BILL ACKMAN BETS $1 BILLION ON STARBUCKS – SHOULD YOU FOLLOW HIM? October 11, 2018articlesAckman, CHIPOTLE, Pershing Square, RESTAURANT BRANDS, STARBUCKSRoger Lipton
PAPA JOHN’S (PZZA) UP 10%, “IN PLAY” – WHAT TO DO NOW? October 9, 2018articlesPAPA JOHN'S, Peltz, Trian, Wendy'sRoger Lipton
DOMINO’S PIZZA – Updated Write-Up And Conclusion October 5, 2018articles, Corporate ResearchDOMINO'S, DOMINO'S PIZZA, DPZRoger Lipton
GENE LEE, CEO of DARDEN (DRI): “IT’S A WAR FOR TALENT – HERE’S A “TIP” October 4, 2018articlesDarden, Restaurant LaborRoger Lipton
SEMI-MONTHLY FISCAL/MONETARY REPORT – RISING DEFICITS, EVEN FASTER RISING DEBT – “WE’VE ONLY JUST BEGUN” October 3, 2018articles, Uncategorizeddeficit, GOLDRoger Lipton
SONIC (SONC) up 18%, GOING PRIVATE AT 15X EBITDA – WHO IS NEXT? September 26, 2018articlesrestaurant buyout candidateRoger Lipton
DARDEN (DRI) REPORTS EXCELLENT QUARTER WITHIN TOUGH ENVIRONMENT, WHAT’S COOKING? September 20, 2018articlesDarden, DRI, Gene LeeRoger Lipton
CRACKER BARREL (CBRL) REPORTS Q4 – A METAPHOR FOR THE INDUSTRY September 18, 2018articlesCBRL, Cracker BarrelRoger Lipton
DAVE & BUSTER’S (PLAY) REPORTS Q2 – STOCK UP 7% – HOW IS BIG BET ON VIRTUAL REALITY DOING? September 17, 2018articlesDAVE & BUSTERS, Jurassic Park, PLAY, Virtual RealityRoger Lipton
TAKEOVER TIME IN RESTAURANT LAND – ZOE’S KITCHEN FOR SURE, AND PERHAPS DUNKIN’ DONUTS? September 6, 2018articlesDunkin' Brands, Panera, POPEYES, ZOE'S KITCHENRoger Lipton
