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DineEquity, Inc. (DIN)

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Instablog posts on DIN

  • Chain Restaurants, Whats Going On, December 2009 by John Gordon
    This week’s chain restaurant news will be more driven by casual dining sector matters, as Darden (DRI) reports Thursday. RBC Restaurant Analyst Larry Miller’s December Operator/Investor Survey pointed to improving operator sentiment and much more investor interest in the casual... More »
    December 14, 2009 • DRI, DIN, EAT
  • Cheesecake Factory (CAKE) Progress by John Gordon
    There’s been considerable discussion in the chain restaurant universe about rising consumer sentiment and possible upside to casual dining intent. The NRA expectations and current situation index wiggled up (relative improvement) in November, and new research supporting improved casual... More »
    December 3, 2009 • CAKE, PFCB, DIN
  • Some Chain Restaurants Gaining Sales Traction by John Gordon
      Thus far in Q3 2009 earnings season, most of the chain restaurants have delivered “good” earnings results: generally negative sales comp results, favorable commodity and other cost reductions and as a result meeting EPS expectations. Food commodity market conditions... More »
    October 27, 2009 • MCD, YUM, PFCB
  • QSR "Weakness" vs. Casual Dining Optimism by John Gordon
    Yesterday’s news about McDonald’s (MCD) sales softness made the restaurant universe move, and pulled down other QSR operators (YUM, BKC) yesterday, so far today, September 10. But this should not have been new news. The QSR sector has been weakening for some time, as the table of... More »
    September 10, 2009 • YUM, MCD, WEN
  • NYSSA Event: A New Twist on FCF Focused Valuation by Tom Shohfi
                   Last week, I attended an event hosted by the New York Society of Security Analysts in midtown Manhattan. The evening centered on George C. Christy and his book Free Cash Flow: Seeing Through the Accounting... More »
    August 27, 2009 • CAKE, DIN, MCD
  • CIT: Non Performing Franchisee Loan Data Needed by John Gordon
    In looking at CIT's last few earnings calls, its Feb 2009 investor presentation (theme: challenges, opportunity, making progress), and press coverage, it is unclear the breakout and amount of the non-performing loans.The 2009 CIT backup documents showed "retail" at only 7% of the... More »
    July 16, 2009 • CIT, MCD, BKC
  • Should you short DineEquity? by Shareholders Unite
    Should you short this stock? At first glance at this rather ridiculous graph, one is immediately inclined to say YES, bring it on! However, the chart looks a little less silly if you expand the time period to, say two years: Before we get into the drama behind these charts, let's introduce the... More »
    May 4, 2009 • DIN

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