ROGER’S MARCH 15th COLUMN IN RESTAURANT FINANCE MONITOR – INFLATION WILL PERSIST (especially now, post “bank-runs”), SPARE ME THE “RETURNING CASH TO SHAREHOLDERS” ROUTINE, SUMMARY OF RECENT RESTAURANT FUNDAMENTALS March 20, 2023articlesRoger Lipton
THE WEEK THAT WAS, ENDING MARCH 17th – TAIL END OF DEC’22 YEAR END REPORTS – ONE RATING CHANGE FROM EARLIER REPORTS, ONE FROM LAST WEEK – with relevant transcripts March 17, 2023articles, UncategorizedRoger Lipton
UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) CARROLS, FRANCHISE GROUP, RED ROBIN, FIESTA RESTAURANT GROUP, FIRST WATCH, NOODLES -with relevant transcripts March 16, 2023articlesRoger Lipton
DISRUPTION WITHIN THE BANKING INDUSTRY – BRIEFLY, THE BEST DISCUSSION WE’VE SEEN OR HEARD March 15, 2023articlesRoger Lipton
FAST ACQUISITION CORP II moves forward, TO ACQUIRE FALCON’S BEYOND, WITH SIGNIFICANT POSITIVE NEWS JUST THIS MORNING March 14, 2023articlesFalcon’s Beyond, FAST ACQUISITION CORP. II, FZT, FZTURoger Lipton
FAT Brands’ FOUNDER AND CEO, ANDY WIEDERHORN, TO STEP ASIDE March 13, 2023articles, UncategorizedFAT, Fat BrandsRoger Lipton
THE WEEK THAT WAS, ENDING MARCH 10th – STILL QUITE A FEW EARNINGS REPORTS – ONLY TWO RATINGS CHANGES – with relevant transcripts March 11, 2023articlesRoger Lipton
UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) WENDY’S, PORTILLO’S, XPONENTIAL FITNESS, POTBELLY – with relevant transcripts March 8, 2023articles, UncategorizedRoger Lipton
WITH LOTS OF COMPANIES HAVING REPORTED: A LOOK FORWARD BASED ON DECEMBER QUARTER COMMENTARY March 7, 2023articlesRoger Lipton
