Andrew Charles
Analyst
Cowen
Analyst
TD Cowen
Equibles does not estimate personal net worth.
About Andrew Charles
Andrew Charles is recorded as Analyst at Cowen and Analyst at TD Cowen. Andrew Charles has spoken on 33 earnings calls and 4 other investor events across 18 companies, most recently for Mcdonalds Corp on September 23, 2026. Those appearances were for Restaurant Brands International Limited Partnership (RSTRF), Cava Group, Inc. (CAVA), Restaurant Brands International Inc. (QSR), Darden Restaurants Inc (DRI), Sweetgreen, Inc. (SG) and 13 other companies. The companies whose calls Andrew Charles spoke on are classified in the Consumer Cyclical and Consumer Defensive sectors.
Andrew Charles on recent calls
“In the spirit of driving durable sales growth, in the past you've talked about normalized U.S. and IOM same-store sales of 3% to 4%, you know, gaining share in a category that grows around 2% to 3%.”
“You know, Mike, I had two different questions about the guidance. So, just first, you know, what contributes to the 70-cent 53-week impact? You know, it's a pretty large impact relative to the revenue guidance.”
“You know, Brett, it's clear with 2Qs, 9% same-store sales growth, that you guys are offering a compelling guest experience at a great value and consumers are rewarding you for it.”
“And then you talked about how the higher sales force costs, you know, drove about a third of the increase in operating expenses. Was that largely one time you expect that to endure?”
“You guys reiterated the on algorithm, 8% AOI growth for 2026. And in the first half of the year, you did see portfolio same store sales up 3.5%. And I'm wondering if you can make the claim or the prediction of 3% plus portfolio same store sales, long-term growth algorithm will be achieved in 2026.”
Affiliation history
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Cowen
Analyst
Source not stated
Current -
TD Cowen
Analyst
Source not stated
Current
Company network
CAVA
Restaurants · Consumer Cyclical
Food Distribution · Consumer Defensive
YUM
Restaurants · Consumer Cyclical
KRUS
Restaurants · Consumer Cyclical
JACK
Restaurants · Consumer Cyclical
MCD
Restaurants · Consumer Cyclical
Food Distribution · Consumer Defensive
SHAK
Restaurants · Consumer Cyclical
BROS
Restaurants · Consumer Cyclical
WEN
Restaurants · Consumer Cyclical