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Showing posts with the label PBPB

IB Net Payout Yields Model

Don't Go Loco And Ignore Zoe's Kitchen

Summary The excitement over El Pollo Loco should point investors back to Zoe's Kitchen. Zoe's Kitchen has very favorable growth numbers. If any stock presents the ability to replicate the growth of Chipotle, it is Zoe's. The surprising success of El Pollo Loco Holdings (NASDAQ: LOCO ) following their IPO last week leaves me wondering why Zoe's Kitchen (NYSE: ZOES ) hasn't seen the same level of excitement. Read the full article at Seeking Alpha. Disclosure: Long ZOES. Please review the disclaimer page for more details. 

Are Noodles & Company and Potbelly Growing Fast Enough to Match Their IPO Hype?

Something just doesn't appear right with Noodles & Company ( NASDAQ: NDLS     ) . The hot IPO from the summer of 2013 surged to over $52.50 on the promises of a strong restaurant concept growing from a regional chain to a massive national operation, but the reported financials don't deliver on that promise. The fast-casual restaurant chain that focuses on noodles and pasta dishes had investors envisioning a Chipotle Mexican Grill ( NYSE: CMG     ) type of story, but the numbers never added up. The company only operates 372 systemwide locations in 29 states, offering the long-term potential growth that initially excited investors similar to fellow hot IPO Potbelly ( NASDAQ: PBPB     ) . At a fraction of the size, though, neither chain is able to match the growth of Chipotle, which has a vastly larger network of restaurants. Do these companies have the ability to eventually grow into their valuation and provide growth opportunitie...