| 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 |
22 |
| 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 |
22 |
| 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 |
24 |
| 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 |
23 |
| 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 |
24 |
| BLMN: Bloomin Brands, Inc. - Drivers in Place for Continued Market Share Gains - And In turn, A Narrowing of Sizeable Valuation Discount
|
BLMN |
Farmer, Jeff |
2018-10-19 |
23 |
| CBRL: Cracker Barrel - Margin Pressure and Decelerating SSS Kept in Check by Healthy Dividend Yield Support
|
CBRL |
Farmer, Jeff |
2018-10-19 |
22 |
| CMG: Chipotle - Premium Multiple Unsustainable - Even if Most Optimistic Street Estimates Are Met in 2019E, 2020E and Beyond
|
CMG |
Farmer, Jeff |
2018-10-19 |
30 |
| TXRH: Texas Roadhouse - SSS Will Cont to Impress, But EPS Growth Could be Cut in Half with Persistent Labor Cost Pressure & Loss of Tax Reform Tailwinds
|
TXRH |
Farmer, Jeff |
2018-10-19 |
21 |
| DNKN: Dunkin' Brands - 2020 SSS and Unit Development Targets Look Like a Long Shot - But Valuation Peak Here to Stay with DNKN a Perceived M&A Target
|
DNKN |
Farmer, Jeff |
2018-10-19 |
22 |
| DRI: Darden Restaurants - Near Peak Valuation Premium Will Be Hard to Hold, Given Meaningful EPS Growth Deceleration Lurking
|
DRI |
Farmer, Jeff |
2018-10-19 |
24 |
| JACK: Jack in the Box - Sizeable Valuation Discount Reflects Modest Near-Term SSS Prospects; Disgruntled Franchisee Base a Potential Catalyst
|
JACK |
Farmer, Jeff |
2018-10-19 |
21 |
| RRGB: Red Robin - Shares Are Bouncing Off of Trough Valuation Levels, but Continued Market Share Losses/Margin Headwinds Keep Us on Sidelines
|
RRGB |
Farmer, Jeff |
2018-10-19 |
22 |
| EAT: Brinker International - EAT Shares Have Earned Their Valuation Upgrade, But We Think This is as Good as it Gets
|
EAT |
Farmer, Jeff |
2018-10-19 |
22 |
| MCD: McDonald's - Valuation Discount Poised to Narrow with Greater Clarity on Short-Term Nature of EOTF Headwinds & Continued Margin Expansion
|
MCD |
Farmer, Jeff |
2018-10-19 |
28 |
| WEN: Wendy's - WEN Approaching FCF Yield Tipping Point (~5.5%) a Level at Which We See Share Price Tracking FCF Growth
|
WEN |
Farmer, Jeff |
2018-10-19 |
22 |
| Restaurant Sector Initiation
|
|
Farmer, Jeff |
2018-10-18 |
|
| Jeff Farmer Joins Gordon Haskett Research Advisors to Cover the Restaurant Sector
|
|
Farmer, Jeff |
2018-07-30 |
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