YUM CHINA HOLDINGS (YUMC) September 1, 2026Corporate Research, Restaurant/Food Service, UncategorizedYum China, YUMCRoger Lipton
THE WEEK THAT WAS, ENDING August 21st – only one (hardly followed company) reports – NO RATING CHANGES, TWO INITIATIONS August 21, 2026articles, UncategorizedRoger Lipton
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
