Rothman lowered her same-store estimates for Darden, Brinker ( EAT ) and Cheesecake Factory on June 13 because of the slowing casual-dining results reflected by the Knapp-Track Index. Demand has had a "sharp deceleration" so far this quarter compared with the prior period, which creates underperformance risk for Dallas-based Brinker and Cheesecake Factory, based in Calabasas Hills, California — one reason for her "neutral" recommendations on these companies.