Poonam A. Arora
Contributor since: 2013
Company: Seamist Capital
Articles
Darden Restaurants: Established Multi-Brand Restaurant Group Poised For Additional Growth
First Watch Restaurant Group: Rapid Growth On Cards As Sales Momentum Persists
Restaurant Brands International: Firing On All Cylinders With Additional Near-Term Growth Imminent
Chuy's Holdings, Inc.: Second Quarter Results Consistent With Our Long-Term Slow Growth Outlook
Sweetgreen: Strong Second Quarter Results Solidify Our Long-Term Outperformance Thesis
Portillo's: Second Quarter Sales Outperformance Solidify Strong Long-Term Growth Thesis
Chipotle Mexican Grill: Solid Second Quarter Results Further Establish Long-Term Outperformance Thesis
The Cheesecake Factory: Strong Second Quarter Results Consistent With Long-Term Outperformance Thesis
Domino's Pizza: Long-Term Outlook Remains Solid Despite Weak Second Quarter Performance
First Watch Restaurant Group: Undervalued Rare Asset With Significant Growth Potential
Chipotle Mexican Grill: Second Quarter Earnings To Come In Ahead Of Expectations
RH: First Quarter Results Strong But Near-Term Outlook Appears Challenging
Domino's Pizza: Expect Disappointing Second Quarter Results On Continued U.S. Business Headwinds
Restaurant Brands International: Second Quarter Results Likely To Beat Expectations On Strong Business Momentum
Shake Shack: Burgeoning Urban Sales Solidify Our Long-Term Outperformance Thesis
Jack In The Box: Lackluster Second Quarter Results But Long-Term Outlook Remains Positive
Denny's Corporation: Strong First Quarter Results Validate Our Long-Term Outperformance Thesis
Chuy's Holdings Inc.: So Much Potential Turning To Dust
The Cheesecake Factory: Solid First Quarter Results Consistent With Long-Term Outperformance Thesis
Texas Roadhouse: First Quarter Outperformance Consistent With Strong Long-Term Outlook
RH: First Quarter Results Likely To Disappoint On Macroeconomic Headwinds
Krispy Kreme: Strong First Quarter Results Solidify Our Long-Term Outperformance Thesis
Sweetgreen: Strong First Quarter Results Solidify Long-Term Outperformance Thesis
The Wendy's Company: First Quarter Results Mixed But Long-Term Outperformance Thesis Remains Intact
Dutch Bros: Solid Long-Term Thesis Remains Intact Despite Near-Term Challenges
Portillo's: Significant First Quarter Sales Growth Solidifies Long-Term Outperformance Thesis
Yum Brands: First Quarter Financial Performance Likely To Come In Ahead Of Expectations
Domino's Pizza: First Quarter Results Likely To Disappoint On Expected Slowdown In U.S. Business
Chipotle Mexican Grill: Expect First Quarter Financial Results To Exceed Street Estimates
Denny's Corp.: Fundamentals Indicate First Quarter Results Likely To Exceed Expectations
The Cheesecake Factory: Solid Fourth Quarter Sales Growth Solidifies Strong Long-Term Outlook
Portillo's: Solid Long-Term Thesis Remains Intact On Strong Fourth Quarter Sales Growth
Dutch Bros: Long-Term Outperformance Thesis Remains Intact On Strong Fourth Quarter Revenue Growth
Krispy Kreme: Strong Long-Term Growth Outlook On Significant Business Expansion Plans
Domino's Pizza: Fourth Quarter Growth Likely To Disappoint On Continued U.S. Macro Headwinds
Sweetgreen: Significant Potential For Long-Term Out-Performance On Strong Fundamentals
Portillo's: Solid Business With Potential For Significant Growth
Dutch Bros: Well Positioned For Strong Growth Over Numerous Years
RH: Strong Third Quarter Financial Results Solidify Long-Term Outperformance Thesis
Texas Roadhouse: Strong Long-Term Outlook Solidified On Continued Quarterly Outperformance