Restaurants Research

Title Tickers Date Pages
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 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 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 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 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 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 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 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 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 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 2020-06-11 6
GRUB: Grubhub Inc - Conference Call Quick Hits: Transaction Makes Sense for JET; Uber Now Out of the Picture GRUB 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 2020-06-11 5
GRUB: Grubhub Inc - Whoomp There It Is - The News We've All Been Waiting For GRUB 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 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 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 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 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 2020-06-08 5
CAKE: Cheesecake Factory - Model Update CAKE 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 2020-06-05 5

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