Analyst
Mizuho Securities
Equibles does not estimate personal net worth.
Nick Setien is recorded as Analyst at Mizuho Securities. Nick Setien has spoken on 5 earnings calls across 2 companies, most recently for Dutch Bros Inc. on August 5, 2026. Those appearances were for Dutch Bros Inc. (BROS) and BJs RESTAURANTS INC (BJRI). The companies whose calls Nick Setien spoke on are classified in the Consumer Cyclical sector.
“Just in terms of the guidance for the second half, any way to kind of break out company on versus franchise, you know, given the expanding gap here, that would be very helpful.”
“So, you know, obviously the marketing has been, you know, very successful. Can you just remind us how you're thinking about the back half of this year in terms of marketing spend, you know, year over year?”
“I was just hoping you guys would be able to help us think through the CPG contribution. In my math, in Q1, I think the franchise and other line was above by about $4 million or so.”
“It was very helpful, the Cox commentary and the other OPEX commentary, but I didn't hear anything about labor. Would you mind sharing kind of what your thoughts are around Q2 labor and maybe for the full year?”
“Obviously, the company-owned growth is by far the primary driver of fundamentals. So just so we can all kind of be on the same page, would it be possible to maybe, you know, tell us what the 3% to 5% comp for the year and the 4% to 6% system comp for Q1, what that bakes in for company-owned comp?”
Mizuho Securities
Analyst
Transcript header (unverified)
BROS
Restaurants · Consumer Cyclical
BJRI
Restaurants · Consumer Cyclical
