Bloomin' ($BLMN) podcast mentions
Timestamped Bloomin' ($BLMN) mentions across our podcast corpus.
It's so bloomin' hot. Rob, what are you saying?
Katie Martin · Unhedged · Hyperscale my debt! · 2026-10-01They would just come on stage and be like, we're getting a selfie. I think it's a Bloomin' Wright place.
Mark Normand · The Joe Rogan Experience · #2539 - Protect Our Parks 17 · 2026-08-13Yeah, there's a Bloomin' Wright gig.
Joe Rogan · The Joe Rogan Experience · #2539 - Protect Our Parks 17 · 2026-08-13More recently, it had a very successful campaign with Papa John's starting in 2019. That said, even Starboard doesn't always succeed. They tried to turn around Bloomin' Brands. That's the parent company of Outback Steakhouse. Outback Steakhouse a few years ago, and that's still— a dog. So if anybody can breathe new life into Shake Shack, I think it's these guys. They have good ideas. So where do I come down on the burger chains? Okay, here's the deal. Here's the bottom line. I think McDonald's can still be owned even as it's become a show-me story. If Burger King were an independent company, I'd be pounding the table on it. But unfortunately, it's buried within restaurant brands, which is struggling. I think Patrick Doyle can turn things around, especially now the stock's selling for 18 times forward earnings. Could take a little bit. As for Shake Shack, this one's very expensive, but it's a lot more enticing than it was a week ago. Now that Starboard Value's gotten involved. Let's go to Mona in Illinois. Mona. Hi, Jim. How are you doing? I am doing well, Mona. How are you doing? I'm very well, thank you. So my question today is about Netflix. I know you've been giving us a lot of advice about Netflix, but here is my situation. I sold a part of it in early '25 and then re-entered later in '25. So right now The stock is trading at 15% below my cost basis. So should I hold the stock for now and ride it out, or should I buy more? Okay, but I've got strict rules in this. One is that we do not care where a stock has come from, we care where it's going to. And second, has the price-to-earnings multiple come down, or the earnings come down? Right now the earnings are okay, the price-to-earnings multiple is at 20. So call me a beginner, getting position in Netflix. And for you, maybe you want to buy a little more to average down. Okay. I think Burger King is trickier to own because of its parent company. While Shake Shack, I don't know, kind of tasty story. But McDonald's is still a burger stock you can sink your teeth into, although I'm not going to tell you to run out and buy it.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/11/26 · 2026-08-11Weldon. Bill Weldon, right? Yeah, yeah, he looked like a CEO, just performed very well according to some. At G&H, Cracker Barrel is replacing its CEO about a year after that controversy over the restaurant chain's logo. Julie Massino will step down next month and be replaced by former Bloomin' Brands CEO— I think that's Outback— David Dino. He's a restaurant industry veteran who also held senior positions at Yum Brands. You might recall last August Cracker Barrel unveiled a new, less—
Joe Kernan · Squawk Pod · Fed Meeting Kickoff & Sen. John Fetterman (D-PA) 7/28/26 · 2026-07-28Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. Good morning! Today is Tuesday, the 28th of July. I'm Julie Morgan. South Korea's stock market came under immense pressure on Tuesday, as it plunged 10% after a global sell-off in tech stocks pushed companies like SK Hynix and Samsung deep in the red. The country's KOSPI index plunged to its worst session since March. Deutsche Bank strategist Jim Reid said renewed concerns over AI investment spending and competition from lower-cost Chinese companies were the dominant driver of Asian markets, triggering another sell-off in global semiconductor stocks. The sell-off was concentrated in South Korea's heavyweight chipmakers, with SK Hynix tumbling as much as 13% and Samsung falling around 12%. The two companies account for more than half of the Kospi's weighting. Reid said the weakness also spread to Japan, with the Nikkei falling 4.1%. Ford Motor is competing with rivals to secure a contract with the Department of Defense to build a tactical truck for the US Army based on the F-Series Super Duty pickup truck. According to The Wall Street Journal, Ford, General Motors, and BC Customs have been tasked with building a prototype of a truck that can operate as a mobile charging unit, troop transport and is capable of navigating challenging terrain. This would be the largest military contract for Ford since the Cold War. The DoD expects to buy at least 600 vehicles at a cost of $330,000 each. The prototypes developed by Ford, GM, and BC Customs will undergo operational assessments and developmental testing with the Army Test and Evaluation Command, with first deliveries expected by March 30th of next year. Now an update to a story that has been developing for nearly a year. The CEO of Cracker Barrel is stepping down. Julie Massino has been on the job less than 3 years. Her tenure is marked by an ambitious but ill-fated rebranding effort that was quickly reversed after creating a public relations nightmare last fall. Massino will be succeeded by former Bloomin' Brands CEO David Dino effective August 10th, but she will remain at the company until October 9th in an advisory role. Cracker Barrel's stock remains 45% below where it traded when she took over and underperformed the S&P 500 by 34 percentage points this year.
Julie Morgan · Wall Street Breakfast · Chips drag Korea lower · 2026-07-28Can't see it at all. Yeah. So, you know, you have to just look at lots of charts, read them, read the past, and look for the obvious. I have this joke that I say on my Substack that I do my charts in Crayola, and it's the same with all my stuff on Forbes. And I've been ridiculously right the last couple of years. It's like, you know, you couldn't really make up how right I've been. It's all there on Forbes. You can see it's all dated. And you look at my charts, they look like a 5-year-old's done them. I go, it's going that way. And it is, it's going that way. It's a straight line. I mean, look at the S&P right now and go back 10 years. It's just going straight up in a straight line. It's like, what do you need to know? It's just going up in a straight line. Well, something's going on to make it do that. And you know, there it is. So I think anybody that can look at charts and see the bloomin' obvious, they're in good shape. The moment they start drawing the 17 lines, pitchforks and Fibonacci and all that good malarkey, you know, oh, it's the fifth wave of the full cycle of the— no, you're, you're, um, getting trouble doing that. But if, if you look at it and you go, well, that's obvious what that's doing, then that's a good starting place to start your other research. And I, I look at financials quite a lot, and, um, that keeps me out of trouble. So, you know, you look at these companies with 30 times sales, it's And you go, what is 30 times sales? How did that happen? SpaceX, 100 times sales. I mean, oh yeah. Wow. Okay. So they've got the universe as their market. It could happen. So, you know, if you look at the numbers and so few people do, that will give you a great advantage because so few people are looking at the numbers and I'm always suspicious of the words. I'm not a fan of words. I like numbers. I look at the numbers. I look at the history of how it's behaved and how it's gone. You know, hey, I'm going to look at the chart over 20 years. It goes like that.
Clem Chambers · Investing Experts · We're in (the early stages of) a bubble · 2026-07-07