Author
@HedgeyeFood HedgeyeFood
Named Hedgeye restaurants analyst dissecting QSR unit economics with channel-check rigor
Publishes deep, tickered long/short calls on quick-service a
trader score
+0.20
hit rate
67%
mean α
+0.16%
signals 14d
4
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 9 scored bets: 67% hit rate, +0.16% mean alpha, trader score +0.20. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 4 mentions with price data).
Recent signals4receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | CAVA | @HedgeyeFood | +0.20 | A high restaurant check prompts consideration of raising CAVA's modeled average check. | -0.0% | tweet ↗ |
| 2026-08-17 | CMG | @HedgeyeFood | -0.70 | Argues giveaways are failing to build CMG's brand as quarterly traffic decelerates. | +12.6% | tweet ↗ |
| 2026-08-17 | WING | @HedgeyeFood | -0.75 | Says WING's fundamentals remain weak after falling from above $350 to $115. | -1.8% | tweet ↗ |
| 2026-08-17 | WING | @HedgeyeFood | -0.95 | Short WING after Friday's bounce. — Explicitly advocates shorting WING, citing falling comps and management failures. | -1.8% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.