Tren Griffin @trengriffin I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta. Oct. 08, 2019 1 min read

Podcasters who want to replace Blue Apron sponsorships rejoice!

“Wendy's will spend an additional $250M to promote its breakfast in ads over the next two years.”

"Must capture at least $1B in breakfast sales from fast-food competitors to break even.”  https://www.businessinsider.com/wendys-vs-mcdonalds-breakfast-battle-analyst-weigh-in-2019-10 

"A Detailed Look at Blue Apron’s Challenging Unit Economics"  https://www.linkedin.com/pulse/detailed-look-blue-aprons-challenging-unit-economics-daniel-mccarthy  "Good companies can acquire many customers cheaply, retain existing customers for extended periods of time, and generate a lot of revenue while those customers are alive."

“Certainly, a lot of companies will talk about their retention rates. We would prefer to talk about the whole retention curve.”  https://knowledge.wharton.upenn.edu/article/finding-the-real-value-in-ipos/ 

Someone is tracking your 2AM visits to Wendy's though and charting it.

As you predicted, "Spicy chicken nuggets are performing well after launching on Aug. 12 and could have contributed a 100 to 150 basis point lift!" Channel checks!  https://finance.yahoo.com/news/heres-wendys-franchisees-told-longbow-161631481.html 

25iQuiz:

Do you agree with this statement about Wendy's? "They have brand equity in bacon."  https://www.bizjournals.com/columbus/news/2019/09/16/they-have-brand-equity-in-bacon-the-pros-and-cons.html 

"Brands do not confer competitive advantage in and of themselves." Michael Mauboussin  https://research-doc.credit-suisse.com/docView?language=ENG&format=PDF&sourceid=em&document_id=1066439791&serialid=RojFyPPuyB52GjdsfOiNhlbEB2L63HISLZqSTpL1p48%3d 


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