Thoughts by Hero · monthly analyst commentary
High-Level Take
Five quick reads — one for the portfolio, one per store. Drill into Financial Performance for the numbers behind each take.
STORE ANALYSIS
Current month vs. T12 average
APR 2026 · BENCHMARKED TO TRAILING 12-MO. AVG
AI Insights · April 2026
GENERATED 05/11
SALES CATEGORY · % OF TOTAL SALES
CHANNEL
CURRENT
T12 AVG
Δ %
VARIANCE
FLAG
COST CATEGORY · FULL R365 LINE ITEMS · % OF SALES
LINE ITEM
CURRENT
T12 AVG
Δ %
VARIANCE
FLAG
How to use this view: Every line item from your R365 income statement is shown here, grouped into the same sections as the Financial Performance tab. Click any section header (COGS, Variable Wages, G&A, etc.) to collapse or expand the detail rows — section subtotals stay visible either way. Hide $0 rows filters out empty line items for a cleaner view. Each line shows current $, current % of sales, T12 monthly avg % of sales, the percentage-point delta, a centered variance bar, and a Good/Watch/Flat flag. T12 baseline note: the trailing-12 average reflects the real T12 monthly average from R365 (currently May 2025 – Apr 2026, the latest delivered report; older periods fall back to this baseline until older T12 data is loaded). Updating each month: when TBL Accounting delivers new R365 reports, drop the file and I'll refresh the embedded data — Store Analysis, Financial Performance, and the Key Metrics summary all update from the same source.
Current performance summary
Current Month + YTD · Refreshed when TBL Accounting delivers R365
April 2026
YTD Jan–Apr 2026
HDRG 04 — Erskine St · Gateway Plaza, East New York
Pro Forma Targets · Opening October 2026
~ 6 months to open
Target AUV
$2.49M
Benchmarked vs HDRG 03
Target EBITDA %
16.5%
Year 2 stabilized
Target Net Margin
14.9%
Above Brooklyn T12
Target Delivery Mix
30%
3 dedicated pickup spaces
Lease Terms
Base Rent$93,060/yr ($60 PSF)
Sq Footage1,551 SF
TIA Received$107,040
Lease StatusLOI Signed
Site Profile
ModelB — Captive Community
AnchorsTarget · BJ's · Home Depot
NeighborhoodEast New York · Alafia (2,400 units)
Site Score82 / Strong
📌 What you'll see here once HDRG 04 opens: The same income statement view you see for HDRG 01, 02, and 03 — current month + YTD, every R365 line item, with collapsible sections. Until then, this card stays as the pro forma reference. Once TBL Accounting delivers the first month's R365 trailing report after opening (likely November 2026), I'll wire HDRG 04's actual data in and this view will switch automatically.
Portfolio — Consolidated · 3 Operating Stores
Income Statement Summary · By Major Category
Click section headers to collapse/expand · Full P&L line-item detail
| Category | April 2026 | April 2025 | YTD 2026 | YTD 2025 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Amount | % Sales | YoY % | Amount | % Sales | Amount | % Sales | YoY % | Amount | % Sales | |
📋 How to use this view: Every line item from your Restaurant365 trailing reports is shown here. Click any section header (Sales, COGS, Variable Wages, G&A, etc.) to collapse or expand the detail rows — section subtotals stay visible either way. Hide $0 rows filters out empty line items for a cleaner view. The four pills above toggle between individual stores or the consolidated portfolio. Updating each month: when TBL Accounting delivers new R365 reports, send them over and I'll refresh the embedded data. Note: December year-end accounting true-ups can distort single-month depreciation lines; YTD figures normalize over multiple months.
Current Month — April 2026
Variance shown vs T12 monthly average
Trailing 12 Months — May 2025 to Apr 2026
Store Performance — Side by Side
Head-to-Head Cost Comparison