| JACK: Jack in the Box - No Longer A Seller’s Market – But If JACK Were to be Acquired, We See a 14-15x EBITDA Multiple
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JACK |
Farmer, Jeff |
2018-12-17 |
| DRI: Darden Restaurants - F2Q Likely to Offer Few Surprises; We See Near-Peak Valuation as Hard to Hold with Sizeable EPS Growth Deceleration Lurking
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DRI |
Farmer, Jeff |
2018-12-13 |
| PLAY: Dave & Buster's - NT SSS Recovery Prospects Increasingly Murky; But at Less Than 7.5x a Lowered ‘19E EBITDA, After Hours Sell Off Is Overdone
|
PLAY |
Farmer, Jeff |
2018-12-11 |
| PLAY: Dave & Buster's - Expect F3Q SSS to Fall Short of Street & FY18 Guidance Revision; SSS Recovery Jury to Remain Out Through January 2019 (ICR)
|
PLAY |
Farmer, Jeff |
2018-12-06 |
| Labor - Everything You Need to Know About Labor Cost Inflation & Company Exposure Heading into 2019
|
|
Farmer, Jeff |
2018-12-03 |
| JACK: Jack in the Box - Is Jack on the Value Menu? A Comparison of the Company’s Key Fundamentals vs. the Franchise Peer Group (including SONC)
|
JACK |
Farmer, Jeff |
2018-11-29 |
| CBRL: Cracker Barrel - Downgrading to Underperform: Valuation & Recent Share Price Run Are Both Outpacing FY19E/FY20E Fundamental Prospects
|
CBRL |
Farmer, Jeff |
2018-11-28 |
| CBRL: Cracker Barrel - F1Q19 First Look: Strong Topline Performance Muted by Lowered FY19 Operating Margin Guidance
|
CBRL |
Farmer, Jeff |
2018-11-27 |
| JACK: Jack in the Box - F4Q18: Quick Hits from the Earnings Call. JACK Shares in Limbo with Weak Fundamentals Squaring With Potential Activist Catalysts
|
JACK |
Mollins, Robert |
2018-11-23 |
| JACK: Jack in the Box - F4Q First Look: FY18 Finishes Soft, but FY19 Guidance Intro Meets Low Bar. Activist Headlines Represent Healthy Valuation Backstop
|
JACK |
Farmer, Jeff |
2018-11-23 |
| Model Cleanup Post 3Q18 Earnings - Model Cleanup: BJRI, BLMN, CMG & MCD
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Farmer, Jeff |
2018-11-16 |
| GHRA ROIC Quarterly: Taking Stock of Value Creation - Tax Reform Has Driven Improved ROIC Across the Board – Looking Forward, We Expect WING, CMG & WEN Deliver Further Expansion
|
|
Farmer, Jeff |
2018-11-16 |
| WING: Wingstop - WING Continues to Flex Business Model Muscle: $3.05 Special Dividend Announced as Expected
|
WING |
Farmer, Jeff |
2018-11-14 |
| MCD: McDonald's - MCD Further Flexing Mobile Muscle: App Use Stats Continue to Materially Outpace Peer Group, on Absolute & Per Restaurant Basis
|
MCD |
Farmer, Jeff |
2018-11-12 |
| WING: Wingstop - WING’s International Unit Development: Already Unrivaled vs. Peers, Gaining Momentum and a Sizeable Value Creation Driver
|
WING |
Farmer, Jeff |
2018-11-08 |
| WEN: Wendy's - 3Q18: Quick Hits from Earnings Call & Management Follow-up; Jury Out on SSS Quick Fix, But FCF Story Largely Intact
|
WEN |
Farmer, Jeff |
2018-11-07 |
| RRGB: Red Robin - 3Q: Quick Hits from Earnings & Management Follow Up Calls – No Quick Fixes; We See RRGB Finding Valuation Support at 5x EBITDA
|
RRGB |
Farmer, Jeff |
2018-11-06 |
| WEN: Wendy's - First Look: 3Q SSS (-0.2%) Fall Well Below +0.5% to +1% Whisper; What Happened and What Does this Mean for 2020 Targets?
|
WEN |
Farmer, Jeff |
2018-11-06 |
| WING: Wingstop - Adjusting Estimates in Anticipation of Debt Refinancing and Special Dividend Payment
|
WING |
Farmer, Jeff |
2018-11-01 |
| YUM: Yum! Brands - Earnings Call Quick Hits: TB Keeps Rolling, PH International Woes Long Tailed, GrubHub Fair-Value Benefit Looks to Reverse in 4Q18
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YUM |
Farmer, Jeff |
2018-10-31 |