What podcasts say about Guzman y Gomez
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Guzman y Gomez
7 statements · 5 positive · 1 negative · 1 mixed
GYG’s network sales increased 18 percent during the year.
“network sales was up 18%.”
Open the episode · GYG’s Blowout Result, Adir’s Luggage Startup, Sydney's Pullman Five and Culture Amp’s AI FightListen at 59:12
GYG’s underlying EBITDA rose from $66 million to $85 million, a 28 percent increase.
“Underlying EBITDA. This was a great story. This went from 66 million to 85 million, up 28% of the year.”
Open the episode · GYG’s Blowout Result, Adir’s Luggage Startup, Sydney's Pullman Five and Culture Amp’s AI FightListen at 59:36
GYG drive-through stores generate roughly 60–70 percent more profit than non-drive-through stores.
“their drive thru stores make significantly more profit. I think their drive thru stores make 70, 60, 70% more profit than the non drive thru stores.”
Open the episode · GYG’s Blowout Result, Adir’s Luggage Startup, Sydney's Pullman Five and Culture Amp’s AI FightListen at 1:08:54
GYG’s food and packaging costs grew slower than revenue, indicating scale benefits.
“22% revenue growth only resulted in 9% growth in cost of food and packaging.”
Open the episode · GYG’s Blowout Result, Adir’s Luggage Startup, Sydney's Pullman Five and Culture Amp’s AI FightListen at 1:12:58
Adir Shiffman does not recommend buying GYG at a 64-times earnings multiple.
“I don't think it's a good enough business to buy at 64 times earnings.”
Open the episode · GYG’s Blowout Result, Adir’s Luggage Startup, Sydney's Pullman Five and Culture Amp’s AI FightListen at 1:16:48
GYG can probably sustain approximately 30 percent growth.
“I think they can probably grow at 30% consistently.”
Open the episode · GYG’s Blowout Result, Adir’s Luggage Startup, Sydney's Pullman Five and Culture Amp’s AI FightListen at 1:17:22
GYG remains investable at its current price, though valuation is approaching the upper end.
“this is a very investable company still at this price, but it's getting towards the top end.”
Open the episode · GYG’s Blowout Result, Adir’s Luggage Startup, Sydney's Pullman Five and Culture Amp’s AI FightListen at 1:20:49
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.