| JACK: Jack in the Box - F4Q First Look: FY18 Finishes Soft, but FY19 Guidance Intro Meets Low Bar. Activist Headlines Represent Healthy Valuation Backstop
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JACK |
Farmer, Jeff |
2018-11-23 |
| Model Cleanup Post 3Q18 Earnings - Model Cleanup: BJRI, BLMN, CMG & MCD
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|
Farmer, Jeff |
2018-11-16 |
| GHRA ROIC Quarterly: Taking Stock of Value Creation - Tax Reform Has Driven Improved ROIC Across the Board – Looking Forward, We Expect WING, CMG & WEN Deliver Further Expansion
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Farmer, Jeff |
2018-11-16 |
| WING: Wingstop - WING Continues to Flex Business Model Muscle: $3.05 Special Dividend Announced as Expected
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WING |
Farmer, Jeff |
2018-11-14 |
| MCD: McDonald's - MCD Further Flexing Mobile Muscle: App Use Stats Continue to Materially Outpace Peer Group, on Absolute & Per Restaurant Basis
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MCD |
Farmer, Jeff |
2018-11-12 |
| WING: Wingstop - WING’s International Unit Development: Already Unrivaled vs. Peers, Gaining Momentum and a Sizeable Value Creation Driver
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WING |
Farmer, Jeff |
2018-11-08 |
| WEN: Wendy's - 3Q18: Quick Hits from Earnings Call & Management Follow-up; Jury Out on SSS Quick Fix, But FCF Story Largely Intact
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WEN |
Farmer, Jeff |
2018-11-07 |
| RRGB: Red Robin - 3Q: Quick Hits from Earnings & Management Follow Up Calls – No Quick Fixes; We See RRGB Finding Valuation Support at 5x EBITDA
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RRGB |
Farmer, Jeff |
2018-11-06 |
| WEN: Wendy's - First Look: 3Q SSS (-0.2%) Fall Well Below +0.5% to +1% Whisper; What Happened and What Does this Mean for 2020 Targets?
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WEN |
Farmer, Jeff |
2018-11-06 |
| WING: Wingstop - Adjusting Estimates in Anticipation of Debt Refinancing and Special Dividend Payment
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WING |
Farmer, Jeff |
2018-11-01 |
| YUM: Yum! Brands - Earnings Call Quick Hits: TB Keeps Rolling, PH International Woes Long Tailed, GrubHub Fair-Value Benefit Looks to Reverse in 4Q18
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YUM |
Farmer, Jeff |
2018-10-31 |
| BJRI: BJ's Restaurants - 3Q18 Quick Hits: Awesome Quarter: But As Good As It Gets with BJRI Lapping Multiple SSS & Margin Initiatives
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BJRI |
Farmer, Jeff |
2018-10-30 |
| CAKE: Cheesecake Factory - 3Q18 Quick Hits from the Earnings Call: Labor Headwinds Moderate Slightly, But Holding Margins in 2019 Far from a Layup
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CAKE |
Farmer, Jeff |
2018-10-30 |
| EAT: Brinker International - F1Q19 Quick Hits from the Earnings Call: Challenges Await with SSS Comparisons Much Tougher in Coming Quarters
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EAT |
Farmer, Jeff |
2018-10-30 |
| EAT: Brinker International - EAT First Look: No Surprises with SSS/EPS; Does Not Get Easier from Here with Tougher Compares Around the Corner
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EAT |
Farmer, Jeff |
2018-10-30 |
| TXRH: Texas Roadhouse - Best-in-Class SSS Do Not Come Cheaply: EPS Estimates Poised to Come Down Materially as TXRH Absorbs Ongoing Labor Inflation
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TXRH |
Farmer, Jeff |
2018-10-29 |
| WING: Wingstop - 3Q18 Quick Hits from the Earnings Call – The Drivers Are in Place for Continued SSS & EPS Upside in 2019E
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WING |
Farmer, Jeff |
2018-10-29 |
| BLMN: Bloomin Brands, Inc. - 3Q18: Quick Hits from Earnings Call: BLMN Confident SSS Momentum Has Legs and We Agree
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BLMN |
Farmer, Jeff |
2018-10-29 |
| BLMN: Bloomin Brands, Inc. - 3Q18 First Look: Healthy SSS Upside with Tax-Rate Driven EPS Upside; 2018 SSS and EPS Guidance Raised
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BLMN |
Farmer, Jeff |
2018-10-29 |
| CMG: Chipotle - 3Q18: Quick Hits from Earnings Call: New Advertising Resonating; Digital Sales Growth Coming at Expense of On-Premise Sales
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CMG |
Farmer, Jeff |
2018-10-25 |