QSR chains
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 28, 2023 by Nikhil Kamath · across every show →
Everything said about QSR chains, oldest first
Oct 28, 2023 negative
Kamath: Public Markets Overvalue QSR Chains and Undervalue Dine-In Restaurants
“So when I saw QSR chains getting the multiple that they are, while they are just franchisee models, replicating a foreign product in necessarily not an innovative way, I don't think they deserve that valuation. I don't think Dine in restaurants deserve the low…”