All posts by Roger Lipton

THE WEEK THAT WAS, ENDING 11-25: PRE-THANKSGIVING, COUPLE OF RATNGS CHANGES, (JACK) REPORTS & ONLY ONE OF FIVE ANALYSTS LIKES IT

Regarding companies previously reporting,  two changes:

JOHN GLASS upgrades RESTAURANT BRANDS (QSR) to EQUAL WEIGHT

JOHN STASZAK upgrades YUM BRANDS to BUY

CHRISTOPHER CARRIL maintains RESTAURANT BRANDS at OUTPERFORM

For Companies Reporting During Week: everyone maintains ratings:

Jack in the Box was only one reporting:

Four out of five maintained NEUTRAL to NEGATIVE ratubgs.

NICK SETYAN was only one positive at OUTPERFORM

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes  (Restaurant Brands and Yum Brands) or initiations (NONE) and companies reporting in THE WEEK THAT WAS (Jack in the Box).

Restaurant Brands (QSR(

https://seekingalpha.com/article/4552633-restaurant-brands-international-inc-qsr-q3-2022-earnings-call-transcript

Yum Brands (YUM)

https://seekingalpha.com/article/4551939-yum-brands-inc-yum-q3-2022-earnings-call-transcript

Jack in the Box (JACK)

https://seekingalpha.com/article/4560011-jack-in-box-inc-jack-q4-2022-earnings-call-transcript

THE WEEK TO COME – earnings reports  – only one company

https://edge.media-server.com/mmc/p/bguj3dar

 

UPDATED CORPORATE DESCRIPTIONS: CHUY’S, THE ONE GROUP HOSPITALITY, NATHAN’S FAMOUS, RUTH’S CHRIS, FIRST WATCH – with relevant transcripts

CHUY’S HOLDINGS –  (CHUY)

https://www.liptonfinancialservices.com/2022/08/chuys-holdings-updated-write-up/

THE ONE GROUP HOSPITALITY (STKS)

https://www.liptonfinancialservices.com/2022/08/the-one-group-hospitality-stks-in-process/

NATHAN’S FAMOUS (NATH)

https://www.liptonfinancialservices.com/2022/09/nathans-famous-nath-in-process/

RUTH’S (CHRIS) HOSPITALITY  (RUTH)

https://www.liptonfinancialservices.com/2022/08/ruth/

FIRST WATCH (FWRG)

https://www.liptonfinancialservices.com/2022/08/first-watch-fwrg-in-process/

 

DUTCH BROS (BROS)

ANNUAL

QUARTERLY

MOST RECENT CONFERENCE CALL TRANSCRIPT

https://seekingalpha.com/article/4555732-dutch-bros-inc-bros-q3-2022-earnings-call-transcript

MOST RECENT SLIDE PRESENTATION – after Q1’22

https://seekingalpha.com/article/4510399-dutch-bros-inc-2022-q1-results-earnings-call-presentation

ROGER’S ARTICLE PRIOR TO IPO

https://www.liptonfinancialservices.com/2021/08/dutch-bros-to-come-public-this-prospectus-is-a-tutorial/