Tuesday February 19, 2019, 00:00:00
We briefly note the following tidbits regarding Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), Taco Bell (owned by Yum Brands [YUM; Buy]), and The Cheesecake Factory (CAKE; Neutral):
Thursday February 14, 2019, 00:00:00
A number of restaurant companies are scheduled to report quarterly earnings over the February 20-26 time frame, including The Cheesecake Factory (CAKE; Neutral), Wendy’s (WEN; Neutral), Dine Brands (DIN; Buy), Domino’s (DPZ; Buy), and Papa John’s (PZZA; Neutral). In this report, we look at the set-up into the print for each of these five companies:
Monday January 28, 2019, 00:00:00
Ahead of The Cheesecake Factory’s (CAKE; Neutral) fourth-quarter earnings release scheduled for after the market close on Wednesday, February 20th, we bump up our Q4 2018 same-store sales forecast for brand Cheesecake Factory by +60 basis points to a new sell-side high projection (according to Consensus Metrix data) of +1.6%. Sell-side consensus as of this writing is at +1.0%.