WEN: Wendy's - Expect Continued Multiple Expansion with WEN Poised to be One of Few Restaurants Delivering Accelerating SSS Growth in 2H19
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WEN |
Farmer, Jeff |
2019-08-07 |
6 |
WEN: Wendy's - 2Q First Look: Upside Across SSS, EPS & EBITDA to Further Bolster Investor Confidence That WEN Can Deliver on 2020 Guidance
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WEN |
Farmer, Jeff |
2019-08-07 |
6 |
Chick-fil-A Competitive Encroachment Analysis - Proprietary Geolocation Case Studies & Geographic Development Trends Across the Concept’s Last 400 Openings
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|
Farmer, Jeff |
2019-08-07 |
33 |
GRUB: Grubhub Inc - SHAK Partnership is a Win that Demonstrates Grubhub’s Ability to Deliver More than Just Food
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GRUB |
Mollins, Robert |
2019-08-05 |
4 |
JACK: Jack in the Box - Looking for a Modest F3Q SSS & EPS Miss and Overdue Repo Announcement; We Like Risk/Reward with Fundamentals Bar Low
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JACK |
Farmer, Jeff |
2019-08-05 |
8 |
DoorDash Acquiring Caviar - Caviar Acquisition Speeds Up DoorDash’s Market Share Expansion in Three Key Markets – San Francisco, Chicago & Boston
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|
Mollins, Robert |
2019-08-01 |
3 |
WING: Wingstop - 13% SSS Met with Frustration Over Paltry Flow Through; Better Margins Coming w/ New Delivery Structure & Less COGS Pressure
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WING |
Farmer, Jeff |
2019-08-01 |
7 |
YUM: Yum! Brands - Strong SSS Across Portfolio, View 2Q SSS as High-water Mark; Valuation Premium Sustainable, but Additional Expansion Limited
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YUM |
Farmer, Jeff |
2019-08-01 |
5 |
DNKN: Dunkin' Brands - 2Q19 First Look: Solid Results Lapping the Go2s Menu Introduction; 2019 EPS Guidance Bumped on Lower Tax Rate & Interest Expense
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DNKN |
Farmer, Jeff |
2019-08-01 |
7 |
CAKE: Cheesecake Factory - The Market Appreciates a High-profile Acquisition, but Potential Hurdles Are All Around w/ CAKE Trying to Stabilize Core Business
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CAKE |
Farmer, Jeff |
2019-07-31 |
6 |
BLMN: Bloomin Brands, Inc. - BLMN Needs to Deliver on Its Aggressive SSS Guidance, but at 6x EBITDA & with Margins Improving – We Like the Risk/Reward
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BLMN |
Farmer, Jeff |
2019-07-31 |
6 |
BLMN: Bloomin Brands, Inc. - 2Q19 First Look: 2019 Guidance Reiterated Across Board Despite Healthy SSS Miss – BLMN Has Some Explaining to Do
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BLMN |
Mollins, Robert |
2019-07-31 |
7 |
GRUB: Grubhub Inc - Strong Topline Momentum Overshadowed by Higher Exps. Continue to Look to 4Q Margin Improvement as Share Price Catalyst
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GRUB |
Mollins, Robert |
2019-07-30 |
7 |
WEN: Wendy's - Looking for Modest SSS Miss/Guidance Reiteration; See WEN Offering Solid Risk/Reward Under Appealing Franchise Umbrella
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WEN |
Farmer, Jeff |
2019-07-30 |
8 |
TXRH: Texas Roadhouse - EPS Numbers Finding Stability vs. Our Street-Low Numbers, But we See the Consensus Numbers Continuing to Fall
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TXRH |
Farmer, Jeff |
2019-07-29 |
7 |
MCD: McDonald's - Global SSS Momentum Accelerating with U.S. Increasingly Pulling Its Own Weight; Lack of Margin Expansion the Lone Knock on Qtr
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MCD |
Farmer, Jeff |
2019-07-26 |
7 |
BLMN: Bloomin Brands, Inc. - Looking for Modest SSS Miss/Guidance Reiteration; At 6x 2020E EBITDA, Risk/Reward Merits Greater Investor Attention
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BLMN |
Farmer, Jeff |
2019-07-26 |
12 |
WING: Wingstop - SSS Expectations High - We Expect WING to Deliver; Valuation Undeniably Lofty, But Long List of SSS Drivers Can Keep It There
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WING |
Farmer, Jeff |
2019-07-26 |
7 |
BJRI: BJ's Restaurants - Weak July SSS & Mounting Cost Pressures Will Push Street EPS Estimates Lower - a Revision Trend we Expect to Continue
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BJRI |
Farmer, Jeff |
2019-07-25 |
7 |
SBUX: Starbucks Corp - U.S. SSS Deliver a Healthy Step Change; China SSS Solid, but Need Their Own Step Change to Drive Further Multiple Expansion
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SBUX |
Farmer, Jeff |
2019-07-25 |
7 |