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Margaret-May Binshtok

Margaret-May Binshtok

Vice President and Equity Research Associate at Wolfe Research LLC

New York, NY, US

Margaret-May Binshtok is a Vice President and Equity Research Associate at Wolfe Research LLC, where she specializes in equity research across various sectors for institutional clients. Since joining Wolfe Research in 2023, she has contributed to detailed coverage of multiple publicly traded companies, though specific names are not listed in public disclosures. Prior to Wolfe Research, her background includes positions at Citigroup Global Markets, enhancing her expertise in financial analysis and investment research. Binshtok maintains active FINRA registration as a broker, underscoring her professional credentials in securities and regulatory compliance.

Margaret-May Binshtok's questions to BRINKER INTERNATIONAL (EAT) leadership

Question · Q1 2026

Margaret-May Binshtok sought clarification on the shift from 'unpriced value messaging' (Triple Dipper advertising) back to 'value advertising' (price-point centric messaging).

Answer

Kevin Hochman, President and CEO of Brinker International, confirmed that the Triple Dipper advertising was the 'unpriced value messaging' and that its lack of a price point contributed to a lower overall volume response compared to the $10.99 3 for Me messaging. He reiterated the decision to lean back into price-point centric value advertising on TV.

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Question · Q1 2026

Margaret-May Binshtok sought clarification on whether the Triple Dipper advertising was the 'unpriced point value messaging' mentioned last quarter, and if future advertising would be price point-centric.

Answer

CEO Kevin Hochman confirmed that the Triple Dipper messaging was indeed part of the non-price point message, which resulted in a lower overall volume response compared to the 3 for Me price point messaging. He reiterated that they returned to the $10.99 price point-centric advertising after a brief period with the non-value message.

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Margaret-May Binshtok's questions to Chefs' Warehouse (CHEF) leadership

Question · Q3 2025

Margaret-May Binshtok inquired about the progress of digital penetration towards long-term goals and its role in enhancing relevance with existing customers. She also asked if there was any weakness observed in business-related travel.

Answer

Chris Pappas, Founder, Chairman, and CEO, and Jim Leddy, CFO, confirmed digital penetration is over 60% and continues to drive salesforce efficiency and support the sales strategy. Chris Pappas noted hearing 'noise' about business travel but observed strong domestic tourism and continued robust tourism in the Middle East, indicating overall positive travel-related demand.

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Margaret-May Binshtok's questions to Wendy's (WEN) leadership

Question · Q2 2025

Margaret-May Binshtok of Wolfe Research LLC asked if the '100 Days of Summer' campaign had any positive impact on value perception and if a previously mentioned fall/winter value calendar was still planned.

Answer

Interim CEO & CFO Ken Cook pivoted away from discussing a specific fall/winter calendar, stating the clear focus for the second half is on chicken and beverage innovation to ensure excellent execution. He reiterated that value remains an important part of the menu, primarily through the Biggie Bag, and emphasized the opportunity to better communicate the quality inherent in Wendy's offerings, which he views as a compelling value proposition. He also noted new data analytics will provide better learnings on value.

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