Sign in

    Allison Arfstrom • Piper Sandler

    Allison Arfstrom's questions to Denny's Corp (DENN) leadership

    Allison Arfstrom's questions to Denny's Corp (DENN) leadership • Q1 2025

    Question

    Speaking for Brian Mullan, Allison Arfstrom asked for an update on management's confidence in expanding both company and franchise margins, a topic from the previous call, in light of the current challenging environment.

    Answer

    CFO Robert Verostek reaffirmed his confidence in achieving the long-term margin targets of mid-teens for Denny's and upper-teens for mature Keke's. However, he acknowledged that the current economic volatility has likely delayed the timing for reaching these goals, though the ultimate potential remains unchanged.

    Ask Fintool Equity Research AI

    Allison Arfstrom's questions to Kura Sushi USA Inc (KRUS) leadership

    Allison Arfstrom's questions to Kura Sushi USA Inc (KRUS) leadership • Q4 2024

    Question

    Allison Arfstrom, on for Brian Mullan, asked about the outlook for restaurant-level margins in the upcoming fiscal year, including potential headwinds and tailwinds to consider following the 20.9% margin reported in the quarter.

    Answer

    CEO Hajime Uba, speaking through interpreter Benjamin Porten, reiterated that while the company does not provide specific margin guidance, a primary goal is to maintain full-year restaurant-level operating profit margins above 20%. He expressed confidence in achieving this again in fiscal 2025, especially given the cost-saving measures implemented to navigate the previous year's sales headwinds.

    Ask Fintool Equity Research AI