| JACK: Jack in the Box - First Look: Market Share Losses Persist; But Value Push Proves Effective in Narrowing Performance Gap Late in The Quarter
|
JACK |
Farmer, Jeff |
2019-02-20 |
| CAKE: Cheesecake Factory - Quick Hits from the Earnings Call: 4Q SSS Solid, but Margin Pressures Persist and EPS Estimates Coming Down
|
CAKE |
Farmer, Jeff |
2019-02-20 |
| TXRH: Texas Roadhouse - Maintaining Best in Class SSS Year After Year Does Not Come Cheap - Downward EPS Revisions on the Way
|
TXRH |
Farmer, Jeff |
2019-02-19 |
| BJRI: BJ's Restaurants - Decelerating SSS & Continued MSD Wage Rate Inflation Point to Potential Downward EPS and EBITDA Revisions
|
BJRI |
Farmer, Jeff |
2019-02-19 |
| WEN: Wendy's - 4Q SSS & 2019 Guidance Intro Likely to Underwhelm, but WEN’s Accelerating Free Cash Flow Growth Prospects Are Hard to Ignore
|
WEN |
Farmer, Jeff |
2019-02-19 |
| EAT: Brinker International - Model Update
|
EAT |
Farmer, Jeff |
2019-02-15 |
| BLMN: Bloomin Brands, Inc. - Model Update
|
BLMN |
Farmer, Jeff |
2019-02-15 |
| BLMN: Bloomin Brands, Inc. - Quick Hits from the Earnings Call: SSS Story Intact with Multiple Levers in Place to Drive Continued Share Gains in 2019
|
BLMN |
Farmer, Jeff |
2019-02-14 |
| BLMN: Bloomin’ Brands, Inc. - Looking for Modest 4Q SSS & In-Line EPS; Expect 2019 EPS Guidance Range Intro to Bracket Street Estimate
|
BLMN |
Farmer, Jeff |
2019-02-12 |
| DNKN: Dunkin' Brands - Quick Hits from the Earnings Call: SSS Trends (Headwinds) and (Lackluster) Unit Development Guidance Take Center Stage
|
DNKN |
Farmer, Jeff |
2019-02-07 |
| YUM: Yum! Brands - YUM is Delivering on Its LT Targets, But We Remain on the Sidelines with No Catalysts on the Horizon & Stock’s Healthy Valuation
|
YUM |
Farmer, Jeff |
2019-02-07 |
| DNKN: Dunkin' Brands - First Look: 4Q SSS & 2019 Guidance Intro Underwhelm – Shares Will Have A Hard Time Holding on to Current Valuation Premium
|
DNKN |
Farmer, Jeff |
2019-02-07 |
| CMG: Chipotle - CMG Proving Us Wrong on SSS Momentum Front; But Modest EPS Revision & Peak Valuation Combo Keep Us Underperform
|
CMG |
Farmer, Jeff |
2019-02-07 |
| DNKN: Dunkin' Brands - Expect In-line 4Q SSS & EPS & An Intensifying Line of Earnings Call Questions on DNKN’s Ability to Reach 2020 SSS & Unit Targets
|
DNKN |
Farmer, Jeff |
2019-02-05 |
| CMG: Chipotle - SSS Momentum Hard to Ignore, But at 18X 2020 EBITDA – Shares Are Discounting An Unrealistic Upward Revision Cycle
|
CMG |
Farmer, Jeff |
2019-02-04 |
| Which Restaurants Are Getting Swept Up in the Polar Vortex? - A Closer Look at Which Companies Are Most Geographically Exposed to a Week of Record Cold
|
|
Farmer, Jeff |
2019-02-01 |
| MCD: McDonald's - Quick Thoughts from Our MCD Management Follow-up Call
|
MCD |
Farmer, Jeff |
2019-01-31 |
| MCD: McDonald's - 4Q First Look: A lower Tax Rate & Int’l Segment Strength Drive EPS Upside. Remodels & Franchisee Relations to Be Call Focus Areas
|
MCD |
Farmer, Jeff |
2019-01-30 |
| EAT: Brinker International - Quick Hits from the Earnings Call & Our Management Follow-Up Call
|
EAT |
Farmer, Jeff |
2019-01-29 |
| EAT: Brinker International - A Cautionary Tale for Casual Dining in 2019? EAT Posts Strong SSS, But Modest Profit Flow Through on Persistent Cost Pressures
|
EAT |
Farmer, Jeff |
2019-01-29 |