Home » Bear Case Scenario » Brinker Eats Bear Case Scenario $EAT, $MCD, $SBUX, $YUM, $BKW, $WEN, $THI, $CMPGY

Brinker Eats Bear Case Scenario $EAT, $MCD, $SBUX, $YUM, $BKW, $WEN, $THI, $CMPGY

Brinker is about to release earnings. Ponder these Bear Case Scenarios and consider if the Black Swan”

Persistent low employment and under employment restrict consumer disposable income. Brinker which runs Chili’s and Maggiano’s Little Italy suffers accordingly.

Fast casual is expanding rapidly and taking share away from traditional casual such as Brinker. They need to turn the wheel and go somewhere else to make money.

Restaurant business is cut throat and ever-changing. Hunger is not as compelling as you would think. New ideas are stolen and adapted in the flash of an eye. There are very few things that Brinker brings to the table that are compelling and competitive.

George Gutowski writes from a caveat emptor perspective