Analysis of Barteca Acquisition on NT & LT Margins, Returns and EPS
In this report, we evaluate the company's recent acquisition of Barteca prior to 2Q18 results. We evaluate the concepts' return metrics and compare to a peer group. We also evaluate the near-term impact of the acquistion on reported margins and earnings. We further run through a scenario that combines a divesiture of Sullivan's. We provide an opinon on the shares and valuation.
Del Frisco's Restaurant Group is a holding company. Through its subsidiaries, the company develops, owns and operates three restaurants: Del Frisco's Double Eagle Steakhouse (Double Eagle), Del Frisco's Grille (the Grille), and Sullivan's Steakhouse (Sullivan's). Double Eagle's menu includes steaks and a range of other offerings, including lamb, seafood, and side dishes and desserts. The Grille's menu is designed to appeal to business and casual diners and features steaks, various menu items and a selection of wines. Sullivan's is a restaurant with an open kitchen, live music and a bar area.
Quo Vadis Capital, Inc. is a Registered Investment Advisor, independent equity research boutique and financial and strategic consultancy. Our focus is on the U.S. consumer market with a specialization in the retail and restaurant sectors. Quo Vadis provides an investment edge for professional investors using a proprietary forecasting tool that identifies and quantifies near- and long-term upside or downside potential to consensus estimates. Quo Vadis is based in Paris, France.
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