Restaurants Research

Title Tickers Date Pages
Model Cleanup Post 3Q18 Earnings - Model Cleanup: BJRI, BLMN, CMG & MCD 2018-11-16 9
GHRA ROIC Quarterly: Taking Stock of Value Creation - Tax Reform Has Driven Improved ROIC Across the Board – Looking Forward, We Expect WING, CMG & WEN Deliver Further Expansion 2018-11-16 29
WING: Wingstop - WING Continues to Flex Business Model Muscle: $3.05 Special Dividend Announced as Expected WING 2018-11-14 4
MCD: McDonald's - MCD Further Flexing Mobile Muscle: App Use Stats Continue to Materially Outpace Peer Group, on Absolute & Per Restaurant Basis MCD 2018-11-12 12
WING: Wingstop - WING’s International Unit Development: Already Unrivaled vs. Peers, Gaining Momentum and a Sizeable Value Creation Driver WING 2018-11-08 13
WEN: Wendy's - 3Q18: Quick Hits from Earnings Call & Management Follow-up; Jury Out on SSS Quick Fix, But FCF Story Largely Intact WEN 2018-11-07 5
RRGB: Red Robin - 3Q: Quick Hits from Earnings & Management Follow Up Calls – No Quick Fixes; We See RRGB Finding Valuation Support at 5x EBITDA RRGB 2018-11-06 7
WEN: Wendy's - First Look: 3Q SSS (-0.2%) Fall Well Below +0.5% to +1% Whisper; What Happened and What Does this Mean for 2020 Targets? WEN 2018-11-06 7
WING: Wingstop - Adjusting Estimates in Anticipation of Debt Refinancing and Special Dividend Payment WING 2018-11-01 4
YUM: Yum! Brands - Earnings Call Quick Hits: TB Keeps Rolling, PH International Woes Long Tailed, GrubHub Fair-Value Benefit Looks to Reverse in 4Q18 YUM 2018-10-31 8
BJRI: BJ's Restaurants - 3Q18 Quick Hits: Awesome Quarter: But As Good As It Gets with BJRI Lapping Multiple SSS & Margin Initiatives BJRI 2018-10-30 6
CAKE: Cheesecake Factory - 3Q18 Quick Hits from the Earnings Call: Labor Headwinds Moderate Slightly, But Holding Margins in 2019 Far from a Layup CAKE 2018-10-30 8
EAT: Brinker International - F1Q19 Quick Hits from the Earnings Call: Challenges Await with SSS Comparisons Much Tougher in Coming Quarters EAT 2018-10-30 6
EAT: Brinker International - EAT First Look: No Surprises with SSS/EPS; Does Not Get Easier from Here with Tougher Compares Around the Corner EAT 2018-10-30 8
TXRH: Texas Roadhouse - Best-in-Class SSS Do Not Come Cheaply: EPS Estimates Poised to Come Down Materially as TXRH Absorbs Ongoing Labor Inflation TXRH 2018-10-29 8
WING: Wingstop - 3Q18 Quick Hits from the Earnings Call – The Drivers Are in Place for Continued SSS & EPS Upside in 2019E WING 2018-10-29 8
BLMN: Bloomin Brands, Inc. - 3Q18: Quick Hits from Earnings Call: BLMN Confident SSS Momentum Has Legs and We Agree BLMN 2018-10-29
BLMN: Bloomin Brands, Inc. - 3Q18 First Look: Healthy SSS Upside with Tax-Rate Driven EPS Upside; 2018 SSS and EPS Guidance Raised BLMN 2018-10-29 8
CMG: Chipotle - 3Q18: Quick Hits from Earnings Call: New Advertising Resonating; Digital Sales Growth Coming at Expense of On-Premise Sales CMG 2018-10-25 7
DNKN: Dunkin' Brands - 3Q18: Quick Hits from the Earnings Call DNKN 2018-10-25 6

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