| CBRL: Cracker Barrel - F4Q Topline Strong, but CBRL Pointing to Cautious NT Outlook; Lofty Valuation & Continued Margin Pressures Keep Us Underperform
|
CBRL |
Farmer, Jeff |
2019-09-17 |
| GRUB: Grubhub Inc - Non-Restaurant Delivery Partnerships Poised to be Next Trial & Awareness Driver w/ Exclusive Rest. Partnerships Nearly Exhausted
|
GRUB |
Mollins, Robert |
2019-09-16 |
| DRI: Darden Restaurants - Near-term Risk/Reward Profile Skewed Toward Risk w/ DRI Shares at Peak Relative Valuation and Revision Momentum Slowing
|
DRI |
Farmer, Jeff |
2019-09-13 |
| CBRL: Cracker Barrel - Expect Solid Finish to FY19 w/ Fried Chicken Launch/Advertising Tailwind; Looking for FY20 EPS Guidance Intro to Fall Below Street
|
CBRL |
Farmer, Jeff |
2019-09-12 |
| PLAY: Dave & Buster's - Guidance Sees Another Sizeable Downward Revision & No Visibility into NT Improvement: Activist Involvement Keeps Us Hold Rated
|
PLAY |
Farmer, Jeff |
2019-09-10 |
| WEN: Wendy's - Breakfast Take 4: Hard Not to Like Strategy w/ Downside a $20M Hit/Frustrated Franchisees & Upside A Jump in LT Royalty Stream
|
WEN |
Farmer, Jeff |
2019-09-09 |
| Third-party Delivery Pricing Premium Analysis - Which Concepts are Pursuing a Delivery Pricing Premium (and which are not) & What is the Impact on Customer Demand?
|
|
Farmer, Jeff |
2019-09-06 |
| PLAY: Dave & Buster's - Expect F2Q SSS Shortfall w/ Softening Segment SSS & Continued Encroachment Headwinds; Aggressive Share Repo Supporting EPS
|
PLAY |
Farmer, Jeff |
2019-09-04 |
| EAT: Brinker International - Upgrading to Buy: Compelling Risk/Reward with Delivery Catalyst Building & A Low Fundamental Expectations Bar
|
EAT |
Farmer, Jeff |
2019-09-03 |
| Casual Dining Concepts Poised to See Greatest Hurricane Impact - BLMN, BJRI & DRI Have the Greatest Florida Restaurant Exposure: Hurricane Irma Case Studies Point to a 50+ bps 3Q SSS Headwind
|
|
Farmer, Jeff |
2019-08-30 |
| RRGB: Red Robin - 2Q19 Underscores What We View As A Multi-Quarter Traffic Headwind with Move Away from Value Promos
|
RRGB |
Farmer, Jeff |
2019-08-23 |
| GRUB: Grubhub Inc - Recent 22% Share Price Sell Off is Overdone w/ Street EBITDA Ests. Down Just 4%. European Peers Suggest Healthy Val. Discount
|
GRUB |
Mollins, Robert |
2019-08-22 |
| Franchise System Sales Growth: The Key Value Creation Driver - Which Franchise Companies Lead the System Sales Growth Pack and How Are They Doing It?
|
|
Farmer, Jeff |
2019-08-22 |
| EAT: Brinker International - FY20 Fundamental/Stock Prospects Heavily Levered to Delivery Success: We See A Benefit Coming, But Magnitude is Up for Debate
|
EAT |
Farmer, Jeff |
2019-08-16 |
| EAT: Brinker International - Management Follow Up Call Quick Hits: EAT Points to Confidence in Delivery – We Agree on Opportunity, but View as Smaller Scale
|
EAT |
Farmer, Jeff |
2019-08-13 |
| EAT: Brinker International - F4Q19 1st Look: Aggressive FY20 Guidance Intro Will Be Analyst Focus on Call – Especially 1.75-2.5% SSS Guidance (Street at 1.5%)
|
EAT |
Farmer, Jeff |
2019-08-13 |
| JACK: Jack in the Box - The $4.99 Combo Meal Intro (and add-on purchases) Is Hitting the Right Spot with Core Jack Customers – and Appears to Have Legs
|
JACK |
Farmer, Jeff |
2019-08-08 |
| JACK: Jack in the Box - F3Q First Look: Healthy SSS Upside with Momentum Carrying into F4Q – Delayed Repo Announcement Proved to Signal Nothing
|
JACK |
Farmer, Jeff |
2019-08-07 |
| WEN: Wendy's - Expect Continued Multiple Expansion with WEN Poised to be One of Few Restaurants Delivering Accelerating SSS Growth in 2H19
|
WEN |
Farmer, Jeff |
2019-08-07 |
| WEN: Wendy's - 2Q First Look: Upside Across SSS, EPS & EBITDA to Further Bolster Investor Confidence That WEN Can Deliver on 2020 Guidance
|
WEN |
Farmer, Jeff |
2019-08-07 |