| YUM: Yum! Brands - Earnings Call Quick Hits: TB Keeps Rolling, PH International Woes Long Tailed, GrubHub Fair-Value Benefit Looks to Reverse in 4Q18
|
YUM |
Farmer, Jeff |
2018-10-31 |
| BJRI: BJ's Restaurants - 3Q18 Quick Hits: Awesome Quarter: But As Good As It Gets with BJRI Lapping Multiple SSS & Margin Initiatives
|
BJRI |
Farmer, Jeff |
2018-10-30 |
| CAKE: Cheesecake Factory - 3Q18 Quick Hits from the Earnings Call: Labor Headwinds Moderate Slightly, But Holding Margins in 2019 Far from a Layup
|
CAKE |
Farmer, Jeff |
2018-10-30 |
| EAT: Brinker International - F1Q19 Quick Hits from the Earnings Call: Challenges Await with SSS Comparisons Much Tougher in Coming Quarters
|
EAT |
Farmer, Jeff |
2018-10-30 |
| EAT: Brinker International - EAT First Look: No Surprises with SSS/EPS; Does Not Get Easier from Here with Tougher Compares Around the Corner
|
EAT |
Farmer, Jeff |
2018-10-30 |
| TXRH: Texas Roadhouse - Best-in-Class SSS Do Not Come Cheaply: EPS Estimates Poised to Come Down Materially as TXRH Absorbs Ongoing Labor Inflation
|
TXRH |
Farmer, Jeff |
2018-10-29 |
| WING: Wingstop - 3Q18 Quick Hits from the Earnings Call – The Drivers Are in Place for Continued SSS & EPS Upside in 2019E
|
WING |
Farmer, Jeff |
2018-10-29 |
| BLMN: Bloomin Brands, Inc. - 3Q18: Quick Hits from Earnings Call: BLMN Confident SSS Momentum Has Legs and We Agree
|
BLMN |
Farmer, Jeff |
2018-10-29 |
| BLMN: Bloomin Brands, Inc. - 3Q18 First Look: Healthy SSS Upside with Tax-Rate Driven EPS Upside; 2018 SSS and EPS Guidance Raised
|
BLMN |
Farmer, Jeff |
2018-10-29 |
| CMG: Chipotle - 3Q18: Quick Hits from Earnings Call: New Advertising Resonating; Digital Sales Growth Coming at Expense of On-Premise Sales
|
CMG |
Farmer, Jeff |
2018-10-25 |
| DNKN: Dunkin' Brands - 3Q18: Quick Hits from the Earnings Call
|
DNKN |
Farmer, Jeff |
2018-10-25 |
| DNKN: Dunkin' Brands - DNKN First Look: Healthy Tax-Rate Driven EPS Upside, but Dunkin’ U.S. SSS Fall Short of Expectations
|
DNKN |
Farmer, Jeff |
2018-10-25 |
| MCD: McDonald's - 3Q18: Quick Hits from Earnings Call & Management Follow-up
|
MCD |
Farmer, Jeff |
2018-10-23 |
| MCD: McDonald's - MCD First Look: Int’l Holding Down the Fort & Then Some, While U.S. Absorbs Short-Term Remodel-Driven Margin Headwinds
|
MCD |
Farmer, Jeff |
2018-10-23 |
| MCD: McDonald's - Geolocation Case Studies: Peeling Back the Curtain on Traffic Trends Before, During and After Remodels
|
MCD |
Farmer, Jeff |
2018-10-22 |
| WING: Wingstop - Sizeable Value Creation Premium Justified: We See Several Years of Mid-to High-Teens EBITDA Growth on Minimal Capex
|
WING |
Farmer, Jeff |
2018-10-19 |
| YUM: Yum! Brands - Multiple Expansion Levers Limited with YUM Having Achieved or Made Significant Progress Toward Achieving Transformation Goals
|
YUM |
Farmer, Jeff |
2018-10-19 |
| PLAY: Dave & Buster's - We See the Return of SSS Growth in F4Q as a Multiple Expansion Catalyst for One of the Last Remaining 10%+ Unit Growth Stories
|
PLAY |
Farmer, Jeff |
2018-10-19 |
| CAKE: Cheesecake Factory - We See a Continued Tug of War Between Market Share Gains & Outsized Exposure to Wage Rate Inflation
|
CAKE |
Farmer, Jeff |
2018-10-19 |
| BJRI: BJ's Restaurants - Impressive SSS and Margin Expansion Momentum in 2018E, But We Expect It to Fade in 2019E with Valuation Following
|
BJRI |
Farmer, Jeff |
2018-10-19 |