| MCD: McDonald's - Quick Thoughts from Our MCD Management Follow-up Call
|
MCD |
Farmer, Jeff |
2019-01-31 |
| 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 |
Farmer, Jeff |
2019-01-30 |
| EAT: Brinker International - Quick Hits from the Earnings Call & Our Management Follow-Up Call
|
EAT |
Farmer, Jeff |
2019-01-29 |
| 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 |
Farmer, Jeff |
2019-01-29 |
| MCD: McDonald's - Looking for In-Line 4Q U.S. SSS (+2.4%) & Expect Reassurance on Recent Franchisee Discord
|
MCD |
Farmer, Jeff |
2019-01-28 |
| EAT: Brinker International - Looking for F2Q SSS and EPS Upside with Casual Dining Segment SSS Finishing 2018 on a Strong Note
|
EAT |
Farmer, Jeff |
2019-01-25 |
| The Who’s Who of Third-Party Restaurant Delivery Players - A Closer Look at the Third-Party Delivery Competitive Landscape
|
|
Farmer, Jeff |
2019-01-24 |
| EAT: Brinker International - Raising F2Q SSS and EPS Estimates to Reflect Stronger-than-Expected December Casual Dining SSS
|
EAT |
Farmer, Jeff |
2019-01-18 |
| CBRL: Cracker Barrel - Raising F2Q SSS & EPS Estimates to Reflect Heat n’ Serve Price Increase & Stronger-than-Expected December Casual Dining SSS
|
CBRL |
Farmer, Jeff |
2019-01-18 |
| TXRH: Texas Roadhouse - Raising 2Q SSS and EPS Estimates to Reflect Stronger-than-Expected December Casual Dining SSS
|
TXRH |
Farmer, Jeff |
2019-01-18 |
| BLMN: Bloomin Brands, Inc. - Raising 4Q SSS and EPS Estimates to Reflect Stronger-than-Expected December Casual Dining SSS
|
BLMN |
Mollins, Robert |
2019-01-18 |
| 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
|
|
Farmer, Jeff |
2019-01-18 |
| CMG: Chipotle - CMG ICR Breakout Session and Public Presentation Quick Hits
|
CMG |
Farmer, Jeff |
2019-01-15 |
| PLAY: Dave & Buster's - PLAY ICR Breakout Session & Public Presentation Quick Hits
|
PLAY |
Farmer, Jeff |
2019-01-15 |
| DRI: Darden Restaurants - DRI ICR Breakout Session & Public Presentation Quick Hits
|
DRI |
Mollins, Robert |
2019-01-14 |
| WING: Wingstop - WING ICR Breakout Session Quick Hits
|
WING |
Farmer, Jeff |
2019-01-14 |
| TXRH: Texas Roadhouse - TXRH Breakout Session Quick Hits: 2019 Menu Pricing Expected to Approach Historical Highs
|
TXRH |
Farmer, Jeff |
2019-01-14 |
| 2019 Sector Outlook: Rotation to EPS & Cash Flow Visibility - Our Highest Conviction Ratings & Take on Key Sector Thesis Points
|
|
Farmer, Jeff |
2019-01-11 |
| 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
|
|
Farmer, Jeff |
2019-01-07 |
| Who’s Next? Assessing Potential Activist & Acquisition Targets - Lessons from the Recent Flurry of Restaurant Sector Activism and Acquisition Activity
|
|
Farmer, Jeff |
2019-01-03 |