MOD PIZZA – UPDATED WRITEUP OF THIS DYNAMIC “UP & COMER” June 18, 2019articles, Corporate Research, FreeFast Casual Pizza, MOD Pizza, PIZZARoger Lipton
LUCKIN COFFEE (LK) revisited – UP 40%+ AT FIRST, NOW DOWN 20% FROM ISSUE PRICE – WHAT NOW? May 23, 2019articles, Corporate ResearchLuckin Coffee, Lyft, STARBUCKS, Tesla, Uber, WeWorkRoger Lipton
NOBLE ROMAN’S (NROM) – UPDATED WRITE-UP May 17, 2019articles, Corporate ResearchNoble Roman's, NROMRoger Lipton
EL POLLO LOCO HOLDINGS UPDATED WRITE-UP WITH CONCLUSION April 23, 2019articles, Corporate ResearchEL POLLO LOCO HOLDINGS, LOCORoger Lipton
SHAKE SHACK (SHAK) UPDATED WRITE-UP – A FINE COMPANY BUT STORE LEVEL ECONOMICS ARE FADING March 22, 2019articles, Corporate Researchshack unit economics, shak, shake shack, shake shack financials, store level economics are fadingRoger Lipton
FIESTA RESTAURANT GROUP – UPDATED WRITE-UP March 19, 2019articles, Corporate ResearchFIESTA RESTAURANT GROUP, FRGIRoger Lipton
JACK IN THE BOX – UPDATED WRITE-UP February 28, 2019articles, Corporate ResearchJACK, JACK IN THE BOXRoger Lipton
CHICKEN SALAD CHICK – A privately held FRANCHISING “UP AND COMER” – UPDATED ANALYSIS February 20, 2019Corporate Research, FreeCHICKEN SALAD CHICKRoger Lipton
&PIZZA – Privately Held “UP & COMER” – UPDATED ANALYSIS February 20, 2019articles, Corporate Research, UncategorizedRoger Lipton
TEXAS ROADHOUSE – UPDATED WRITE-UP January 31, 2019articles, Corporate ResearchTEXAS ROADHOUSE, TXRHRoger Lipton
