| Casual Dining Off-premise Sales Deep Dive - Outside of Early-Stage Delivery & Large Party Catering, Off-Premise Sales Do Not Appear to Drive Share Gains
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|
Farmer, Jeff |
2019-03-19 |
| DRI: Darden Restaurants - Weak February Segment Sales Trends Weigh on SSS Upside Potential
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DRI |
Farmer, Jeff |
2019-03-15 |
| BLMN: Bloomin Brands, Inc. - Analyst Meeting Highlights Ample SSS Drivers; Margin Expansion a Show-Me Story, But at Less Than 7x EBITDA – We Like Risk/Reward
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BLMN |
Farmer, Jeff |
2019-03-12 |
| Restaurant Sector Share Prices Defying Revision Trends - Stocks Have Moved Up on Downward Revisions: Precedent Suggests This Is Unsustainable
|
|
Farmer, Jeff |
2019-03-07 |
| WING: Wingstop - Fundamentals Continue to Impress: EPS Estimates Coming Down on Higher Interest Expense with EBITDA Estimates Resilient
|
WING |
Farmer, Jeff |
2019-02-28 |
| Mobile App Data Deep Dive: Burger/Chicken Sandwich Segment - The Consumer Adoption Leader is Chick-Fil-A with McDonald’s Having A Strong Grip on the Number 2 Spot
|
|
Farmer, Jeff |
2019-02-28 |
| RRGB: Red Robin - 2019 Guidance & SSS Recovery Strategy Are Big Show-Me Stories; At ~5x 2020 EBITDA – Shares Discounting Challenging Road Ahead
|
RRGB |
Farmer, Jeff |
2019-02-26 |
| CBRL: Cracker Barrel - Underwhelming Profit Flow Through A Recurring CDR Theme; Off-premise SSS Tailwind to Moderate Moving Past Holiday Season
|
CBRL |
Farmer, Jeff |
2019-02-26 |
| CBRL: Cracker Barrel - Restaurant SSS Upside, Offset by Retail SSS Miss & Labor Pressure. Contribution of $110 Holiday To-Go Meals to SSS Upside?
|
CBRL |
Farmer, Jeff |
2019-02-26 |
| BJRI: BJ's Restaurants - Slowing SSS, Wage Inflation & Accounting Headwinds Drive Downward Revisions: We Remain Underperform W/ More to Come
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BJRI |
Farmer, Jeff |
2019-02-21 |
| JACK: Jack in the Box - F1Q19 Quick Hits from the Earnings Call: Tug of War Persists. Weak Fundamentals vs. Potential Acquisition
|
JACK |
Farmer, Jeff |
2019-02-21 |
| WEN: Wendy's - 4Q Results and 2019 Guidance Intro Underwhelm as Expected; We Continue to Be Fans of WEN’s Accelerating FCF Growth Prospects
|
WEN |
Farmer, Jeff |
2019-02-21 |
| CBRL: Cracker Barrel - Expect Modest Holiday Sales-Driven SSS Upside & FY19 Guidance Reiteration – Healthy Valuation Premium Unmerited
|
CBRL |
Farmer, Jeff |
2019-02-21 |
| JACK: Jack in the Box - First Look: Market Share Losses Persist; But Value Push Proves Effective in Narrowing Performance Gap Late in The Quarter
|
JACK |
Farmer, Jeff |
2019-02-20 |
| CAKE: Cheesecake Factory - Quick Hits from the Earnings Call: 4Q SSS Solid, but Margin Pressures Persist and EPS Estimates Coming Down
|
CAKE |
Farmer, Jeff |
2019-02-20 |
| TXRH: Texas Roadhouse - Maintaining Best in Class SSS Year After Year Does Not Come Cheap - Downward EPS Revisions on the Way
|
TXRH |
Farmer, Jeff |
2019-02-19 |
| BJRI: BJ's Restaurants - Decelerating SSS & Continued MSD Wage Rate Inflation Point to Potential Downward EPS and EBITDA Revisions
|
BJRI |
Farmer, Jeff |
2019-02-19 |
| WEN: Wendy's - 4Q SSS & 2019 Guidance Intro Likely to Underwhelm, but WEN’s Accelerating Free Cash Flow Growth Prospects Are Hard to Ignore
|
WEN |
Farmer, Jeff |
2019-02-19 |
| EAT: Brinker International - Model Update
|
EAT |
Farmer, Jeff |
2019-02-15 |
| BLMN: Bloomin Brands, Inc. - Model Update
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BLMN |
Farmer, Jeff |
2019-02-15 |