Restaurants Research

Title Tickers Date Pages
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 13
DNKN: Dunkin' Brands - Quick Hits from the Earnings Call: SSS Trends (Headwinds) and (Lackluster) Unit Development Guidance Take Center Stage DNKN 2019-02-07 6
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 7
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 7
CMG: Chipotle - CMG Proving Us Wrong on SSS Momentum Front; But Modest EPS Revision & Peak Valuation Combo Keep Us Underperform CMG 2019-02-07 7
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 9
CMG: Chipotle - SSS Momentum Hard to Ignore, But at 18X 2020 EBITDA – Shares Are Discounting An Unrealistic Upward Revision Cycle CMG 2019-02-04 9
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 14
MCD: McDonald's - Quick Thoughts from Our MCD Management Follow-up Call MCD 2019-01-31 6
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 7
EAT: Brinker International - Quick Hits from the Earnings Call & Our Management Follow-Up Call EAT 2019-01-29 6
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 7
MCD: McDonald's - Looking for In-Line 4Q U.S. SSS (+2.4%) & Expect Reassurance on Recent Franchisee Discord MCD 2019-01-28 8
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 10
The Who’s Who of Third-Party Restaurant Delivery Players - A Closer Look at the Third-Party Delivery Competitive Landscape 2019-01-24 24
EAT: Brinker International - Raising F2Q SSS and EPS Estimates to Reflect Stronger-than-Expected December Casual Dining SSS EAT 2019-01-18 5
CBRL: Cracker Barrel - Raising F2Q SSS & EPS Estimates to Reflect Heat n’ Serve Price Increase & Stronger-than-Expected December Casual Dining SSS CBRL 2019-01-18 5
TXRH: Texas Roadhouse - Raising 2Q SSS and EPS Estimates to Reflect Stronger-than-Expected December Casual Dining SSS TXRH 2019-01-18 5
BLMN: Bloomin Brands, Inc. - Raising 4Q SSS and EPS Estimates to Reflect Stronger-than-Expected December Casual Dining SSS BLMN 2019-01-18 5
Casual Dining SSS Estimates Too Low Following Strong December - Strong Finish to The Year, But Far More Challenging Comparisons Are Around the Corner - Continue to Favor Franchise Models 2019-01-18

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