Plant protein Impossible Foods inks a deal with Burger King?!?!?!

Earlier this week we posted a Signal that highlighted the change underway at the deli counter in the grocery store as part of our Clean Living investing theme. We are seeing another company respond to the changing landscape that is the shift to better for you, healthier foods as Burger King, which is owned by Restaurant Brands […]

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WEEKLY ISSUE: A Guilty Pleasure or a Habit? In this case it’s the same

WEEKLY ISSUE: A Guilty Pleasure or a Habit? In this case it’s the same

This week we are adding shares of a quick-service restaurant chain as part of our Guilty Pleasure investing theme , while also boosting our price target on a recently added name to the Tematica Investing Select List following robust margin performance in the March quarter and strong prospects for more realized synergies.

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Shifting Consumer Preferences Favor Food with Integrity Bullets Not Restaurant Shares

Shifting Consumer Preferences Favor Food with Integrity Bullets Not Restaurant Shares

Restaurants stocks are challenged by consumer spending and a shift in eating preferences. That same preference shift bodes very well for two “buy the bullets, not the gun” companies on the Tematica Select List

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Shifting Consumer Preferences Favor Food with Integrity Bullets Not Restaurant Shares

Shifting Consumer Preferences Favor Food with Integrity Bullets Not Restaurant Shares

Restaurants stocks are challenged by consumer spending and a shift in eating preferences. That same preference shift bodes very well for two “buy the bullets, not the gun” companies on the Tematica Select List

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Cocktail Investing Ep. 8  – Getting buttered up with Steve Fredette of Toast, a restaurant technology company at the intersection of the Connected Society and Asset-lite investment themes

Cocktail Investing Ep. 8  – Getting buttered up with Steve Fredette of Toast, a restaurant technology company at the intersection of the Connected Society and Asset-lite investment themes

Chris Versace and Lenore Hawkins talk with Steve about what it takes to build “a 100-year company” focused on food that helps restaurants improve their operations while providing an enhanced customer experience.

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Facing Higher Wages, Wendy’s Exploring Automation Options To Cut Costs

Facing Higher Wages, Wendy’s Exploring Automation Options To Cut Costs

What do rising minimum wages and the need for workers that are always prompt and courteous add up to? If you’re an employer, especially in the quick-service restaurant industry you may say higher costs and problems. When there are problems, companies tend to look for solutions and we’ve already seen ordering kiosks pop up at […]

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