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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 63 stock ratings, including strong buy, buy, and hold recommendations. While full access to Jake Bartlett's proprietary MarketBeat Analyst Ranking 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 Rankings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
186 Last 10 Years
Buy Recommendations
79.44% 143 Buy Ratings
Companies Covered
20 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.6%1 ratings
Buy78.9%142 ratings
Hold20.6%37 ratings
Sell0.0%0 ratings

Out of 180 total stock ratings issued by Jake Bartlett at Truist Financial, the majority (78.9%) have been Buy recommendations, followed by 20.6% Hold and 0.6% Strong Buy.

Exchange Coverage

ExchangePercentageCount
NASDAQ
50.0% of companies on NASDAQ
10 companies
NYSE
50.0% of companies on NYSE
10 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%
Consumer Discretionary
1 company
5.0%
Industrials
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 Consumer Discretionary companies.

Coverage Industries

IndustryPercentage
RETAIL - RESTRNTS
15 companies
75.0%
FOOD - MISC/DIVERSIFIED
2 companies
10.0%
RESTAURANTS
1 company
5.0%
FOOD ITEMS - WHLE
1 company
5.0%
CONTNRS - PPR/PLS
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
El Pollo Loco Holdings, Inc. stock logo
LOCO
El Pollo Loco
3/13/2026Boost Price Target$12.83$13.00Hold
Cracker Barrel Old Country Store, Inc. stock logo
CBRL
Cracker Barrel Old Country Store
3/5/2026Boost Price Target$30.62$47.00Buy
Shake Shack, Inc. stock logo
SHAK
Shake Shack
3/2/2026Boost Price Target$96.11$148.00Buy
Restaurant Brands International Inc. stock logo
QSR
Restaurant Brands International
3/2/2026Boost Price Target$71.73$87.00Buy
CAVA Group, Inc. stock logo
CAVA
CAVA Group
2/25/2026Boost Price Target$85.01$85.00Buy
CAVA Group, Inc. stock logo
CAVA
CAVA Group
2/23/2026Boost Price Target$70.02$80.00Buy
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
2/20/2026Lower Price Target$179.15$186.00Hold
Wingstop Inc. stock logo
WING
Wingstop
2/18/2026Set Price Target$279.08$374.00Buy
The Wendy's Company stock logo
WEN
Wendy's
2/17/2026Lower Price Target$6.77$10.00Buy
McDonald's Corporation stock logo
MCD
McDonald's
2/12/2026Boost Price Target$322.27$370.00Buy
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
2/10/2026Set Price Target$187.67$188.00Hold
Shake Shack, Inc. stock logo
SHAK
Shake Shack
2/3/2026Downgrade$93.80Hold
Sysco Corporation stock logo
SYY
Sysco
1/28/2026Boost Price Target$84.13$94.00Buy
The Wendy's Company stock logo
WEN
Wendy's
1/8/2026Lower Price Target$8.22$11.00Buy
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
1/8/2026Boost Price Target$180.79$206.00Buy
McDonald's Corporation stock logo
MCD
McDonald's
1/8/2026Boost Price Target$304.06$356.00Buy
Jack In The Box Inc. stock logo
JACK
Jack In The Box
1/8/2026Boost Price Target$21.30$18.00Hold
Dave & Buster's Entertainment, Inc. stock logo
PLAY
Dave & Buster's Entertainment
1/8/2026Lower Price Target$16.86$18.00Hold
CAVA Group, Inc. stock logo
CAVA
CAVA Group
1/8/2026Boost Price Target$67.94$78.00Buy
El Pollo Loco Holdings, Inc. stock logo
LOCO
El Pollo Loco
1/8/2026Boost Price Target$10.81$12.00Hold
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
1/8/2026Boost Price Target$39.50$50.00Buy
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
1/8/2026Reiterated Rating$199.95$207.00Hold
Dave & Buster's Entertainment, Inc. stock logo
PLAY
Dave & Buster's Entertainment
12/11/2025Boost Price Target$20.68$23.00Hold
Cracker Barrel Old Country Store, Inc. stock logo
CBRL
Cracker Barrel Old Country Store
12/10/2025Lower Price Target$27.00$45.00Buy
CAVA Group, Inc. stock logo
CAVA
CAVA Group
12/9/2025Upgrade$53.03Strong-Buy
CAVA Group, Inc. stock logo
CAVA
CAVA Group
12/4/2025Initiated Coverage$54.44$66.00Buy
Cracker Barrel Old Country Store, Inc. stock logo
CBRL
Cracker Barrel Old Country Store
12/1/2025Lower Price Target$28.86$50.00Buy
Jack In The Box Inc. stock logo
JACK
Jack In The Box
11/20/2025Lower Price Target$14.38$16.00Hold
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
11/7/2025Lower Price Target$163.17$195.00Buy
Wingstop Inc. stock logo
WING
Wingstop
11/5/2025Lower Price Target$259.53$365.00Buy
Denny's Corporation stock logo
DENN
Denny's
11/4/2025Reiterated Rating$4.11$6.00Hold
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
10/30/2025Lower Price Target$39.77$45.00Buy
The Wendy's Company stock logo
WEN
Wendy's
10/14/2025Set Price Target$8.83$12.00
McDonald's Corporation stock logo
MCD
McDonald's
10/14/2025Lower Price Target$305.12$350.00Buy
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
10/14/2025Lower Price Target$42.39$53.00Buy
Shake Shack, Inc. stock logo
SHAK
Shake Shack
9/29/2025Lower Price Target$92.35$156.00Buy
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
9/19/2025Lower Price Target$192.65$240.00Buy
Cracker Barrel Old Country Store, Inc. stock logo
CBRL
Cracker Barrel Old Country Store
9/18/2025Set Price Target$48.97$58.00
Dave & Buster's Entertainment, Inc. stock logo
PLAY
Dave & Buster's Entertainment
9/16/2025Lower Price Target$20.51$22.00Hold
Cracker Barrel Old Country Store, Inc. stock logo
CBRL
Cracker Barrel Old Country Store
9/15/2025Lower Price Target$52.39$62.00Buy
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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
Jack In The Box Inc. stock logo
JACK
Jack In The Box
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
Jack In The Box Inc. stock logo
JACK
Jack In The Box
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
Jack In The Box Inc. stock logo
JACK
Jack In The Box
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
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Shake Shack, Inc. stock logo
SHAK
Shake Shack
1/14/2025Lower Price Target$117.18$143.00Buy