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BLMN: Bloomin Brands, Inc. - Full Portfolio of BLMN...
BLMN: Bloomin Brands, Inc. - Full Portfolio of BLMN Concepts Posting Steady W/W SSS Improvement; ...
6-11-2020 Restaurants - Jeff Farmer
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GRUB: Grubhub Inc - Conference Call Quick Hits:...
GRUB: Grubhub Inc - Conference Call Quick Hits: Transaction Makes Sense for JET; Uber Now Out of ...
6-11-2020 Restaurants - Robert Mollins
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RRGB: Red Robin - Sales Recovery Hurdles Higher Than...
RRGB: Red Robin - Sales Recovery Hurdles Higher Than Casual Dining Peers - Shares Reflecting That...
6-11-2020 Restaurants - Jeff Farmer
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GrubHub delivery includes a green shoot, Unilever whips...
GrubHub delivery includes a green shoot, Unilever whips off its handcuffs, LBO scuttlebutt at Ter...
6-11-2020 Event-Driven Research - Don Bilson
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ITW: ITW - Growth pivot
ITW: ITW - Growth pivot
6-11-2020 Multi-Industry - None
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GRUB: Grubhub Inc - Whoomp There It Is - The News...
GRUB: Grubhub Inc - Whoomp There It Is - The News We've All Been Waiting For
6-10-2020 Restaurants - Robert Mollins
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JACK: Jack in the Box - JACK Has Quickly Moved Through...
JACK: Jack in the Box - JACK Has Quickly Moved Through Recovery Phase - Joining Small List of Cos...
6-10-2020 Restaurants - Jeff Farmer
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YUM: Yum! Brands - Pizza Hut & Taco Bell SSS...
YUM: Yum! Brands - Pizza Hut & Taco Bell SSS Recoveries Outpacing Street; Recent QSR Peer SSS Upd...
6-10-2020 Restaurants - Jeff Farmer
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SBUX: Starbucks Corp - U.S. Recovery Sees...
SBUX: Starbucks Corp - U.S. Recovery Sees Smaller-than-Expected Boost from Reopened Stores; EBITD...
6-10-2020 Restaurants - Jeff Farmer
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HDS: HD Supply - Raising forecast to reflect more rapid...
HDS: HD Supply - Raising forecast to reflect more rapid near-term recovery
6-10-2020 Multi-Industry - None
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Weak signal coming out of Amerisource, Alexion boss does...
Weak signal coming out of Amerisource, Alexion boss does his best GHRA impression, sellers waitin...
6-10-2020 Event-Driven Research - Don Bilson
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Web Traffic Data Update (6/10) - Wayfair Checkout Domain...
Web Traffic Data Update (6/10) - Wayfair Checkout Domain Slows A Bit in Last Week of May . . . Bu...
6-10-2020 Retail - Chuck Grom, CFA, CPA
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FIVE: Five Below - Geno’s or Pat’s? Upgrading the Team...
FIVE: Five Below - Geno’s or Pat’s? Upgrading the Team From Philly To Buy-Rated as SSS + Store G...
6-10-2020 Retail - Chuck Grom, CFA, CPA
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EAT: Brinker International - Recovery Has Legs: First...
EAT: Brinker International - Recovery Has Legs: First Reopened Chili’s Continue to Build, Off-Pre...
6-9-2020 Restaurants - Jeff Farmer
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M: Macy's - Tweaking Down FY20 Estimates Following...
M: Macy's - Tweaking Down FY20 Estimates Following 1Q20 Results; PT Stays at $7.50
6-9-2020 Retail - Chuck Grom, CFA, CPA
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Eighty bucks and XPO is still a no, Nuance SpinCo is...
Eighty bucks and XPO is still a no, Nuance SpinCo is flourishing, keeping tabs on a BoSox loss, a...
6-9-2020 Event-Driven Research - Don Bilson
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Department Stores & Off-Price Retail - 1Q20...
Department Stores & Off-Price Retail - 1Q20 Inventory Picture Comparison + Initial Macy’s Reactio...
6-9-2020 Retail - Chuck Grom, CFA, CPA
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HDS: HD Supply - F1Q20 matches consensus EBITDA;...
HDS: HD Supply - F1Q20 matches consensus EBITDA; sequential May improvement
6-9-2020 Multi-Industry - None
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Property Catastrophe: Hardening Market Likely to...
Property Catastrophe: Hardening Market Likely to Accelerate
6-9-2020 Insurance - Bill Wilt
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WEN: Wendy's - Global SSS Back in Positive Territory...
WEN: Wendy's - Global SSS Back in Positive Territory Exiting May: Investors Looking for Greater U...
6-8-2020 Restaurants - Jeff Farmer

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