Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders

Effective sell-side analysts have to be well-versed in their industry. The best are experts on every aspect: consumer behavior, competitive landscape, and industry trends. Nicole Miller is one of those experts. As Senior Research Analyst at Piper Sandler, she has been conducting sell-side analysis for over 15 years, and is an authority on the restaurant and hospitality universe. We sat down with Nicole to talk how the restaurant industry drove value by adapting to COVID, what factors into her picks, and where she thinks equity research is headed.

Show Notes

Effective sell-side analysts have to be well-versed in their industry. The best are experts on every aspect: consumer behavior, competitive landscape, and industry trends. Nicole Miller is one of those experts. As Senior Research Analyst at Piper Sandler, she has been conducting sell-side analysis for over 15 years, and is an authority on the restaurant and hospitality universe. We sat down with Nicole to talk how the restaurant industry drove value by adapting to COVID, what factors into her picks, and where she thinks equity research is headed.

Highlights
  • How the restaurant industry has adapted during COVID (3:10)
  • Structural changes that businesses made during the pandemic (6:05)
  • What companies can do to help analysts (9:06)
  • The companies that do the best don't care about their stock prices (12:28)
  • How ESG factors into Nicole's analysis (13:13)
  • How private companies are emerging from the pandemic (15:29)
  • 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 LinkedIn

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

What is Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders?

In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value.

In Welcome to the Arena from ICR, Co-Founder & Executive Chairman of ICR, Tom Ryan, interviews key business and financial players who influence the fate of public or aspiring public companies in the capital markets. As a former Wall Street Journal ranked sell-side equity analyst and the founder of one of the largest strategic communications firms in the world, Tom understands what it takes to navigate this complex environment.

This is a forum for CEOs, CFOs, institutional investors, sell-side analysts, financial journalists, private equity professionals and other financial community participants to share their stories and give advice in an open and candid conversation.

For more information, visit http://www.icrinc.com