All posts by Roger Lipton

THE WEEK THAT WAS, ENDING July 24th – only one report & stock runs 25%, Separately: One Downgrade – Week to Come, Earnings Season Begins

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REPORTED IN PRIOR WEEKS – ONE DOWNGRADE – Cheesecake Factory downgraded from Outperform to Neutral by Mizuho.

Otherwise:

McDonald’s maintained Positively by 2 firms.

The Cheesecake Factory maintained at Sell by UBS.

Cracker Barrel maintained at Sell by1 firm, Overweight by 1 firm.

Valvoline maintained Equal Weight at 1 firm, Overweight at 1 firm, Buy at 1 firm.

Brinker mainained at Buy by 1 firm, at Outperform by 1 firm.

Maintained with Neutral ratings by 1 firm were: TX Roadhouse, BJ’s Restaurants, Restaurant Brands  & Bloomin’ Brands.

Maintained with Buy ratings by 1 firm were: Wingstop, Sweetgreen & Planet Fitness.

REPORTING IN THE  WEEK THAT WAS: THE ONLY COMPANY REPORTING WAS NOODLES & CO., WHICH EXCEEDED ESTIMATES, RAISED GUIDANCE, STOCK WENT UP ABOUT 25%, BUT IT IS NOT WIDELY FOLLOWED (OTHER THAN BY OURSELVES) AND THERE WERE NO RATINGS CHANGES.

Conference call transcripts are below for all companies reporting in prior weeks with ratings change (The Cheesecake Factory), reporting in THE WEEK THAT WAS: (Noodles & Co.) and Initiated Coverage (none).

The Cheesecake Factory (CAKE)

The Cheesecake Factory Incorporated (CAKE) Q1 2026 Earnings Call Transcript _ Seeking Alpha

Noodles & Co. (NDLS)

Noodles & Company (NDLS) Q2 2026 Earnings Call Transcript _ Seeking Alpha

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: RED ROBIN GOURMET BURGERS, ARCOS DORADOS, DRIVEN BRANDS, THE JOINT

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RED ROBIN GOURMET BURGERS (RRGB)

https://www.liptonfinancialservices.com/2026/07/red-robin-gourmet-burgers-inc-rrgb-corporate-description/

ARCOS DORADOS HOLDINGS (ARCO)

https://www.liptonfinancialservices.com/2026/07/arcos-dorados-arco-in-process/

DRIVEN BRANDS HOLDINGS (DRVN)

https://www.liptonfinancialservices.com/2026/07/driven-brands-holdings-inc-drvn/

THE JOINT CORP. (JYNT)

https://www.liptonfinancialservices.com/2026/07/the-joint-corp-jynt/

ARCOS DORADOS (ARCO)

Corporate Research, Restaurant/Food Service,

ABOVE NUMBERS per Seeking Alpha 

BELOW NUMBERS per Lipton Financial Services, Inc. 

Q1 CONFERENCE CALL TRANSCRIPT

Arcos Dorados Holdings Inc. (ARCO) Q1 2026 Earnings Call Transcript _ Seeking Alpha

Q1 PRESENTATION

arcopresentation

2026 Arcos Dorados Investor Day

The Company is planning to hold an Investor Day on the morning of October 1, 2026, in New York City. More information on registration and in-person participation in the event will be made available in the coming weeks.

 

 

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