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“COMPANY DETAILED ANALYSES” – SUBSCRIBERS: please log in to view updated write-ups on over 60 restaurant/franchising companies) – newly updated: BRINKER, ARCOS DORADOS, EUROPEAN WAX CENTER, THE JOINT — with easily accessible relevant transcripts

September 24, 2024articlesRoger Lipton
Restaurant Finance Monitor
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BRINKER INTERNATIONAL, INC. (EAT)

https://www.liptonfinancialservices.com/2024/09/brinker-international/

ARCOS DORADOS HOLDINGS, INC. (ARCO)

https://www.liptonfinancialservices.com/2024/09/arcos-dorados-arco-in-process/

EUROPEAN WAX CENTER , INC. (EWCZ)

https://www.liptonfinancialservices.com/2024/09/european-wax-center-inc-ewcz/

THE JOINT CORP. (JYNT)

https://www.liptonfinancialservices.com/2024/09/the-joint-corp-jynt/

 

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← THE WEEK THAT WAS, ENDING SEPTEMBER 20th – two companies report – ONE UPGRADE, ONE DOWNGRADE – WORTH YOUR TIME are easily accessible relevant transcripts & presentations (especially Darden’s) “COMPANY DETAILED ANALYSES” – SUBSCRIBERS: please log in to view updated write-ups on over 60 restaurant/franchising companies) – newly updated, 4 interesting companies— with easily accessible relevant transcripts – Regis (which has tripled this year), Xponential Fitness (wildly volatile this year), Planet Fitness (down, then up, with new CEO), and Good Times Restaurants (insider buying) – (for subscribers only, if the company has not registered with us) →
Best Selling Book from 1970
Republished by Roger in 2012
(James Grant wrote the foreword.)
Even more relevant in 2026
3 minute video by Roger spelled it out
Harry Browne Was Right! Warren Buffet Is Wrong! (3 minutes)

Corporate Descriptions

Privately held "Up and Comers"
  Bartaco & Barcelona Wine Bar
  Blaze Pizza, LLC
  Chicken Salad Chick
  Cooper's Hawk Winery/Restaurant
  CoreLife Eatery
  Eggs Up Grill
  Fitlife Foods
  MOD Pizza
  Olga's Kitchen

Restaurant Finance Monitor

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As described in “Restaurants/Retail-Why Bother?” the restaurant and retail industries as a leading indicator provides invaluable insight to far broader economic trends. We all know how inaccurate the economists and pundits have been, from Federal Reserve Bank officials to highly paid Wall Street analysts. By way of this interactive website, we will put our four decades of successful analysis and investing to work for you.

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Roger Lipton (RL) and/or affiliates may have a position in securities mentioned within this website and has no obligation to notify subscribers or viewers relative to any change in such positions. RL may receive compensation from companies or individuals mentioned within this website and has no obligation to disclose such compensation. RL does not guarantee the accuracy of information provided within this website.
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