| BLMN: Bloomin Brands, Inc. - Looking for In-Line EPS on Modest SSS Miss; Investors Focused on BLMN’s 2019 Guidance – We Expect Reiteration of Both EPS & SSS
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BLMN |
Farmer, Jeff |
2019-04-22 |
| BJRI: BJ's Restaurants - Looking for Largely In-Line 1Q, But Decelerating SSS & Cost Pressures to Drive Downward Revisions to 2019E & 2020E EPS
|
BJRI |
Farmer, Jeff |
2019-04-22 |
| WING: Wingstop - Credit Card & Mobile App Data Point to Healthy SSS/Digital Adoption Inflection with the February 22nd Ad Campaign Launch
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WING |
Farmer, Jeff |
2019-04-16 |
| CMG: Chipotle - Alternative Data Analysis Corroborates SSS/Customer Engagement Momentum That We Believe is Well Appreciated by the Market
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CMG |
Farmer, Jeff |
2019-04-11 |
| GHRA ROIC Quarterly: Taking Stock of Value Creation - WING & CMG Positioned to See Greatest ROIC Expansion; CMG’s Valuation Discounting 2015 ROIC Levels – Overly Optimistic
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|
Farmer, Jeff |
2019-04-08 |
| Economic Data as a Leading Indicator of Restaurant SSS - Leading Economic Indicator Trends (Including GDP & Redbook Index Growth) Point to Decelerating Casual Dining SSS Growth
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|
Farmer, Jeff |
2019-04-04 |
| RRGB: Red Robin - RRGB Pursuing a New CEO; but There Are No Quick Fixes for This Regional Casual Dining Concept. 20% FCF Yield Keeps Us Hold Rated
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RRGB |
Farmer, Jeff |
2019-04-03 |
| PLAY: Dave & Buster's - 4Q SSS, Rev & EBITDA Outpace Guidance & Street Ests.: 2019 Guidance Looks Conservative - Setting Stage for Upward Revisions
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PLAY |
Farmer, Jeff |
2019-04-02 |
| 2019 Restaurant Sector Unit-level Economics Deep Dive - Which Companies Have the Greatest Economic Incentive to Build New Restaurants? WING, CMG, SBUX & SHAK Top the List
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|
Farmer, Jeff |
2019-04-01 |
| PLAY: Dave & Buster's - Looking for LSD FY19 SSS Guide; PLAY Riding an Underappreciated 3-Qtr Upward EBITDA Revision Run – One We Expect to Continue
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PLAY |
Farmer, Jeff |
2019-03-29 |
| JACK: Jack in the Box - Upgrading to Buy: Compelling Risk/Reward with More Aggressive Value Strategy Pivot & Low Fundamental Expectations Bar
|
JACK |
Farmer, Jeff |
2019-03-27 |
| Restaurant Sector Unit Growth Quality Analysis - When It Comes to Quality Among the Early Stage Unit Growth Companies - There is WING and Then There is Everyone Else
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|
Farmer, Jeff |
2019-03-25 |
| DRI: Darden Restaurants - Upgrading to Hold: DRI Is a True Casual Dining Outlier - Delivering Upward Revision Momentum Across Both SSS and EPS
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DRI |
Farmer, Jeff |
2019-03-21 |
| DRI: Darden Restaurants - Market Share Gains Reaccelerate at Core Concepts; Flow Through Underwhelming, But SSS Momentum Deserves the Spotlight
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DRI |
Farmer, Jeff |
2019-03-21 |
| Casual Dining Off-premise Sales Deep Dive - Outside of Early-Stage Delivery & Large Party Catering, Off-Premise Sales Do Not Appear to Drive Share Gains
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|
Farmer, Jeff |
2019-03-19 |
| DRI: Darden Restaurants - Weak February Segment Sales Trends Weigh on SSS Upside Potential
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DRI |
Farmer, Jeff |
2019-03-15 |
| BLMN: Bloomin Brands, Inc. - Analyst Meeting Highlights Ample SSS Drivers; Margin Expansion a Show-Me Story, But at Less Than 7x EBITDA – We Like Risk/Reward
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BLMN |
Farmer, Jeff |
2019-03-12 |
| Restaurant Sector Share Prices Defying Revision Trends - Stocks Have Moved Up on Downward Revisions: Precedent Suggests This Is Unsustainable
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|
Farmer, Jeff |
2019-03-07 |
| WING: Wingstop - Fundamentals Continue to Impress: EPS Estimates Coming Down on Higher Interest Expense with EBITDA Estimates Resilient
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WING |
Farmer, Jeff |
2019-02-28 |
| Mobile App Data Deep Dive: Burger/Chicken Sandwich Segment - The Consumer Adoption Leader is Chick-Fil-A with McDonald’s Having A Strong Grip on the Number 2 Spot
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|
Farmer, Jeff |
2019-02-28 |