Analyst
Barclays
Equibles does not estimate personal net worth.
Anisha Dat is recorded as Analyst at Barclays. Anisha Dat has spoken on 5 earnings calls across 5 companies, most recently for Shake Shack Inc. on February 26, 2026. Those appearances were for Shake Shack Inc. (SHAK), Bloomin' Brands, Inc. (BLMN), Restaurant Brands International Inc. (QSR), Texas Roadhouse, Inc. (TXRH) and Restaurant Brands International Limited Partnership (RSTRF). The companies whose calls Anisha Dat spoke on are classified in the Consumer Cyclical sector.
“I wanted to ask a question on promotions. Given the stronger January comp, can you break down what portion was driven by promotional activity, including at-value initiatives versus baseline demand, and whether those customers are incremental visits or primarily trade-up, trade-down within existing guests?”
“Can you expand on whether that trend carried into October across all the brands and what factors contributed to sustaining that performance?”
“I wanted to ask a question on franchisees. How would you characterize franchisee willingness to lean into a national value platform? particularly if it comes at the expense of near-term profitability, and are there any concerns around franchisee alignment or margin compression as you compete more aggressively on price?”
“How has the mix of value-oriented sales evolved at both Texas Roadhouse and Bubba's compared to historical levels? And do you have plans to further emphasize value offerings in coming quarters, particularly to support lower-income guests?”
“I wanted to ask a question on franchisees. How would you characterize franchisee willingness to lean into a national value platform? particularly if it comes at the expense of near-term profitability, and are there any concerns around franchisee alignment or margin compression as you compete more aggressively on price?”
Barclays
Analyst
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SHAK
Restaurants · Consumer Cyclical
