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May 19, 2022 UPDATED CORPORATE DESCRIPTIONS: TEXAS ROADHOUSE (TXRH), SHAKE SHACK (SHAK), SWEETGREEN (SG), PORTILLO’S (PTLO), PAPA JOHN’S (PZZA) with transcripts
May 18, 2022 ROGER’S MONTHLY COLUMN IN RESTAURANT FINANCE MONITOR – CONSUMER STRENGTH IS A MYTH, HOPE IS NOT A STRATEGY, PUBLIC OWNERSHIP OR NOT?
May 13, 2022 THE WEEK THAT WAS, ENDING 5/13 – LOTS OF EARNINGS REPORTS AND PRICE CHANGES, JUST A FEW RATINGS CHANGES
May 12, 2022 UPDATED CORPORATE DESCRIPTIONS – YUM CHINA (YUMC), YUM BRANDS (YUM), WINGSTOP (WING), BRINKER (EAT), DINE BRANDS (DIN), EL POLLO LOCO (LOCO) – with transcripts
May 11, 2022 UPDATED CORPORATE DESCRIPTIONS – NOODLES (NDLS), BLOOMIN’ BRANDS (BLMN), STARBUCKS (SBUX), RESTAURANT BRANDS (QSR) AND DENNY’S (DENN) – with transcripts
May 10, 2022 FAT Brands (FAT) REPORTS Q1’22 – UNIT DEVELOPMENT AND SAMES STORE SALES BODE WELL
May 7, 2022 THE WEEK THAT WAS, ENDING 5/6, LOT’S OF EARNINGS REPORTS, A FEW RATINGS CHANGES, MORE ACTION IN THE WEEK TO COME
May 4, 2022 STARBUCKS REORGANIZES, BRINKER AND WINGSTOP DISAPPOINT THIS MORNING, ANECDOTAL FIELD REPORT ILLUSTRATES THE CHALLENGE!
May 3, 2022 UPDATED CORPORATE DESCRIPTIONS: CHIPOTLE (CMG), CHEESECAKE FACTORY (CAKE), McDONALD’S (MCD), DOMINO’S (DPZ) – with transcripts
April 30, 2022 THE WEEK THAT WAS, ENDING 4/29 – BJ’S, DOMINO’S, CHEESECAKE, CHIPOTLE, NOODLES & McDONALD’S ALL REPORT, OPINIONS MAINTAINED BUT MIXED

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