THE WEEK THAT WAS, ENDING MARCH 17th – TAIL END OF DEC’22 YEAR END REPORTS – ONE RATING CHANGE FROM EARLIER REPORTS, ONE FROM LAST WEEK – with relevant transcripts March 17, 2023articles, UncategorizedRoger Lipton
NOODLES (NDLS) March 14, 2023Corporate Research, Restaurant/Food Service, UncategorizedNDLS, NoodlesRoger Lipton
RED ROBIN GOURMET (RRGB) March 14, 2023Corporate Research, Restaurant/Food Service, UncategorizedRed Robin Gourmet Burgers, RRGBRoger Lipton
FAT Brands’ FOUNDER AND CEO, ANDY WIEDERHORN, TO STEP ASIDE March 13, 2023articles, UncategorizedFAT, Fat BrandsRoger Lipton
UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) WENDY’S, PORTILLO’S, XPONENTIAL FITNESS, POTBELLY – with relevant transcripts March 8, 2023articles, UncategorizedRoger Lipton
UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) – MISTER CARWASH, SWEETGREEN, RUTH’S HOSPITALITY, PAPA JOHN’S, DOMINO’S – with relevant transcripts March 7, 2023UncategorizedDOMINO'S, DPZ, DRIVEN BRANDS, DRVN, PAPA JOHN'S, PZZA, RUTH, Ruth's Hospitality, SG, SWEETGEENRoger Lipton
POTBELLY CORPORATION (PBPB) March 6, 2023Corporate Research, Restaurant/Food Service, UncategorizedPBPB, PotbellyRoger Lipton
UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) – YUM BRANDS, DENNY’S, ARK RESTAURANTS, RAVE RESTAURANTS – with relevant transcripts February 23, 2023articles, UncategorizedArk Restaurants, ARKR, DENN, Denny's, RAVE, RAVE RESTAURANT GROUP, YUM, YUM! BRANDSRoger Lipton
THE WEEK THAT WAS, ENDING FEBRUARY 17TH – LOTS OF EARNINGS REPORTS, TWO DOWNGRADES, ONE UPGRADE – with relevant transcripts – another busy week to come February 17, 2023articles, UncategorizedRoger Lipton
YUM CHINA HOLDINGS (YUMC) February 17, 2023Corporate Research, Restaurant/Food Service, UncategorizedYum China, YUMCRoger Lipton
