The merger and acquisitions (M&A) activity in North America has continued its pace in 2019, with 4,754 deals worth $849.7 billion closing in the first half of 2019. Dozens of mega-deals have been announced, potentially setting up a healthy back half of the year as well. The popularity of PE as an asset class has […]
Improved market for dining out help food franchises outdo their non-food counterparts in Q3. In Q3-2019, franchise companies’ (including McDonald’s) returns were in line with S&P 500 but underperformed the Russell 2000 index. Food franchises outperformed their non-food counterparts. Returns for FRANdex+M declined by 5.46% Q-o-Q, with those for food companies up down 3.13% Q-o-Q. […]
Taking a stroll around the Ballston-Clarendon area in suburban Arlington County, I was thrilled to find that new Orangetheory Fitness and 9Round franchises were going to open shortly. This was in a market where we already had a thriving One Life Fitness and a Gold’s Gym locations. Fast forward several years later, one of the […]
On Family Dining Growth: “A lot has been said about the decline of the family dining space in recent years. From the decline of their market share due to the advent of fast casual segment to the loss of customer traffic due to the bullishness of delivery and carry out platforms.” Read more here. In […]
A lot has been said about the decline of the family dining space in recent years. From the decline of their market share due to the advent of fast casual segment to the loss of customer traffic due to the bullishness of delivery and carry out platforms. However, the family dining segment is attempting a […]