| MCD: McDonald's - Global SSS Momentum Accelerating with U.S. Increasingly Pulling Its Own Weight; Lack of Margin Expansion the Lone Knock on Qtr
|
MCD |
Farmer, Jeff |
2019-07-26 |
| BLMN: Bloomin Brands, Inc. - Looking for Modest SSS Miss/Guidance Reiteration; At 6x 2020E EBITDA, Risk/Reward Merits Greater Investor Attention
|
BLMN |
Farmer, Jeff |
2019-07-26 |
| WING: Wingstop - SSS Expectations High - We Expect WING to Deliver; Valuation Undeniably Lofty, But Long List of SSS Drivers Can Keep It There
|
WING |
Farmer, Jeff |
2019-07-26 |
| BJRI: BJ's Restaurants - Weak July SSS & Mounting Cost Pressures Will Push Street EPS Estimates Lower - a Revision Trend we Expect to Continue
|
BJRI |
Farmer, Jeff |
2019-07-25 |
| SBUX: Starbucks Corp - U.S. SSS Deliver a Healthy Step Change; China SSS Solid, but Need Their Own Step Change to Drive Further Multiple Expansion
|
SBUX |
Farmer, Jeff |
2019-07-25 |
| CMG: Chipotle - Recovery Momentum Continues to Impress; We See All-time High Valuation Fading as CMG Begins to Lap Intro of Digital Initiatives
|
CMG |
Farmer, Jeff |
2019-07-24 |
| GRUB: Grubhub Inc - Expect Modest 2Q Revenue, EBITDA and EPS Upside; Half of 2019E Street EPS Estimates Fail to Reflect Recent Debt Issuance
|
GRUB |
Mollins, Robert |
2019-07-24 |
| TXRH: Texas Roadhouse - Looking for Largely In-line 2Q SSS & EPS, but Expect 2019/2020 Street EPS Ests. to Fall for 4th Consecutive Qtr on Cost Headwinds
|
TXRH |
Farmer, Jeff |
2019-07-23 |
| GRUB: Grubhub Inc - Social Media Promo Analysis: Promos +50% Q/Q in 2Q; GRUB Continuing to Focus on High Quality Diners, Peers Not So Much
|
GRUB |
Mollins, Robert |
2019-07-22 |
| MCD: McDonald's - Looking for Global SSS Momentum & Continued Rotation into Stable Franchise Models to Drive Further Multiple Expansion
|
MCD |
Farmer, Jeff |
2019-07-22 |
| BJRI: BJ's Restaurants - Looking for Modest 2Q SSS & EPS Miss; Continue to See 2020E Street EPS as Aggressive with Labor Pressure Largely Ignored
|
BJRI |
Farmer, Jeff |
2019-07-19 |
| GRUB: Grubhub Inc - Shares Still Digesting Recent Flurry of Negative Headlines - Most of Which Are Without Merit – Buying Opp. Heading into Earnings
|
GRUB |
Mollins, Robert |
2019-07-18 |
| SBUX: Starbucks Corp - Looking for U.S. & China SSS Upside; Expect Reiteration of FY19 EPS Guidance on Stabilizing Margin and Tax Rate Outlooks
|
SBUX |
Farmer, Jeff |
2019-07-18 |
| CMG: Chipotle - Expect Modest 2Q SSS/EPS Upside; We See Decelerating SSS Coming in September as CMG Laps Intro of Multiple SSS Initiatives
|
CMG |
Farmer, Jeff |
2019-07-16 |
| GRUB: Grubhub Inc - Driver Pay Analysis: GRUB the Lone Company Changing Driver Pay for the Better - A Move that Will Help Attract & Retain Drivers
|
GRUB |
Mollins, Robert |
2019-07-12 |
| GRUB: Grubhub Inc - New York State Liquor Authority Fears Overdone – GRUB the Only National Third-Party Delivery Company Operating Under a Waiver
|
GRUB |
Mollins, Robert |
2019-07-11 |
| CBRL: Cracker Barrel - Highlights from Management Meetings: Poised to Meet/Exceed F4Q Street Estimates; Margin Compression to Continue in FY20E
|
CBRL |
Farmer, Jeff |
2019-07-11 |
| Defensive Names Come at a Price – We Think It Moves Higher - Franchise Valuation Premium at All-time High - Defensive Rotation Poised to Continue: WEN & JACK Offer Best Risk/Reward
|
|
Farmer, Jeff |
2019-06-28 |
| GRUB: Grubhub Inc - Model Update and Our Thoughts on Intra-quarter News and Investor Focus Areas
|
GRUB |
Mollins, Robert |
2019-06-27 |
| CMG: Chipotle - 35 Concept Free Delivery Analysis: CMG the Most Aggressive with 71 Days – An Unsustainable Rate w/ High Hurdles in Coming Qtrs.
|
CMG |
Farmer, Jeff |
2019-06-21 |