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Title Date
DNKN: Dunkin' Brands - Strong Start to 1Q19, but Road Ahead Is Far More Challenging Lapping Go2s Intro & Menu Simplification 2019-05-02
CAKE: Cheesecake Factory - Quick Hits from Earnings Call & Mgmt. Follow Up; Modest SSS & EPS Upside – Surprisingly Low Drama Quarter for Casual Dining Name 2019-05-01
YUM: Yum! Brands - Strong SSS Quarter with Tougher Comparisons Waiting; View 1Q as SSS High-Water Mark & See Multiple Expansion as Hard Fought 2019-05-01
Allergan boss survives his confidence vote, Occidental hand-holding tour continues, Conoco getting some tougher questions, Acadia plan still under wraps (AGN, OXY, COP, THC, ACHC, CVLT, PRGO, REZI) 2019-05-01
Home Improvement Data Science (1Q19) - Lowering LOW SSS to ~3.0%, HD Stays @ ~3.7%; Tough Qtr. + May Challenge Likely to Put Both in NT Holding Pattern; Stay HD > LOW 2019-05-01
EAT: Brinker International - Earnings Call Quick Hits: Lack of F4Q SSS Commentary Did Not Go Unnoticed, Labor Headwinds Persist & Delivery on Horizon 2019-04-30
GE: General Electric Co. - Additional GE 1Q19 revelations 2019-04-30
Occidental’s trip to Omaha pays off, Nielsen checks to May, hard to see a sale coming at G&W, an Ingersoll idea for Textron (OXY, NLSN, GWR, ARNC, TXT, EMN, ETN, HQY, AGN, ADS) 2019-04-30
MCD: McDonald's - U.S. & Global SSS Outperformance Support Our LT Bullish View, but Costs Pressures Will Temper Some of the Top Line Enthusiasm 2019-04-30
ETN: Eaton - In-line 1Q and guidance; deteriorating Mobile offsets Electrical strengths 2019-04-30
GE: General Electric Co. - Reduced 1Q19 operating results largely in-line; cash flow boosted by BHGE and timing 2019-04-30
EAT: Brinker International - Chili’s SSS & Traffic Impress, but With the Concept Now Lapping Return of Positive Traffic, SSS Growth Poised to Cool Off 2019-04-30
CGNX: Cognex - Consumer Electronics drove guidance miss again; premature to call bottom 2019-04-30
DNKN: Dunkin' Brands - Looking for 1Q19 SSS Upside; but Road Ahead More Challenging Lapping Go2s Intro & Menu Simplification 2019-04-30
W: Wayfair - Reading the 1Q Print: Solid 1Q + Strong Way Day in April = Sticking w/ Market Share Gainer in Furniture Vertical; Stay Accumulate 2019-04-30
WEN: Wendy's - Looking for 1Q SSS Upside Driven by Promo Shift to Higher Price Point Value Bundles; Expect Reiteration of 2019/2020 Guidance 2019-04-30
FND: Floor & Decor Holdings - Reading the 1Q Print: Raising 1Q SSS Forecast to High-End of Range; Price Target to $53 on Prospects For Cont’d Rebound in Sales 2019-04-30
TXRH: Texas Roadhouse - EPS Estimates Continue to Fall & We Expect the Trend to Continue; Maintain Underperform, Lowering PT to $50 from $54 2019-04-29
PH: Parker Hannifin - Pricey LORD deal; cost synergies seem aggressive 2019-04-29
EMR: Emerson - Slowing orders driven by upstream O&G pause 2019-04-29

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