Denny's, the back-from-bankruptcy work in progress, continues to move the ball forward. The company reported EPS of 8 cents, a penny better than the 7-cent consensus. Actual revenue of $114.5 million topped the consensus estimate of $112.7 million. The company continues to whittle away at what was once substantial debt. It's also buying back shares. If there was any negative news, it was that same-store sales were down 0.7% vs. last year. Still, the comeback continues. I closed my Denny's position late in 2012 after a very nice run and left some money on the table. It's nice to see that the company at last has a positive book value per share (2 cents), as small as that may be. DENN data by YCharts
Meanwhile, Domino's continues to deliver, beating consensus estimates of 55 cents by 4 cents. This name has taken the industry by storm ever since a brilliant advertising campaign a few years ago where the company admitted that it's pizza recipe was not as good as it could be, and changed the formula. Shares are up more than fivefold since 2010. DPZ data by YCharts
This name is somewhat new to me, but I'll be doing some work on it. The company ended the first quarter with $217 million in cash and $1.46 billion in debt. That's more debt than I typically like to see, but the company also owns the real estate for 20% of its locations. Since the IPO, shares are up nearly 90%. Lastly, Del Frisco's, which runs 34 upscale steakhouses, reported earnings of 21 cents, a penny better than the consensus, while revenue of $59.8 million topped the $58.5 million analyst consensus. The company went public last July, and shares are up 33% since then. Talk about contrasts in restaurant concepts -- Denny's vs. Del Frisco's -- but both still managed decent quarters. We did see the effects of higher input costs on Monday, when Buffalo Wild Wings ( BWLD) reported a worse-than-expected quarter due to higher chicken wing prices. That may be a case where the company's pricing power is somewhat limited. As much as I love wings and consider them to be one of the major food groups, I find Buffalo Wild Wings prices to be on the high side. I would opt to make my own at home rather than pay those prices. Things sure have changed since the $10 buckets of wings during the college days at the original Quaker Steak and Lube in Sharon, Pa.! At the time of publication, Heller had no positions in stocks mentioned. Follow @JonMHellerCFA This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.