Food Distribution · Consumer Defensive
Brian Harbour
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
About Brian Harbour
Brian Harbour is recorded as Analyst at Morgan Stanley. Brian Harbour has spoken on 51 earnings calls and 2 other investor events across 25 companies, most recently for Dominos Pizza Inc on October 13, 2026. Those appearances were for Performance Food Group Co (PFGC), Brinker International, Inc (EAT), Cava Group, Inc. (CAVA), US Foods Holding Corp. (USFD), Starbucks Corp (SBUX) and 20 other companies. The companies whose calls Brian Harbour spoke on are classified in the Consumer Defensive and Consumer Cyclical sectors.
Brian Harbour on recent calls
“Please go ahead. yeah thanks good morning guys um i i guess sort of related to that you know you talked about kind of pressure on franchisee profits presumably this year what um it it seems like there are things you have in mind that might help to to improve that i guess aside from maybe just some of the specific…”
“The smaller portions in Olive Garden, I mean, have they kind of performed as you expected? You talked about kind of the mixed drag, but has the traffic benefit been there?”
“So the rent relief and then the capital partnering, could you give us some sense for kind of when the plurality of that will show up? I think you've talked about something like 70% of restaurants are going to be remodeled in the next three or four years.”
“You know, you mentioned kind of the 2 million AUV target several times, right? The stores that are there today, what kind of defines those? Is that more about location or age of the store?”
“So, is it correct that you expect to run like roughly 3% price through this year? And then do you have any kind of directional color on like mix impact that you're expecting?”
Affiliation history
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Morgan Stanley
Analyst
Source not stated
Current
Company network
CAVA
Restaurants · Consumer Cyclical
Food Distribution · Consumer Defensive
SBUX
Restaurants · Consumer Cyclical
WING
Restaurants · Consumer Cyclical
JACK
Restaurants · Consumer Cyclical
MCD
Restaurants · Consumer Cyclical
DNUT
Grocery Stores · Consumer Defensive
SYY
Food Distribution · Consumer Defensive
BROS
Restaurants · Consumer Cyclical
WEN
Restaurants · Consumer Cyclical
PTLO
Restaurants · Consumer Cyclical
Food Distribution · Consumer Defensive
YUM
Restaurants · Consumer Cyclical