All posts by Roger Lipton

NATHAN’S FAMOUS (NATH)

Corporate Research, Restaurant/Food Service
PENDING THE RELEVANT COMPANY’S REGISTRATION WITH US, THIS PARTICULAR CONTENT IS LIMITED TO SUBSCRIBERS. For $100/year, SUBSCRIBE HERE. Other content is available by way of Home Page.

INCLUDED IN YOUR ANNUAL SUBSCRIPTION:

  • Access to Corporate Descriptions of all publicly held restaurant companies and selected non-restaurant franchisors.
  • Broad economic insight. As described in “Restaurants/Retail – Why Bother?” the restaurant and retail industries provide a leading indicator of far broader economic trends. You no longer have to be the last to know.
  • Two to three analytical pieces per week (“Roger’s Rap”) personally written by Roger Lipton describing corporate developments within his industry specialization, including their relevance to the broader economy.
  • Periodic “macro” discussions personally written by Roger Lipton, analyzing fiscal and monetary matters that will likely affect your investments and your business.
  • A free copy of the legendary best selling book, How you can Profit from the coming devaluation, as shown at right, written in 1970 by Harry Browne, which predicted the 2000% rise in the price of gold. This profound piece is more relevant today than ever, so Roger re-published it in 2012. This book will help you preserve the fortune you are in the process of accumulating.

THE STOCK OF THE MONTH – A NEW FEATURE – ONLY AVAILABLE TO SUBSCRIBERS

articles

By popular demand, we are instituting a STOCK OF THE MONTH recommendation, which could be a BUY or a SHORT SALE. In fairness, this will only be available to subscribers.

IF YOU ARE A SUBSCRIBER (complimentary or otherwise), you must log in to view this article. You can do that most easily from our Home Page. You can reset your password if you have forgotten it. Contact us at lfsi@aol.com  if you need help.

IF YOU ARE NOT A SUBSCRIBER, take it under consideration:)

We intensively cover over 60 restaurant and franchising companies, updating each quarter our “standard” writeups. If you haven’t done so, click through on the YELLOW BOX on our HOME PAGE to check out this feature.

There are obviously no guarantees in terms of the success of our recommendations, and we do not intend to provide updates. Most likely we will have already purchased (or sold short) these recommendations, and may change the position at any time without notifying readers.

If you are logged in: CLICK just below FOR THE STOCK OF THE MONTH – SEPT. ’23

https://www.liptonfinancialservices.com/2023/09/the-stock-of-the-month-september-23/

Thanks for your ongoing support.

Roger

THE STOCK OF THE MONTH – SEPTEMBER ’23

articles
PENDING THE RELEVANT COMPANY’S REGISTRATION WITH US, THIS PARTICULAR CONTENT IS LIMITED TO SUBSCRIBERS. For $100/year, SUBSCRIBE HERE. Other content is available by way of Home Page.

INCLUDED IN YOUR ANNUAL SUBSCRIPTION:

  • Access to Corporate Descriptions of all publicly held restaurant companies and selected non-restaurant franchisors.
  • Broad economic insight. As described in “Restaurants/Retail – Why Bother?” the restaurant and retail industries provide a leading indicator of far broader economic trends. You no longer have to be the last to know.
  • Two to three analytical pieces per week (“Roger’s Rap”) personally written by Roger Lipton describing corporate developments within his industry specialization, including their relevance to the broader economy.
  • Periodic “macro” discussions personally written by Roger Lipton, analyzing fiscal and monetary matters that will likely affect your investments and your business.
  • A free copy of the legendary best selling book, How you can Profit from the coming devaluation, as shown at right, written in 1970 by Harry Browne, which predicted the 2000% rise in the price of gold. This profound piece is more relevant today than ever, so Roger re-published it in 2012. This book will help you preserve the fortune you are in the process of accumulating.

FOR SUBSCRIBERS – SOME FACTS AND FIGURES REGARDING A RAPIDLY GROWING FRANCHISING COMPANY – WITH 75% MORE SHARES OUTSTANDING, FULLY DILUTED, THAN COMMONLY ACKNOWLEDGED

articles
PENDING THE RELEVANT COMPANY’S REGISTRATION WITH US, THIS PARTICULAR CONTENT IS LIMITED TO SUBSCRIBERS. For $100/year, SUBSCRIBE HERE. Other content is available by way of Home Page.

INCLUDED IN YOUR ANNUAL SUBSCRIPTION:

  • Access to Corporate Descriptions of all publicly held restaurant companies and selected non-restaurant franchisors.
  • Broad economic insight. As described in “Restaurants/Retail – Why Bother?” the restaurant and retail industries provide a leading indicator of far broader economic trends. You no longer have to be the last to know.
  • Two to three analytical pieces per week (“Roger’s Rap”) personally written by Roger Lipton describing corporate developments within his industry specialization, including their relevance to the broader economy.
  • Periodic “macro” discussions personally written by Roger Lipton, analyzing fiscal and monetary matters that will likely affect your investments and your business.
  • A free copy of the legendary best selling book, How you can Profit from the coming devaluation, as shown at right, written in 1970 by Harry Browne, which predicted the 2000% rise in the price of gold. This profound piece is more relevant today than ever, so Roger re-published it in 2012. This book will help you preserve the fortune you are in the process of accumulating.

THE WEEK THAT WAS, ENDING SEPTEMBER 8 – ONLY ONE REPORTING COMPANY – ONE UPGRADE, ONE (SLIGHT) DOWNGRADE – with relevant transcripts

articles

COMPANIES PREVIOUSLY REPORTING: ONE UPGRADE

McDonald’s gets upgraded to Overweight

Cracker Barrel is maintained: Once at Hold, Once at Buy

Dine Brands is initiated at a Buy

Darden, Chipotle Chuy’s, Wendy’s, Mister Car Wash, all maintained Positively

COMPANY REPORTING DURING WEEK: ONLY DAVE & BUSTER’S (PLAY)

One Firm downgrades Dave & Buster’s (but still says Outperform)

One Firm is Neutral, Two Other Firms are Positive

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes  (McDonald’s) or initiations (Dine Brands), or companies reporting in THE WEEK THAT WAS (Dave & Buster’s)

TRANSCRIPTS:

McDonald’s (MCD)

https://seekingalpha.com/article/4620548-mcdonalds-corporation-mcd-q2-2023-earnings-call-transcript

Dine Brands (DIN)

https://seekingalpha.com/article/4623492-dine-brands-global-inc-din-q2-2023-earnings-call-transcript

Dave & Buster’s (PLAY)

https://seekingalpha.com/article/4633522-dave-and-busters-entertainment-inc-play-q2-2023-earnings-call-transcript

THE WEEK TO COME: Only Cracker Barrel reports – Before Market Opens 9/13

UPDATED “COMPANY DETAILED ANALYSES” (SUBSCRIBERS log in to view writeups on over 60 restaurant/franchising companies) – EL POLLO LOCO, POTBELLY, KRISPY KREME, BRINKER, BURGERFI, ARCOS DORADOS – with relevant transcripts

articles

EL POLLO LOCO (LOCO)

https://www.liptonfinancialservices.com/2023/09/el-pollo-loco-holdings-updated-write-up-with-conclusion/

POTBELLY CORPORATION (PBPB)

https://www.liptonfinancialservices.com/2023/09/potbelly-pbpb-in-process/

KRISPY KREME

https://www.liptonfinancialservices.com/2023/09/krispy-kreme-dnut-in-process/

BRINKER  INTERNATONAL (EAT)

https://www.liptonfinancialservices.com/2023/09/brinker-international/

BURGERFI (BFI)

https://www.liptonfinancialservices.com/2023/09/burgerfi-interational-in-process/

ARCOS DORADOS (ARCO)

https://www.liptonfinancialservices.com/2023/09/arcos-dorados-arco-in-process/

BURGERFI INTERNATIONAL (BFI)

Corporate Research, corporate research, Restaurant/Food Service, ,
PENDING THE RELEVANT COMPANY’S REGISTRATION WITH US, THIS PARTICULAR CONTENT IS LIMITED TO SUBSCRIBERS. For $100/year, SUBSCRIBE HERE. Other content is available by way of Home Page.

INCLUDED IN YOUR ANNUAL SUBSCRIPTION:

  • Access to Corporate Descriptions of all publicly held restaurant companies and selected non-restaurant franchisors.
  • Broad economic insight. As described in “Restaurants/Retail – Why Bother?” the restaurant and retail industries provide a leading indicator of far broader economic trends. You no longer have to be the last to know.
  • Two to three analytical pieces per week (“Roger’s Rap”) personally written by Roger Lipton describing corporate developments within his industry specialization, including their relevance to the broader economy.
  • Periodic “macro” discussions personally written by Roger Lipton, analyzing fiscal and monetary matters that will likely affect your investments and your business.
  • A free copy of the legendary best selling book, How you can Profit from the coming devaluation, as shown at right, written in 1970 by Harry Browne, which predicted the 2000% rise in the price of gold. This profound piece is more relevant today than ever, so Roger re-published it in 2012. This book will help you preserve the fortune you are in the process of accumulating.

ARCOS DORADOS (ARCO)

Corporate Research, Restaurant/Food Service,
PENDING THE RELEVANT COMPANY’S REGISTRATION WITH US, THIS PARTICULAR CONTENT IS LIMITED TO SUBSCRIBERS. For $100/year, SUBSCRIBE HERE. Other content is available by way of Home Page.

INCLUDED IN YOUR ANNUAL SUBSCRIPTION:

  • Access to Corporate Descriptions of all publicly held restaurant companies and selected non-restaurant franchisors.
  • Broad economic insight. As described in “Restaurants/Retail – Why Bother?” the restaurant and retail industries provide a leading indicator of far broader economic trends. You no longer have to be the last to know.
  • Two to three analytical pieces per week (“Roger’s Rap”) personally written by Roger Lipton describing corporate developments within his industry specialization, including their relevance to the broader economy.
  • Periodic “macro” discussions personally written by Roger Lipton, analyzing fiscal and monetary matters that will likely affect your investments and your business.
  • A free copy of the legendary best selling book, How you can Profit from the coming devaluation, as shown at right, written in 1970 by Harry Browne, which predicted the 2000% rise in the price of gold. This profound piece is more relevant today than ever, so Roger re-published it in 2012. This book will help you preserve the fortune you are in the process of accumulating.

UPDATED “COMPANY DETAILED ANALYSES” (SUBSCRIBERS log in to view writeups on over 60 restaurant/franchising companies) – FIESTA RESTAURANT, CARROL’S, BRC CORP (BLACK RIFLE COFFEE), RED ROBIN, CRACKER BARREL, DAVE & BUSTER’S – with relevant transcripts

articles

FIESTA RESTAURANT GROUP (FRGI)

https://www.liptonfinancialservices.com/2023/08/fiesta-restaurant-group/

CARROL’S (TAST)

https://www.liptonfinancialservices.com/2023/08/carrols-restaurant-group-tast/

BRC CORP (BLACK RIFLE COFFEE) (BRCC)

https://www.liptonfinancialservices.com/2023/08/black-rifle-coffee-company-brcc/

RED ROBIN GOURMET (RRGB)

https://www.liptonfinancialservices.com/2023/08/red-robin-gourmet-burgers-inc-rrgb-corporate-description/

CRACKER BARREL (CBRL)

https://www.liptonfinancialservices.com/2023/07/cracker-barrell-cbrl-write-up/

DAVE & BUSTER’S (PLAY)

https://www.liptonfinancialservices.com/2023/08/dave-busters-entertainment/

THE WEEK THAT WAS, ENDING SEPTEMBER 1 – A QUIET WEEK, NOBODY REPORTED BUT THERE WERE TWO UPGRADES – with relevant transcripts

articles, Uncategorized

COMPANIES PREVIOUSLY REPORTING: TWO UPGRADES

Mister Car Wash up graded to Overweight

Papa John’s Pizza upgraded to Outperform

Otherwise:

Papa John’s, The One Group Hospitality,Wingstop and Planet Fitness all were maintained with Positive ratings

TX Roadhouse was maintained at Equal Weight

COMPANY REPORTING DURING WEEK: NONE

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes  (Mister Car Wash, Papa John’s) or initiations (None), or companies reporting in THE WEEK THAT WAS (None)

TRANSCRIPTS

Mister Car Wash (MCW)

https://seekingalpha.com/article/4624210-mister-car-wash-inc-mcw-q2-2023-earnings-call-transcript

Papa John’s International  (PZZA)

https://seekingalpha.com/article/4623311-papa-johns-international-inc-pzza-q2-2023-earnings-call-transcript

THE WEEK TO COME

ONLY DAVE & BUSTER’S REPORTD – ON WED., 9/6 – POST MARKET CLOSE