John Glass
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
About John Glass
John Glass is recorded as Analyst at Morgan Stanley. John Glass has spoken on 6 earnings calls across 4 companies, most recently for Restaurant Brands International Limited Partnership on May 3, 2022. Those appearances were for Restaurant Brands International Limited Partnership (RSTRF), US Foods Holding Corp. (USFD), Bloomin' Brands, Inc. (BLMN) and Darden Restaurants Inc (DRI). The companies whose calls John Glass spoke on are classified in the Consumer Cyclical and Consumer Defensive sectors.
John Glass on recent calls
“Back on Tim's, is there a way to index or talk about absolute traffic levels at Tim's in Canada versus 19 to understand what the opportunity is to recapture that?”
“My first question is, Chris, thank you for all the detail on 2022 in terms of guidance. How do you think about the shape of the sales growth in 2022? There’s some big laps, particularly in the second and third quarter, across your brands.”
“One way to look at your business I think some have framed is looking - comparing your business to your largest competitor and thinking about the gap in margins that you have and your desire to close a part of that maybe not all but maybe 75% of it.”
“Jose, on Burger King U.S., two questions. One specifically, what's the impact of removing the paper coupons if there's a way to sort of isolate that so we understand that impact?”
“Gene or whoever, could you please first just talk about the impact of the reduction of couponing at Olive Garden? I think that probably has adversely impacted sales.”
Affiliation history
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Morgan Stanley
Analyst
Source not stated
Current
Company network
Food Distribution · Consumer Defensive
2 appearances
Latest appearance 2022-02-17
View calls and events