| BLMN: Bloomin Brands, Inc. - We Are Buyers of Today’s Weakness: 6.5x EBITDA a Bargain for Increased FCF, a New 4% Div. Yield & Still Likely Brazil Biz Sale
|
BLMN |
Farmer, Jeff |
2020-02-18 |
6 |
| BLMN: Bloomin Brands, Inc. - First Look: 4Q19 SSS Were Modest & No QTD SSS Commentary, but Aggressive Cost Controls Now in Place, Brazil Sale Remains in Play
|
BLMN |
Farmer, Jeff |
2020-02-18 |
4 |
| TXRH: Texas Roadhouse - 4Q19 & 1Q20 QTD SSS Set to Impress, but Outsized Multiple Expansion Will Prove Hard to Hold When Segment SSS Slow
|
TXRH |
Farmer, Jeff |
2020-02-13 |
8 |
| JACK: Jack in the Box - Continue to Like Risk/Reward with Value/Product Innovation SSS Drivers in Play & A Low Bar for Longer-Term Fundamentals
|
JACK |
Farmer, Jeff |
2020-02-12 |
7 |
| BLMN: Bloomin Brands, Inc. - 4Q19 SSS Likely to Underwhelm, but Expect 1Q20 QTD SSS & 2020 Guidance Intro to Outpace Current Street Estimates
|
BLMN |
Farmer, Jeff |
2020-02-11 |
10 |
| YUM: Yum! Brands - Coronavirus & Pizza Hut U.S. SSS Erosion Meaningfully Handicap 1H20 System Sales Growth Visibility; NT Risk > Reward
|
YUM |
Mollins, Robert |
2020-02-06 |
7 |
| DNKN: Dunkin' Brands - Quick Hits from Earnings Call & Mgmt. Follow Up: NextGen Remodel Pace Very Modest, Tougher SSS Comparisons Are Here Now
|
DNKN |
Farmer, Jeff |
2020-02-06 |
7 |
| GRUB: Grubhub Inc - Earnings + Mngt. Call Back Quick Hits: Initiatives Appear to Be Working, But Reduced Profit Visibility Leaves Us on the Sidelines
|
GRUB |
Mollins, Robert |
2020-02-06 |
6 |
| DNKN: Dunkin' Brands - 4Q19 SSS & EPS Upside Delivered, but 2020 EPS Growth Falls Short; Strategic Investments & Next Gen Remodels Call Focus Areas
|
DNKN |
Farmer, Jeff |
2020-02-06 |
5 |
| GRUB: Grubhub Inc - 4Q19 1st Look: Strong 4Q19 Topline Growth, but Reiterating “At Least $100MM” in 2020 EBITDA Likely to Add to Investor Concern
|
GRUB |
Mollins, Robert |
2020-02-05 |
6 |
| CMG: Chipotle - SSS & EPS Upside Continue; All-time High Valuation & Mountainous 2020 SSS Comparisons Leave Us in Cautious Stance on Shares
|
CMG |
Farmer, Jeff |
2020-02-04 |
7 |
| Delivery Bowl 2020 - DoorDash Won Super Bowl Weekend with CEO Tony Xu Named MVP
|
|
Mollins, Robert |
2020-02-04 |
5 |
| Coronavirus - Coronavirus Dwarfing SARS: Expect Wave of Disclosure (from retail/rest. cos) over Next Several Weeks to Weigh on SBUX
|
|
Farmer, Jeff |
2020-02-03 |
5 |
| DNKN: Dunkin' Brands - 4Q19 Results & 2020 Guidance Intro Likely to Offer Few Surprises; Valuation a Bit Robust w/ Tougher SSS Comparisons Now in Play
|
DNKN |
Farmer, Jeff |
2020-01-31 |
9 |
| EAT: Brinker International - January SSS Save the Day, but Also Underscore That Any Brinker Bull Thesis Must be Rooted in SSS Outperformance (We Are There)
|
EAT |
Farmer, Jeff |
2020-01-29 |
6 |
| MCD: McDonald's - With EPS Estimates Stabilizing - MCD is Going to Work to Rekindle U.S. Traffic Growth and We Expect New Leadership to Deliver
|
MCD |
Farmer, Jeff |
2020-01-29 |
|
| SBUX: Starbucks Corp - Market Knew Harrowing China News Was Coming, But Proved to Be More Concerning Than Expected; Risk>Reward in Near-Term
|
SBUX |
Farmer, Jeff |
2020-01-29 |
7 |
| Sweetgreen: Lighting the Path for Future Digital Sales Strategies - Sweetgreen is Blazing Path for Digital/Off-Premise Sales Strategies. CMG & WING Best Positioned to Leverage These Strategies
|
|
Farmer, Jeff |
2020-01-28 |
7 |
| MCD: McDonald's - Expect Modest U.S. SSS Upside & for New CEO to Outline High-Level Game Plan for U.S. Traffic Recovery & Greater Capital Prudence
|
MCD |
Farmer, Jeff |
2020-01-27 |
7 |
| GRUB: Grubhub Inc - Looking for a Modest 4Q19 Revenue Miss as Our Alt. Data Indicate GRUB’s Increased Promo Activity Hasn’t Resonated w/ Diners
|
GRUB |
Mollins, Robert |
2020-01-27 |
8 |