Сигналы
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u/SurpriseInTheShower
Reddit r/wallstreetbets
Винрейт
100.0%
доходность
+1.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
03 авг
$3.06
+1.0%
US hub utilization is ~25%, per-hub revenue has grown 9% and 12% in the last two quarters, and US adjusted EBITDA margin reached 11.5% in Q1 2026. Operating leverage means incremental US revenue from existing hubs flows heavily to EBITDA and FCF, creating a repricing catalyst. At $3.18, the risk/reward skews positive; the author’s $7 target implies ~2.2x upside if the turnaround continues. Turnaround stalls, margins reverse, donut demand weakens, or high leverage (~5.5x) limits financial flexibility.
US hub utilization is ~25%, per-hub revenue has grown 9% and 12% in the last two quarters, and US adjusted EBITDA margin reached 11.5% in Q1 2026. Operating leverage means incremental US revenue from existing hubs flows heavily to EBITDA and FCF, creating a repricing catalyst. At $3.18, the risk/reward skews positive; the author’s $7 target implies ~2.2x upside if the turnaround continues. Turnaround stalls, margins reverse, donut demand weakens, or high leverage (~5.5x) limits financial flexibility.
Рестораны
Показано 1 из 1 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У u/SurpriseInTheShower на Buzzberg отслеживается 1 торговых идей по 1 тикерам с августа 2026. Чаще всего покрывает: DNUT.
