| BJRI: BJ's Restaurants - Looking for Modest 2Q SSS & EPS Miss; Continue to See 2020E Street EPS as Aggressive with Labor Pressure Largely Ignored
|
BJRI |
Farmer, Jeff |
2019-07-19 |
| GRUB: Grubhub Inc - Shares Still Digesting Recent Flurry of Negative Headlines - Most of Which Are Without Merit – Buying Opp. Heading into Earnings
|
GRUB |
Mollins, Robert |
2019-07-18 |
| SBUX: Starbucks Corp - Looking for U.S. & China SSS Upside; Expect Reiteration of FY19 EPS Guidance on Stabilizing Margin and Tax Rate Outlooks
|
SBUX |
Farmer, Jeff |
2019-07-18 |
| CMG: Chipotle - Expect Modest 2Q SSS/EPS Upside; We See Decelerating SSS Coming in September as CMG Laps Intro of Multiple SSS Initiatives
|
CMG |
Farmer, Jeff |
2019-07-16 |
| GRUB: Grubhub Inc - Driver Pay Analysis: GRUB the Lone Company Changing Driver Pay for the Better - A Move that Will Help Attract & Retain Drivers
|
GRUB |
Mollins, Robert |
2019-07-12 |
| GRUB: Grubhub Inc - New York State Liquor Authority Fears Overdone – GRUB the Only National Third-Party Delivery Company Operating Under a Waiver
|
GRUB |
Mollins, Robert |
2019-07-11 |
| CBRL: Cracker Barrel - Highlights from Management Meetings: Poised to Meet/Exceed F4Q Street Estimates; Margin Compression to Continue in FY20E
|
CBRL |
Farmer, Jeff |
2019-07-11 |
| Defensive Names Come at a Price – We Think It Moves Higher - Franchise Valuation Premium at All-time High - Defensive Rotation Poised to Continue: WEN & JACK Offer Best Risk/Reward
|
|
Farmer, Jeff |
2019-06-28 |
| GRUB: Grubhub Inc - Model Update and Our Thoughts on Intra-quarter News and Investor Focus Areas
|
GRUB |
Mollins, Robert |
2019-06-27 |
| CMG: Chipotle - 35 Concept Free Delivery Analysis: CMG the Most Aggressive with 71 Days – An Unsustainable Rate w/ High Hurdles in Coming Qtrs.
|
CMG |
Farmer, Jeff |
2019-06-21 |
| DRI: Darden Restaurants - F4Q Underwhelms – But Bearish Sentiment Will Be Held in Check with DRI Winning Market Share & Delivering Margin Expansion
|
DRI |
Farmer, Jeff |
2019-06-20 |
| DRI: Darden Restaurants - SSS and EPS Upside Momentum Cooling: OG SSS Fall Short in F4Q; FY20 EPS and SSS Guidance Intros Below Street Expectations
|
DRI |
Farmer, Jeff |
2019-06-20 |
| DRI: Darden Restaurants - SSS and EPS Upside Momentum Cooling: OG SSS Fall Short in F4Q; FY20 EPS and SSS Guidance Intros Below Street Expectations
|
DRI |
Farmer, Jeff |
2019-06-20 |
| Third-Party Restaurant Delivery - DoorDash is King of Digital Engagement – Grubhub and Uber Eats in A Close Second; Postmates Lagging but Still in the Race
|
|
Mollins, Robert |
2019-06-17 |
| DRI: Darden Restaurants - Softening Casual Dining Trends Weigh on SSS/EPS Upside Potential; Expect FY20 EPS Guidance Range Intro to Straddle Street Estimate
|
DRI |
Farmer, Jeff |
2019-06-17 |
| SBUX: Starbucks Corp - Great(er) Expectations: YTD Run Suggests SBUX Discounting SSS Upside - We Agree on U.S., but China Upside a Show-Me Story
|
SBUX |
Farmer, Jeff |
2019-06-13 |
| PLAY: Dave & Buster's - Downgrading to Hold: No SSS Turnaround Visibility, Guidance Credibility Tested Again & Structural Margin Headwinds Mounting
|
PLAY |
Farmer, Jeff |
2019-06-12 |
| PLAY: Dave & Buster's - Looking for Modest F1Q SSS Shortfall with Weak Segment Trends in April; Expect Reiteration of All Key Guidance Items
|
PLAY |
Farmer, Jeff |
2019-06-07 |
| GRUB: Grubhub Inc - First Mover Advantage in Offering More Than Just Delivery Is Poised to Pay Off in the Backdrop of Evolving Partnership Models
|
GRUB |
Mollins, Robert |
2019-06-06 |
| CBRL: Cracker Barrel - F3Q Call Quick Hits: Relief That Cash Return to Shareholders Continues; FY20E Margin Stability & EPS Growth a Show-Me Story
|
CBRL |
Farmer, Jeff |
2019-06-04 |