Andrew Charles
Analyst
TD Cowan
Equibles does not estimate personal net worth.
About Andrew Charles
Andrew Charles is recorded as Analyst at TD Cowan. Andrew Charles has spoken on 15 earnings calls and 1 other investor event across 12 companies, most recently for Dominos Pizza Inc on October 13, 2026. Those appearances were for Dominos Pizza Inc (DPZ), Yum Brands Inc (YUM), Restaurant Brands International Inc. (QSR), Sweetgreen, Inc. (SG), Darden Restaurants Inc (DRI) and 7 other companies. The companies whose calls Andrew Charles spoke on are classified in the Consumer Cyclical sector.
Andrew Charles on recent calls
“One quick housekeeping question to get everyone on the same page. Sandeep, is the message of low end of low single digit 2026 same store sales US guidance 1% or more like flat to 1%.”
“Rick, I recognize over the long term the correlation is low, but can you just remind us in the past how the off-garden business fares when there's these acute spikes in gas prices?”
“So, Michelle, within 2Q comps and full-year 2026 same-store sales guidance, how should we think about what's in bed for cannibalization? And as we look ahead here, with the accelerated unit growth of the medium term, do you expect the magnitude of cannibalization to step up on same-store sales?”
“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.”
“Just a little on the guidance for 3Q of 4 to 5 percent. You know, it implies the deceleration from the strong 2Q results on both a two-year basis as well as a seasonal basis?”
Affiliation history
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TD Cowan
Analyst
Transcript header (unverified)
Current
Company network
Yum Brands Inc
YUM
Restaurants · Consumer Cyclical
2 appearances
Latest appearance 2026-07-30
View calls and events
Dutch Bros Inc.
BROS
Restaurants · Consumer Cyclical
1 appearance
Latest appearance 2026-08-05
View calls and events
Shake Shack Inc.
SHAK
Restaurants · Consumer Cyclical
1 appearance
Latest appearance 2026-08-05
View calls and events
Starbucks Corp
SBUX
Restaurants · Consumer Cyclical
1 appearance
Latest appearance 2026-07-29
View calls and events