What podcasts say about Michael Halen

Every statement, with the speaker, the exact quote and the moment it was said.

What Michael Halen has said on podcasts

12 statements · 5 positive · 4 negative · 1 mixed · 2 neutral

on Domino’s same-store salesNegativeOct 13, 2026· Bloomberg Intelligence
Domino’s same-store sales missed estimates and were weak.
“same-store sales missed estimates came in pretty weak”
Listen at 10:08
Open the episode · US Banks Post Mixed Earnings Results
on Domino’s discountingMixedOct 13, 2026· Bloomberg Intelligence
Domino’s discounting boosts traffic but reduces average checks.
“discounting efforts to, you know, to bring people in via discounting are boosting traffic, but they're hurting average checks”
Listen at 10:19
Open the episode · US Banks Post Mixed Earnings Results
on Domino’s same-store sales growthNegativeOct 13, 2026· Bloomberg Intelligence
Domino’s may not return to 2–3% same-store sales growth.
“we're not too optimistic here that Domino's can get back to, you know, two to three percent same sort of sales growth”
Listen at 11:04
Open the episode · US Banks Post Mixed Earnings Results
on Domino’s, Papa John’s, and Pizza HutNeutralOct 13, 2026· Bloomberg Intelligence
Domino’s, Papa John’s, and Pizza Hut over-index on low-income consumers.
“these companies that you mentioned are all over-indexed to low-income consumers”
Listen at 11:43
Open the episode · US Banks Post Mixed Earnings Results
on Domino’s U.S. store growthNegativeOct 13, 2026· Bloomberg Intelligence
Domino’s is unlikely to meet its U.S. store-growth goal this year.
“they're not going to hit their 125 to 105, 150 US store goal for this year”
Listen at 14:14
Open the episode · US Banks Post Mixed Earnings Results
on Jersey Mike’s net unit growthPositiveOct 13, 2026· Bloomberg Intelligence
Jersey Mike’s is expected to achieve 8–10% net unit growth.
“we're talking about eight to 10 percent net unit growth”
Listen at 15:03
Open the episode · US Banks Post Mixed Earnings Results
on Jersey Mike’s same-store sales growthPositiveOct 13, 2026· Bloomberg Intelligence
Jersey Mike’s is expected to achieve 3–4% same-store sales growth.
“We're talking three to four percent same sort of sales growth.”
Listen at 15:05
Open the episode · US Banks Post Mixed Earnings Results
on Jersey Mike’s marketing initiativesPositiveSep 9, 2026· Bloomberg Intelligence
Jersey Mike’s marketing initiatives should attract Gen Z consumers
“This should attract Gen Z consumers into the brand.”
Listen at 12:17
Open the episode · Chewy Shares Slump as Executives Say Consumers Remain Pressured
on Jersey Mike’sPositiveSep 9, 2026· Bloomberg Intelligence
Investors seeking restaurant exposure should own Jersey Mike’s
“Jersey Mike's is kind of a sector style that clients, if they want to be in restaurants, should be in.”
Listen at 13:33
Open the episode · Chewy Shares Slump as Executives Say Consumers Remain Pressured
on Jersey Mike’s same-store salesPositiveSep 9, 2026· Bloomberg Intelligence
Jersey Mike’s same-store sales will accelerate to 3%–4%
“same-star sales are going to accelerate back to 3% to 4%.”
Listen at 13:53
Open the episode · Chewy Shares Slump as Executives Say Consumers Remain Pressured
on Jersey Mike’sNeutralSep 9, 2026· Bloomberg Intelligence
Jersey Mike’s locations are 99% franchised
“They're 99% franchise.”
Listen at 14:03
Open the episode · Chewy Shares Slump as Executives Say Consumers Remain Pressured
on Jersey Mike’s franchiseesNegativeSep 9, 2026· Bloomberg Intelligence
Jersey Mike’s franchisees bear higher food and labor costs
“So they're not footing the bill for the higher food and labor costs. The franchisees are”
Listen at 14:05
Open the episode · Chewy Shares Slump as Executives Say Consumers Remain Pressured

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.