Restaurants Research

Title Tickers Date Pages
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
CMG: Chipotle - CMG ICR Breakout Session and Public Presentation Quick Hits CMG 2019-01-15 7
PLAY: Dave & Buster's - PLAY ICR Breakout Session & Public Presentation Quick Hits PLAY 2019-01-15 6
DRI: Darden Restaurants - DRI ICR Breakout Session & Public Presentation Quick Hits DRI 2019-01-14 6
WING: Wingstop - WING ICR Breakout Session Quick Hits WING 2019-01-14 6
TXRH: Texas Roadhouse - TXRH Breakout Session Quick Hits: 2019 Menu Pricing Expected to Approach Historical Highs TXRH 2019-01-14 5
2019 Sector Outlook: Rotation to EPS & Cash Flow Visibility - Our Highest Conviction Ratings & Take on Key Sector Thesis Points 2019-01-11 21
What to Expect at ICR – 4Q SSS from CMG, PLAY & WING - Looking for Modest SSS Upside from CMG, an In-line Number from WING and QTD Shortfall for PLAY 2019-01-07 4
Who’s Next? Assessing Potential Activist & Acquisition Targets - Lessons from the Recent Flurry of Restaurant Sector Activism and Acquisition Activity 2019-01-03 33
DRI: Darden Restaurants - F2Q19: Quick Hits from the Earnings Call DRI 2018-12-18 6

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