDonald's (MCD) thiab lwm yam, yog footprint expansion. Rau cov tuam txhab tsim khoom noj ntau dua li ob qho no, nws txhais tau tias kev loj hlob thoob ntiaj teb thiab cov ntawv qhia zaub mov rov qab los ua kom cov neeg rov qab los.

Rau lwm tus, zoo li cov neeg nyob hauv Chipotle Mexican Grill (CMG) thiab tsis yog-portfolio lub npe, Dunkin Brands (DNKN), muaj kev nthuav dav hauv tsev nrog rau cov ntawv qhia zaub mov. Qee qhov xwm txheej, raws li cov tuam txhab tsev noj mov loj hlob tuaj yeem ncav cuag, lawv tuaj yeem yog cov neeg sib tw los ntawm kev ncaj ncees ntiag tug lossis lwm pawg tsev noj mov. Rov qab thaum Chris tau sib koom ua ke Cov Khoom Qub Hauv $ 10 portfolio, nws yog heev bullish nyob rau hauv lub shares ntawm Habit Tsev noj mov raws li lub burger, fries thiab co neeg muag khoom nthuav dav sab hnub poob mus rau sab hnub tuaj. Cov cwj pwm tau txais los ntawm Yum Brands! (yum) nyob rau thaum ntxov 2020, thiab qhov kev yuav tau coj cov Stocks Nyob rau hauv $10 portfolio mus rau phau ntawv ntawm 51% nce ntawm nws cov seem ntawm Habit.

Yog li, dab tsi txog First Watch shares?

Txhawm rau kom pom zoo los ntawm AAP cov ntaub ntawv pov thawj, cov khoom lag luam yuav tsum tshem qee qhov kev nyuaj siab, ib qho ntawm cov khoom lag luam. Yog tias ib qho khoom lag luam tsis pauv cov khoom lag luam txaus ntawm qhov nruab nrab, nws tuaj yeem ua rau nkag mus rau hauv lossis ua lag luam tawm ntawm nws qhov teeb meem. Cov khoom lag luam qis dua tuaj yeem muaj qhov dav dav thaum muaj kev txaus siab tam sim ntawd, thiab qhov ntawd tuaj yeem ua rau peb ob qho tib si ntawm txoj hauv kev thiab tawm.

Raws li peb tam sim no tuav hauv cov ntaub ntawv, qhov qis tshaj qhov nruab nrab txhua hnub trading ntim hauv 30 hnub dhau los yog nyob ib ncig ntawm 300,000 shares, thiab qhov ntawd yog rau Chipotle. Qhov qis tshaj tom ntej ntawm tsuas yog tshaj 575,000 shares ib hnub yog Axon Enterprises (AXON), thiab feem ntau ntawm cov khoom lag luam cov khoom lag luam ntau tshaj li ib lab shares ib hnub. Peb qhov kev nyiam rau cov ntaub ntawv yog los lo nrog qhov nruab nrab txhua hnub trading ntim pem teb ntawm 500,000.

Thaum Thawj Saib Xyuas pab peb noj mov, nws qhov nruab nrab ntawm kev lag luam txhua hnub yog nyob ib ncig ntawm 266,000 shares, yog li ntawd yuav ua rau muaj kev tawm tsam tawm tsam cov shares.

Lwm qhov kev tawm tsam, tsawg kawg rau tam sim no, yog Thawj Saib yog lub tsev noj mov xws li tsev noj mov, thiab cov ntaub ntawv uas peb tau qhia rau cov tswv cuab yog cov neeg siv khoom tau hloov mus rau qhov kev pabcuam ceev ceev thiab kev pabcuam sai uas tau txais kev nce nqi khoom noj. Tsis ntev los no Thawj Saib Xyuas tau qhia nws Lub Kaum Ob Hlis Lub Peb Hlis Ib Lub Tsev Noj Mov Muag Khoom Muag yog 7.7%, ntau dua li ob peb lub ntsiab lus hauv qab 12.9% xyoo-dhau-xyoo dhia hauv Food Service & Drinking Places muag khoom muag pom nyob rau lub Kaum Ob Hlis lub quarter pom nyob rau hauv Lub Kaum Ob Hlis XNUMX Cov Muag Khoom Muag Khoom Muag.

Yam thib peb uas muab rau peb ncua yog lub tuam txhab tus qauv kev lag luam, uas tsom rau noj tshais, noj su, thiab noj su. Thaum nws tuaj yeem ntim tau rau hnub so, lub tuam txhab cov cuab tam tsis muaj txiaj ntsig thaum noj hmo maj, uas feem ntau nqa cov tshev nruab nrab ntau dua li noj tshais. Peb kuj yuav tsum nug seb nws cov hneev taw hnyav npaum li cas rau pluas tshais feem ntau hnub ntawm lub lim tiam ua haujlwm. Xav txog qhov yooj yim ntawm popping rau hauv Starbucks lossis McDonald's lossis ntaus tus tsav mus….