| EAT: Brinker International - July SSS Almost Back to Flat for Chili's w/ Open Dining Rooms; SSS Contribution from Virtual Wing Concept Will Be a Focus on Call
|
EAT |
Farmer, Jeff |
2020-08-12 |
4 |
| RRGB: Red Robin - Highest Sales & EBIT Recovery Hurdles in Casual Dining; Shares Are Discounting This Reality Trading Below 5x EBITDA
|
RRGB |
Farmer, Jeff |
2020-08-12 |
5 |
| EAT: Brinker International - Looking for -12% Chili’s SSS QTD; Casual Dining Risk/Reward in Limbo w/ SSS Recovery Stall Offset by Potential Vaccine Headlines
|
EAT |
Farmer, Jeff |
2020-08-07 |
6 |
| JACK: Jack in the Box - +9-10% SSS in July – Especially for a Hamburger Player Deserves More Market Attention: Raising SSS & EBITDA Ests. Across Board
|
JACK |
Farmer, Jeff |
2020-08-06 |
5 |
| JACK: Jack in the Box - F3Q Saw Upside Across the Board: Competitive Position Further Strengthening in COVID Backdrop – Valuation Should Follow
|
JACK |
Farmer, Jeff |
2020-08-05 |
4 |
| WEN: Wendy's - Earnings Call & Mgmt. Follow Up Quick Hits: 6% Sell Off Overly Punitive for HSD % SSS & Collection of Sustainable Drivers
|
WEN |
Farmer, Jeff |
2020-08-05 |
5 |
| WEN: Wendy's - 2Q First Look: SSS Recovery Momentum Builds in June & July – We See Drivers in Place to Support 5%+ SSS Through 1H21E
|
WEN |
Farmer, Jeff |
2020-08-05 |
5 |
| TXRH: Texas Roadhouse - Recovery to Date Best in Class – But w/ July SSS Only Modestly Better Than June, Further Recovery (for all of Casual) A Challenge
|
TXRH |
Farmer, Jeff |
2020-08-04 |
5 |
| Social Distancing Restaurant Consumer Survey Week 21 - Landscape Has Dramatically Shifted Since Late June: Consumer Comfort w/ Casual Dining Down Materially, Meals at Home Up
|
|
Farmer, Jeff |
2020-08-03 |
8 |
| JACK: Jack in the Box - Looking for F3Q SSS & EPS Upside w/ JACK on Small List of Cos That Has Seen Competitive Position Strengthen in COVID Backdrop
|
JACK |
Farmer, Jeff |
2020-08-03 |
5 |
| WEN: Wendy's - Near Best-in-Class Drive-Thru Operator + Breakfast Tailwind + Digital Push + Loyalty = 5+% SSS Growth Through at Least 1H21E
|
WEN |
Farmer, Jeff |
2020-08-03 |
4 |
| GRUB: Grubhub Inc - Strong Topline Momentum Throughout the 2Q & Into July
|
GRUB |
Mollins, Robert |
2020-07-30 |
5 |
| DNKN: Dunkin' Brands - SSS Recovery Solid & Dividend Reinstatement Welcome: Increasingly Limited Development Visibility Keeps Us Hold Rated
|
DNKN |
Farmer, Jeff |
2020-07-30 |
5 |
| YUM: Yum! Brands - 4% Sell Off a Bit Harsh Given Combo of: In-line SSS, Resumption of Share Repo & Fleeting COVID-Driven Development Delays
|
YUM |
Farmer, Jeff |
2020-07-30 |
5 |
| CAKE: Cheesecake Factory - 2Q Results Largely Met Expectations, but NT SSS Recovery Prospects in a Holding Pattern & More Dependent on State Reopenings
|
CAKE |
Farmer, Jeff |
2020-07-29 |
6 |
| WING: Wingstop - 2Q Earnings Call Quick Hits: WING a Serial Compounder without Peer. Looking for 4-Yr Run of Mid-teen EBITDA Growth (’21 to ’24)
|
WING |
Farmer, Jeff |
2020-07-29 |
5 |
| WING: Wingstop - April SSS Impressed at +33% and That Momentum Never Slowed with 2Q SSS +32%; July SSS Commentary Will Be THE Call Focus
|
WING |
Farmer, Jeff |
2020-07-29 |
5 |
| SBUX: Starbucks Corp - Margin Recovery Solid, But After Hours Move Overzealous, Given That Catalyst Was July SSS Number from Select Group of Stores
|
SBUX |
Farmer, Jeff |
2020-07-29 |
6 |
| MCD: McDonald's - We Continue to See an Underappreciated IOM Segment SSS Recovery Driving Upward EBITDA Revisions
|
MCD |
Farmer, Jeff |
2020-07-28 |
7 |
| CMG: Chipotle - Analysis of Delivery Menu Pricing Premiums Across 25 Concepts Indicates That Chipotle Has a Big Pricing & Margin Opportunity
|
CMG |
Farmer, Jeff |
2020-07-27 |
36 |