Analyzing Return on Incremental Invested Capital | Signals by AlphaSense Podcast

In this episode, we spoke with John Zolidis, President at Quo Vadis Capital. John has over 25 years of Wall Street experience analyzing unit-based businesses, such as restaurants and retailers. We covered a number of topics including unit economics, Return on Invested Capital (ROIC), and Return on Incremental Invested Capital (ROIIC). John also discussed specific aspects of ROIIC, including cohorting, differences in capital allocation decisions of public and private concepts, understanding franchisee economics in the case of franchised businesses, and a lot more. The guest explains in detail the work that goes into understanding the true performance of the newest cohort of stores, finding inflection points in ROIIC which leads to estimate and revision changes. Listen on: Apple: podcasts.apple.com/us/podcast/analyzing-return-on-… Spotify: open.spotify.com/episode/55NhTDDtkBl0KKiFHBXrr8?si… Google: podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c… --- AlphaSense is a market intelligence and search platform used by the world’s leading companies and financial institutions. → Learn more about AlphaSense: www.alpha-sense.com/ → Learn more about Stream by AlphaSense: www.streamrg.com/ → Engage with AlphaSense: Twitter: www.twitter.com/alphasenseinc LinkedIn: www.linkedin.com/company/alph... Facebook: www.facebook.com/AlphaSenseInc Instagram: www.instagram.com/alphasenseinc Podcast: open.spotify.com/show/2Fpmsp1YeDXjdBnkPL45LS Blog: www.alpha-sense.com/blog