Chuy's Holdings, Inc.

NasdaqGS:CHUY Stok Raporu

Piyasa değeri: US$645.9m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Chuy's Holdings Yönetim

Yönetim kriter kontrolleri 3/4

Chuy's Holdings CEO'su Steve Hislop, Jul2007 tarihinde atandı, in görev süresi 17.25 yıldır. in toplam yıllık tazminatı $ 2.07M olup, şirket hissesi ve opsiyonları dahil olmak üzere 36% maaş ve 64% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.75% ine doğrudan sahiptir ve bu hisseler $ 4.88M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 8.7 yıl ve 8 yıldır.

Anahtar bilgiler

Steve Hislop

İcra Kurulu Başkanı

US$2.1m

Toplam tazminat

CEO maaş yüzdesi36.05%
CEO görev süresi17.3yrs
CEO sahipliği0.8%
Yönetim ortalama görev süresi8.7yrs
Yönetim Kurulu ortalama görev süresi8yrs

Son yönetim güncellemeleri

Recent updates

Analiz Makalesi • Jul 19

The Return Trends At Chuy's Holdings (NASDAQ:CHUY) Look Promising

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Seeking Alpha • May 13

Chuy's: Weak Quarter, But Not A Disaster

Summary This analysis emphasizes short/medium-term trends for Chuy's in Q1 2024, steering away from structural aspects covered in prior analysis. The company's financing policy underscores a conservative stance with equity capital outweighing debt, leading to potential inertia compared to leveraged competitors. Revenue factors in Q1 2024 include the calendar shift, decline in comparable restaurant sales, new openings, and uptick in off-premises sales. Off-premises sales raise questions about maintaining differentiation and customer experience, potentially impacting long-term brand value. Financial modeling demonstrates profitability and viability of new unit projects, highlighting Chuy's cost advantage over competitors. Read the full article on Seeking Alpha
Seeking Alpha • Apr 09

Chuy's: Modest Revenue Growth Expected, But Stock Currently Overvalued

Summary Chuy's is a financially stable company with good control of its operating and cash cycles. The company suffers from low margins due to its value proposition and pricing strategy, which have remained stable after the pandemic. CHUY stock is overvalued given the expected growth in free cash flow and the current economic conditions in the US. Read the full article on Seeking Alpha
Analiz Makalesi • May 15

Returns On Capital At Chuy's Holdings (NASDAQ:CHUY) Have Hit The Brakes

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analiz Makalesi • Feb 18

Is Now The Time To Look At Buying Chuy's Holdings, Inc. (NASDAQ:CHUY)?

Chuy's Holdings, Inc. ( NASDAQ:CHUY ), is not the largest company out there, but it received a lot of attention from a...
Analiz Makalesi • Oct 29

Is It Time To Consider Buying Chuy's Holdings, Inc. (NASDAQ:CHUY)?

Chuy's Holdings, Inc. ( NASDAQ:CHUY ), is not the largest company out there, but it saw a significant share price rise...
Seeking Alpha • Aug 19

Chuy's Holdings, Inc.: Second Quarter Results Consistent With Our Long-Term Slow Growth Outlook

F2Q2022 revenues of ~$111 million were below analyst projections by ~$1 million. Earnings per share of $0.41 was consistent with consensus estimates. The company is planning a major expansion of its catering business over upcoming quarters. We’re maintaining our 1-year Price Target of $40/share for the company. Reiterate Buy Rating. Investment Conclusion Chuy's Holdings, Inc. (CHUY) reported mixed F2Q2022 financial results. Compared to F2Q2019, outcomes improved on all measures, except for revenues, which remained slightly behind, driven by tepid macroeconomic conditions and above normal temperatures in Texas (~41% of the restaurant footprint) that resulted in softer growth in sales derived from restaurant patios and adult beverages. However, relative to F2Q2021, CHUY underperformed on all elements, besides revenues, fueled predominantly by double digit cost inflation related to dairy, fresh produce, chicken, and beef, and significantly higher hourly wages. Although, the firm raised menu prices over the first quarter and lowered spending on G&A and other operating expenses, the measures were insufficient to limit margin contraction on a year-over-year basis. As a flow-through, EBITDA, adjusted EBITDA, restaurant level operating margins, earnings, and free cash flows, declined compared to the prior year's same quarter. During the period, CHUY opened a restaurant in Midland, Texas, expanding the footprint to 98 restaurants. Over upcoming quarters, although we do not expect CHUY's to suffer a major impact from continued declines in discretionary spending due to its focus on value, we anticipate weak growth in revenues and same-store sales, as they revert closer to historical averages. In addition, we anticipate lighter restaurant level margins on a year-over-year basis, due to moderating but still relatively high commodity prices, and growth in employee compensation. However, on the organizational level, we expect leverage as the company continues to pullback on G&A spending and other operating expenses, in order to bolster margins. Nevertheless, overall, we anticipate that margins are likely to decline over the next few quarters. Consequently, given our expectations for softer sales growth and margin contraction, earnings and free cash flows will possibly decrease on an annualized basis, for FY2022, in our judgment. With the potential launch of three restaurants over the next two quarters, CHUY is likely to end the year with 101 restaurants. Longer term, we expect a significant jump in CHUY's revenue growth rate driven predominantly by a major expansion in the size of its restaurant footprint. Same-store sales advance will be slower though still significant and be derived from menu innovation and expansion in the off-premise segment. In addition, although we believe that the company will likely meet its annual new unit development target growth rate of ~10% every year, we expect the development to remain focused in regions where it currently has a substantial presence (primarily Texas and the Mid-West), with penetration on a national scale unlikely, over the next decade. In regard to leverage on a secular basis, we anticipate that CHUY will improve restaurant level margins by ~300 bps over the next couple of years driven by easing commodity costs, stable federal wages, and labor and operating efficiencies. Similarly, we expect margin expansion on the company level through lower marginal fixed costs/dollar of sales fueled by higher revenues, and economies of scale related to corporate overheads, the digital platform, and advertising. Based on growth in sales and margins, earnings and free cash flows are likely to surge over an elongated time horizon, in our assessment. Considering that F2Q2022 financial results are unlikely to have a major impact on CHUY's long-term outlook, we remain constructive on the company based on valuation. CHUY appears well positioned to achieve the 10-year normalized revenue growth rate of ~10%, and 10-year straight-lined operating cash flow margin of ~13%, factored into our Discounted Cash Flow model. Therefore, we're maintaining our 1-year Price Target of $40/share. Reiterate Buy Rating. (Please go through our initiation report "Chuy's Holdings, Inc.: So Much Potential Turning To Dust" for our long term opinion on the stock). Key Takeaways From The Second Quarter F2Q2022 Results Summary. For the quarter, CHUY reported revenues of ~$111 million (+2.6% compared to F2Q2021), below analyst expectations of ~$112 million, and earnings per share of $0.41 (-28.1% on a year over year basis) was inline with consensus estimates. Excluding extraordinary items, earnings per share would have been $0.44, representing a decline of 29.1% from F2Q2021. In addition, same store sales increased by 1.7% over the prior year's same quarter. Net income for the period was ~$7.9 million, reflecting a decrease of 31.4% on a year-over-year basis. Restaurant margins of 19.1% declined by 650 bps from F2Q2021. During the second quarter, the firm generated operating cash flows of ~$22.3 million. Menu Innovation To Fuel Customer Demand. The company plans on launching a limited time only platform called CHUY's Knockouts or CKO, which beginning In F4Q2022, will offer two to three new menu items comprised of old customer favorites and novel introductions, for a six-week period. Then beginning in F2Q2023, the company as part of the CKO program, will include one premium priced new menu item, which management believes will drive positive menu mix. The current list of proposed new menu items include The Macho Burrito, Pork Boom Boom Enchiladas, and Chuy's Fried Chicken Tacos. We are encouraged by the menu innovation initiative being undertaken, as it is a cost effective approach towards generating customer interest and encouraging them to visit stores. Moreover, that the CKO platform will reflect in higher revenues once premium priced menu items are launched, is an added benefit. In addition, CHUY is continuing to reintroduce menu items it had removed from the menu selection due to the pandemic. In that context, the menu size will expand to ~48 items, once the CKO platform is introduced. Catering Business Represents Revenue Expansion Opportunity. CHUY plans on launching its catering business across its 97 stores by the end of FY2022, expanding from the 16 markets wherein it currently offers catering services. In that regard, it is notable that CHUY's catering business at ~3% of total sales has doubled from pre-pandemic levels. Given that CHUY's expects the catering initiative to ultimately account for ~4% to ~6% of total sales, the opportunity could develop into a significant long-term, next leg of growth for the company. We are confident that CHUY will handily achieve and exceed the growth it expects from the catering business. Our conviction is based on several factors including that current party sizes associated with the enterprise, although returning gradually to between 100 and 150 observed prior to the viral outbreak, remain between 20 and 40 for the most part, and that the business is currently limited to 16 markets. Once party sizes revert to those evidenced during normal wedding seasons and holidays, and the initiative is rolled out system-wide, the opportunity for growth will expand significantly. Renewed Focus On Marketing To Build Brand Awareness. With the objective of reaching a broader audience of potential customers and to renew interest among existing customers, CHUY is promoting the brand on TikTok, Instagram, YouTube, and DoorDash. The digital mediums are being utilized to introduce and highlight new menu items and to develop the chain's appeal among potential employees. Accordingly, with advertising spending on digital media reinstated during the second quarter, marketing expense reverted to ~1.5% of revenues, consistent with historical levels. In addition, the company will introduce a new e-commerce website to improve customer experience in regard to order placement and payment processing. We are encouraged by CHUY's strategy to return to digital advertising. The initiatives along with national advertising, will build awareness surrounding the brand amongst a younger audience. In addition, the revamped website, with a more contemporary appearance and improvement in processing times, will improve customer appeal and support customer retention. In our opinion, there is a disconnect between CHUY's sales growth and the value proposition it offers customers. Therefore, we would encourage additional advertising to promote the brand in regions it has a presence in, with a view to reach a larger fraction of its target addressable market. Given that CHUY's current advertising spending is below the industry average, it would be not be a stretch to allocate additional funds towards marketing.
Seeking Alpha • Jun 06

Chuy's Holdings Inc.: So Much Potential Turning To Dust

CHUY’s is far from a sexy story. It’s a restaurant chain, with weak earnings growth, founded 40 years ago, that appears unable to breakout beyond a few U.S. regions. Its restaurants, however, are another story. They are fun and exciting and offer excellent food. Shift in strategy is required for the firm to achieve the substantial potential its restaurants clearly demonstrate. Nevertheless, CHUY is undervalued, as our DCF model generates a fair value of $40/share. Therefore, we’ve a Buy Rating on the stock.
Analiz Makalesi • Dec 24

Be Wary Of Chuy's Holdings (NASDAQ:CHUY) And Its Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Seeking Alpha • Dec 13

Chuy's Holdings: Growth At A Reasonable Price

Chuy's Holdings released its Q3 results last month, reporting revenue of $101.9 million, a 24% increase from the year-ago period. This was driven by a double-digit increase in comp sales relative to Q3 2020, offset by a slight decrease in average check. One of the key highlights from the report is the margin expansion despite industry-wide headwinds, with Chuy's hoping to maintain at least 300 basis points of gains vs. 2019 levels. Given Chuy's solid margin performance relative to peers combined with a reasonable valuation, I would view any pullbacks below $26.90 as low-risk buying opportunities.
Seeking Alpha • Aug 29

Chuy's Holdings: Valuation Improving After The Drop

Chuy's Holdings released its Q2 results earlier this month, reporting Q2 revenue of $108.2 million, a 65% improvement year-over-year, but a 4% decline on a two-year basis. Notably, while sales were down, margins improved materially, with restaurant-level margins hitting a record figure, setting the company up for robust annual EPS growth in FY2021. Having said that, Q2 is generally the strongest quarter and margins should normalize at slightly lower levels in FY2022. So, while Chuy's has seen a solid recovery and is reasonably priced at 1.6x forward sales, I think there are better opportunities elsewhere in the market currently.
Analiz Makalesi • Feb 06

Should You Take Comfort From Insider Transactions At Chuy's Holdings, Inc. (NASDAQ:CHUY)?

We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. The...

CEO Tazminat Analizi

Steve Hislop'un ücretlendirmesi Chuy's Holdings'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jun 30 2024n/an/a

US$27m

Mar 31 2024n/an/a

US$30m

Dec 31 2023US$2mUS$745k

US$32m

Sep 24 2023n/an/a

US$29m

Jun 25 2023n/an/a

US$26m

Mar 26 2023n/an/a

US$24m

Dec 25 2022US$2mUS$717k

US$21m

Sep 25 2022n/an/a

US$24m

Jun 26 2022n/an/a

US$25m

Mar 27 2022n/an/a

US$29m

Dec 26 2021US$2mUS$689k

US$30m

Sep 26 2021n/an/a

US$26m

Jun 27 2021n/an/a

US$23m

Mar 28 2021n/an/a

US$16m

Dec 27 2020US$1mUS$663k

-US$3m

Sep 27 2020n/an/a

-US$7m

Jun 28 2020n/an/a

-US$11m

Mar 29 2020n/an/a

-US$9m

Dec 29 2019US$2mUS$650k

US$6m

Sep 29 2019n/an/a

US$11m

Jun 30 2019n/an/a

US$5m

Mar 31 2019n/an/a

US$6m

Dec 30 2018US$1mUS$650k

US$6m

Sep 30 2018n/an/a

US$18m

Jul 01 2018n/an/a

US$29m

Apr 01 2018n/an/a

US$28m

Dec 31 2017US$1mUS$631k

US$29m

Tazminat ve Piyasa: Steve 'nin toplam tazminatı ($USD 2.07M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 3.71M ).

Tazminat ve Kazançlar: Steve 'in maaşı son bir yılda %20'den fazla arttı.

CEO

Steve Hislop (64 yo)

17.3yrs
Görev süresi
US$2,068,041
Tazminat

Mr. Steven J. Hislop, also known as Steve, has been the Chief Executive Officer and President of Chuy's Holdings, Inc. since July 2007. Mr. Hislop served as the President and Chief Executive Officer of Sam...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Steven Hislop
Chairman17.3yrsUS$2.07m0.75%
$ 4.9m
Jon Howie
VP, CFO & Director13.2yrsUS$1.18m0.50%
$ 3.2m
John Korman
Chief Operating Officer1yrUS$482.27k0.063%
$ 406.2k
John Mountford
Chief Culinary & Procurement Officer1yrUS$749.34k0.095%
$ 612.1k
Tim Larson
VP, General Counsel & Secretaryno dataVeri yokVeri yok
Marcia Williams
Vice President of Human Resources8.7yrsVeri yokVeri yok
Susan Kittrell
Controllerno dataVeri yokVeri yok
8.7yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim: CHUY 'un yönetim ekibi deneyimli ve deneyimlidir ( 8.7 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Steven Hislop
Chairman17.3yrsUS$2.07m0.75%
$ 4.9m
Jon Howie
VP, CFO & Director6.4yrsUS$1.18m0.50%
$ 3.2m
Saed Mohseni
Lead Independent Director12.1yrsUS$98.74k0.075%
$ 487.5k
Jody Bilney
Independent Director3.5yrsUS$92.49k0.010%
$ 65.4k
Randall DeWitt
Independent Director8yrsUS$89.99k0.056%
$ 359.0k
Ira Zecher
Independent Director13.3yrsUS$99.99k0.033%
$ 212.0k
Nancy Freda-Smith
Independent Directorless than a yearVeri yokVeri yok
8.0yrs
Ortalama Görev Süresi
63.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: CHUY 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 8 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2024/10/11 21:48
Gün Sonu Hisse Fiyatı2024/10/11 00:00
Kazançlar2024/06/30
Yıllık Kazançlar2023/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Chuy's Holdings, Inc. 16 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
David TarantinoBaird
Todd BrooksBenchmark Company
Andrew StrelzikBMO Capital Markets Equity Research