Examining Same-Store Sales in the Restaurant Industry

Key Takeaways September 2016 marked the fourth consecutive month of same-store restaurant sales declines, but the pressure is not indiscriminant. Millennials account for nearly a quarter of restaurant spending and are anticipated to account for 40% of restaurant purchases by 2020. Their preferences are becoming important considerations for the strategic planning of restaurants. Fast food restaurants with exposure to the coffee and breakfast segments appear to be faring better than those with limited or no exposure to the segments. Experiential dining is becoming increasingly important in the full-service arena as the gap between grocery prices and food away from home prices has widened of late.     By Kris Rosemann The broader restaurant sector (BITE) has been under pressure as of … Read more

Debt, Debt and More Debt

Image Source: Michael Fleshman Many readers may be familiar with the rhetoric of the Presidential Election Cycle of 2016 and Democratic hopeful Bernie Sanders’ view on making “college tuition free and debt free.” You can take a read of the 6 steps Bernie will take as president to make college debt-free here. Many may find his last point rather intrusive to the heartbeat of the American economy and the driver behind innovation and standard-of-living improvements, but we’ll leave that conversation for another day. But what’s the shocking statistic, right? Get this – and I hope you are sitting down. According to an article by the Journal, “more than 40% of Americans who borrowed from the government’s main student-loan program aren’t … Read more

The 20 Something’s Stock Portfolio

A version of this article appeared on our website March 31, 2015. <Our best ideas at any time are included in the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio.> The “20 Something’s Stock Portfolio” is the first in a series of articles where we get to the core of what many brand new investors want to do when they are first introduced to the stock market: find exciting companies that they are familiar with that will help compound their wealth over time. Other portfolios that we will share in this series include “The Ultra High Income Portfolio,” “The Economic Castle Portfolio,” “The Dividend Cushion Portfolio,” and “The Intelligent ETF Investor’s Portfolio,” among others. The series of portfolios will … Read more

Changing Millennial Preferences and the Death of the Blue Box?

A video that has been making the rounds challenging the markups at some of the high-end luxury dealers.

ICYMI — Podcast: 2nd Annual Nelson Exclusive Yearly Round Up Call

Tune in to President of Investment Research Brian Nelson’s Exclusive Yearly Roundup Call. Ladies and gentlemen, Thank you for joining us on our second annual Nelson Exclusive roundup call. I appreciate your interest very much, and I appreciate your attention even more. Just an important reminder, Valuentum is an information provider, not a broker or financial advisor, and we do not issue recommendations of any kind. With that said, let’s get started. These are the best of times. We have now surpassed the 9-year mark since the March 2009 panic bottom that sent shudders through the global financial system, and the US economy is as strong as it has ever been. US gross domestic product is now approaching $20 trillion … Read more