OVER 60 PUBLICLY HELD RESTAURANT/FRANCHISING/RETAIL COMPANIES
including BUSINESS OVERVIEW - BALANCE SHEET - DIVIDEND - P/E RATIO
QUARTERLY & ANNUAL OPERATING RESULTS - EV/TTM EBITDA - 12MO. PRICE CHART
MOST RECENT CONFERENCE CALL TRANSCRIPT
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| Posted | Title |
| March 22, 2023 |
FOGO DE CHAO’ UPDATES S-1 FILING, IPO COULD BE IN THE CARDS! |
| March 20, 2023 |
ROGER’S MARCH 15th COLUMN IN RESTAURANT FINANCE MONITOR – INFLATION WILL PERSIST (especially now, post “bank-runs”), SPARE ME THE “RETURNING CASH TO SHAREHOLDERS” ROUTINE, SUMMARY OF RECENT RESTAURANT FUNDAMENTALS |
| March 17, 2023 |
THE WEEK THAT WAS, ENDING MARCH 17th – TAIL END OF DEC’22 YEAR END REPORTS – ONE RATING CHANGE FROM EARLIER REPORTS, ONE FROM LAST WEEK – with relevant transcripts |
| March 16, 2023 |
UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) CARROLS, FRANCHISE GROUP, RED ROBIN, FIESTA RESTAURANT GROUP, FIRST WATCH, NOODLES -with relevant transcripts |
| March 15, 2023 |
DISRUPTION WITHIN THE BANKING INDUSTRY – BRIEFLY, THE BEST DISCUSSION WE’VE SEEN OR HEARD |
| March 14, 2023 |
FAST ACQUISITION CORP II moves forward, TO ACQUIRE FALCON’S BEYOND, WITH SIGNIFICANT POSITIVE NEWS JUST THIS MORNING |
| March 13, 2023 |
FAT Brands’ FOUNDER AND CEO, ANDY WIEDERHORN, TO STEP ASIDE |
| March 11, 2023 |
THE WEEK THAT WAS, ENDING MARCH 10th – STILL QUITE A FEW EARNINGS REPORTS – ONLY TWO RATINGS CHANGES – with relevant transcripts |
| March 8, 2023 |
UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) WENDY’S, PORTILLO’S, XPONENTIAL FITNESS, POTBELLY – with relevant transcripts |
| March 7, 2023 |
WITH LOTS OF COMPANIES HAVING REPORTED: A LOOK FORWARD BASED ON DECEMBER QUARTER COMMENTARY |
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