| EAT: Brinker International - Raising F2Q SSS and EPS Estimates to Reflect Stronger-than-Expected December Casual Dining SSS
|
EAT |
Farmer, Jeff |
2019-01-18 |
| CBRL: Cracker Barrel - Raising F2Q SSS & EPS Estimates to Reflect Heat n’ Serve Price Increase & Stronger-than-Expected December Casual Dining SSS
|
CBRL |
Farmer, Jeff |
2019-01-18 |
| TXRH: Texas Roadhouse - Raising 2Q SSS and EPS Estimates to Reflect Stronger-than-Expected December Casual Dining SSS
|
TXRH |
Farmer, Jeff |
2019-01-18 |
| BLMN: Bloomin Brands, Inc. - Raising 4Q SSS and EPS Estimates to Reflect Stronger-than-Expected December Casual Dining SSS
|
BLMN |
Mollins, Robert |
2019-01-18 |
| Casual Dining SSS Estimates Too Low Following Strong December - Strong Finish to The Year, But Far More Challenging Comparisons Are Around the Corner - Continue to Favor Franchise Models
|
|
Farmer, Jeff |
2019-01-18 |
| CMG: Chipotle - CMG ICR Breakout Session and Public Presentation Quick Hits
|
CMG |
Farmer, Jeff |
2019-01-15 |
| PLAY: Dave & Buster's - PLAY ICR Breakout Session & Public Presentation Quick Hits
|
PLAY |
Farmer, Jeff |
2019-01-15 |
| DRI: Darden Restaurants - DRI ICR Breakout Session & Public Presentation Quick Hits
|
DRI |
Mollins, Robert |
2019-01-14 |
| WING: Wingstop - WING ICR Breakout Session Quick Hits
|
WING |
Farmer, Jeff |
2019-01-14 |
| TXRH: Texas Roadhouse - TXRH Breakout Session Quick Hits: 2019 Menu Pricing Expected to Approach Historical Highs
|
TXRH |
Farmer, Jeff |
2019-01-14 |
| 2019 Sector Outlook: Rotation to EPS & Cash Flow Visibility - Our Highest Conviction Ratings & Take on Key Sector Thesis Points
|
|
Farmer, Jeff |
2019-01-11 |
| What to Expect at ICR – 4Q SSS from CMG, PLAY & WING - Looking for Modest SSS Upside from CMG, an In-line Number from WING and QTD Shortfall for PLAY
|
|
Farmer, Jeff |
2019-01-07 |
| Who’s Next? Assessing Potential Activist & Acquisition Targets - Lessons from the Recent Flurry of Restaurant Sector Activism and Acquisition Activity
|
|
Farmer, Jeff |
2019-01-03 |
| DRI: Darden Restaurants - F2Q19: Quick Hits from the Earnings Call
|
DRI |
Farmer, Jeff |
2018-12-18 |
| DRI: Darden Restaurants - DRI’s Beat & Raise Story Losing Momentum with SSS & EPS Guidance Meeting Current Street Estimates
|
DRI |
Farmer, Jeff |
2018-12-18 |
| JACK: Jack in the Box - No Longer A Seller’s Market – But If JACK Were to be Acquired, We See a 14-15x EBITDA Multiple
|
JACK |
Farmer, Jeff |
2018-12-17 |
| DRI: Darden Restaurants - F2Q Likely to Offer Few Surprises; We See Near-Peak Valuation as Hard to Hold with Sizeable EPS Growth Deceleration Lurking
|
DRI |
Farmer, Jeff |
2018-12-13 |
| PLAY: Dave & Buster's - NT SSS Recovery Prospects Increasingly Murky; But at Less Than 7.5x a Lowered ‘19E EBITDA, After Hours Sell Off Is Overdone
|
PLAY |
Farmer, Jeff |
2018-12-11 |
| PLAY: Dave & Buster's - Expect F3Q SSS to Fall Short of Street & FY18 Guidance Revision; SSS Recovery Jury to Remain Out Through January 2019 (ICR)
|
PLAY |
Farmer, Jeff |
2018-12-06 |
| Labor - Everything You Need to Know About Labor Cost Inflation & Company Exposure Heading into 2019
|
|
Farmer, Jeff |
2018-12-03 |