| BLMN: Bloomin Brands, Inc. - BLMN Deserves Your Attention: Strongest Off-Premise Sales in Casual Dining; Ample Liquidity, Low Cash Burn & 65% Sell Off
|
BLMN |
Farmer, Jeff |
2020-04-16 |
5 |
| JACK: Jack in the Box - JACK Oversold vs. Franchise Peers: News of SSS That Are Equal or Greater than MCD & WEN & Ample Liquidity Increases Conviction
|
JACK |
Farmer, Jeff |
2020-04-15 |
5 |
| RRGB: Red Robin - QTD SSS Offer Few Surprises; Weekly Sales Disclosure Confirms Healthy Consumer Shift to Off-Premise Casual Dining Offerings
|
RRGB |
Farmer, Jeff |
2020-04-15 |
5 |
| Casual Dining Web Traffic Points to Still Accelerating Off-Premise - Web Traffic Data Through 4/12 Indicates Olive Garden & Chili’s Seeing Accelerating To-go Sales; Texas Roadhouse Biggest Jump
|
|
Farmer, Jeff |
2020-04-15 |
16 |
| GRUB: Grubhub Inc - GRUB Proving Delivery Not Immune from COVID-19; Another Round of Downward EBITDA Revisions Weighing on the Stock
|
GRUB |
Mollins, Robert |
2020-04-13 |
5 |
| RRGB: Red Robin - Aggressive Cost Control & Facility Borrowing Will Keep RRGB Solvent, but EPS Losses Will Be Outsized; Activism Keeps Us Hold
|
RRGB |
Farmer, Jeff |
2020-04-13 |
7 |
| YUM: Yum! Brands - Updating SSS & EPS for COVID Impact: More Than Ample Liquidity, But Outsized Global Exposure to Some of Hardest Hit Countries
|
YUM |
Farmer, Jeff |
2020-04-13 |
6 |
| JACK: Jack in the Box - JACK Oversold vs Franchise Peers w/ (1) Sufficient Liquidity, (2) Minimal Securitized Financing Risk, & (3) Low Discretionary Menu
|
JACK |
Farmer, Jeff |
2020-04-13 |
7 |
| SBUX: Starbucks Corp - Store Closure-Driven U.S. SSS Trends Ugly, But Will Recover Quickly w/ May Reopening; Shares Very Resilient Facing Big EPS Cuts
|
SBUX |
Farmer, Jeff |
2020-04-09 |
6 |
| WEN: Wendy's - Updating SSS & EPS: Remain Bullish with Breakfast Redux in 2H20, Plenty of Cash & Share Performance Gap vs. Franchise Peers
|
WEN |
Farmer, Jeff |
2020-04-09 |
7 |
| MCD: McDonald's - 1Q20 SSS & COVID Update Largely as Expected with MCD Updating Investors Twice in March; Accelerating SSS Declines Await in 2Q
|
MCD |
Farmer, Jeff |
2020-04-08 |
6 |
| DNKN: Dunkin' Brands - Updating SSS & EPS Estimates: DNKN is a Name We Missed in the Mid-$40s, We Would Pursue Pullbacks in the High-$40 Range
|
DNKN |
Farmer, Jeff |
2020-04-08 |
7 |
| CMG: Chipotle - Updating SSS & EPS: Plenty of Cash & Competitive Advantages, but 2020E Numbers Falling & Stock Has Been Big Outperformer
|
CMG |
Farmer, Jeff |
2020-04-08 |
7 |
| DRI: Darden Restaurants - Olive Garden To-Go Sales at 40% of Pre-COVID Total Volumes Providing Big Offset to both SSS & DRI’s Weekly Cash Burn Rate
|
DRI |
Farmer, Jeff |
2020-04-07 |
5 |
| WING: Wingstop - Wingstop Business Model Proving to be Definition of Restaurant Company Resilience Posting HSD % SSS in Eye of COVID Storm
|
WING |
Farmer, Jeff |
2020-04-07 |
5 |
| Social Distancing Restaurant Consumer Survey: Week 4 - Tracking Restaurant Customer Response to COVID – Social Distancing Long Tailed, But Pace of Behavioral Change Moderating
|
|
Farmer, Jeff |
2020-04-06 |
8 |
| CAKE: Cheesecake Factory - What Does a $3 Million Off-Premise Run Rate Look Like? We Spent an Hour at a Suburban Boston Cheesecake Unit to Find Out
|
CAKE |
Farmer, Jeff |
2020-04-06 |
6 |
| CAKE: Cheesecake Factory - Market “Sleeping” on Cheesecake’s $60,000+ per Week Off-Premise Sales; A Number That Will Meaningfully Reduce Cash Burn Rate
|
CAKE |
Farmer, Jeff |
2020-04-03 |
5 |
| PLAY: Dave & Buster's - With Revenue Turned Off & Only Modest Facility $ Available - PLAY Has Aggressively Cut Costs to One of Lowest Burn Rates in Sector
|
PLAY |
Farmer, Jeff |
2020-04-02 |
7 |
| BJRI: BJ's Restaurants - BJRI Can Weather Storm w/ Aggressive Cash Preservation; Weaker Pre-COVID Fundamentals Temper Valuation Recovery
|
BJRI |
Mollins, Robert |
2020-04-02 |
7 |