| JACK: Jack in the Box - JACK Offers Compelling Risk/Reward with Value Pivot & Low Fundamental Expectations; Expect Few F2QE SSS & EPS Surprises
|
JACK |
Farmer, Jeff |
2019-05-10 |
| WEN: Wendy's - A Solid SSS & FCF Start for the Year; Increases 2020 Guidance Credibility and Narrows Relative Valuation Discount
|
WEN |
Farmer, Jeff |
2019-05-08 |
| WEN: Wendy's - WEN Delivers Solid Quarter Which Should Bolster Confidence in Company’s Ability to Deliver on SSS and FCF Guidance
|
WEN |
Farmer, Jeff |
2019-05-08 |
| WING: Wingstop - Big 1Q19 SSS Upside & Momentum Has Continued; Strategic Growth Investments a Modest EBITDA Headwind in 2019
|
WING |
Farmer, Jeff |
2019-05-07 |
| DNKN: Dunkin' Brands - Quick Hits from the Earnings Call: We See the Solid 1Q19 SSS Performance as the High-Water Mark for the Year
|
DNKN |
Farmer, Jeff |
2019-05-02 |
| DNKN: Dunkin' Brands - Strong Start to 1Q19, but Road Ahead Is Far More Challenging Lapping Go2s Intro & Menu Simplification
|
DNKN |
Farmer, Jeff |
2019-05-02 |
| CAKE: Cheesecake Factory - Quick Hits from Earnings Call & Mgmt. Follow Up; Modest SSS & EPS Upside – Surprisingly Low Drama Quarter for Casual Dining Name
|
CAKE |
Farmer, Jeff |
2019-05-01 |
| YUM: Yum! Brands - Strong SSS Quarter with Tougher Comparisons Waiting; View 1Q as SSS High-Water Mark & See Multiple Expansion as Hard Fought
|
YUM |
Farmer, Jeff |
2019-05-01 |
| EAT: Brinker International - Earnings Call Quick Hits: Lack of F4Q SSS Commentary Did Not Go Unnoticed, Labor Headwinds Persist & Delivery on Horizon
|
EAT |
Farmer, Jeff |
2019-04-30 |
| MCD: McDonald's - U.S. & Global SSS Outperformance Support Our LT Bullish View, but Costs Pressures Will Temper Some of the Top Line Enthusiasm
|
MCD |
Farmer, Jeff |
2019-04-30 |
| EAT: Brinker International - Chili’s SSS & Traffic Impress, but With the Concept Now Lapping Return of Positive Traffic, SSS Growth Poised to Cool Off
|
EAT |
Farmer, Jeff |
2019-04-30 |
| DNKN: Dunkin' Brands - Looking for 1Q19 SSS Upside; but Road Ahead More Challenging Lapping Go2s Intro & Menu Simplification
|
DNKN |
Farmer, Jeff |
2019-04-30 |
| WEN: Wendy's - Looking for 1Q SSS Upside Driven by Promo Shift to Higher Price Point Value Bundles; Expect Reiteration of 2019/2020 Guidance
|
WEN |
Farmer, Jeff |
2019-04-30 |
| TXRH: Texas Roadhouse - EPS Estimates Continue to Fall & We Expect the Trend to Continue; Maintain Underperform, Lowering PT to $50 from $54
|
TXRH |
Farmer, Jeff |
2019-04-29 |
| BLMN: Bloomin Brands, Inc. - Healthy 1Q19 Upside an Important Start for BLMN’s New CEO; At 7x EV/EBITDA, Risk/Reward Merits Greater Investor Attention
|
BLMN |
Farmer, Jeff |
2019-04-26 |
| BLMN: Bloomin Brands, Inc. - 1Q19 First Look: SSS & EPS Upside and 2019 Guidance Reiterated - At Less Than 7x EBITDA, BLMN Offers Best Risk/Reward in Sector
|
BLMN |
Farmer, Jeff |
2019-04-26 |
| BJRI: BJ's Restaurants - 2019E EPS Stabilizing, but 2020E EPS Likely to Fall in Coming Qtrs With Slowing SSS & Street Models Ignoring Wage Pressure
|
BJRI |
Farmer, Jeff |
2019-04-25 |
| CMG: Chipotle - 1Q19 SSS the High-water Mark with CMG Facing Tougher Compares & Beginning to Lap Sizeable Early Stage Digital Sales Growth
|
CMG |
Farmer, Jeff |
2019-04-24 |
| EAT: Brinker International - Expect Reiteration of FY19 SSS & EPS Guidance; Looking for Softening SSS in Coming Quarters Lapping 3 for $10 Intro
|
EAT |
Farmer, Jeff |
2019-04-23 |
| MCD: McDonald's - Expect U.S. SSS Upside & the Return of Market Share Gains Led by Pivot Back to Localized Value & Breakfast Daypart Promotions
|
MCD |
Farmer, Jeff |
2019-04-23 |