consumer-services-dining-travel theme · 2 dossiers

Consumer-turnaround, comps +8.3% + raised guide but RSI 83.3 parabolic, founder sold $92.5M, fwd P/E ~70 single-name flyer, want the ~$58 shelf retest, WATCH.

De-rated franchise compounder, analyst split (TD Cowen Hold $160 vs Stephens OW $225); not a momentum pitch until Q2 comps stabilize sector-rotation tag only, WATCH.