| GRUB: Grubhub Inc - Our Thoughts on Grubhub’s Membership Launch and Management Call Quick Hits
|
GRUB |
Mollins, Robert |
2020-02-26 |
4 |
| WEN: Wendy's - Impressive SSS Momentum to End the Year; We Continue to Expect a Material Breakfast-Driven SSS Inflection in Coming Months
|
WEN |
Farmer, Jeff |
2020-02-26 |
5 |
| RRGB: Red Robin - We See RRGB’s Turnaround Strategy as High Risk/Modest Reward: Ongoing Investor Activism in the Name Keeps Up Hold Rated
|
RRGB |
Farmer, Jeff |
2020-02-25 |
6 |
| CBRL: Cracker Barrel - With Holiday SSS Inflection in Rear View Mirror – We See Decelerating SSS & Margin Contraction Waiting in F3Q/F4Q
|
CBRL |
Farmer, Jeff |
2020-02-25 |
6 |
| CBRL: Cracker Barrel - F2Q20 SSS See Big Benefit from Strong January Segment Trends & 15% Heat n’ Serve Price Increase – Both Tailwinds Unsustainable
|
CBRL |
Farmer, Jeff |
2020-02-25 |
5 |
| TXRH: Texas Roadhouse - 4Q Impresses; See Jump in Valuation Premium as Short Lived w/ Cost Pressures Unrelenting & Segment SSS Surge Unsustainable
|
TXRH |
Farmer, Jeff |
2020-02-20 |
6 |
| BJRI: BJ's Restaurants - Traffic Woes/Cost Pressures Will Push Street #s Down; BJRI Believes Favorable Weather a Contributor to Strong Segment SSS Trends
|
BJRI |
Farmer, Jeff |
2020-02-20 |
6 |
| JACK: Jack in the Box - Call Provided Greater Clarity on One-timers, Accounting Impacts & Value Strategy - We Continue to Like Risk/Reward Profile
|
JACK |
Farmer, Jeff |
2020-02-20 |
6 |
| JACK: Jack in the Box - Noisy F1Q Release w/ Multiple 1Xs; SSS Poised to Accelerate in F2Q with Impactful Product Innovation: Risk Remains > Reward
|
JACK |
Farmer, Jeff |
2020-02-19 |
5 |
| CAKE: Cheesecake Factory - 2020 SSS & EPS Guidance Intro Captures Street Estimates – but Accelerating Traffic Declines at Core Concept Remain a Concern
|
CAKE |
Farmer, Jeff |
2020-02-19 |
6 |
| WING: Wingstop - Tougher Comparisons Lay in Wait, But Expect WING to Deliver Continued Best-in-Class SSS Through 2021 Led by Digital/Delivery
|
WING |
Farmer, Jeff |
2020-02-19 |
7 |
| BLMN: Bloomin Brands, Inc. - We Are Buyers of Today’s Weakness: 6.5x EBITDA a Bargain for Increased FCF, a New 4% Div. Yield & Still Likely Brazil Biz Sale
|
BLMN |
Farmer, Jeff |
2020-02-18 |
6 |
| BLMN: Bloomin Brands, Inc. - First Look: 4Q19 SSS Were Modest & No QTD SSS Commentary, but Aggressive Cost Controls Now in Place, Brazil Sale Remains in Play
|
BLMN |
Farmer, Jeff |
2020-02-18 |
4 |
| TXRH: Texas Roadhouse - 4Q19 & 1Q20 QTD SSS Set to Impress, but Outsized Multiple Expansion Will Prove Hard to Hold When Segment SSS Slow
|
TXRH |
Farmer, Jeff |
2020-02-13 |
8 |
| JACK: Jack in the Box - Continue to Like Risk/Reward with Value/Product Innovation SSS Drivers in Play & A Low Bar for Longer-Term Fundamentals
|
JACK |
Farmer, Jeff |
2020-02-12 |
7 |
| BLMN: Bloomin Brands, Inc. - 4Q19 SSS Likely to Underwhelm, but Expect 1Q20 QTD SSS & 2020 Guidance Intro to Outpace Current Street Estimates
|
BLMN |
Farmer, Jeff |
2020-02-11 |
10 |
| YUM: Yum! Brands - Coronavirus & Pizza Hut U.S. SSS Erosion Meaningfully Handicap 1H20 System Sales Growth Visibility; NT Risk > Reward
|
YUM |
Mollins, Robert |
2020-02-06 |
7 |
| DNKN: Dunkin' Brands - Quick Hits from Earnings Call & Mgmt. Follow Up: NextGen Remodel Pace Very Modest, Tougher SSS Comparisons Are Here Now
|
DNKN |
Farmer, Jeff |
2020-02-06 |
7 |
| GRUB: Grubhub Inc - Earnings + Mngt. Call Back Quick Hits: Initiatives Appear to Be Working, But Reduced Profit Visibility Leaves Us on the Sidelines
|
GRUB |
Mollins, Robert |
2020-02-06 |
6 |
| DNKN: Dunkin' Brands - 4Q19 SSS & EPS Upside Delivered, but 2020 EPS Growth Falls Short; Strategic Investments & Next Gen Remodels Call Focus Areas
|
DNKN |
Farmer, Jeff |
2020-02-06 |
5 |