All posts by Roger Lipton

UPDATED CORPORATE SUMMARIES – Punch through yellow box above on Home Page to view write-ups on over 60 restaurant/franchising companies – with easily accessible relevant transcripts – UPDATED HERE ARE: McDONALD’S, VALVOLINE, DINE BRANDS, BLOOMIN’ BRANDS

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McDONALD’S CORPORATION (MCD)

https://www.liptonfinancialservices.com/2026/09/mcdonalds/

VALVOLINE INC. (VVV)

https://www.liptonfinancialservices.com/2026/09/mcdonalds/

DINE BRANDS GLOBAL (DIN)

https://www.liptonfinancialservices.com/2026/09/dine-brands-global-din/

BLOOMIN’ BRANDS (BLMN)

https://www.liptonfinancialservices.com/2026/09/bloomin-brands-updated-write-up/

THE WEEK THAT WAS, ENDING September 4th – Only One Report, no ratings changes – enjoy the tranquility!

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REPORTED IN PRIOR WEEKS – No rating changes – Otherwise:

Chipotle Mexican Grill maintained Positive ratings at 2 firms.

Wendy’s maintained Neutral at 1 firm.

Restaurant Brands maintained Neutral at 1 firm.

Only Company to report earnings last week was Regis Corporation, which has no published research coverage (except ours).

Conference call transcripts are below for all companies reporting in prior weeks with ratings change (NONE), reporting in THE WEEK THAT WAS: (Regis Corporation) and Initiated Coverage (NONE).

Regis Corporation (RGS)

Regis Corporation (RGS) Q4 2026 Earnings Call Transcript _ Seeking Alpha

THE WEEK TO COME – Jersey Mike’s (JMKE) scheduled to report, 9/9 pre-market

UPDATED CORPORATE SUMMARIES – Punch through yellow box above on Home Page to view write-ups on over 60 restaurant/franchising companies – with easily accessible relevant transcripts – UPDATED HERE ARE: SHAKE SHACK, FIRST WATCH, YUM BRANDS, YUM CHINA

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SHAKE SHACK INC. (SHAK)

https://www.liptonfinancialservices.com/2026/09/shake-shack-inc-shak/

FIRST WATCH RESTAURANT GROUP (FWRG)

https://www.liptonfinancialservices.com/2026/09/first-watch-fwrg-in-process/

YUM BRANDS, INC. (YUM)

https://www.liptonfinancialservices.com/2026/09/yum-brands/

YUM CHINA HOLDINGS, INC. (YUMC)

https://www.liptonfinancialservices.com/2026/09/yum-china-holdings-yumc-in-process/

SHAKE SHACK INC (SHAK)

Restaurant/Food Service,

ABOVE NUMBERS per Seeking Alpha

BELOW NUMBERS per Lipton Financial Services, Inc.

ENTERPRISE VALUE/TTM ADJUSTED EBITDA per Lipton Financial Services

MOST RECENT – Q2’26 – CONFERENCE CALL TRANSCRIPT & PRESENTATION

Shake Shack Inc. (SHAK) Q2 2026 Earnings Call Transcript _ Seeking Alpha

SHAK preentation

Updated Guidance, as of Q2’26 Quarterly Report

 

Guidance as of q1’26 quarterly report

 

 

 

 

 

YUM! BRANDS (YUM)

Corporate Research, Restaurant/Food Service,

ABOVE NUMBER per Seeking Alpha 

BELOW NUMBERS per Lipton Financial Services, Inc.

  • On June 16th, Yum! entered into two definitive agreements to sell Pizza Hut. Pizza Hut, excluding Mainland China, will be acquired by LongRange Capital, a private equity firm with a consumer-centric and operationally oriented approach, and Pizza Hut in Mainland China will be acquired by Yum China, which will remain Yum!’s master franchisee for KFC and Taco Bell in Mainland China. The sale provides the strongest path to maximize shareholder value while providing Pizza Hut an ownership structure tailored to its distinct markets, competitive strengths and long-term priorities.

MOST RECENT CONFERENCE CALL TRANSCRIPT

Yum! Brands, Inc. (YUM) Q2 2026 Earnings Call Transcript _ Seeking Alpha