Consumer

Restaurants

The restaurant industry is broad and fragmented due to the diversity of offerings and level of service. While we seek to take a holistic view of the industry, the majority of our coverage is focused on companies in the casual dining segment, though we also follow the quick-service (QSR) segment, family dining segment and quick/fast casual. We believe that key industry trends to watch in the coming quarters and years will include operating cost containment amid unstable commodity prices, consumer sentiment and discretionary spend, a scarcity of strong concept growth, as well as broader macroeconomic indicators.

Analysts:
Will Slabaugh: Bio

Companies

Bob Evans Farms, Inc.Buffalo Wild Wings, Inc.CEC Entertainment, Inc.
Cheesecake Factory, TheDenny's Corp.DineEquity, Inc.
Einstein Noah Restaurant GroupKrispy Kreme Doughnuts, Inc.Red Robin Gourmet Burgers
Sonic CorporationTexas Roadhouse, Inc.
Restaurant Valuation Table-QSR, Fast Casual and Other (02/06/2012)
Restaurant Valuation Table-Casual & Family Dining (02/06/2012)
Restaurant Valuation Table- Casual & Family Dining (01/30/2012)
Restaurant Valuation Table- QSR, Fast Casual and Other (01/30/2012)
Restaurant Valuation Table- QSR, Fast Casual and Other (01/23/2012)
Restaurant Valuation Table- Casual & Family Dining (01/23/2012)
Restaurant Valuation Table- Casual & Family Dining (01/17/2012)
Restaurant Valuation Table- QSR, Fast Casual and Other (01/17/2012)
Restaurant Valuation Table-Casual & Family Dining (01/09/2012)
Restaurant Valuation Table- QSR, Fast Casual and Other (01/09/2012)
Restaurant Valuation Table- Casual & Family Dining (01/03/2012)
Restaurant Valuation Table-QSR, Fast Casual and Other (01/03/2012)
Restaurant Valuation Table-Casual & Family Dining (12/27/2011)
Restaurant Valuation Table-QSR, Fast Casual and Other (12/27/2011)
Restaurant Valuation Table-QSR, Fast Casual and Other (12/19/2011)
Restaurant Valuation Table-Casual & Family Dining (12/19/2011)
Restaurant Field Trip Takeaways; Share Gainers Distancing Themselves (12/13/2011)
Restaurants-QSR, Fast Casual and Other (12/12/2011)
Restaurants - Casual Dining Valuation Table (12/12/2011)
Restaurants - Casual Dining Valuation Table (12/06/2011)
Restaurants - QSR and Fast Casual Valuation Table (12/06/2011)
Restaurants - Casual Dining Valuation Table (11/21/2011)
Restaurants - QSR and Fast Casual Valuation Table (11/21/2011)
Restaurants - QSR and Fast Casual Valuation Table (11/14/2011)
Restaurants - Casual Dining Valuation Table (11/14/2011)
Restaurants - Casual Dining Valuation Table (10/31/2011)
Restaurants - QSR and Fast Casual Valuation Table (10/31/2011)
End of Year Restaurant Field Trip (10/24/2011)
Restaurants - QSR and Fast Casual Valuation Table (10/24/2011)
Restaurants - Casual Dining Valuation Table (10/24/2011)
Restaurants - Casual Dining Valuation Table (10/17/2011)
Restaurants - QSR & Fast Casual Valuation Table (10/17/2011)
QSR & Other Valuation Table (10/03/2011)
Restaurants – Casual Dining Valuation Table (10/03/2011)
Restaurants to Own in a Slow-Growth, High Inflationary Environment (09/12/2011)
Restaurants Field Trip: Denver, CO (03/10/2011)