Restaurants Research

Title Tickers Date Pages
JACK: Jack in the Box - All Ears on QTD SSS w/ Tomorrow’s Earnings Call; Wendy’s & BK Franchisee SSS Have Impressed – Looking for JACK to Follow Suit JACK 2020-05-13 5
“Reopening” of Casual Dining: Everything You Need to Know - Return of In-Restaurant Dining in 21 States & End of Stay-at-Home in 19 States: Casual Dining Demand Tipping Point Is Here 2020-05-12 8
BLMN: Bloomin Brands, Inc. - We See BLMN Further Distinguishing Itself as an AUV Recovery Play as the Restaurant Reopening Pace Accelerates in Coming Weeks BLMN 2020-05-08 5
BJRI: BJ's Restaurants - Relative to Peers, BJ’s Has Long Recovery Road; Detail on In-Restaurant Sales Incrementality Bullish for BLMN, EAT, CAKE BJRI 2020-05-07 7
GRUB: Grubhub Inc - Impressive QTD Trends + More Investments in the Business = Continued Erosion of Profit Visibility; Reiterating Hold Rating GRUB 2020-05-07 6
GRUB: Grubhub Inc - 1Q20 1st Look: Impressive Start to the 2Q, But We Don’t Expect Trends to Hold and Remain Cautious on the 2Q EBITDA Guide GRUB 2020-05-06 5
CAKE: Cheesecake Factory - CAKE Model Update CAKE 2020-05-06 4
WING: Wingstop - Expectations Were Very High – But the WING Business Model Delivers & We Expect the Outperformance to Continue WING 2020-05-06 6
WEN: Wendy's - SSS & EPS Moving Up (well ahead of Street): Remain Convicted with SSS Stronger Than Expected & Breakfast Launch Redux in 2H20 WEN 2020-05-06 7
WEN: Wendy's - WEN 1Q20 First Look: U.S. SSS Momentum Has Our Attention - The Return of SSS Growth Appears to be Just Weeks Away WEN 2020-05-06 5
CAKE: Cheesecake Factory - CAKE Believes it Can Recapture 2019 AUV Levels in 2021E: If Mgmt. Gets Even Close, CAKE Shares Offer Strong Risk/Reward Profile CAKE 2020-05-05 6
BLMN: Bloomin Brands, Inc. - BLMN Poised to Increasingly Stand Out as Attention Swings to Reopening Pace & Sales Volume Recovery BLMN 2020-05-05 6
TXRH: Texas Roadhouse - 1Q20 Call Points to Strong Potential for Greater-than-Expected Pace of AUV Recovery in Coming Months w/ Restaurant Reopenings TXRH 2020-05-05 7
Social Distancing Restaurant Consumer Survey (pt. 6) - Half of Consumers Have Indicated That They Will Feel Comfortable Returning to In-Restaurant Dining by the End of May 2020-05-04 9
MCD: McDonald's - MCD’s Global SSS Moving Through the Low-Water Mark Now; We Continue to See MCD Holding Its Defensive Valuation Premium MCD 2020-04-30 6
DNKN: Dunkin' Brands - Looking for Accelerating Volume Recovery over the Summer – With Shares at 15x 2022E EBITDA, Many Appear to Expect the Same DNKN 2020-04-30 6
YUM: Yum! Brands - Sticking to the Sidelines: Lack of Near-Term Catalysts & Outsized Exposure to Some of Hardest Hit COVID Countries YUM 2020-04-29 5
EAT: Brinker International - Early Days, but Chili’s Hybrid Off-Premise/Reduced In-Restaurant Capacity Model Is Resonating & Highlights Potential NT Path EAT 2020-04-29 6
EAT: Brinker International - Off-Premise Sales at 57% of Pre-COVID Volumes Further Lowering Cash Burn; All Eyes on Chili’s Re-opening Strategy & Timeline EAT 2020-04-29 4
SBUX: Starbucks Corp - With EPS/SSS Pre-Announced, F2Q Release Was Short on Big News – All Eyes on Early June for U.S. Reopening Progress/SSS Update SBUX 2020-04-28 5

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