quick service restaurants

Market scepticism masks opportunity. Collins Foods combines proven Aussie returns with emerging German growth optionality.

A deep dive into one of Australia's fastest growing fast food chains

WEN is our preferred quick service investment. This investment might sound boring: WEN steadily grows its global restaurant count 3-4% each year. As a franchisor, it...

We share three high-conviction franchised business models to navigate current macro uncertainty amid rising rates: EWCW, FXLV and MCDAbout us: GORA is an...

US consumer companies have entered a nervous sales period as their customers are anniversarying last year’s large stimulus payments. Investor trepidation is warranted...

Australian retail investors have been prevented from taking a decent bite out of the fast food sector to date, which is a pity given its proven resilient qualities....