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Jake Bartlett Analyst Performance

Senior Equity Research Analyst at Truist Financial

Jake Bartlett is a stock analyst at Truist Financial focused in the retail/wholesale sector, covering 20 publicly traded companies. Over the past year, Jake Bartlett has issued 51 stock ratings, including buy and hold recommendations. While full access to Jake Bartlett's proprietary MarketBeat Analyst Rating is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Jake Bartlett's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Ratings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
147 Last 9 Years
Buy Recommendations
81.82% 117 Buy Ratings
Companies Covered
20 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy81.8%117 ratings
Hold18.2%26 ratings
Sell0.0%0 ratings

Out of 143 total stock ratings issued by Jake Bartlett at Truist Financial, the majority (81.8%) have been Buy recommendations, followed by 18.2% Hold.

Exchange Coverage

ExchangePercentageCount
NASDAQ
55.0% of companies on NASDAQ
11 companies
NYSE
45.0% of companies on NYSE
9 companies

Jake Bartlett, an analyst at Truist Financial, currently covers 20 companies listed on NASDAQ and NYSE, with the majority traded on NASDAQ.

Coverage Focus

Sector IconSectorPercentage
Retail/Wholesale
16 companies
80.0%
Consumer Staples
2 companies
10.0%
Industrials
1 company
5.0%
Miscellaneous
1 company
5.0%

Jake Bartlett of Truist Financial specializes in stock coverage within the Retail/Wholesale sector, with additional focus on Consumer Staples and Industrials companies.

Coverage Industries

IndustryPercentage
RETAIL - RESTRNTS
15 companies
75.0%
FOOD - MISC/DIVERSIFIED
2 companies
10.0%
FOOD ITEMS - WHLE
1 company
5.0%
CONTNRS - PPR/PLS
1 company
5.0%
Miscellaneous
1 company
5.0%

Jake Bartlett's Ratings History at Truist Financial

Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.
Available with a MarketBeat All Access Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
9/2/2025Reiterated Rating$207.70$252.00Buy
Dave & Buster's Entertainment, Inc. stock logo
PLAY
Dave & Buster's Entertainment
8/27/2025Lower Price Target$25.89$27.00Hold
Performance Food Group Company stock logo
PFGC
Performance Food Group
8/14/2025Boost Price Target$100.57$118.00Buy
The Wendy's Company stock logo
WEN
Wendy's
8/11/2025Lower Price Target$10.40$13.00Buy
McDonald's Corporation stock logo
MCD
McDonald's
8/7/2025Boost Price Target$306.29$360.00Buy
Janus Henderson Sustainable & Impact Core Bond ETF stock logo
JACK
Janus Henderson Sustainable & Impact Core Bond ETF
8/7/2025Lower Price Target$17.93$19.00Hold
Sysco Corporation stock logo
SYY
Sysco
7/30/2025Boost Price Target$79.84$90.00Buy
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
7/25/2025Lower Price Target$46.47$60.00Buy
McDonald's Corporation stock logo
MCD
McDonald's
7/9/2025Boost Price Target$292.74$356.00Buy
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
7/9/2025Boost Price Target$55.53$64.00Buy
Restaurant Brands International Inc. stock logo
QSR
Restaurant Brands International
7/9/2025Boost Price Target$68.02$81.00Buy
The Wendy's Company stock logo
WEN
Wendy's
7/9/2025Lower Price Target$11.11$14.00Buy
Shake Shack, Inc. stock logo
SHAK
Shake Shack
7/9/2025Boost Price Target$138.69$160.00Buy
Shake Shack, Inc. stock logo
SHAK
Shake Shack
7/2/2025Boost Price Target$139.57$150.00Buy
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
7/2/2025Set Price Target$190.09$212.00Buy
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
6/18/2025Boost Price Target$223.10$252.00Buy
Cracker Barrel Old Country Store, Inc. stock logo
CBRL
Cracker Barrel Old Country Store
6/13/2025Boost Price Target$53.04$65.00Buy
Dave & Buster's Entertainment, Inc. stock logo
PLAY
Dave & Buster's Entertainment
6/11/2025Boost Price Target$30.26$29.00Hold
Cracker Barrel Old Country Store, Inc. stock logo
CBRL
Cracker Barrel Old Country Store
6/6/2025Boost Price Target$55.57$64.00Buy
Dave & Buster's Entertainment, Inc. stock logo
PLAY
Dave & Buster's Entertainment
6/5/2025Boost Price Target$22.52$22.00Hold
Wingstop Inc. stock logo
WING
Wingstop
5/27/2025Upgrade$322.47$400.00Buy
Janus Henderson Sustainable & Impact Core Bond ETF stock logo
JACK
Janus Henderson Sustainable & Impact Core Bond ETF
5/27/2025Downgrade$20.29$22.00Hold
Cracker Barrel Old Country Store, Inc. stock logo
CBRL
Cracker Barrel Old Country Store
5/23/2025Set Price Target$56.69$63.00
Shake Shack, Inc. stock logo
SHAK
Shake Shack
5/15/2025Boost Price Target$117.40$140.00Buy
Karat Packaging Inc. stock logo
KRT
Karat Packaging
5/12/2025Boost Price Target$30.75$31.00Hold
Dine Brands Global, Inc. stock logo
DIN
Dine Brands Global
5/8/2025Lower Price Target$20.50$23.00Hold
Performance Food Group Company stock logo
PFGC
Performance Food Group
5/8/2025Lower Price Target$85.16$101.00Buy
The Wendy's Company stock logo
WEN
Wendy's
5/5/2025Lower Price Target$12.74$16.00Buy
McDonald's Corporation stock logo
MCD
McDonald's
5/2/2025Set Price Target$315.73$350.00
Wingstop Inc. stock logo
WING
Wingstop
5/1/2025Boost Price Target$258.90$274.00Hold
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
4/22/2025Lower Price Target$47.33$61.00Buy
Wingstop Inc. stock logo
WING
Wingstop
4/22/2025Lower Price Target$209.45$242.00Hold
The Wendy's Company stock logo
WEN
Wendy's
4/22/2025Lower Price Target$12.51$17.00Buy
Shake Shack, Inc. stock logo
SHAK
Shake Shack
4/22/2025Lower Price Target$85.85$131.00Buy
Restaurant Brands International Inc. stock logo
QSR
Restaurant Brands International
4/22/2025Lower Price Target$63.60$78.00Buy
Dave & Buster's Entertainment, Inc. stock logo
PLAY
Dave & Buster's Entertainment
4/2/2025Lower Price Target$18.10$21.00Hold
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
3/17/2025Boost Price Target$186.27$212.00Buy
Cracker Barrel Old Country Store, Inc. stock logo
CBRL
Cracker Barrel Old Country Store
3/10/2025Upgrade$42.82$55.00Buy
Dine Brands Global, Inc. stock logo
DIN
Dine Brands Global
3/6/2025Lower Price Target$24.92$27.00Hold
Janus Henderson Sustainable & Impact Core Bond ETF stock logo
JACK
Janus Henderson Sustainable & Impact Core Bond ETF
2/26/2025Lower Price Target$33.95$51.00Buy
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
2/21/2025Lower Price Target$170.80$205.00Buy
Shake Shack, Inc. stock logo
SHAK
Shake Shack
2/21/2025Boost Price Target$112.94$154.00Buy
US Foods Holding Corp. stock logo
USFD
US Foods
2/14/2025Boost Price Target$70.90$80.00Buy
The Wendy's Company stock logo
WEN
Wendy's
2/14/2025Lower Price Target$14.55$19.00Buy
Restaurant Brands International Inc. stock logo
QSR
Restaurant Brands International
2/13/2025Lower Price Target$65.67$83.00Buy
McDonald's Corporation stock logo
MCD
McDonald's
2/11/2025Lower Price Target$310.63$340.00Buy
Sysco Corporation stock logo
SYY
Sysco
1/29/2025Lower Price Target$72.35$83.00Buy
Cracker Barrel Old Country Store, Inc. stock logo
CBRL
Cracker Barrel Old Country Store
1/16/2025Boost Price Target$57.57$51.00Hold
Dave & Buster's Entertainment, Inc. stock logo
PLAY
Dave & Buster's Entertainment
1/16/2025Lower Price Target$24.18$27.00Hold
US Foods Holding Corp. stock logo
USFD
US Foods
1/16/2025Boost Price Target$67.91$78.00Buy
Shake Shack, Inc. stock logo
SHAK
Shake Shack
1/14/2025Lower Price Target$117.18$143.00Buy