Food for Thought: Sell Side Equity Research & the Restaurant University with Nicole Miller Regan, Piper Sandler

By ICR | Podcast

Summary

The best sell-side analysts are experts in every aspect of their industry: consumer behavior, competitive landscape, industry trends and company fundamentals. Nicole Miller Regan is one of those experts. As Senior Research Analyst at Piper Sandler, she has been on the sell-side for over 15 years, and is an authority on the restaurant and hospitality universe.

Highlights:

  • How the restaurant industry has adapted during COVID (3:10)
  • Structural changes that businesses made during the pandemic (6:05)
  • What companies should do to help analysts do their job (9:06)
  • The best CEOs don’t overly focus on their stock price (12:28)
  • How ESG factors into Nicole’s analysis (13:13)
  • Technology is important but just one piece of the puzzle (16:04)
  • Where does Nicole think equity research is headed? (23:01)
  • Why you should think long-term in a world focused on the present (25:14)

Links:

ICR Twitter

ICR LinkedIn

ICR Website

Piper Sandler Website

Piper Sandler LinkedIn

Piper Sandler Twitter

Nicole Miller Regan LinkedIn

Feedback:

If you have questions about the show or topics you’d like discussed in future episodes, email our producer, andrew@lowerstreet.co