Restaurants Research

Title Tickers Date Pages
DRI: Darden Restaurants - Darden Restaurants Fireside Q&A DRI 2020-01-13 6
DRI: Darden Restaurants - Quick Hits from Darden's Breakout Session Featuring CEO Gene Lee DRI 2020-01-13
GRUB: Grubhub Inc - Social Media Promotion Analysis: DoorDash Crowned 2019 Promo King; The Queen’s (GRUB) Promo Activity Not Resonating w/ Diners GRUB 2020-01-13 10
Election Cycle Traffic Headwind Undeniable & Intensified in 2016 - Best Positioned Concepts for Off-Premise/Delivery Will See Market Share Gains 2020-01-10 3
The DoorDash Effect: What the Partnership Means for SSS - Case Studies Show That a DoorDash Partnership (especially when exclusive) Moves the SSS Needle: Bullish for EAT & WING 2020-01-09 9
GRUB: Grubhub Inc - Grubhub More of An Acquisition Target Than A Buyer GRUB 2020-01-08
YUM: Yum! Brands - Habit Acquisition Low Risk/Low Reward for YUM; Shines a Light on Mounting Challenges for Stand-Alone Concepts Lacking Scale YUM 2020-01-06
GHRA 2020 Restaurant Sector Outlook - Premium for Cash Flow Visibility & SSS Catalysts Already Big – But Will Get Even Bigger in 2020 2020-01-03 26
Restaurant Company SSS Initiative Roadmap – 2020 Edition - SSS Drivers Analysis: Which Companies Have Drivers in Play for 2020 & Which Will be Lapping the Intro of Impactful 2019 Drivers? 2019-12-20 26
DRI: Darden Restaurants - Olive Garden’s Loss of SSS Momentum Has Investor Attention; We Don’t See a NT Reacceleration; Continue to See Risk > Reward DRI 2019-12-19 6
DRI: Darden Restaurants - Largely In-Line F2Q Blended SSS & EPS Take a Back Seat to the Sizeable SSS Miss for the Core Olive Garden Concept DRI 2019-12-19 6
DRI: Darden Restaurants - We See Risk Outweighing Reward in Near Term with DRI at Peak Relative Valuation & EPS Upside Prospects Limited DRI 2019-12-16 12
PLAY: Dave & Buster's - Largely In-Line Quarter & Guidance Reiteration Welcome; Structural Headwinds Unrelenting/See Estimates Falling in 2020 PLAY 2019-12-11 6
Strategic Alternatives Case Study Lessons for BLMN - While Precedent from 25 Strategic Alternatives Case Studies Points to a Sale – We See Divestiture of Brazil Segment as Most Likely 2019-12-04 10
GRUB: Grubhub Inc - Social Media Promo Analysis: GRUB’s Step Change in Full Effect Despite Peers Sequentially Slowing Promotional Activity GRUB 2019-12-02 11
CBRL: Cracker Barrel - F1Q Shines a Light on Lackluster Trends/Investment Headaches; But We Continue to Expect a Short-Term Heat N' Serve SSS Inflection CBRL 2019-11-26
WING: Wingstop - Quick Hits from GHRA-Sponsored Conference Call with Wingstop’s CFO WING 2019-11-25 6
JACK: Jack in the Box - Market Frustration with Lack of QTD SSS Commentary Overdone; We Agree that SSS Slowed Sequentially, but Inflection Still in Play JACK 2019-11-21 6
JACK: Jack in the Box - A Largely Uneventful Print: SSS Just Above Street & In-line FY20 Guidance Intro; We Like Risk/Reward w/ Continued SSS Inflection JACK 2019-11-20 6
Labor - Street Slow to Acknowledge Accelerating Wage Inflation in 2020: Where Are #’s Aggressive/Who is Most Exposed? 2019-11-19 13

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