bros hot tip incoming: Noodles and Co. (NDLS)
just got a new menu, revamped all their dishes and added some new mac and cheese bowls. Also they fixed up their PoS system so that doordash and ubereats delivers your fatass the hottest food. the last fix is probably huge, most orders from any restaurant nowadays are from ubereats/doordash and if you can deliver hot mac and cheese to the sorority bitches, you are just printing money at that point. bitches love mac n cheese, love it. They had a bump from the initial news, but with the menu revamp and the PoS update for delivery, along with more on the way, you got a recipe for this baby to be the next CAVA.
wouldn't buy everything now tho, just dip your toe. The overall market isn't seeing a full recovery yet, Trump could still open his mouth and issue new tarriffs, or worse send more missles into the middle east and drive up the cost of crude again. But also wouldn't wait too long to slurp up shares, wall st buys a service that shares credit card info on millions of consumers, anonymized of course, but they could easily tell if this new revamp is working or not long before next quarterly earnings get released. I'd personally do third now wait to see if the market makes a proper recovery, next two thirds on the dip if things go south.
One sure thing about this ticker, at the very least ya won't lose money, they've been hovering around 122mil revenue for a while now, seems like they got a devoted but small customer base. Once ya add in the mac n cheese bitches, game over for everyone else. Also not much competition in the fast casual noodles category, so I'd say they got some sorta moat.
I'm just sayin all this cuz I ate there today and it was good, wish I ordered the mac n cheese that shit looks delish. They are officially giving me CAVA vibes. Before they were meh, this revamp is the last piece of the puzzle.
bitches love mac n cheese, thx for read stock report. now I got scratchers to go and buy.