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Showing posts with the label Zoes Kitchen

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Zoe's Kitchen: That $24 Opportunity

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After slightly weak guidance following the Q2 earnings report, Zoe's Kitchen (ZOES) has absolutely collapsed. The stock is now down from $38 to the $24 range providing a double bottom opportunity. The valuation is reasonable at $475 million with revenues heading towards $333 million next year.  Check out these other research posts: Zoe's Kitchen: Patience Rewards Investors With Dip Opportunity Opportunities In Restaurant Stocks Disclosure: Long ZOES. Please review the disclaimer page for more details. 

Next Weeks Gamepaln

Forget the Fed and focus on the companies. both Zoe's Kitchen (ZOES) and Ambarella (AMBA) are on the radar for next week. Zoe's Kitchen has held up well despite the overall weakness in most restaurant stocks and Ambarella needs to show that the company has moved on past the weakness of previous top customer  GoPro (GPRO) . Disclosure: Long ZOES. Please review the disclaimer page for more details. 

Zoes Kitchen: Son Of Chipotle?

Guess this was missed from a few weeks back, but Cramer did an interesting analysis of Zoes Kitchen (ZOES) compared to Chipotle Mexican Grill (CMG) back when it went public. Agree with Cramer that Chipotle will never be matched, but if anybody has a chance of reaching half the size of Chipotle it would be Zoes that grew revenue 54% during Q2. Its worth watching for those interested in the concept. With roughly 130 stores, Zoes has a long runway to hit what is probably a floor of 1,600 units. Disclosure: Long ZOES. Please review the disclaimer page for more details. 

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. 

Huge Growth Ahead For Zoes Kitchen

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The newest entry into our high growth portfolio is the Zoes Kitchen (ZOES) . The recent IPO is a fast casual restaurant concept serving Mediterranean-inspired dishes. The restaurant is riding the fresh food craze with tons of growth remaining. The below chart from the recent presentation highlights how the concept is only getting started: At only roughly 3x sales, Zoes Kitchen is actually one of the best values in the market. Disclosure: Long ZOES. Please review the disclaimer page for more details.