Restaurants Research

Title Tickers Date
TXRH: Texas Roadhouse - Maintaining Best in Class SSS Year After Year Does Not Come Cheap - Downward EPS Revisions on the Way TXRH 2019-02-19
BJRI: BJ's Restaurants - Decelerating SSS & Continued MSD Wage Rate Inflation Point to Potential Downward EPS and EBITDA Revisions BJRI 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 2019-02-19
EAT: Brinker International - Model Update EAT 2019-02-15
BLMN: Bloomin Brands, Inc. - Model Update BLMN 2019-02-15
BLMN: Bloomin Brands, Inc. - Quick Hits from the Earnings Call: SSS Story Intact with Multiple Levers in Place to Drive Continued Share Gains in 2019 BLMN 2019-02-14
BLMN: Bloomin’ Brands, Inc. - Looking for Modest 4Q SSS & In-Line EPS; Expect 2019 EPS Guidance Range Intro to Bracket Street Estimate BLMN 2019-02-12
DNKN: Dunkin' Brands - Quick Hits from the Earnings Call: SSS Trends (Headwinds) and (Lackluster) Unit Development Guidance Take Center Stage DNKN 2019-02-07
YUM: Yum! Brands - YUM is Delivering on Its LT Targets, But We Remain on the Sidelines with No Catalysts on the Horizon & Stock’s Healthy Valuation YUM 2019-02-07
DNKN: Dunkin' Brands - First Look: 4Q SSS & 2019 Guidance Intro Underwhelm – Shares Will Have A Hard Time Holding on to Current Valuation Premium DNKN 2019-02-07
CMG: Chipotle - CMG Proving Us Wrong on SSS Momentum Front; But Modest EPS Revision & Peak Valuation Combo Keep Us Underperform CMG 2019-02-07
DNKN: Dunkin' Brands - Expect In-line 4Q SSS & EPS & An Intensifying Line of Earnings Call Questions on DNKN’s Ability to Reach 2020 SSS & Unit Targets DNKN 2019-02-05
CMG: Chipotle - SSS Momentum Hard to Ignore, But at 18X 2020 EBITDA – Shares Are Discounting An Unrealistic Upward Revision Cycle CMG 2019-02-04
Which Restaurants Are Getting Swept Up in the Polar Vortex? - A Closer Look at Which Companies Are Most Geographically Exposed to a Week of Record Cold 2019-02-01
MCD: McDonald's - Quick Thoughts from Our MCD Management Follow-up Call MCD 2019-01-31
MCD: McDonald's - 4Q First Look: A lower Tax Rate & Int’l Segment Strength Drive EPS Upside. Remodels & Franchisee Relations to Be Call Focus Areas MCD 2019-01-30
EAT: Brinker International - Quick Hits from the Earnings Call & Our Management Follow-Up Call EAT 2019-01-29
EAT: Brinker International - A Cautionary Tale for Casual Dining in 2019? EAT Posts Strong SSS, But Modest Profit Flow Through on Persistent Cost Pressures EAT 2019-01-29
MCD: McDonald's - Looking for In-Line 4Q U.S. SSS (+2.4%) & Expect Reassurance on Recent Franchisee Discord MCD 2019-01-28
EAT: Brinker International - Looking for F2Q SSS and EPS Upside with Casual Dining Segment SSS Finishing 2018 on a Strong Note EAT 2019-01-25

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