Shaun Currie, CFA
Long/short equity, hedge fund analyst, momentum

Bravo Brio Restaurant Group: Roadmap For 2014

Executive summary:

  1. BBRG recently reported mixed results - strong comps in Q4 but weak results YTD that were affected by weather.
  2. The company has been changing its unit growth rate over the last couple years, and did so again in its 2014 guidance.
  3. I'm keeping an eye on management's real estate comments for 2015, use of cash, and same-store-sales in 2014.
  4. I believe that same-store-sales will be the main driver of the capital strategy for 2015, and believe it is the key metric to look at over the coming year.

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Bravo Brio Restaurant Group (NASDAQ:BBRG) reported 4th quarter earnings last night, which provided mixed results. The stock had a favorable move on these earnings, but the questions...

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