Restaurants Research

Title Tickers Date Pages
Tracking Restaurant Sales & Traffic Data Through July 6th - Casual Dining Stocks -12% in July, Discounting Sales Recovery Backslide; Data/Reopening Reversals Point to Further Softening 2020-07-10 7
JACK: Jack in the Box - JACK Shares Deserve More Respect: Best-in-Class Fundamentals & on Short List of Cos. Seeing Competitive Position Strengthen JACK 2020-07-08 8
Postmates Acquired by Uber Eats - Dara Redeems His Deal Making Legacy Just Weeks After Losing Grubhub – Promotions to Remain an Overhang 2020-07-06 4
Downgrading Several Casual Dining Segment Names to Hold - Jump in Case Counts, Reopening Reversals & Sales Data Through 6/28 Collectively Point to a Sales Recovery Backtrack in July 2020-07-01 15
Social Distancing Restaurant Consumer Survey Week 16 - COVID Backdrop Has Become Far More Harrowing Over Last 2 Weeks – But Through 6/26, Consumers Still Marching Forward 2020-06-29 7
DRI: Darden Restaurants - DRI & Peers Not Yet Out of COVID Woods, but Resilient Off-premise Sales & Pursuit of LT Cost Efficiencies Pushing EBITDA Higher DRI 2020-06-25 6
DRI: Darden Restaurants - First Look: OG SSS Recovery More Modest Than Expected & F1Q EBITDA/EPS Guidance Solid. Rising Case Counts Will Be Call Focus DRI 2020-06-25 4
Tracking Restaurant Sales & Traffic Data Through June 20th - Recovery Continuing on National Level, but Losing Some Steam in Key Casual Dining States Which Have Seen Jump in COVID Cases 2020-06-23 7
DRI: Darden Restaurants - Rising Case Counts in FL & TX Have the Markets Attention - We See Recent Sell Off as Overdone w/ Data Showing Ongoing Recovery DRI 2020-06-19
MCD: McDonald's - U.S. Recovery Pace as Expected - Improving, but Slower Rate Than Peers; IOM Segment Re-openings Accelerate Past Expectations MCD 2020-06-16 6
Casual Dining Recovery Powering Through Increased Case Counts - POS & Foot Traffic Data Through 6/13 Shows That Sales/Traffic Recovery Has Continued Through Jump in Case Counts 2020-06-16 7
Social Distancing Restaurant Consumer Survey Week 14 - COVID Case Counts on Rise in Several States, but Through Week of June 12th – Consumer Comfort Level Continues to Trend Up 2020-06-15 8
RRGB: Red Robin - Sales Recovery Hurdles Higher Than Casual Dining Peers - Shares Reflecting That Reality Down 65% Since Late February RRGB 2020-06-12 5
PLAY: Dave & Buster's - Peak Liquidity Concerns in Rear View Mirror, but Minimal Visibility into Pace/Magnitude of Sales & EBITDA Recovery into 2021 PLAY 2020-06-11 6
BLMN: Bloomin Brands, Inc. - Full Portfolio of BLMN Concepts Posting Steady W/W SSS Improvement; Notes from Management Follow Up Call BLMN 2020-06-11 6
GRUB: Grubhub Inc - Conference Call Quick Hits: Transaction Makes Sense for JET; Uber Now Out of the Picture GRUB 2020-06-11 5
RRGB: Red Robin - Sales Recovery Hurdles Higher Than Casual Dining Peers - Shares Reflecting That Reality Down 65% Since Late February RRGB 2020-06-11 5
GRUB: Grubhub Inc - Whoomp There It Is - The News We've All Been Waiting For GRUB 2020-06-10 5
JACK: Jack in the Box - JACK Has Quickly Moved Through Recovery Phase - Joining Small List of Cos That Have Seen Competitive Position Strengthen JACK 2020-06-10 5
YUM: Yum! Brands - Pizza Hut & Taco Bell SSS Recoveries Outpacing Street; Recent QSR Peer SSS Updates Have Pointed to Segment Momentum YUM 2020-06-10 6

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