FAT Brands reports FIRST QUARTER ’23 – TANGIBLE UNDERLYING PROGRESS IN SPITE OF LARGE GAAP LOSS May 11, 2023articles, UncategorizedRoger Lipton
UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60 restaurant/franchising companies, for subscribers) – BLOOMIN’ BRANDS, POTBELLLY, MISTER CAR WASH, WINMARK – with relevant transcripts May 9, 2023articlesBLMN, BLOOMIN BRANDS, MCW, MISTER CAR WASH, PBPB, Potbelly, WINA, WinmarkRoger Lipton
THE WEEK THAT WAS, ENDING MAY 5 – 24 COMPANIES REPORTING – TWO DOWNGRADES, ONE UPGRADE, – “ONLY” 13 COMPANIES REPORTING IN THE WEEK TO COME – with relevant transcripts May 6, 2023articlesRoger Lipton
UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60 restaurant/franchising companies, for subscribers) – McDONALD’S, CHIPOTLE, BJ’S RESTAURANTS, DOMINO’S, REBORN COFFEE – with relevant transcripts May 4, 2023articlesBJ'S RESTAURANTS, BJRI, CHIPOTLE, CMG, DOMINO'S, DPZ, mcd, McDonalds, rebn, reborn coffeeRoger Lipton
RUTH’S HOSPITALITY TO BE BOUGHT BY DARDEN, UP 35% – OUR SUBSCRIBERS SHOULD HAVE NOTICED THAT “RUTH” was “PREGNANT” – IT WOULD HAVE BEEN $100 WELL SPENT FOR NON-SUBSCRIBERS May 3, 2023articlesDarden, DRI, RUTH, Ruth's HospitalityRoger Lipton
THE WEEK THAT WAS, ENDING APRIL 28 – NO RATINGS CHANGES, MAJOR COVERAGE OF CHIPOTLE AND McDONALD’S, ONE OF WHICH HAD FOURTEEN ANALYSTS UNANIMOUSLY POSITIVE – 24 COMPANIES REPORTING IN THE WEEK TO COME – with relevant transcripts April 29, 2023articlesRoger Lipton
UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60 restaurant/franchising companies, for subscribers) – BT BRANDS (BTBD), MERITAGE HOSPITALITY (MHGU), TH INTERNATIONAL (THCH) – with relevant transcripts April 25, 2023articlesBT BRANDS, BTBD, MERITAGE HOSPITALITY, MHGU, TH INTERNATIONA, THCHRoger Lipton
THE WEEK THAT WAS, ENDING APRIL 21 – TWO RATINGS CHANGES, LOTS OF MAINTENANCE – NEW QUARTERLY FEEDBACK TO COME THIS WEEK -with relevant transcript April 21, 2023articlesRoger Lipton
UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60 restaurant/franchising companies, for subscribers) – KURA SUSHI, DAVE & BUSTER’S, MUSCLE MAKER, BURGERFI – with relevant transcripts April 18, 2023articlesBFI, BurgerFi, DAVE & BUSTERS, GRIL, KRUS, KURA SUSHI, MUSCLE MAKER, PLAYRoger Lipton
ROGER’S 4-15-23 COLUMN IN RESTAURANT FINANCE MONITOR – A MACRO-MONETARY-STORM IS BREWING – THE REWARD/RISK RELATIONSHIP WITH FAT Brands’ STOCK IS INSTRUCTIVE April 17, 2023articlesFAT, Fat BrandsRoger Lipton
