Restaurants Research

Title Tickers Date Pages
EAT: Brinker International - Looking for SSS Upside with Chili’s in the Delivery Adoption Sweet Spot; Risk/Reward Remains Compelling EAT 2020-01-24 8
CMG: Chipotle - Expect SSS Upside & No Surprises with 2020 Guidance; NT Risk > Reward with CMG at Peak Valuation & Facing Decelerating SSS CMG 2020-01-24 10
SBUX: Starbucks Corp - Shares Discounting Continued Global SSS Momentum and We See Drivers in Place for SBUX to Deliver SBUX 2020-01-23 8
Deliveroo - Readthroughs from Across the Pond: Delivery is Expensive; A Failed AMZN Investment in Deliveroo Will Bode Well for GRUB Shares 2020-01-22 4
PLAY: Dave & Buster's - Change is Coming. What Form it Will Take Remains to be Seen – But the KKR Filing Strongly Suggests That it is Coming. PLAY 2020-01-17 6
WING: Wingstop - Five Things That Grabbed Our Attention at the Wingstop Investor Day WING 2020-01-17 8
RRGB: Red Robin - Red Robin's Q&A Quick Hits RRGB 2020-01-14 6
PLAY: Dave & Buster's - Dave & Buster's Q&A Quick Hits PLAY 2020-01-14 6
DRI: Darden Restaurants - Darden Restaurants Fireside Q&A DRI 2020-01-13 6
DRI: Darden Restaurants - Quick Hits from Darden's Breakout Session Featuring CEO Gene Lee DRI 2020-01-13
GRUB: Grubhub Inc - Social Media Promotion Analysis: DoorDash Crowned 2019 Promo King; The Queen’s (GRUB) Promo Activity Not Resonating w/ Diners GRUB 2020-01-13 10
Election Cycle Traffic Headwind Undeniable & Intensified in 2016 - Best Positioned Concepts for Off-Premise/Delivery Will See Market Share Gains 2020-01-10 3
The DoorDash Effect: What the Partnership Means for SSS - Case Studies Show That a DoorDash Partnership (especially when exclusive) Moves the SSS Needle: Bullish for EAT & WING 2020-01-09 9
GRUB: Grubhub Inc - Grubhub More of An Acquisition Target Than A Buyer GRUB 2020-01-08
YUM: Yum! Brands - Habit Acquisition Low Risk/Low Reward for YUM; Shines a Light on Mounting Challenges for Stand-Alone Concepts Lacking Scale YUM 2020-01-06
GHRA 2020 Restaurant Sector Outlook - Premium for Cash Flow Visibility & SSS Catalysts Already Big – But Will Get Even Bigger in 2020 2020-01-03 26
Restaurant Company SSS Initiative Roadmap – 2020 Edition - SSS Drivers Analysis: Which Companies Have Drivers in Play for 2020 & Which Will be Lapping the Intro of Impactful 2019 Drivers? 2019-12-20 26
DRI: Darden Restaurants - Olive Garden’s Loss of SSS Momentum Has Investor Attention; We Don’t See a NT Reacceleration; Continue to See Risk > Reward DRI 2019-12-19 6
DRI: Darden Restaurants - Largely In-Line F2Q Blended SSS & EPS Take a Back Seat to the Sizeable SSS Miss for the Core Olive Garden Concept DRI 2019-12-19 6
DRI: Darden Restaurants - We See Risk Outweighing Reward in Near Term with DRI at Peak Relative Valuation & EPS Upside Prospects Limited DRI 2019-12-16 12

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