ROGER’S MONTHLY COLUMN (4-15-22) FOR THE RESTAURANT FINANCE MONITOR – THE RUBBER MEETS THE ROAD AT THE FED, TIME TO REFRESH CASH ON CASH ANALYSIS, THE VALUATION OF BLACK RIFLE COFFEE April 18, 2022articlesBLACK RIFLE COFFEE VALUATION, CASH ON CASH RESTAUARANT RETURN ANALYSIS, THE DISENGENOUS FEDRoger Lipton
THE WEEK THAT WAS: ENDING 4/14 – WITH ONLY BFI (BurgerFi and Anthony’s) REPORTING, CITIGROUP TEAM CATCHES UP WITH RATINGS, AS DOES M.STANLEY, GORDON HASKETT AND KEYBANK April 14, 2022articlesRoger Lipton
FISCAL/MONETARY REPORT – THE RUBBER MEETS THE ROAD AT THE FED, AND THE ABSURDITY OF THE REPORTED CONSUMER PRICE INDEX April 13, 2022articlesAbsurd CPI Calculation, Fed Balance Sheet Reduction. Rising Short Term Interest RatesRoger Lipton
UPDATED CORPORATE DESCRIPTIONS: BBQ HOLDINGS, THE ONE GROUP HOSPITALITY, BLACK RIFLE COFFEE, DAVE & BUSTER’S, KURA SUSHI April 12, 2022articles, UncategorizedBBQ, BBQ Holdings, BLACK RIFLE COMPANY, BRCC, DAVE & BUSTERS, KRUS, KURA SUSHI, PLAY, STKS, THE ONE GROUPRoger Lipton
UPDATED CORPORATE DESCRIPTIONS: CARROL’S, FLANIGAN’S, BRINKER, FIESTA RESTAURANT GROUP, PORTILLO’S, EL POLLO LOCO – with transcripts April 4, 2022articlesBDL, Brinker, CARROLS, EAT, EL POLLO LOCO, Fiesta Restaurant, Flanigan's, FRGI, LOCO, Portillo's, PTLO, TASTRoger Lipton
THE WEEK THAT WAS, ENDING APRIL 1st – RATINGS ON BEST OF BREED DARDEN & McDONALD’S – DAVE & BUSTER’S REPORTS April 2, 2022articles, UncategorizedRoger Lipton
UPDATED CORPORATE DESCRIPTIONS: WINGSTOP, DARDEN RESTAURANTS, FIRST WATCH, ARCOS DORADOS AND WENDY’S March 30, 2022articlesArcos Dorados, DARDEN RESTAURANTS, first watch, Wendy's, WINGSTOPRoger Lipton
THE WEEK THAT WAS, ENDING 3-25 – ANALYSTS ALREADY LIKED WINGSTOP, WENDY’S, FIRST WATCH, DARDEN, ONE COMPANY UPGRADED, WHICH WE WROTE UP A MONTH AGO March 28, 2022articlesARCO, Arcos Dorados, Darden, DRI, first watch, fwrg, WEN, Wendy's, WING, WINGSTOPRoger Lipton
NOBLE ROMAN’S (NROM) REPORTS FOURTH QUARTER AND FULL YEAR ’21 – FIRST QUARTER ’22 SEEMS TO HAVE “NORMALIZED” March 25, 2022articlesRoger Lipton
