| Wingstop (Sizeable Value Creation Premium Justified: We See Several Years of Mid-to High-Teens EBITDA Growth on Minimal Capex)
|
WING |
Farmer, Jeff |
2018-10-19 |
| Dave & Buster's (We See the Return of SSS Growth in F4Q as a Multiple Expansion Catalyst for One of the Last Remaining 10%+ Unit Growth Stories)
|
PLAY |
Farmer, Jeff |
2018-10-19 |
| Cheesecake Factory (We See a Continued Tug of War Between Market Share Gains & Outsized Exposure to Wage Rate Inflation )
|
CAKE |
Farmer, Jeff |
2018-10-19 |
| BJ's Restaurants (Impressive SSS and Margin Expansion Momentum in 2018E, But We Expect It to Fade in 2019E with Valuation Following)
|
BJRI |
Farmer, Jeff |
2018-10-19 |
| Bloomin Brands, Inc. (Drivers in Place for Continued Market Share Gains - And In turn, A Narrowing of Sizeable Valuation Discount)
|
BLMN |
Farmer, Jeff |
2018-10-19 |
| Cracker Barrel (Margin Pressure and Decelerating SSS Kept in Check by Healthy Dividend Yield Support)
|
CBRL |
Farmer, Jeff |
2018-10-19 |
| Chipotle (Premium Multiple Unsustainable - Even if Most Optimistic Street Estimates Are Met in 2019E, 2020E and Beyond)
|
CMG |
Farmer, Jeff |
2018-10-19 |
| Texas Roadhouse (SSS Will Cont to Impress, But EPS Growth Could be Cut in Half with Persistent Labor Cost Pressure & Loss of Tax Reform Tailwinds)
|
TXRH |
Farmer, Jeff |
2018-10-19 |
| Dunkin' Brands (2020 SSS and Unit Development Targets Look Like a Long Shot - But Valuation Peak Here to Stay with DNKN a Perceived M&A Target)
|
DNKN |
Farmer, Jeff |
2018-10-19 |
| Darden Restaurants (Near Peak Valuation Premium Will Be Hard to Hold, Given Meaningful EPS Growth Deceleration Lurking)
|
DRI |
Farmer, Jeff |
2018-10-19 |
| Jack in the Box (Sizeable Valuation Discount Reflects Modest Near-Term SSS Prospects; Disgruntled Franchisee Base a Potential Catalyst )
|
JACK |
Farmer, Jeff |
2018-10-19 |
| Red Robin (Shares Are Bouncing Off of Trough Valuation Levels, but Continued Market Share Losses/Margin Headwinds Keep Us on Sidelines)
|
RRGB |
Farmer, Jeff |
2018-10-19 |
| Brinker International (EAT Shares Have Earned Their Valuation Upgrade, But We Think This is as Good as it Gets)
|
EAT |
Farmer, Jeff |
2018-10-19 |
| McDonald's (Valuation Discount Poised to Narrow with Greater Clarity on Short-Term Nature of EOTF Headwinds & Continued Margin Expansion )
|
MCD |
Farmer, Jeff |
2018-10-19 |
| Wendy's (WEN Approaching FCF Yield Tipping Point (~5.5%) a Level at Which We See Share Price Tracking FCF Growth )
|
WEN |
Farmer, Jeff |
2018-10-19 |
| Jeff Farmer Joins Gordon Haskett Research Advisors to Cover the Restaurant Sector
|
|
Farmer, Jeff |
2018-07-30 |