COMPANY DETAILED ANALYSIS - updated quarterly

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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PostedTitle
February 7, 2023 SEEKING ALPHA, WITH 20MM SUBSCRIBERS, PUBLISHES ROGER’S ARTICLE ON THE ONE GROUP HOSPITALITY, INC.(STKS)
February 5, 2023 THE WEEK THAT WAS, ENDING 2/3 – ONE DOWNGRADE – THREE PROMINENT COMPANIES REPORT – with relevant transcripts
January 28, 2023 THE WEEK THAT WAS, ENDING 1/27 – ONLY FLANIGAN’S (BDL) REPORTS, WITH NO ANALYST COVERAGE (EXCEPT OURS, BECAUSE WE COVER THEM ALL), OTHERWISE, A NUMBER OF RATINGS CHANGES, AND INITIATIONS.
January 25, 2023 SHAKE SHACK (SHAK) BENEFITS HUGELY FROM ALMOST FREE CAPITAL – EVEN BETTER THAN YOU MIGHT HAVE THOUGHT -TO THEIR CREDIT
January 21, 2023 THE WEEK THAT WAS, ENDING 1/20 – NOBODY REPORTS EARNINGS BUT ICR CONFERENCE STIMULATES LOTS OF FOCUS, BUNCH OF RATINGS CHANGES
January 18, 2023 UPDATED CORPORATE DESCRIPTIONS: KURA SUSHI (KRUS), ROCKY MOUNTAIN CHOCOLATE FACTORY (RMCF), REGIS CORPORATION (RGS)
January 17, 2023 ROGER’S JANUARY COLUMN IN THE RESTAURANT FINANCE MONITOR – SUMMARY OF NEWS FROM ICR CONFERENCE & DISCUSSION OF THE LAST TEN YEARS AT SHAKE SHACK
January 14, 2023 THE ICR CONFERENCE IN ORLANDO – TWENTY FIVE PUBLICLY HELD RESTAURANT COMPANIES PRESENTED – A QUICK OVERVIEW
January 14, 2023 THE WEEK THAT WAS, ENDING 1/13 – ONLY WENDY’S REPORTS (TRIAN’S PELTZ APPROVES BUT ONE ANALYST DOWNGRADES) – OTHER THAN THAT, RATINGS MAINTAINED
January 6, 2023 THE WEEK THAT WAS, ENDING 1/6 – ONLY KURA SUSHI REPORTS (and stock falls 17%) – QUITE A FEW RATINGS ADJUSTMENTS – ONLY ONE RATINGS CHANGE, JEFF BERNSTEIN REITERATES 17 PREVIOUS RATINGS with 3 UNDERWEIGHTS & 9 OVERWEIGHTS

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