Restaurant Brands: A Growth Story Missing A Solid Base
Restaurant Brands International Inc. (QSR) plans to grow its restaurant network to 40,000 globally in 8-10 years, at nearly 4.4% annual compound growth rate (CAGR). [Read more…]
The US
Bloomin’ Brands: A Dual-Pronged Strategy To Uncover Value
Since its stock market debut in August 2012, shares of Bloomin’ Brands, Inc. (BLMN) have gained only 36.3%, a mere 4.5% gain annually when compounded over the [Read more…]
Papa John’s: Overvalued As Margins Narrow Amid Revenue Slide
Papa John’s International, Inc. (PZZA) is still reeling from the past PR blunders made by its founder. Domestic same-store sales have beenon the decline for [Read more…]
Domino’s Pizza: Hold As Competitors Cede Control Over Delivery
Having its roots in pizza delivery, Domino’s Pizza, Inc. (DPZ), founded in 1960, is battling third-party delivery operators offering the diners more restaurant choices and [Read more…]
Texas Roadhouse: Undervalued As Menu Price Hikes Recover Margins
Texas Roadhouse, Inc. (TXRH), a Russell 2000 component operates in the full-service restaurant industry with the brands Texas Roadhouse and Bubba’s 33. Even though the [Read more…]
Darden Restaurants: New Acquisition Can’t Dampen A Promising Outlook
Darden Restaurants, Inc. (NYSE: DRI), based in Orlando, owns and operates a growing network of 1,785 full-service restaurants mainly in the United States. As full-service restaurant sales [Read more…]
American Airlines: Capacity Constraints Moderate Earnings Growth
The last major network carrier to go through a merger, American Airlines Group Inc. (NASDAQ: AAL), the holding company of American Airlines, Inc. have seen [Read more…]
Delta Air Lines: Ready To Take Off
Delta Air Lines Inc. (NYSE:DAL), backed by its highest top-line growth in seven years and peer-leading margins, has outperformed the legacy network peers with a year-to-date [Read more…]
Chipotle: Bumpy Ride Amid Investor Biases
In terms of forward EV/EBITDA ratio, Chipotle Mexican Grill, Inc. (NYSE:CMG) trades nearly at a 62.1 percent premium to McDonald’s Corporation (NYSE:MCD) and The Wendy’s [Read more…]
Jack In The Box: Hold Until More Clarity On New Strategy
After premium products drove down comparable sales in the first seven weeks, Jack in the Box (NASDAQ: JACK) in the middle of the first quarter [Read more…]