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
THE ONE GROUP (STKS) April 15, 2026articles, Corporate Research, Restaurant/Food Service, UncategorizedSTKS, THE ONE HOSPITALITYRoger Lipton
THE WEEK THAT WAS, ENDING March 27th, ONE REPORTING COMPANY, ONE UPGRADE, ONE INITIATION – easy access here for conference call transcripts – click through yellow box on Home Page for over 60 write-ups, your “one stop shop” March 27, 2026articles, UncategorizedRoger Lipton
FLANIGAN’S ENTERPRISES (BDL) March 23, 2026Corporate Research, Restaurant/Food Service, UncategorizedBDL, Flanigan'sRoger Lipton
THE WEEK THAT WAS, ENDING February 13th – 5 interesting earnings reports, 4 ratings downgrades (including 1 going private), 1 upgrade – easy access here for conference call transcripts – click through yellow box on Home Page for over 60 write-ups, your “one stop shop” February 21, 2026UncategorizedRoger Lipton
THE WEEK THAT WAS, ENDING January 23rd – no earnings reports but 5 Upgrades, 2 Downgrades, & 2 Initiations – easy access here for conference call transcripts – click through yellow box on Home Page for over 60 write-ups, your “one stop shop” January 24, 2026articles, UncategorizedRoger Lipton
THE WEEK THAT WAS, ENDING January 9th – only 1 report but lots of rating action ahead of ICR Conference – 3 Upgrades, 3 Downgrades, 2 Initiations – easy access here for conference call transcripts – click through yellow box on Home Page for over 60 write-ups, your “one stop shop” January 10, 2026articles, UncategorizedRoger Lipton
