Restaurants Research

Title Tickers Date Pages
BLMN: Bloomin Brands, Inc. - First Look: 4Q19 SSS Were Modest & No QTD SSS Commentary, but Aggressive Cost Controls Now in Place, Brazil Sale Remains in Play BLMN 2020-02-18 4
TXRH: Texas Roadhouse - 4Q19 & 1Q20 QTD SSS Set to Impress, but Outsized Multiple Expansion Will Prove Hard to Hold When Segment SSS Slow TXRH 2020-02-13 8
JACK: Jack in the Box - Continue to Like Risk/Reward with Value/Product Innovation SSS Drivers in Play & A Low Bar for Longer-Term Fundamentals JACK 2020-02-12 7
BLMN: Bloomin Brands, Inc. - 4Q19 SSS Likely to Underwhelm, but Expect 1Q20 QTD SSS & 2020 Guidance Intro to Outpace Current Street Estimates BLMN 2020-02-11 10
YUM: Yum! Brands - Coronavirus & Pizza Hut U.S. SSS Erosion Meaningfully Handicap 1H20 System Sales Growth Visibility; NT Risk > Reward YUM 2020-02-06 7
DNKN: Dunkin' Brands - Quick Hits from Earnings Call & Mgmt. Follow Up: NextGen Remodel Pace Very Modest, Tougher SSS Comparisons Are Here Now DNKN 2020-02-06 7
GRUB: Grubhub Inc - Earnings + Mngt. Call Back Quick Hits: Initiatives Appear to Be Working, But Reduced Profit Visibility Leaves Us on the Sidelines GRUB 2020-02-06 6
DNKN: Dunkin' Brands - 4Q19 SSS & EPS Upside Delivered, but 2020 EPS Growth Falls Short; Strategic Investments & Next Gen Remodels Call Focus Areas DNKN 2020-02-06 5
GRUB: Grubhub Inc - 4Q19 1st Look: Strong 4Q19 Topline Growth, but Reiterating “At Least $100MM” in 2020 EBITDA Likely to Add to Investor Concern GRUB 2020-02-05 6
CMG: Chipotle - SSS & EPS Upside Continue; All-time High Valuation & Mountainous 2020 SSS Comparisons Leave Us in Cautious Stance on Shares CMG 2020-02-04 7
Delivery Bowl 2020 - DoorDash Won Super Bowl Weekend with CEO Tony Xu Named MVP 2020-02-04 5
Coronavirus - Coronavirus Dwarfing SARS: Expect Wave of Disclosure (from retail/rest. cos) over Next Several Weeks to Weigh on SBUX 2020-02-03 5
DNKN: Dunkin' Brands - 4Q19 Results & 2020 Guidance Intro Likely to Offer Few Surprises; Valuation a Bit Robust w/ Tougher SSS Comparisons Now in Play DNKN 2020-01-31 9
EAT: Brinker International - January SSS Save the Day, but Also Underscore That Any Brinker Bull Thesis Must be Rooted in SSS Outperformance (We Are There) EAT 2020-01-29 6
MCD: McDonald's - With EPS Estimates Stabilizing - MCD is Going to Work to Rekindle U.S. Traffic Growth and We Expect New Leadership to Deliver MCD 2020-01-29
SBUX: Starbucks Corp - Market Knew Harrowing China News Was Coming, But Proved to Be More Concerning Than Expected; Risk>Reward in Near-Term SBUX 2020-01-29 7
Sweetgreen: Lighting the Path for Future Digital Sales Strategies - Sweetgreen is Blazing Path for Digital/Off-Premise Sales Strategies. CMG & WING Best Positioned to Leverage These Strategies 2020-01-28 7
MCD: McDonald's - Expect Modest U.S. SSS Upside & for New CEO to Outline High-Level Game Plan for U.S. Traffic Recovery & Greater Capital Prudence MCD 2020-01-27 7
GRUB: Grubhub Inc - Looking for a Modest 4Q19 Revenue Miss as Our Alt. Data Indicate GRUB’s Increased Promo Activity Hasn’t Resonated w/ Diners GRUB 2020-01-27 8
GRUB: Grubhub Inc - Our Thoughts on GRUB's Ultimate Technology Launch + Quick Hits from CEO Matt Maloney's CNBC Mad Money Interview GRUB 2020-01-24 4

Contact us here for help accessing content or arranging a relationship with our firm.