Kelly Anne Merrill
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
About Kelly Anne Merrill
Kelly Anne Merrill is recorded as Analyst at Morgan Stanley. Kelly Anne Merrill has spoken on 5 earnings calls across 3 companies, most recently for Sweetgreen, Inc. on August 6, 2026. Those appearances were for Sweetgreen, Inc. (SG), Texas Roadhouse, Inc. (TXRH) and Cheesecake Factory Inc (CAKE). The companies whose calls Kelly Anne Merrill spoke on are classified in the Consumer Cyclical sector.
Kelly Anne Merrill on recent calls
“So it went from a modest drag on comps in the first quarter to a much larger one in the second. And I know you noted promos, shift towards wraps, slapping ripple fries, all those things as impacting ticket.”
“Just wanted to ask, do you have any plans to iterate on bowls and bites just as smaller portions become more popular among consumers? And can you remind us, is that menu going to be refreshed a few times a year like the core menu?”
“I'm just curious, can we get an update on loyalty and where that stands today? I think on the last call you noted it as an uplift to the beginning of Q3, so just wondering if that's sustained throughout the quarter or if you're seeing anything different now?”
“Obviously, I saw some commodity inflation in the second quarter with the expectation of that continuing into 2-H. Could you just provide some color on what's driving that?”
“It looks like a nice start to the quarter with some pickup from Q1, as some peers have noted as well. I'm just curious if what you're seeing is in line with the industry or if there are any roadhouse-specific efforts that are driving the acceleration.”
Affiliation history
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Morgan Stanley
Analyst
Source not stated
Current