ANNUAL
QUARTERLY
MOST RECENT CONFERENCE CALL TRANSCRIPT
https://seekingalpha.com/pr/18798926-arcos-dorados-reports-first-quarter-2022-financial-results
MOST RECENT CONFERENCE CALL SLIDE PRESENTATION – Q4’21
ANNUAL
QUARTERLY
MOST RECENT CONFERENCE CALL TRANSCRIPT
https://seekingalpha.com/pr/18798926-arcos-dorados-reports-first-quarter-2022-financial-results
MOST RECENT CONFERENCE CALL SLIDE PRESENTATION – Q4’21
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
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
Darden
Wingstop
Wendy’s
https://seekingalpha.com/article/4492114-wendys-company-2021-q4-results-earnings-call-presentation
Arcos Dorados
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/rocky-mountain-chocolate-rmcf-in-process/
https://www.liptonfinancialservices.com/2021/11/starbucks-updated-write-up/