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    MARKET EDGES

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We recently added DFRG to the Hedgeye Best Ideas list as a SHORT.

We’re hosting a conference call TODAY at 11am EST to run through our thesis and field questions.


DFRG is a high-conviction short given slowing trends, concerns over the core business, rising commodity costs, positive sentiment, valuation, and more.  Our sum-of-the-parts analysis suggests significant downside.


DFRG develops, owns and operates three fine dining restaurants: Del Frisco’s Double Eagle Steak House, Sullivan’s Steakhouse, and Del Frisco’s Grille.  The full-service steakhouse company currently operates 40 restaurants in 20 states and primarily caters to the high end consumer.  The stock is up ~45% over the last 6 months.

Participant Dialing Instructions

Toll Free Number:

Direct Dial Number:

Conference Code: 713418#

Materials: CLICK HERE

Howard Penney

Managing Director

Fred Masotta

Analyst