| EAT: Brinker International - FY20 Fundamental/Stock Prospects Heavily Levered to Delivery Success: We See A Benefit Coming, But Magnitude is Up for Debate
|
EAT |
Farmer, Jeff |
2019-08-16 |
| EAT: Brinker International - Management Follow Up Call Quick Hits: EAT Points to Confidence in Delivery – We Agree on Opportunity, but View as Smaller Scale
|
EAT |
Farmer, Jeff |
2019-08-13 |
| EAT: Brinker International - F4Q19 1st Look: Aggressive FY20 Guidance Intro Will Be Analyst Focus on Call – Especially 1.75-2.5% SSS Guidance (Street at 1.5%)
|
EAT |
Farmer, Jeff |
2019-08-13 |
| JACK: Jack in the Box - The $4.99 Combo Meal Intro (and add-on purchases) Is Hitting the Right Spot with Core Jack Customers – and Appears to Have Legs
|
JACK |
Farmer, Jeff |
2019-08-08 |
| JACK: Jack in the Box - F3Q First Look: Healthy SSS Upside with Momentum Carrying into F4Q – Delayed Repo Announcement Proved to Signal Nothing
|
JACK |
Farmer, Jeff |
2019-08-07 |
| WEN: Wendy's - Expect Continued Multiple Expansion with WEN Poised to be One of Few Restaurants Delivering Accelerating SSS Growth in 2H19
|
WEN |
Farmer, Jeff |
2019-08-07 |
| WEN: Wendy's - 2Q First Look: Upside Across SSS, EPS & EBITDA to Further Bolster Investor Confidence That WEN Can Deliver on 2020 Guidance
|
WEN |
Farmer, Jeff |
2019-08-07 |
| Chick-fil-A Competitive Encroachment Analysis - Proprietary Geolocation Case Studies & Geographic Development Trends Across the Concept’s Last 400 Openings
|
|
Farmer, Jeff |
2019-08-07 |
| GRUB: Grubhub Inc - SHAK Partnership is a Win that Demonstrates Grubhub’s Ability to Deliver More than Just Food
|
GRUB |
Mollins, Robert |
2019-08-05 |
| 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
|
JACK |
Farmer, Jeff |
2019-08-05 |
| DoorDash Acquiring Caviar - Caviar Acquisition Speeds Up DoorDash’s Market Share Expansion in Three Key Markets – San Francisco, Chicago & Boston
|
|
Mollins, Robert |
2019-08-01 |
| WING: Wingstop - 13% SSS Met with Frustration Over Paltry Flow Through; Better Margins Coming w/ New Delivery Structure & Less COGS Pressure
|
WING |
Farmer, Jeff |
2019-08-01 |
| YUM: Yum! Brands - Strong SSS Across Portfolio, View 2Q SSS as High-water Mark; Valuation Premium Sustainable, but Additional Expansion Limited
|
YUM |
Farmer, Jeff |
2019-08-01 |
| DNKN: Dunkin' Brands - 2Q19 First Look: Solid Results Lapping the Go2s Menu Introduction; 2019 EPS Guidance Bumped on Lower Tax Rate & Interest Expense
|
DNKN |
Farmer, Jeff |
2019-08-01 |
| CAKE: Cheesecake Factory - The Market Appreciates a High-profile Acquisition, but Potential Hurdles Are All Around w/ CAKE Trying to Stabilize Core Business
|
CAKE |
Farmer, Jeff |
2019-07-31 |
| 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
|
BLMN |
Farmer, Jeff |
2019-07-31 |
| BLMN: Bloomin Brands, Inc. - 2Q19 First Look: 2019 Guidance Reiterated Across Board Despite Healthy SSS Miss – BLMN Has Some Explaining to Do
|
BLMN |
Mollins, Robert |
2019-07-31 |
| GRUB: Grubhub Inc - Strong Topline Momentum Overshadowed by Higher Exps. Continue to Look to 4Q Margin Improvement as Share Price Catalyst
|
GRUB |
Mollins, Robert |
2019-07-30 |
| WEN: Wendy's - Looking for Modest SSS Miss/Guidance Reiteration; See WEN Offering Solid Risk/Reward Under Appealing Franchise Umbrella
|
WEN |
Farmer, Jeff |
2019-07-30 |
| TXRH: Texas Roadhouse - EPS Numbers Finding Stability vs. Our Street-Low Numbers, But we See the Consensus Numbers Continuing to Fall
|
TXRH |
Farmer, Jeff |
2019-07-29 |