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: CAVA Group, KURA SUSHI, GENK Restaurants, DAVE & BUSTER’S July 15, 2026articlesRoger Lipton
THE WEEK THAT WAS, ENDING July 10th – only one report, but interesting company with above average valuation July 10, 2026articlesRoger Lipton
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: DARDEN, BLACK ROCK COFFEE BAR, REGIS CORP, JACK in the BOX July 6, 2026articlesRoger Lipton
THE WEEK THAT WAS, ENDING July 3, Happy July 4th, nobody reports but a bunch of Initiations July 4, 2026articlesRoger Lipton
THE WEEK THAT WAS, ENDING June 26th, just one (important) reporting company, generating One Downgrade! June 27, 2026articlesRoger Lipton
Fiscal/Monetary Update: RIP Alan Greenspan, “The Maestro”. Brilliant though he was, he tragically lost his way as Fed Chairman. June 23, 2026articlesRoger Lipton
ROGER’S “FOLLOW THE MONEY” MONTHLY COLUMN (JUNE 15th) IN RESTAURANT FINANCE MONITOR – A $2 TRILLION SPACEX IPO VALUATION AT 75X SALES, AND THE TRILLION $ AI CAPEX BOOM COULD PROVE TO BE RINGING BELLS, EVEN AS MICHAEL SAYLOR’S PONZI-LIKE “STRATEGY” (STRG) UNWINDS – AND THE RELATIVELY SEDATE RESTAURANT INDUSTRY HAS NOT BEEN UNSCATHED June 22, 2026articles, UncategorizedRoger Lipton
THE WEEK THAT WAS, ENDING June 19th, just one reporting company, generates One Downgrade! Important earnings report this coming week June 19, 2026articlesRoger Lipton
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: CRACKER BARREL, WENDY’S, SWEETGREEN, ARK RESTAURANTS June 17, 2026articlesRoger Lipton
THE WEEK THAT WAS, ENDING June 12th, three reporting companies, One Initiation, Two Upgrades!! June 13, 2026articlesRoger Lipton
