Author
@jonathanmaze jonathanmaze
grade Ax.com/jonathanmaze ↗
Restaurant-industry journalist dissecting QSR earnings, unit economics and franchise dynamics
Reports and analyzes the restaurant/foodservice industry --
trader score
+0.33
hit rate
60%
mean α
+0.17%
signals 14d
42
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: 60% hit rate, +0.17% mean alpha, trader score +0.33. Their last-14d mentions, direction-adjusted, have moved +0.0% since posting (mean over 29 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | PEP | @jonathanmaze | +0.10 | Explains competitive beverage-contract switching and franchise economics at restaurant chains. | +5.8% | tweet ↗ |
| 2026-10-15 | KO | @jonathanmaze | +0.10 | Explains competitive beverage-contract switching and franchise economics at restaurant chains. | +0.8% | tweet ↗ |
| 2026-10-15 | PEP | @jonathanmaze | -0.25 | States Pepsi lost KFC's beverage contract despite formerly owning the chain. | +5.8% | tweet ↗ |
| 2026-10-14 | · | @jonathanmaze | · | Says restaurants need real wage growth, which is currently absent. | · | tweet ↗ |
| 2026-10-14 | · | @jonathanmaze | · | Quantifies the restaurant squeeze as menu inflation outpacing wages and grocery inflation. | · | tweet ↗ |
| 2026-10-13 | · | @jonathanmaze | · | Reports weak confidence in near-term economic improvement across fast food. | · | tweet ↗ |
| 2026-10-13 | DPZ | @jonathanmaze | -0.15 | Explains Domino's discount-led share gains and the resulting franchisee-profitability and development pressure. | +5.9% | tweet ↗ |
| 2026-10-13 | DPZ | @jonathanmaze | +0.35 | Reports Domino's claim of leading pizza share on delivery platforms and expecting further growth. | +5.9% | tweet ↗ |
| 2026-10-13 | DPZ | @jonathanmaze | -0.50 | Domino's expects full-year same-store sales at the low end and cites franchisee and development pressure. | +5.9% | tweet ↗ |
| 2026-10-13 | DPZ | @jonathanmaze | +0.00 | Reports last-quarter delivery down 0.3% and carryout up 1%. | +5.9% | tweet ↗ |
| 2026-10-13 | DPZ | @jonathanmaze | -0.25 | Reports order growth alongside soft sales and management's expectation of persistent economic pressure. | +5.9% | tweet ↗ |
| 2026-10-13 | DPZ | @jonathanmaze | +0.15 | Argues Domino's weak growth still outperforms pizza peers amid structural third-party delivery pressure. | +5.9% | tweet ↗ |
| 2026-10-12 | SBUX | @jonathanmaze | +0.05 | Starbucks explicitly denied a report that it would acquire Chipotle. | +9.2% | tweet ↗ |
| 2026-10-12 | CMG | @jonathanmaze | -0.35 | Starbucks explicitly denied a report that it would acquire Chipotle. | -9.5% | tweet ↗ |
| 2026-10-09 | FWRG | @jonathanmaze | -0.05 | Compares prior-year restaurant same-store sales to identify difficult and easy earnings-season bases. | · | 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.