Research from Atrium Research, Atrium Research Corporation

Atrium Research

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis.

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Thematic (Sector/Industry)

Canada Automobiles and components / Thematic (Sector/Industry)

A&W Revenue Royalties Income Fund (AW-U CN)

<ul><li>Restaurant royalties’ same-store-sales growth continues to outpace food inflation in Canada which we believe to be persistent</li><li>The full-service and limited-service restaurant industries have proven to have resilient growth through all economic conditions</li><li>The group outperformed the TSX by 450 bps since our last note, yet valuations still remain at trough levels</li></ul>

Restaurant royalties’ same-store-sales growth continues to outpace food inflation in Canada which we believe to be persistentThe full-service and limited-service restaurant industries have proven to have resilient growth through all economic conditionsThe group outperformed the TSX by 450 bps since our last note, yet valuations still remain at trough levels

Restaurant Royalties: Everything Going as Planned