| CBRL: Cracker Barrel - EPS Upside Delivered on Pre-announced SSS; QTD SSS Down 20%, Well Below Street – Impact of Indoor Dining Suspensions in Focus
|
CBRL |
Farmer, Jeff |
2020-12-03 |
6 |
| SBUX: Starbucks Corp - Investor Day 2020: Return of Flat U.S. SSS in F2Q Increasingly Demanding, Expect Reiteration of Both FY21 & LT Guidance
|
SBUX |
Farmer, Jeff |
2020-12-03 |
7 |
| Social Distancing Restaurant Consumer Survey Week 38 - With Rising Case Counts & Colder Weather, Restaurant Consumer Behavior Is Reverting to Patterns Not Seen Since Late May
|
|
Farmer, Jeff |
2020-11-30 |
4 |
| Restaurant Sector High Frequency Data Snapshot Through 11/22 - Analysis of 6 Different Sales & Traffic Data Sets Strongly Suggests That It’s Going to Get Quite a Bit Darker Before the Dawn
|
|
Farmer, Jeff |
2020-11-25 |
6 |
| JACK: Jack in the Box - F4Q Impresses from Top to Bottom: JACK Poised to Deliver More of the Same in Each of Next Two Quarters. Stay Buy Rated
|
JACK |
Farmer, Jeff |
2020-11-19 |
6 |
| JACK: Jack in the Box - Another Quarter of Significant SSS & EPS Upside; Best-in-Class SSS Continue Even in Backdrop of Highly Successful Peer Promos
|
JACK |
Farmer, Jeff |
2020-11-18 |
5 |
| Mounting Short-Term Demand Headwinds vs. Vaccine Optimism - With No Idea Which Factor Will Prove Stronger in Coming Months – We Favor Names That Could Benefit from Both: CAKE, EAT & MCD
|
|
Farmer, Jeff |
2020-11-18 |
9 |
| JACK: Jack in the Box - Looking for F4Q EPS Upside w/ Street Still Underestimating Flow Through on Franchise Rental Revenue & MSD QTD SSS Growth
|
JACK |
Farmer, Jeff |
2020-11-16 |
5 |
| EAT: Brinker International - Highlights from the GHRA-sponsored Virtual NDR with Brinker Management
|
EAT |
Farmer, Jeff |
2020-11-16 |
5 |
| WING: Wingstop - Highlights from the GHRA-Sponsored Investor Call with Wingstop Management
|
WING |
Farmer, Jeff |
2020-11-10 |
5 |
| MCD: McDonald's - Digital Dominance on a Global Scale Does Not Come Cheap; EPS & EBITDA Ests. Poised to Fall, But Investment to Drive Share Gains
|
MCD |
Farmer, Jeff |
2020-11-09 |
9 |
| RRGB: Red Robin - RRGB Making Sales Recovery Progress, but Materially Lagging Pace of Peers. Liquidity Risk Down Dramatically w/ $50MM Tax Refund
|
RRGB |
Farmer, Jeff |
2020-11-05 |
5 |
| WEN: Wendy's - Breakfast SSS Contribution Consternation Overdone, Drivers in Place for MSD to HSD SSS Through 1H21E; Mgmt. Call Back Notes
|
WEN |
Farmer, Jeff |
2020-11-04 |
6 |
| WING: Wingstop - 3Q Flow Though Underwhelmed; Looking Forward However, We See Return of Free Delivery Promo Driving Healthy 4Q SSS Upside
|
WING |
Farmer, Jeff |
2020-11-02 |
7 |
| WING: Wingstop - $5 Special Div. Almost 2x Our Previewed $2.70, Incentive Comp Weighs on 3Q EBITDA, Oct. SSS Update Will be THE Call Focus
|
WING |
Farmer, Jeff |
2020-11-02 |
4 |
| Social Distancing Restaurant Consumer Survey Week 34 - Comfort Level w/ Indoor Dining Down, While Delivery Demand Still Elevated: Trends That Will Only Intensify w/ Rising Case Counts
|
|
Farmer, Jeff |
2020-11-02 |
4 |
| SBUX: Starbucks Corp - U.S. Recovery Accelerates in Sept., But Final Recovery Stage Tough; Remain Hold w/ SBUX at Big Valuation & COVID Uncertainty Up
|
SBUX |
Farmer, Jeff |
2020-10-30 |
6 |
| CAKE: Cheesecake Factory - Upgrading to Buy: SSS Recovery Was Slow to Emerge, But It’s Here Now, Has Legs & Comes w/ Improved Profit Flow Through
|
CAKE |
Farmer, Jeff |
2020-10-30 |
6 |
| YUM: Yum! Brands - Strong 3Q SSS, but Recovery Momentum Poised to Slow; at 17x ’22 EBITDA, YUM Fully Valued w/ Unit Opening Estimates Still Falling
|
YUM |
Farmer, Jeff |
2020-10-29 |
5 |
| DNKN: Dunkin' Brands - SSS Recovery Progress Continues to Impress, But of Only Modest Consequence Given Our View that Inspire Deal Comes to Fruition
|
DNKN |
Farmer, Jeff |
2020-10-29 |
6 |