Tag Archives: Arcos Dorados

UPDATED CORPORATE DESCRIPTIONS: over 60 companies now updated through SEPT. qtr. – KURA SUSHI, BURGERFI, BLACK RIFLE COFFEE, ARCOS DORADOS, BT BRANDS, JACK IN THE BOX, two new IPOs – YOSHIHARU GLOBAL & REBORN COFFEE – with relevant transcripts

KURA SUSHI (KRUS)

https://www.liptonfinancialservices.com/2022/07/kura-sushi-krus-write-up/

BURGERFI (BFI)

https://www.liptonfinancialservices.com/2022/09/burgerfi-interational-in-process/

BRC (BLACK RIFLE COFFEE) (BRCC)

https://www.liptonfinancialservices.com/2022/09/black-rifle-coffee-company-brcc/

ARCOS DORADOS (ARCO)

https://www.liptonfinancialservices.com/2022/09/arcos-dorados-arco-in-process/

BT BRANDS (BTBD)

https://www.liptonfinancialservices.com/2022/09/bt-brands-inc-btbd/

JACK IN THE BOX (JACK)

https://www.liptonfinancialservices.com/2022/09/jack-in-the-box-updated-write-up/

YOSHIHARU GLOBAL (YOSH)

https://www.liptonfinancialservices.com/2022/11/yoshiharu-global-yosh/

REBORN COFFEE (REBN)

https://www.liptonfinancialservices.com/2022/11/reborn-coffee-rebn/

THE WEEK THAT WAS: ENDING 9/30 – ONLY CRACKER BARREL REPORTED EARNINGS – TERRIBLE MARKET, ANALYSTS MOSTLY “lying low”, INITIATION ON TWO COMPANIES, MAINTENANCE ON A HANDFUL OF OTHERS

Ratings Changes:

Regarding companies previously reporting, two changes  in Rating

BRIAN MULLAN initiates PORTILLO’S with a HOLD

ANTONIO HERNANDEZ initiates ARCOS DORADOS with an OVERWEIGHT

Ratings are maintained as:

JON TOWER maintains NEUTRAL on McDONALD’S

ANDREW CHARLES maintains MARKET PERFORM on DOMINO’S

JAKE BARTLETT maintains TEXAS ROADHOUSE with a BUY

ERIC GONZALEZ maintains PAPA JOHN’S at OVERWEIGHT

Regarding companies that reported this week – ONLY CRACKER BARREL (CBRL)

BRIAN MULLAN maintained CRACKER BARREL at HOLD

JON TOWER maintained CRACKER BARREL at SELL

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes  (none) or initiations (DOMINO’S & ARCOS DORADOS) and companies reporting in THE WEEK THAT WAS (CRACKER BARREL)

PORTILLO’S (PTLO)

https://seekingalpha.com/article/4531296-portillos-inc-ptlo-ceo-michael-osanloo-on-q2-2022-results-earnings-call-transcript

https://seekingalpha.com/article/4531295-portillos-inc-2022-q2-results-earnings-call-presentation

ARCOS DORADOS (ARCO)

https://seekingalpha.com/article/4532777-arcos-dorados-holdings-inc-arco-ceo-marcelo-rabach-on-q2-2022-results-earnings-call

CRACKER BARREL (CBRL)

https://seekingalpha.com/article/4543463-cracker-barrel-old-country-store-inc-cbrl-q4-2022-earnings-call-transcript

THE WEEK AHEAD –  no earnings reports are scheduled

UPDATED CORPORATE DESCRIPTIONS with relevant transcripts – MERITAGE HOSPITALITY, RCI HOSPITALITY, NATHAN’S FAMOUS, JACK IN THE BOX, ARCOS DORADOS

UPDATED CORPORATE DESCRIPTIONS with relevant transcripts – MERITAGE HOSPITALITY, RCI HOSPITALITY, NATHAN’S FAMOUS, JACK IN THE BOX, ARCOS DORADOS

MERITAGE HOSPITALITY (MHGU)

https://www.liptonfinancialservices.com/2022/02/meritage-hospitality-group-mhgu/

RCI HOSPITALITY,

https://www.liptonfinancialservices.com/2022/05/rci-hospitality-rick-in-process/

NATHAN’S FAMOUS

https://www.liptonfinancialservices.com/2022/07/nathans-famous-nath-in-process/

JACK IN THE BOX

https://www.liptonfinancialservices.com/2022/06/jack-in-the-box-updated-write-up/

ARCOS DORADOS

https://www.liptonfinancialservices.com/2022/06/arcos-dorados-arco-in-process/

UPDATED CORPORATE DESCRIPTIONS: WINGSTOP, DARDEN RESTAURANTS, FIRST WATCH, ARCOS DORADOS AND WENDY’S

UPDATED CORPORATE DESCRIPTIONS: WINGSTOP, DARDEN RESTAURANTS, FIRST WATCH, ARCOS DORADOS AND WENDY’S WITH CONFERENCE CALL TRANSCRIPTS.

WINGSTOP (WING)

https://www.liptonfinancialservices.com/2022/03/wingstop/

DARDEN RESTAURANTS (DRI)

https://www.liptonfinancialservices.com/2022/03/darden-restaurants/

FIRST WATCH (FWRG)

https://www.liptonfinancialservices.com/2022/03/first-watch-fwrg-in-process/

ARCOS DORADOS (ARCO)

https://www.liptonfinancialservices.com/2022/03/arcos-dorados-arco-in-process/

WENDY’S (WEN)

https://www.liptonfinancialservices.com/2022/03/wendys-updated-write-up/

 

THE WEEK THAT WAS, ENDING 3-25 – ANALYSTS ALREADY LIKED WINGSTOP, WENDY’S, FIRST WATCH, DARDEN, ONE COMPANY UPGRADED, WHICH WE WROTE UP A MONTH AGO

THE WEEK THAT WAS, ENDING 3-25 – ANALYSTS ALREADY LIKED WINGSTOP, WENDY’S, FIRST WATCH, DARDEN, ONE COMPANY UPGRADED, WHICH WE WROTE UP A MONTH AGO

FIRST WATCH (FWRG) AND DARDEN (DRI) PROVIDE GOOD REPORTS, HARD NOT TO LIKE THEM. ARCO DORADOS (ARCO) GETS UPGRADED

 

RE: First Watch (FWRG), ANDY BARISH, JEFFREY BERNSTEIN, GOLDMAN SACHS, continue to like it. ANDREW CHARLES wants to see more (I guess).

RE: Darden (DRI), BRIAN VACCARO, LAUREN SILBERMAN, JAMES RUTHERFORD, JEFFREY BERNSTEIN, analysts at Morgan Stanley all continue to like it. NICK SETYAN wants to see more (I guess).

RE: Wingstop (WING), NICK SETYAN likes it, in spite of Charlie Morrison leaving.

RE: Wendy’s (WEN),  IVAN FEINSETH likes it.

RE: Arcos Dorados (ARCO), ROBERT FORD upgrades to BUY.

RELEVANT TRANSCRIPTS FROM MOST RECENT CONFERENCE CALLS.

First Watch

https://seekingalpha.com/article/4497310-first-watch-restaurant-group-inc-s-fwrg-ceo-chris-tomasso-on-q4-2021-results-earnings-call

Darden

https://seekingalpha.com/article/4497545-darden-restaurants-inc-dri-ceo-gene-lee-on-q3-2022-results-earnings-call-transcript

https://seekingalpha.com/article/4497632-darden-restaurants-inc-2022-q3-results-earnings-call-presentation

Wingstop

https://seekingalpha.com/article/4487627-wingstop-inc-wing-ceo-charlie-morrison-on-q4-2021-results-earnings-call-transcript

Wendy’s

https://seekingalpha.com/article/4491773-wendys-wen-ceo-todd-penegor-on-q4-2021-results-earnings-call-transcript

https://seekingalpha.com/article/4492114-wendys-company-2021-q4-results-earnings-call-presentation

Arcos Dorados

https://seekingalpha.com/article/4495957-arcos-dorados-holdings-inc-s-arco-ceo-marcelo-rabach-on-q4-2021-results-earnings-call

https://seekingalpha.com/article/4495955-arcos-dorados-holdings-inc-2021-q4-results-earnings-call-presentation

UPDATED CORPORATE DESCRIPTIONS – ARCOS DORADOS, FLANIGAN’S, NOODLE’S, ROCKY MOUNTAIN CHOCOLATE FACTORY, RED ROBIN, STARBUCKS

UPDATED CORPORATE DESCRIPTIONS – Arcos Dorados, Flanigan’s, Noodles, Rocky Mountain Chocolate Factory, Red Robin Gourmet Burgers, Starbucks

UPDATED CORPORATE DESCRIPTIONS – SHORTLY WILL INCLUDE VIRTUALLY EVERY PUBLICLY HELD RESTAURANT COMPANY – to be updated each quarter

The summaries we show, while not complete in detail and involve a number of approximations, provide a good starting point for our own investment banking activities and will hopefully do the same for our readers.

https://www.liptonfinancialservices.com/2021/11/arcos-dorados-arco-in-process/

https://www.liptonfinancialservices.com/2021/11/flanigans-enterprises-bdl-in-process/

https://www.liptonfinancialservices.com/2021/11/noodles-ndls-q4-results-were-promising-updated-writeup/

https://www.liptonfinancialservices.com/2021/11/rocky-mountain-chocolate-rmcf-in-process/

https://www.liptonfinancialservices.com/2021/11/red-robin-gourmet-burgers-inc-rrgb-corporate-description/

https://www.liptonfinancialservices.com/2021/11/starbucks-updated-write-up/