ANNUAL
QUARTERLY
MOST RECENT (Q1) INVESTOR PRESENTATION
https://ir.bbqholdco.com/static-files/0d5c45a6-139b-48d2-ace0-822c3e7e3971
FOURTH QUARTER TRANSCRIPT
INVESTOR PRESENTATION – NOVEMBER ’21
https://ir.bbqholdco.com/static-files/ccfa70f2-55c7-48c5-b6ed-4b32f1e6ea4e
UPDATED CORPORATE DESCRIPTIONS: THE ONE GROUP (STKS), WENDY’S (WEN), DUTCH BROS (BROS), BLACK RIFLE COFFEE (BRCC), CARROL’S (TAST), FIESTA RESTAURANT (FRGI), BBQ HOLDINGS (BBQ) – with transcripts
THE ONE GROUP HIOSPITALITY
https://www.liptonfinancialservices.com/2022/04/the-one-group-hospitality-stks-in-process/
WENDY’S
https://www.liptonfinancialservices.com/2022/03/wendys-updated-write-up/
DUTCH BROS
https://www.liptonfinancialservices.com/2022/01/dutch-bros-bros-in-process/
BRC – BLACK RIFLE COMPANY
https://www.liptonfinancialservices.com/2022/04/black-rifle-coffee-company-brcc/
CARROL’S
https://www.liptonfinancialservices.com/2022/04/carrols-restaurant-group-tast/
BBQ HOLDINGS
https://www.liptonfinancialservices.com/2022/04/bbq-holdings-bbq-in-process/
UPDATED CORPORATE DESCRIPTIONS: BBQ HOLDINGS, THE ONE GROUP HOSPITALITY, BLACK RIFLE COFFEE, DAVE & BUSTER’S, KURA SUSHI
BBQ HOLDINGS (BBQ)
https://www.liptonfinancialservices.com/2021/11/bbq-holdings-bbq-in-process/
THE ONE GROUP HOSPITALITY (STKS)
https://www.liptonfinancialservices.com/2022/01/the-one-group-hospitality-stks-in-process/
BLACK RIFLE COFFEE COMPANY (BRCC)
https://www.liptonfinancialservices.com/2022/02/black-rifle-coffee-company-brcc/
DAVE & BUSTER’S (PLAY)
https://www.liptonfinancialservices.com/2022/01/dave-busters-entertainment/
KURA SUSHI (KRUS)
https://www.liptonfinancialservices.com/2022/01/kura-sushi-krus-write-up/
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/bbq-holdings-bbq-in-process/
https://www.liptonfinancialservices.com/2021/11/bjs-restaurants-2/
https://www.liptonfinancialservices.com/2021/11/bloomin-brands-updated-write-up/
https://www.liptonfinancialservices.com/2021/11/brinker-international/
https://www.liptonfinancialservices.com/2021/11/cracker-barrell-cbrl-write-up/
https://www.liptonfinancialservices.com/2021/11/darden-restaurants/