Darden Restaurants Inc

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  • uploads///Darden Restaurant DRI Share Price    e
    Consumer

    Darden analysis: Assessing the success of a Darden brand spinoff

    Darden Restaurants Inc. (DRI) has jumped since the Wall Street Journal mentioned that Barington Capital Group took a 2.8% stake, calling on Darden to split in two.

    By Xun Yao Chen
  • uploads///US Initial Jobless Claims
    Macroeconomic Analysis

    Strength in Initial Jobless Claims Is Positive for Restaurants

    Initial jobless claims can help us gauge the health of the US labor market. It indicates the number of people filing for unemployment.

    By Adam Jones
  • Syria strike would raise gas prices and reduce restaurants’ sales
    Consumer

    Syria strike would raise gas prices and reduce restaurants’ sales

    Why higher gasoline prices can reduce people’s leftover spending at restaurants, which will negatively affect restaurant sales.

    By Xun Yao Chen
  • uploads///Stock Price Performance Driver
    Earnings Report

    Should Investors Worry about Panera’s High Valuation?

    In this part, we’ll look at how the company’s valuation PE (price-to-earnings multiple) affects Panera’s stock price.

    By Adam Jones
  • uploads///Key Costs of Operation
    Company & Industry Overviews

    Bloomin’ Brands Has 3 Key Costs of Operation

    Bloomin’ Brands’ revenue was affected by as much as 0.7% due to price increases for beef and seafood. A restaurant can do little when facing rising prices

    By Adam Jones
  • uploads///Restaurant Operators Capex Outlook
    Macroeconomic Analysis

    Restaurant Capex Outlook Remains Elevated in May

    The expected capital expenditure index increased by 0.9% to 100.8 in May from 101.7 in April.

    By Adam Jones
  • uploads///Dardens Real Estate Expense    e
    Consumer

    Darden analysis: Key benefits of a restaurant owning properties

    Owning properties reduces real estate costs A restaurant business that owns its own building is a bit different from a restaurant business that rents its buildings or lands. From a business standpoint, you can think of a restaurant that owns its buildings as the sum of two businesses: restaurant and real estate. Because the real […]

    By Xun Yao Chen
  • uploads///EBITDA Analysis
    Earnings Report

    Why Yum! Brands Is Expected To Report Lower EBITDA

    Wall Street analysts’ estimated EBITDA for the fourth quarter is $633 million—compared to $918 million in the same quarter last year.

    By Adam Jones
  • Consumer

    Why poor comps affected McDonald’s revenues

    With disappointing same-store sales performance across all four segments, it isn’t surprising that McDonald’s reported revenues of $6,987 million—a 4.5% decline.

    By Adam Jones
  • uploads///Rev Est
    Earnings Report

    Shake Shack Management’s Guidance for 2015: Key Takeaways

    During the latest earnings call, Shake Shack’s (SHAK) management offered revenue guidance in the range of $159 million to $163 million in 2015.

    By Adam Jones
  • uploads///cbrl pm
    Earnings Report

    Cracker Barrel’s Revenue and Income Rose in 1Q16

    Cracker Barrel has a market cap of $3.1 billion. After the 1Q16 earnings report, Cracker Barrel fell by 6.5% to close at $129.91 per share as of November 24, 2015.

    By Gabriel Kane
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    Company & Industry Overviews

    An In-Depth Overview of Panera Bread

    Panera Bread is a limited-service fast-casual restaurant company. In July 2017, JAB acquired Panera in a $7.5 billion deal and took it private.

    By Rajiv Nanjapla
  • Company & Industry Overviews

    How technology helps drive restaurant sales

    Increasingly, restaurants are using technology to increase customer traffic and drive same-store sales.

    By Adam Jones
  • uploads///Food Inflation
    Macroeconomic Analysis

    How Food Inflation Impacts The Restaurant Industry

    Food inflation can squeeze a restaurant’s operating margins, but a restaurant can adjust the menu pricing and pass the cost on to customers.

    By Adam Jones
  • Consumer

    Must-know: Chipotle’s year-to-date performance

    As of October 21, 2014, Chipotle Mexican Grill’s (CMG) year-to-date (or YTD) returns were~16.3%—compared to an average return of 8.3% on the S&P 500 Index.

    By Adam Jones
  • uploads///cbrl pe
    Earnings Report

    How Does Cracker Barrel Compare to Its Peers?

    The peers outperformed Cracker Barrel based on the PE ratio. However, Cracker Barrel is ahead of its peers based on the PBV ratio.

    By Gabriel Kane
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    Company & Industry Overviews

    Casual Dining Restaurants: Their 6-Month Stock Performance

    It was a tough 4Q15 for casual dining restaurants, as the minimum wage for workers went up. In this series, we’ll look at what caused these stocks to underperform in 4Q15 and most of 1Q16.

    By Rajiv Nanjapla
  • uploads///SBUX Daily Stock Movement
    Earnings Report

    Starbucks’ Shares Rise on Earnings

    Starbucks (SBUX) reported its earnings on April 23 after the market closed. Shares started trading at $48.55. The shares were up slightly from the day before.

    By Adam Jones
  • uploads///events
    Company & Industry Overviews

    Key Dates for Consumer Stocks in the First Week of October

    On September 28, Goldman Sachs upgraded Brown-Forman (BF-B) to “neutral” from “sell” and raised the target price to $56 from $51.

    By Sushree Mohanty
  • uploads///AdobeStock__Editorial_Use_Only
    Company & Industry Overviews

    An Investor’s Guide to Chipotle and Its Customers

    Chipotle Mexican Grill (CMG) operates more than 1,700 fast-casual restaurants. Here’s everything you need to know about the business.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    Must-Know: McDonald’s Has Got Tough Competition

    McDonald’s (MCD) competition includes large international and national food chains as well as regional and local retailers of food products.

    By Rekha Khandelwal, CFA
  • uploads///PE Valuation Multiple
    Earnings Report

    Could McDonald’s Valuation Multiple Rise from 3Q15?

    Following its 3Q15 earnings, McDonald’s shares increased 8% on positive improvement expectations. The valuation multiple also rose 7.3% as a result of a share price increase.

    By Adam Jones
  • Consumer

    Key restaurant industry formats: The casual dining business

    Contrary to fast food restaurants, casual dining restaurants have a relaxed and casual ambiance with a lot of seating. They offer full table service and may also have a wine menu or full bar service.

    By Adam Jones
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    Earnings Report

    Chipotle’s year-to-date return is in the red

    As of February 6, Chipotle’s year-to-date returns were about -2%, compared to average returns of 1.7% on the S&P 500 Index.

    By Adam Jones
  • Consumer

    Must-know: Darden’s promo strategies for its 2 big restaurants

    Darden Restaurants (DRI) will run its Never Ending Pasta Bowl for $9.99 campaign as part of its Brand Renaissance program during the fall to boost sales at Olive Garden. Olive Garden launched the unlimited pasta campaign in September, selling 1,000 passes for $100. The pass enables a pass holder to enjoy unlimited pasta, breadsticks, and soda for 49 days, according to Fox News.

    By Adam Jones
  • Company & Industry Overviews

    What are casual-dining restaurants?

    Casual-dining restaurants Casual-dining restaurants have a relaxed, casual ambiance with a lot of seating. They offer full table service and may also have a wine menu or full bar service. The menu is higher-priced than fast-food restaurants. Olive Garden, under the umbrella of Darden Restaurants (DRI), for example, has a price range of $10 to $20 for […]

    By Adam Jones
  • Consumer

    Why McDonald’s same-store sales declined across all segments

    During the earnings call, management stated that McDonald’s “hasn’t changed at the same rate as its customers’ eating out expectations” in its priority markets.

    By Adam Jones
  • Company & Industry Overviews

    Restaurants innovate menus to stay relevant

    Restaurants often innovate their menus to remain relevant to their customers. This also helps restaurants keep up with shifting trends in the industry.

    By Adam Jones
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    Earnings Report

    E. Coli Incidents Have Likely Hurt Chipotle Most in 4Q15

    In late October 2015, Chipotle was the subject of a significant food safety issue. Restaurants in Oregon and Washington were linked to an E. coli outbreak.

    By Adam Jones
  • uploads///Breakdown of Dardens Upside Potential
    Consumer

    Must-know: 3 important things that could drive Darden up 45%

    However, shares do tend to fall following spinoffs, as they’re widely considered an inefficient means of distributing shares to investors.

    By Xun Yao Chen
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    Consumer

    Wall Street Bullish on Dave & Buster’s before Fiscal Q2 Results

    Dave & Buster’s Entertainment (PLAY) is expected to report its fiscal second quarter of 2018 results on September 14.

    By Victoria Dean
  • uploads///DRI_
    Earnings Report

    Darden: Analysts’ Expectations in Fiscal 2020

    Darden Restaurants’ (DRI) management expects its revenues to rise 5.3%–6.3% in fiscal 2020. The company expects its same-store sales to rise 1%–2% during fiscal 2020.

    By Rajiv Nanjapla
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    Macroeconomic Analysis

    Consumer Sentiment Shines on Wall Street: Upbeat in June

    The Consumer Sentiment Index came out on Friday, June 12. The composite index stood at 94.6 index points in June—a 3.9 point rise from May’s 90.7 points.

    By Surbhi Jain
  • uploads///Stock Price Performance Driver
    Earnings Report

    Shake Shack: Why You Should Consider the Stock’s Valuation

    Previously in this series, we saw what drives Shake Shack’s (SHAK) revenue. In this article, we’ll see how the revenue growth affects Shake Shack’s share price.

    By Adam Jones
  • Consumer

    Why the Restaurant Performance Index is important

    The Current Situations Index is based on indicators’ past trends—same-store sales, traffic, capital expenditure, and labor. It has been at levels above 100 since March 2014.

    By Adam Jones
  • uploads///Chipotles Share Price
    Earnings Report

    Chipotle’s Management Has Taken Initiatives to Buoy Its Image

    Chipotle’s management has always been prompt and at times preemptive in fending off concerns that may hurt the company’s policy of “food with integrity.”

    By Adam Jones
  • uploads///Darden
    Consumer

    Darden Reports Lower-than-Expected Losses, Stock Rises

    Darden reported its earnings for the fourth quarter of fiscal 2020. The company reported an adjusted loss of $1.24 per share on revenues of $1.27 billion.

    By Rajiv Nanjapla
  • uploads///Middle Class Income Spread
    Consumer

    Darden analysis: Darden must increase or decrease average check

    The eroding middle market Darden’s core brands—Olive Garden, Red Lobster, and LongHorn Steakhouse—face a macro shift in an ever-widening spread in US average income. The graph below shows the difference in household income between the second highest 20% and the second lowest 20% income earnings. The difference is divided by the average income of the […]

    By Xun Yao Chen
  • uploads///Darden Restaurants
    Consumer

    Why Darden Restaurants’ Q2 Earnings Weren’t Impressive

    Darden Restaurants (DRI) reported better-than-expected earnings for the second quarter of fiscal 2020 on Thursday. However, the stock fell 6.3%.

    By Sirisha Bhogaraju
  • uploads///pablo merchan montes Orztoe unsplash
    Company & Industry Overviews

    Technology Drives Guest Satisfaction, Restaurant Stocks

    A Cornell study found that a 1% increase in customer satisfaction can boost restaurant sales by $1.3 million. Technology plays a big role in this trend.

    By Rekha Khandelwal, CFA
  • Consumer

    Why signs of a weak economy affect restaurants

    This restaurant industry does well when the economy is expanding and poorly when the economy is contracting. In other words, it’s cyclical.

    By Adam Jones
  • Consumer

    Why Dunkin’ Brands’ 3Q14 operating margins improved

    Dunkin’ Brands reported $13.3 million in occupancy costs compared to $13.4 million in the corresponding quarter a year ago. This includes rental expenses related to the restaurant location, which do not fluctuate because the locations are leased for the long term at a fixed price.

    By Adam Jones
  • Consumer

    Why unit growth for McDonald’s isn’t as important in the US

    As of the third quarter ending September 30, 2014, McDonald’s had more than 35,860 restaurants across the globe. In the third quarter alone, it added 181 new restaurant units.

    By Adam Jones
  • Consumer

    Why Chipotle had unit growth in 3Q14

    At the end of 3Q14, Chipotle Mexican Grill (CMG) added 43 new units. This took the total number of restaurants to 1,724. More than 98% of Chipotle’s restaurants are in the U.S.

    By Adam Jones
  • Consumer

    Must-know: Is Domino’s a good dividend stock?

    Dividends, which are paid in cash, come from a company’s ability to generate excess income. Excess income is a function of higher sales and stable costs.

    By Adam Jones
  • uploads///Performance after Spinoffs    e
    Consumer

    Darden analysis: Why spinoffs outperform the market by 10%

    Why is Barington Capital Group proposing a spinoff? Barington Capital Group is encouraging Darden Restaurant Inc. (DRI) to split its brand because the firm believes that the restaurant conglomerate simply has too many layers and brands to manage that it’s likely hindering Darden’s competitive responsiveness rather than facilitating it. A spin-off, the investment firm says, […]

    By Xun Yao Chen
  • uploads///Darden Business Segment
    Consumer

    Darden analysis: Business overview shows limited differentiation

    Restaurant industry breakdown The first thing investors should do before making an investment is understand the company’s industry, business, and strategy. We can broadly break the restaurant industry down into the limited-service and full-service sectors. Full-service restaurants are establishments where customers receive their meals at their table, receive table waiting services, and generally pay at […]

    By Xun Yao Chen
  • Consumer

    Why did Darden CEO Clarence Otis step down?

    Darden announced at the end of July that chairman and CEO Clarence Otis will step down by the end of the year or when a replacement is found. Starboard CEO Jeffrey Smith said in a statement that Otis’ retirement was long overdue and that “It’s surprising to us that it took this long.”

    By Samantha Nielson
  • Consumer

    Why Starboard Value launches proxy fight at Darden

    Starboard said it believed that the market price of Darden significantly understated the value of the company’s businesses and real estate assets. It added that its operating margins were well below its peers.

    By Samantha Nielson
  • uploads///restaurant
    Company & Industry Overviews

    The Restaurant Industry: An Overview

    More Americans are eating out, and they’re eating out more often. The restaurant industry’s share of the food dollar is 51%, up from 25% in 1955.

    By Rekha Khandelwal, CFA
  • uploads///DRI_
    Earnings Report

    Darden’s Stock Rose despite Weak Fiscal 2020 Guidance

    Darden Restaurants (DRI) reported its fourth-quarter earnings on June 20. The company reported an adjusted EPS of $1.76 on revenues of $2.23 billion. Darden’s adjusted EPS rose 26.6% year-over-year.

    By Rajiv Nanjapla
  • uploads///DRI_
    Earnings Report

    Why Analysts Are Expecting Darden’s EPS to Rise in Q4

    For the fourth quarter of 2019, analysts expect Darden Restaurants (DRI) to post adjusted EPS of $1.73, a rise of 24.2% from $1.39 in the corresponding quarter of fiscal 2018.

    By Rajiv Nanjapla
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    Consumer

    Darden’s Q3 2019 EPS Beat Analysts’ Estimates

    In the third quarter of fiscal 2019, Darden Restaurants (DRI) posted adjusted EPS of $1.80, outperforming analysts’ EPS expectation of $1.75.

    By Rajiv Nanjapla
  • uploads///DRI
    Consumer

    Darden Stock Rises Nearly 7% on Impressive Q3 2019 Results

    Darden Restaurants (DRI) posted its results for the third quarter of fiscal 2019 on March 21.

    By Rajiv Nanjapla
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    Consumer

    Darden Stock Rose after Its Q3 Earnings

    At 9:45 AM EST on March 21, Darden was trading at $114.56, which represents a rise of 5.5% from the previous day’s closing price.

    By Rajiv Nanjapla
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    Consumer

    How Is Darden Restaurants Expanding Its Business?

    At the end of the second quarter of fiscal 2019, Darden Restaurants (DRI) operated 1,762 restaurants.

    By Rajiv Nanjapla
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    Consumer

    Darden Stock Rises after Management Raises Its EPS Guidance

    Darden Restaurants (DRI) posted its earnings for the second quarter of fiscal 2019 on December 18.

    By Rajiv Nanjapla
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    Consumer

    Dave & Buster’s Stock Rose 7.9% on Second-Quarter Results

    On September 14, Dave & Buster’s (PLAY) stock rose 7.9% in response to the company’s robust fiscal second-quarter results.

    By Victoria Dean
  • uploads///PLAY
    Consumer

    How Dave & Buster’s Stock Performed in 2018

    As of September 5, Dave & Buster’s Entertainment (PLAY) stock has risen 4.5% YTD (year-to-date).

    By Victoria Dean
  • uploads///Gainers
    Company & Industry Overviews

    S&P 500’s Top Gainer: Darden Restaurants

    Darden Restaurants was the S&P 500’s top gainer on June 21. Management expects the total sales to increase 4%–5% in fiscal 2019.

    By Val Kensington
  • uploads///DRI
    Consumer

    Why Did SunTrust Robinson Humphrey Upgrade Darden?

    On June 7, SunTrust Robinson Humphrey upgraded Darden Restaurants (DRI) from “hold” to “buy” and raised its price target from $104 to $110.

    By Rajiv Nanjapla
  • uploads///Darden
    Consumer

    Why Darden’s Stock Price Fell after Its Fiscal 3Q18 Earnings

    Darden Restaurants (DRI) posted its fiscal 3Q18 earnings before the market opened on March 22.

    By Rajiv Nanjapla
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    Consumer

    Here’s What Drove Darden Restaurants’ Earnings in Fiscal 1Q18

    In fiscal 1Q18, Darden Restaurants (DRI) posted EPS (earnings per share) of $0.95. However, removing one-time expenses, its adjusted EPS was $0.99.

    By Rajiv Nanjapla
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    Consumer

    Darden’s Valuation Multiple Compared to Its Peers

    Investors expect the devastation caused by Hurricane Harvey and Hurricane Irma in Texas and Florida to lower Darden’s sales in fiscal 1Q18.

    By Rajiv Nanjapla
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    Earnings Report

    Darden Stock Hits New 52-Week High on Strong 4Q17 Earnings

    In fiscal 4Q17, Darden posted adjusted EPS (earnings per share) of $1.18 on revenues of $1.9 billion.

    By Rajiv Nanjapla
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    Earnings Report

    How Darden’s Valuation Multiple Compares with Peers

    On June 21, 2017, Darden was trading at a PE multiple of 20x, as compared to 17.8x before the announcement of its fiscal 3Q17 earnings.

    By Rajiv Nanjapla
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    Earnings Report

    Why Baskin-Robbins Had Negative Same-Store Sales Growth in 1Q17

    In 1Q17, Baskin-Robbins, which operates under the umbrella of Dunkin’ Brands (DNKN), had SSSG of -2.4% in the United States and -2.0% in international markets.

    By Rajiv Nanjapla
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    Earnings Report

    Panera 2.0 Continues to Boost Same-Store Sales Growth in 4Q16

    Same-store sales growth Same-store sales growth (or SSSG), expressed as a percentage, is a measure of the rise in revenue from a company’s existing restaurants over a certain period of time. SSSG is driven by ticket size and traffic. 4Q16 performance Panera Bread (PNRA) posted systemwide SSSG of 0.7%, with company-operated restaurants posting SSSG of […]

    By Rajiv Nanjapla
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    Earnings Report

    What Analysts Recommend for DRI ahead of Its Fiscal 1Q17 Earnings

    As of September 27, 2016, Darden Restaurants was trading at $61.5. This price may already have priced in the estimates we’ve discussed in this series.

    By Rajiv Nanjapla
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    Earnings Report

    Darden’s Dividend Policy: What’s Expected in Fiscal 1Q17?

    Analysts expect Darden to pay dividends of $0.55 in fiscal 1Q17 at a payout ratio of 67.1%. For fiscal 2017, Darden is expected to pay dividends of $2.2.

    By Rajiv Nanjapla
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    Earnings Report

    What Do Analysts Expect of Darden’s Earnings in Fiscal 1Q17?

    Darden has beaten analysts’ earnings per share estimates in the last four quarters. Usually, when earnings beat analysts’ estimates, a share’s price rises.

    By Rajiv Nanjapla
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    Earnings Report

    Why Analysts Expect DRI to Post Positive Same-Store Sales Growth

    Analysts are expecting Darden Restaurants (DRI) to post systemwide same-store sales growth of 1.6% in fiscal 1Q17 compared to 3.4% in fiscal 1Q16.

    By Rajiv Nanjapla
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    Consumer

    Why Did Darden Restaurants’ Earnings Margin Rise in Fiscal 4Q16?

    In fiscal 4Q16, Darden Restaurants (DRI) reported an EBIT (earnings before interest and tax) margin of 10.3% compared with 10.1% in fiscal 4Q15.

    By Rajiv Nanjapla
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    Consumer

    What Drove Darden’s Same-Store Sales Growth in Fiscal 4Q16?

    On a comparable calendar basis, in fiscal 4Q16, Darden Restaurants (DRI) reported overall same-store sales growth of 2.6% against analysts’ estimate of 2.8%.

    By Rajiv Nanjapla
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    Consumer

    Darden Restaurants Updates Guidance after Fiscal 4Q16 Earnings

    After fiscal 4Q16 results, Darden Restaurants’ (DRI) management has revised its same-store sales growth guidance for fiscal 2017 to the range of 1%–2% as compared to earlier estimates of 1%–3%.

    By Rajiv Nanjapla
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    Earnings Report

    Analysts Expect No Rise in Darden’s Fiscal 4Q16 Dividends

    Darden Restaurants (DRI) paid dividends of $0.55 per share in first two quarters of its fiscal 2016, and in fiscal 3Q16 it paid a dividend of $0.53.

    By Rajiv Nanjapla
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    Earnings Report

    What Do Analysts Expect of Darden’s Earnings in Fiscal 4Q16?

    Having discussed Darden’s estimated revenue, sources of revenue, and estimated EBIT margins, let’s now discuss analysts’ and management’s guidance.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    What Do Analysts Recommend for Texas Roadhouse?

    The rise in EPS estimates for the next four quarters has prompted analysts to increase their price target for TXRH for the next 12 months to $45.1 from their earlier estimate of $44.8.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    Comparing The Cheesecake Factory’s Performance with Its Peers’

    If you had invested $100 in The Cheesecake Factory on May 27, 2011, it would have become $157.8 by May 29, 2016.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    What Is The Cheesecake Factory’s Marketing Strategy?

    The Cheesecake Factory (CAKE) is competing in a highly competitive restaurant business, where innovation is absolutely necessary to keep up.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    How Is The Cheesecake Factory Expanding Its Business?

    By the end of 2015, CAKE was operating 188 The Cheesecake Factory restaurants, 12 Grand Lux Cafes, and one RockSugar Pan Asian Kitchen restaurant.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    CAKE’s Average Check Has Increased Year-over-Year

    In 1992, when CAKE was listed, its average check size was at $13.6. By the end of 2015, the company’s average check size had increased to $20.8.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    What’s Been the Main Driver of CAKE’s Same-Store Sales Growth?

    In the last five years, The Cheesecake Factory’s (CAKE) same-store sales growth was in the range of 1%–3%, largely driven by rises in its menu prices.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    What’s Driving The Cheesecake Factory’s Revenue Growth?

    The Cheesecake Factory earns its revenue from its company-owned restaurant sales, franchisee fees and royalties, and its bakery operations.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    How Did The Cheesecake Factory Expand after Going Public?

    In February 1992, The Cheesecake Factory (CAKE) went public by offering 2.3 million shares at $20 per share. It closed its opening day at $27.3 per share.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    A Must-Know Guide to The Cheesecake Factory

    The Cheesecake Factory (CAKE) is a casual restaurant chain that was founded in 1978. The California-based company owns and operates 201 restaurants.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    How Did The Cheesecake Factory Come to Exist?

    The origin of The Cheesecake Factory dates back to the 1940s, when Evelyn Overton found a recipe in a local newspaper that inspired her original cheesecake.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    What You Should Know about Buffalo Wild Wings

    Buffalo Wild Wings is a casual dining restaurant and sports bar headquartered in Minneapolis. Founded in 1982, the company is also known as BW3.

    By Rajiv Nanjapla
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    Earnings Report

    Unit Growth and Dunkin’ K-Cup Sales Drove 4Q15 Revenue Growth

    Dunkin’ Brands (DNKN) earns its revenue from five different channels: Dunkin’ Donuts US, Dunkin’ Donuts International, Baskin-Robbins US, Baskin-Robbins International, and others.

    By Rajiv Nanjapla
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    Earnings Report

    How Chipotle’s Revenue Forecast Has Gone from Bad to Worse

    Chipotle Mexican Grill earns the majority of its revenue from the US market. About 99% of its restaurants are located within the United States.

    By Adam Jones
  • uploads///DIR and FCPT Share Prices
    Earnings Report

    How Darden’s Four Corners Property Trust Spin-Off Creates Value

    On November 9, 2015, Darden Restaurants (DRI) completed the spin-off of its select real estate properties to its Four Corners Property Trust.

    By Adam Jones
  • uploads///EBITDA and Incremental Operating Margin
    Earnings Report

    How Darden’s Incremental Margins Have Expanded

    A company’s incremental operating margin is calculated as the change in operating income divided by the change in revenue over a period.

    By Adam Jones
  • uploads///Olive Garden Units
    Earnings Report

    How Olive Garden’s Remodeling is Impacting Darden’s Sales

    Several companies have been remodeling their restaurants, aiming to increase customer traffic at their existing locations.

    By Adam Jones
  • uploads///Inflation versus Fed Funds Rate
    Macroeconomic Analysis

    Low Inflation Could Play a Role in the Restaurant Industry

    The most current reading of inflation is the PCEPI (Personal Consumption Expenditure Price Index). It includes price changes in food and energy. It was 0.21%.

    By Adam Jones
  • uploads///CAP Same Store Sales Growth
    Earnings Report

    How Starbucks’ CAP Segment Is Gaining Momentum

    About 13% of Starbucks’ (SBUX) revenue and 11% of its operating income comes from its CAP (China, Asia, and Pacific) segment.

    By Adam Jones
  • uploads///Unit Growth Rate
    Earnings Report

    Why the CAP Segment Is the Next Big Market for Starbucks

    Starbucks has about 5,239 restaurants in the CAP segment. It’s growing units at an average of 18.4% compared to the rest of the regions.

    By Adam Jones
  • uploads///Americas Same Store Sales Growth
    Earnings Report

    What to Expect from Starbucks’ Same-Store Sales Growth in 4Q15

    Same-store sales growth is one of the key revenue drivers for a restaurant company like Starbucks (SBUX), McDonald’s (MCD), and Darden Restaurants (DRI).

    By Adam Jones
  • uploads///SBUXs Operating Margin Trend by Segments
    Earnings Report

    Must-Know: How Starbucks’ Margins Are Improving

    In 4Q15, Starbucks’ (SBUX) operating margin declined slightly to 20% from 19.5% in 4Q14. The decline in margins was particularly due to the company’s investments…

    By Adam Jones
  • uploads///x
    Earnings Report

    Will Starbucks’ Key American Market Keep Outperforming?

    Since the Americas segment is the biggest segment for Starbucks, let’s look at it in more detail.

    By Adam Jones
  • uploads///Revenue Growth Contribution vs Revenue Growth Rate
    Earnings Report

    Starbucks’ Key Segments for Its 4Q15 Earnings

    Starbucks (SBUX) operates restaurants in 65 countries around the world. However, 83% of its revenue comes from the Americas and the CAP segments.

    By Adam Jones
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