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Chipotle's 2017 Is 'Still A Stretch'
Friday, February 3, 2017 - 10:25am | 312Read More...With Chipotle Mexican Grill, Inc. (NYSE: CMG) already having pre-announced its Q4:16 results and the guidance still being a “stretch,” Barclays’ Jeffrey A. Bernstein stated that the focus is on the January comp, which was ahead of expectations. The analyst maintains an Equal-...
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This Is A Tasty Burger: Shake Shack Surprises In Q3
Thursday, November 10, 2016 - 11:29am | 365Read More...Shake Shack Inc (NYSE: SHAK) delivered a Q3 beat on the top and bottom line. The performance was impressive, since the company faced a "challenged" industry, Barclays’ Jeffrey A. Bernstein said in a report. He maintains an Equal-Weight rating on the company, with a price target of $...
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How The Law Of Large Numbers Makes It Tough For Starbucks To Meet Expectations
Friday, November 4, 2016 - 10:42am | 295Read More...Starbucks Corporation (NASDAQ: SBUX) announced its Q4 EPS ahead of expectations, while its F17 guide reflected acceleration in the back half. There seems to be “too much attention” on the company’s US comp growth, Barclay’s Jeffrey A. Bernstein said in a report. He...
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5 Top Takeaways From Yum's Investor Day
Wednesday, October 12, 2016 - 8:33am | 324Read More...With the separation of YUM China expected by October 31, Yum! Brands, Inc’s (NYSE: YUM) 2016 Investor Conference highlighted “two powerful, independent, focused growth companies,” Barclays’ Jeffrey A. Bernstein said in a report. He maintained an Equal-weight on the company...
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For Yum Brands, Pizza Hut Disappoints While KFC And Taco Bell Shine
Thursday, October 6, 2016 - 11:00am | 388Read More...Despite volatility in individual segments, Yum! Brands, Inc. (NYSE: YUM) reported its Q3:16 results mostly in line with expectations, while modestly raising its full-year guidance. Barclays’ Jeffrey A. Bernstein maintains an Equal-Weight rating on the company, with a price target of $88. The...
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Chipotle Is 'Not Likely A Traditional Activist Playbook'
Wednesday, September 7, 2016 - 8:51am | 383Read More...After market close on September 6, Pershing Square Holdings Ltd (AMS: PSH) filed a Schedule 13D on Chipotle Mexican Grill, Inc. (NYSE: CMG), disclosing a 9.9 percent stake, with the majority in forward purchase contracts. Barclays’ Jeffrey A. Bernstein maintains an Equal-Weight rating on...
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Domino's 2010 Rebound Continues
Friday, July 22, 2016 - 8:32am | 433Read More...Domino's Pizza, Inc. (NYSE: DPZ) reported robust 2Q16 results, with the top and bottom line beating expectations. Barclays’ Jeffrey A. Bernstein maintains an Equal-Weight rating on the company, while raising the price target from $121 to $132. Diverse Comp Drivers Bernstein mentioned that...
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Yum Brands' Q2 In Line With Expectations, But Barclays Sees Chinese Headwinds
Thursday, July 14, 2016 - 10:38am | 277Read More...With the China separation on track, Barclays’ Jeffrey A. Bernstein expects Yum! Brands, Inc. (NYSE: YUM) shares to outperform the market. Bernstein maintains an Equal-Weight rating on the company, with a price target of $83. China Separation On Track The analyst mentioned that the company...
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Barclays Remains Neutral On US Restaurants Into Earnings
Thursday, October 15, 2015 - 10:10am | 440Read More...US restaurant stocks were highly volatile through 3Q15 and are down mid-single digits, in-line with the S&P. Barclays’ Jeffrey A. Bernstein maintained a Neutral rating on the restaurant segment. The segment’s 13 percent EPS growth estimate for 3Q15 seems achievable,...
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Why Starbucks' Quarter Was Among The 'Strongest And Most Remarkable'
Friday, July 24, 2015 - 7:53am | 218Read More...In a report published Friday, Barclays analyst Jeffrey A. Bernstein maintained an Equal Weight rating on Starbucks Corporation (NASDAQ: SBUX), while raising the price target from $50 to $54. The company reported "among the strongest & most remarkable quarters" in its history for 3Q15, driven by...
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Which State Has The Best Consumers For Restaurants?
Tuesday, March 24, 2015 - 2:15pm | 351Read More...Barclays commented on the U.S. restaurant industry Monday and examined the financial "state" of consumers and how this impacted restaurants in certain regions and states. Analyst Jeffrey A. Bernstein noted that a variety of state-specific headwinds, such as declining oil prices in...
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Analysts Fazed By Shake Shack Stock Price
Thursday, March 12, 2015 - 12:43pm | 309Read More...Shake Shack Inc (NYSE: SHAK) traded sharply lower Thursday after a less-than-sterling earnings report, but analysts remained fazed by the stock's sky-high price. Shares of the high-end burger chain fell more than 3 percent Thursday morning, but were recently up more than 2 percent at $48.14...
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Buffalo Wild Wings' Comps Are Off To An 'Excellent Start,' Barclays Says
Friday, February 6, 2015 - 1:33pm | 200Read More...Buffalo Wild Wings Inc (NASDAQ: BWLD) reported its fourth-quarter financial results on Thursday, missing expectations, but providing strong guidance for the quarter to come. In a report published Friday, Barclays analyst Jeffrey A. Bernstein commented on the earnings, and reiterated an...
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McDonald's Extends Losses As Analysts Slash Ratings
Wednesday, July 23, 2014 - 9:32am | 350Read More...McDonald's (NYSE: MCD) was trending lower Wednesday after at least four analysts downgraded the stock on weak outlook and disappointing second-quarter results. "The company has been losing market share and new products have been lackluster," Sterne Agee's Lynne Collier said in...
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Barclays Raises Target On Chipotle, Sees Buffalo Wild WIngs Q2 Beat
Tuesday, July 15, 2014 - 1:47pm | 188Read More...Both Chipotle Mexican Grill (NYSE: CMG) and Buffalo Wild Wings (NASDAQ: BWLD) saw its estimates and price targets boosted Tuesday by Barclays. Barclays' Jeffrey A. Bernstein in a note said he expects a "strong beat" for Buffalo's second-quarter results, while Chipotle, which...
