| Tracking Company Exposure to Growing Global Case Count - U.S. & China Have Dominated Investor Attention, but Europe Case Count Jumping – MCD, PZZA and DPZ Most Exposed
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Farmer, Jeff |
2020-03-30 |
5 |
| Shelter in Place Jumping, Greater QSR SSS Declines to Follow - State-by-State Restaurant SSS for Week-ended March 21: Suggests Accelerating Shelter-in-Place Mandates Will Turbo Charge Declines
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|
Farmer, Jeff |
2020-03-27 |
4 |
| Seeing the Forest Through the Trees in a COVID-19 World - A Closer Look at the Quickly Evolving Off-premise Strategies Being Pursued by the 65 Largest U.S. Restaurant Concepts
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Farmer, Jeff |
2020-03-26 |
7 |
| DRI: Darden Restaurants - Upgrading to Buy from Hold: 55% Sell Off Overdone in Context of Strong Relative Balance Sheet/Liquidity & SSS Recovery Prospects
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DRI |
Farmer, Jeff |
2020-03-25 |
7 |
| TXRH: Texas Roadhouse - Upgrading to Buy from Underperform: Best-in-class SSS Recovery Prospects, Liquidity & Balance Sheet Health Too Hard to Ignore
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TXRH |
Farmer, Jeff |
2020-03-25 |
8 |
| Analyzing the Impact of COVID-19 On Third-party Delivery (pt.2) - Mobile App Data has yet to Show Coronavirus-driven Spike in Engagement
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|
Mollins, Robert |
2020-03-24 |
6 |
| Casual Dining Closure Update: 41 State Mandates (90% U.S. Pop) - Statewide Restaurant Closure Mandates Further Accelerate: 90%+ of Casual Dining Restaurants Are Now Off-Premise Only
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|
Farmer, Jeff |
2020-03-23 |
4 |
| Social Distancing Restaurant Consumer Survey: Week 2 - Tracking the Restaurant Consumer Response to COVID-19 with Survey of 300+ Households – Week 2 Takeaways
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Farmer, Jeff |
2020-03-23 |
6 |
| DRI: Darden Restaurants - Market Was Braced for Scary SSS & Got Them: Clarity on Liquidity, Cash Flow & Potential Govt. Assistance for Segment Welcome
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DRI |
Farmer, Jeff |
2020-03-19 |
6 |
| DRI: Darden Restaurants - Guidance Pulled, $1B in Cash on Balance Sheet: All Eyes on Closure Detail, Cost Structure for Near Empty Restaurants & Cash Burn
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DRI |
Farmer, Jeff |
2020-03-19 |
4 |
| Casual Dining Doors Closing Quickly – What We Know Now - Pace of Statewide Restaurant Closure Mandates Has Hit Tipping Point: De Facto Nationwide Closure Mandate Looking Inevitable
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|
Farmer, Jeff |
2020-03-18 |
4 |
| MCD: McDonald's - MCD Closing U.S. Restaurant Interiors: With 75% of Sales Coming Through Drive Thru – Company Well Positioned to Weather Storm
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MCD |
Farmer, Jeff |
2020-03-17 |
6 |
| Analyzing the Impact of COVID-19 on Third-party Delivery - Restaurant Delivery Demand Hampered by Uncertainty and Closures – Watching Mobile App Data
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|
Mollins, Robert |
2020-03-16 |
5 |
| DRI: Darden Restaurants - We Expect DRI to: Point to DD% SSS Declines in Recent Days, Outline Potential Temporary Restaurant Closures & Suspend Guidance
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DRI |
Farmer, Jeff |
2020-03-16 |
7 |
| GRUB: Grubhub Inc - Quick Hits on GRUB's COVID-19 Restaurant Relief Efforts
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GRUB |
Mollins, Robert |
2020-03-13 |
3 |
| Restaurant SSS & Recessions: Burgers & Pizza Most Resilient - Sector Sell Off Has Seen Models with Greatest EPS Sensitivity Hit Hardest: JACK, DIN & DRI Down 40% - Disproportionately Sold Off
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Farmer, Jeff |
2020-03-12 |
8 |
| Sifting Through the Consumer-Facing Sector Sell Off - Where Have Quality Fundamentals and/or SSS Catalysts Been Thrown Out with Bath Water? We Say WING, WEN, EAT & BLMN
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Farmer, Jeff |
2020-03-09 |
5 |
| SBUX: Starbucks Corp - China Coronavirus Update No Worse Than Feared; U.S. Concerns are Mounting – but We Now See 12-Month Reward > Risk
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SBUX |
Farmer, Jeff |
2020-03-05 |
5 |
| Which Concepts Are Growing Customer Counts and How? - Traffic Growth Remains Elusive for Most: WING & CMG at the Top of Market Share Gain Leaderboard, with BLMN & EAT Climbing
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|
Farmer, Jeff |
2020-03-05 |
4 |
| DPZ: Domino's Pizza Inc - U.S. SSS Finding Stable Ground, But Valuation Premium Outpacing Fundamental Prospects. $320 PT Reflects HSD % Downside
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DPZ |
Farmer, Jeff |
2020-02-28 |
20 |