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
-0.61
hit rate
55%
mean α
-0.62%
signals 14d
15
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: 55% hit rate, -0.62% mean alpha, trader score -0.61. Their last-14d mentions, direction-adjusted, have moved -1.9% since posting (mean over 8 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | WEN | @jonathanmaze | +0.15 | Notes Wendy's low EV multiple and questions further price pressure from a major holder. | +5.8% | tweet ↗ |
| 2026-08-27 | WEN | @jonathanmaze | -0.35 | Reports WEN falling after Peltz again decided not to acquire the chain. | +5.8% | tweet ↗ |
| 2026-08-26 | WEN | @jonathanmaze | +0.15 | States Nelson Peltz remains the largest shareholder of publicly traded Wendy's. | -8.5% | tweet ↗ |
| 2026-08-26 | DNUT | @jonathanmaze | -0.65 | Argues Krispy Kreme's logistics strategy was a serious operational mistake. | · | tweet ↗ |
| 2026-08-26 | DNUT | @jonathanmaze | -0.65 | Explains structural flaws in Krispy Kreme's store and logistics economics and doubts the turnaround. | · | tweet ↗ |
| 2026-08-26 | MCD | @jonathanmaze | +0.00 | Explains structural flaws in Krispy Kreme's store and logistics economics and doubts the turnaround. | -0.7% | tweet ↗ |
| 2026-08-25 | · | @jonathanmaze | · | Rising food costs and ineffective discounts are said to be severely pressuring franchisee cash flow. | · | tweet ↗ |
| 2026-08-24 | MCD | @jonathanmaze | -0.55 | Franchisee survey shows falling profitability and unaffordable $400K-$700K remodel obligations. | -2.8% | tweet ↗ |
| 2026-08-24 | WEN | @jonathanmaze | +0.10 | Wendy's names former McDonald's marketing executive Tariq Hassan as CMO. | -6.4% | tweet ↗ |
| 2026-08-24 | · | @jonathanmaze | · | Reports that Paris Baguette opened locations in Minnesota and favored the market. | · | tweet ↗ |
| 2026-08-24 | JMKE | @jonathanmaze | +0.40 | Reports initial JMKE coverage, with six positive and two neutral ratings. | · | tweet ↗ |
| 2026-08-23 | EAT | @jonathanmaze | +0.05 | Explains that Chili's is mostly company-operated after buying franchised locations. | -6.4% | tweet ↗ |
| 2026-08-19 | · | @jonathanmaze | · | Numerator data show salad purchasing and fast-food salad trips fell on cyclospora concerns. | · | tweet ↗ |
| 2026-08-18 | · | @jonathanmaze | · | Reports Boston Market's eviction, closure and severe domestic location decline | · | tweet ↗ |
| 2026-08-17 | WEN | @jonathanmaze | -0.20 | Wendy's eliminates its U.S. president role, restores a COO role and faces another likely ownership change. | -4.1% | 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.