替你看完上百个英文美股频道，他们都在谈什么

Good. Do you want to talk about Burger King? certainly. Why, why is this one of the few companies in the Quick Service Restaurant (QSR) sector, and what is its trading symbol? Why is it one of the few companies that has remained strong?

I mean, it was on sale for the last couple of days, but this category was really, really hard to find. Yes. There are a few reasons. First of all, Patrick Doyle did a fantastic job.

He is the Chief Executive Officer of the Board. 3G appointed him as the company's chief executive officer. He was at Domino's, and as you know, under his leadership he was the CEO .

Under his management, I believe the value of Domino's has increased 20 times. disaster. Yes. He's great, well, since he left it's become a disaster . He chose a good time to drive.

Is he the person who came and started making videos online about how bad the food was? Yes. Yes. At Domino's. Yes. And he saved it, he saved the company . exactly . It was like, it was a train wreck.

He came and said, "The food is bad." Yes. Let's go, and he said it tasted like cardboard. Yes. They conducted focus groups and began to improve the recipe, yes. I do n't know what they really did , they added garlic to the tomato sauce.

It was like a revelation. Yes. I think they made a paste that withstands transport better. They did valuable things with regard to food. Yes. But they were also adept at implementation.

Yes. They had the best food delivery app at one point. They probably still have them . I don't know. They still have them. It's great. Ordering is extremely easy; it remembers what you like and your delivery instructions.

They achieved tremendous success. So this is the man who has now been brought in for This Is Burger King, Tim Hortons and Popeyes. So, it's all healthy food. Yes. Firehouse Sub.

Ah yes. Yes, but Jonathan, I think a lot of competitors are being hurt by GLP drugs. I think that's part of the story. Why are Burger King and Tim Hortons safe? They are not immune, but they are in the middle of a transformation phase.

They have addressed this problem. I mean, listen, they have to deal with meat price inflation of 20% to 25% like everyone else. The stock initially had a cheaper price-to-earnings ratio than other stocks.

Secondly, Burger King North America is currently in a transformation phase, and they are in the middle of it. And nations... why are they making this transformation? What does that mean ?

For example, the franchisees were not happy. The unit-level economics for the stores were not good. You know, sales at similar stores haven't been good. Now, sales at similar stores have improved.

They are basically halfway through the recovery that McDonald's has just begun. So, the great thing here is that it goes private every five years, right? Burger King becomes a private company every five to seven years, as someone buys it.

3G acquired it in 2011 or 2012. I think they will stay for a long time; they have built a great business and are getting a 3-4% return while they wait. They will have opportunities to buy other restaurants.

Yes, it may be sold, but I think the company is now worth $45 billion. So, it became a little more difficult . I mean, the process of taking Burger King private was, I think, as a percentage, the best private equity deal ever .