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
-0.23
hit rate
45%
mean α
-0.12%
signals 14d
25
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 20 scored bets: 45% hit rate, -0.12% mean alpha, trader score -0.23. Their last-14d mentions, direction-adjusted, have moved -0.0% since posting (mean over 25 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-13 | CMG | @HedgeyeFood | -0.40 | Endorses criticism that Chipotle has management or organizational locker-room issues. | -9.3% | tweet ↗ |
| 2026-10-09 | SBUX | @HedgeyeFood | +0.20 | Playful favorable comparison of CMG's drink with a Starbucks beverage. | +11.1% | tweet ↗ |
| 2026-10-09 | CMG | @HedgeyeFood | +0.15 | Playful favorable comparison of CMG's drink with a Starbucks beverage. | -12.9% | tweet ↗ |
| 2026-10-09 | CMG | @HedgeyeFood | -0.35 | Mocks claims of strong demand by noting limited capacity and a short food line. | -12.9% | tweet ↗ |
| 2026-10-09 | CMG | @HedgeyeFood | +0.10 | Reports firsthand attendance at CMG's five-city promotional pop-up event. | -12.9% | tweet ↗ |
| 2026-10-09 | SBUX | @HedgeyeFood | +0.05 | Compares operating models and disputes meaningful merger synergies between the chains. | +11.1% | tweet ↗ |
| 2026-10-09 | CMG | @HedgeyeFood | +0.05 | Compares operating models and disputes meaningful merger synergies between the chains. | -12.9% | tweet ↗ |
| 2026-10-09 | SBUX | @HedgeyeFood | +0.45 | Says Starbucks' bull case remains alive through internal turnaround levers without CMG. | +11.1% | tweet ↗ |
| 2026-10-09 | CMG | @HedgeyeFood | +0.00 | Says Starbucks' bull case remains alive through internal turnaround levers without CMG. | -12.9% | tweet ↗ |
| 2026-10-09 | SBUX | @HedgeyeFood | -0.10 | Argues acquiring CMG would burden SBUX with another labor-intensive turnaround. | +11.1% | tweet ↗ |
| 2026-10-09 | CMG | @HedgeyeFood | -0.15 | Argues acquiring CMG would burden SBUX with another labor-intensive turnaround. | -12.9% | tweet ↗ |
| 2026-10-09 | SBUX | @HedgeyeFood | -0.35 | Treats reported deal exploration as contradictory and says a credible deal would make SBUX a short. | +11.1% | tweet ↗ |
| 2026-10-09 | SBUX | @HedgeyeFood | -0.05 | Dismisses a proposed SBUX-CMG tie-up as unsupported theory with little market reaction. | +11.1% | tweet ↗ |
| 2026-10-09 | CMG | @HedgeyeFood | -0.05 | Dismisses a proposed SBUX-CMG tie-up as unsupported theory with little market reaction. | -12.9% | tweet ↗ |
| 2026-10-09 | SBUX | @HedgeyeFood | +0.00 | Clarifies that CMG, not SBUX, would be the takeover target. | +11.1% | 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.