John Zolidis is an expert on retail and restaurant stock. I had the please to interview him on different opportunities in his universe of coverage.
We have discussed the following:
00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *
00:39 Who is John Zolidis?
02:47 Focussing on retail & restaurants
05:03 Tracking the US consumer
08:01 Trends in restaurants & retail spaces
11:40 Example of stability
15:38 Comparing the US and European market
20:35 Regional differences between consumers
23:28 Thoughts on energy costs
27:00 Renting vs. owning property as a company
28:33 Availability of retail space in different markets
31:05 Dealing with the supply chain volatility
35:02 The workforce
36:40 What could go wrong in retail & restaurants?
40:04 Threats to restaurants
43:45 Franchising
49:45 The role of “detail” in retail
51:35 Consumer feedback as part of the analysis
54:10 The close look & the bigger picture when analyzing
58:10 Staying objective
59:00 John’s unit-level approach
01:05:55 Digitization in retail & restaurants
01:11:35 Community Exclusive: Luckin Coffee
01:12:29 Lululemon
01:19:44 Closing thoughts
01:20:40 Bye
01:20:51 Disclaimer
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