NOODLES (NDLS) July 29, 2026Corporate Research, Restaurant/Food Service, UncategorizedNDLS, NoodlesRoger Lipton
THE WEEK THAT WAS, ENDING July 24th – only one report & stock runs 25%, Separately: One Downgrade – Week to Come, Earnings Season Begins July 25, 2026articles, UncategorizedRoger Lipton
THE WEEK THAT WAS, ENDING July 17th – only one report, but One Upgrade, Two Downgrades, One Initiation July 18, 2026articles, UncategorizedRoger Lipton
GEN RESTAURANT GROUP (GENK) July 15, 2026corporate research, Corporate Research, Restaurant/Food Service, UncategorizedRoger Lipton
CAVA GROUP, INC. (CAVA) July 14, 2026corporate research, Corporate Research, Restaurant/Food Service, UncategorizedRoger 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
EL POLLO LOCO HOLDINGS (LOCO) June 10, 2026Corporate Research, Restaurant/Food Service, UncategorizedEL POLLO LOCO HOLDINGS, LOCORoger Lipton
THE WEEK THAT WAS, ENDING June 5th, nobody reports but THREE DOWNGRADES AND TWO UPGRADES!! June 6, 2026articles, UncategorizedRoger Lipton
YUM CHINA HOLDINGS (YUMC) May 25, 2026Corporate Research, Restaurant/Food Service, UncategorizedYum China, YUMCRoger Lipton
