"Second quarter definitely looks strong for them on a margin front... But getting into the third quarter [Buffalo Wild Wings] might get a little lost in momentum," DiFrisco said.
He added that Buffalo Wild Wings relies heavily on football season to bring in business and could be at risk if there were a NFL lockout, he said. Texas and Ohio football fans both represent 12 percent of business and fewer games would mean less wings sold, DiFrisco added.
"Everybody is discounting and the way they discount is through happy hour—and we are definitely seeing much more incremental competition coming out of the recession," DiFrisco said, referring to the rising costs of labor and the new happy-hour special Buffalo Wild Wings started last November.
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Matt DiFrisco owns no shares in the companies mentioned above.