| DRI: Darden Restaurants - DRI & Peers Not Yet Out of COVID Woods, but Resilient Off-premise Sales & Pursuit of LT Cost Efficiencies Pushing EBITDA Higher
|
DRI |
Farmer, Jeff |
2020-06-25 |
6 |
| DRI: Darden Restaurants - First Look: OG SSS Recovery More Modest Than Expected & F1Q EBITDA/EPS Guidance Solid. Rising Case Counts Will Be Call Focus
|
DRI |
Farmer, Jeff |
2020-06-25 |
4 |
| Tracking Restaurant Sales & Traffic Data Through June 20th - Recovery Continuing on National Level, but Losing Some Steam in Key Casual Dining States Which Have Seen Jump in COVID Cases
|
|
Farmer, Jeff |
2020-06-23 |
7 |
| DRI: Darden Restaurants - Rising Case Counts in FL & TX Have the Markets Attention - We See Recent Sell Off as Overdone w/ Data Showing Ongoing Recovery
|
DRI |
Farmer, Jeff |
2020-06-19 |
|
| MCD: McDonald's - U.S. Recovery Pace as Expected - Improving, but Slower Rate Than Peers; IOM Segment Re-openings Accelerate Past Expectations
|
MCD |
Farmer, Jeff |
2020-06-16 |
6 |
| Casual Dining Recovery Powering Through Increased Case Counts - POS & Foot Traffic Data Through 6/13 Shows That Sales/Traffic Recovery Has Continued Through Jump in Case Counts
|
|
Farmer, Jeff |
2020-06-16 |
7 |
| Social Distancing Restaurant Consumer Survey Week 14 - COVID Case Counts on Rise in Several States, but Through Week of June 12th – Consumer Comfort Level Continues to Trend Up
|
|
Farmer, Jeff |
2020-06-15 |
8 |
| RRGB: Red Robin - Sales Recovery Hurdles Higher Than Casual Dining Peers - Shares Reflecting That Reality Down 65% Since Late February
|
RRGB |
Farmer, Jeff |
2020-06-12 |
5 |
| PLAY: Dave & Buster's - Peak Liquidity Concerns in Rear View Mirror, but Minimal Visibility into Pace/Magnitude of Sales & EBITDA Recovery into 2021
|
PLAY |
Farmer, Jeff |
2020-06-11 |
6 |
| BLMN: Bloomin Brands, Inc. - Full Portfolio of BLMN Concepts Posting Steady W/W SSS Improvement; Notes from Management Follow Up Call
|
BLMN |
Farmer, Jeff |
2020-06-11 |
6 |
| GRUB: Grubhub Inc - Conference Call Quick Hits: Transaction Makes Sense for JET; Uber Now Out of the Picture
|
GRUB |
Mollins, Robert |
2020-06-11 |
5 |
| RRGB: Red Robin - Sales Recovery Hurdles Higher Than Casual Dining Peers - Shares Reflecting That Reality Down 65% Since Late February
|
RRGB |
Farmer, Jeff |
2020-06-11 |
5 |
| GRUB: Grubhub Inc - Whoomp There It Is - The News We've All Been Waiting For
|
GRUB |
Mollins, Robert |
2020-06-10 |
5 |
| JACK: Jack in the Box - JACK Has Quickly Moved Through Recovery Phase - Joining Small List of Cos That Have Seen Competitive Position Strengthen
|
JACK |
Farmer, Jeff |
2020-06-10 |
5 |
| YUM: Yum! Brands - Pizza Hut & Taco Bell SSS Recoveries Outpacing Street; Recent QSR Peer SSS Updates Have Pointed to Segment Momentum
|
YUM |
Farmer, Jeff |
2020-06-10 |
6 |
| SBUX: Starbucks Corp - U.S. Recovery Sees Smaller-than-Expected Boost from Reopened Stores; EBITDA/EPS Estimates Still Looking for Stable Footing
|
SBUX |
Farmer, Jeff |
2020-06-10 |
6 |
| EAT: Brinker International - Recovery Has Legs: First Reopened Chili’s Continue to Build, Off-Premise Holding & Several Units Seeing “+” SSS at 50% Capacity
|
EAT |
Farmer, Jeff |
2020-06-09 |
6 |
| WEN: Wendy's - Global SSS Back in Positive Territory Exiting May: Investors Looking for Greater US Detail, but SSS Recovery Continues to Impress
|
WEN |
Farmer, Jeff |
2020-06-08 |
5 |
| CAKE: Cheesecake Factory - Model Update
|
CAKE |
Farmer, Jeff |
2020-06-08 |
4 |
| Sales Recovery Has Continued Through June 3rd - 23,000+ Restaurant Data Set Shows Improving Sales Trends; States That Reopened 4-5 Weeks Ago Seeing Some of the Biggest Gains
|
|
Farmer, Jeff |
2020-06-05 |
5 |