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.
| Restaurant Valuation Table- QSR, Fast Casual and Other (04/29/2013) |
| Restaurant Valuation Table - Casual & Family Dining (04/29/2013) |
| Restaurant Valuation Table-QSR, Fast Casual and Other (04/22/2013) |
| Restaurant Valuation Table-Casual & Family Dining (04/22/2013) |
| Restaurant Valuation Table-QSR, Fast Casual and Other (04/15/2013) |
| Restaurant Valuation Table-Casual & Family Dining (04/15/2013) |
| Restaurant Valuation Table-Casual & Family Dining (04/01/2013) |
| Restaurant Valuation Table-QSR, Fast Casual and Other (04/01/2013) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (03/25/2013) |
| Restaurant Valuation Table - Casual & Family Dining (03/25/2013) |
| Morning Brief - Jan 25 2013 (CSH, DLLR, EGHT, ELGX, FFIN, HBHC, HRC, IBKC, OSIS, OZRK, PPC, ROSE, SBUX, SFNC, UCBI, UPI, Restaurants) (01/25/2013) |
| Headwinds Mount for Casual Dining But Buying Opportunities Emerging (01/25/2013) |
| Morning Brief - Dec 14 2012 (MHR, TFX, Restaurants) (12/14/2012) |
| Restaurant Field Trip Takeaways Positive (12/14/2012) |
| Restaurant Valuation Table-Casual & Family Dining (12/10/2012) |
| Restaurant Valuation Table-QSR, Fast Casual and Other (12/10/2012) |
| Restaurant Valuation Table-QSR, Fast Casual and Other (12/03/2012) |
| Restaurant Valuation Table-Casual & Family Dining (12/03/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (11/26/2012) |
| Restaurant Valuation Table-Casual & Family Dining (11/26/2012) |
| Restaurant Valuation Table-QSR, Fast Casual and Other (11/19/2012) |
| Restaurant Valuation Table- Casual & Family Dining (11/19/2012) |
| Restaurants: Stephens Quarterly Restaurant Report-3Q12 (11/14/2012) |
| Restaurant Valuation Table- Casual & Family Dining (11/12/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (11/12/2012) |
| Restaurant Data Points - October (11/01/2012) |
| Restaurant Valuation Table-QSR, Fast Casual and Other (10/29/2012) |
| Restaurant Valuation Table-Casual & Family Dining (10/29/2012) |
| Restaurant Valuation Table - QSR, Fast Casual and Other (10/22/2012) |
| Restaurant Valuation Table-Casual & Family DIning (10/22/2012) |
| Restaurant Valuation Table-Casual & Family Dining (10/15/2012) |
| Restaurant Valuation Table-QSR, Fast Casual and Other (10/15/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (10/08/2012) |
| Restaurant Valuation Table-Casual & Family Dining (10/08/2012) |
| Restaurant Data Points-September (10/02/2012) |
| Restaurant Valuation Table- Casual & Family Dining (10/01/2012) |
| Restaurant Valuation Table- QSR, Fast Casual And Other (10/01/2012) |
| Restaurant Valuation Table- Casual & Family Dining (09/24/2012) |
| Restaurant Valuation Table-QSR, Fast Casual And Other (09/24/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (09/17/2012) |
| Restaurant Valuation Table- Casual & Family Dining (09/17/2012) |
| Save the Date - Restaurants Investor Plane Trip (09/10/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (09/10/2012) |
| Restaurant Valuation Table- Casual & Family Dining (09/10/2012) |
| Restaurant Valuation Table- Casual & Family Dining (09/04/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (09/04/2012) |
| Restaurant Data Points-August (09/04/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (08/27/2012) |
| Restaurant Valuation Table- Casual & Family Dining (08/27/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (08/20/2012) |
| Restaurant Valuation Table- Casual & Family Dining (08/20/2012) |
| Restaurants: Stephens Quarterly Restaurant Report–2Q12 (08/15/2012) |
| Morning Brief - Aug 15 2012 (BOBE, ECHO, FLO, FNF, HOMB, JKHY, RUSHA, SFNC, STNR, TFX, XPO, Restaurants) (08/15/2012) |
| Restaurant Valuation Table- Casual & Family Dining (08/13/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (08/13/2012) |
| Morning Brief - Aug 9 2012 (CJES, CPE, CXPO, DNB, FTK, HTH, IPAR, MFB, MG, NXTM, OKSB, PODD, SN, THS, Restaurants) (08/09/2012) |
| Restaurants: Corn’s Frustrating Move & The Restaurant Impact (08/08/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (08/06/2012) |
| Restaurant Valuation Table- Casual & Family Dining (08/06/2012) |
| Restaurant Data Points - July (08/02/2012) |
| Restaurant Valuation Table- Casual & Family Dining (07/30/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (07/30/2012) |
| Restaurant Valuation Table-QSR, Fast Casual and Other (07/23/2012) |
| Restaurant Valuation Table- Casual & Family Dining (07/23/2012) |
| Restaurant Valuation Table- Casual & Family Dining (07/16/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (07/16/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (07/09/2012) |
| Restaurant Valuation Table-Casual & Family Dining (07/09/2012) |
| Restaurant Valuation Table-QSR, Fast Casual and Other (06/25/2012) |
| Restaurant Valuation Table- Casual and Family Dining (06/25/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (06/18/2012) |
| Restaurant Valuation Table- Casual & Family Dining (06/18/2012) |
| Morning Brief - Jun 12 2012 (LSTR, TPX, Restaurants) (06/12/2012) |
| Despite Current Softness, Casual Dining Could Be Positioned for a 2H12 Recovery (06/12/2012) |
| Restaurant Valuation Table-QSR, Fast Casual and Other (06/11/2012) |
| Restaurant Valuation Table-Casual & Family Dining (06/11/2012) |
| Stephens Restaurant Report–A Mixed 1Q12, Sentiment Improving (05/30/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (05/29/2012) |
| Restaurant Valuation Table-Casual & Family Dining (05/29/2012) |
| Buy Coffee: Growth in Premium Brands and Specialty Products in the Early Stages (05/22/2012) |
| Restaurant Valuation Table- Casual & Family Dining (05/21/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (05/21/2012) |
| Restaurant Valualtion Table- QSR, Fast Casual and Other (05/14/2012) |
| Restaurant Valuation Table- Casual & Family Dining (05/14/2012) |
| Restaurant Data Points- April (05/02/2012) |
| Restaurant Valuation Table- Casual & Family Dining (04/30/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (04/30/2012) |
| Restaurant Valuation Table-QSR, Fast Casual and Other (04/23/2012) |
| Restaurant Valuation Table- Casual & Family Dining (04/23/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (04/16/2012) |
| Restaurant Valuation Table- Casual & Family DIning (04/16/2012) |
| Restaurant Valuation Table- Casual & Family Dining (04/09/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (04/09/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (04/02/2012) |
| Restaurant Data Points - March (04/02/2012) |
| Restaurant Valuation Table-Casual & Family Dining (04/02/2012) |
| Restaurant Valuation Table- Casual & Family Dining (03/26/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (03/26/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (03/19/2012) |
| Restaurant Valuation Table- Casual & Family Dining (03/19/2012) |
| Restaurant Valuation Table-Casual & Family Dining (03/12/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (03/12/2012) |
| Stephens Restaurant Report – An Optimistic 4Q11 (03/07/2012) |
| Restaurant Valuation Table-QSR, Fast Casual and Other (03/05/2012) |
| Restaurant Valuation Table-Casual & Family Dining (03/05/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (02/27/2012) |
| Restaurant Valuation Table - Casual & Family Dining (02/27/2012) |
| Restaurant Valuation Table- QSR, Fast Casual and Other (02/21/2012) |
| Restaurant Valuation Table- Casual & Family Dining (02/21/2012) |
| Restaurant Valuation Table-QSR, Fast Casual and Other (02/13/2012) |
| Restuarant Valuation Table-Casual & Family Dining (02/13/2012) |
| 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) |