Tag Archives: Cracker Barrel

CRACKER BARREL (CBRL)

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UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) – WINMARK, CRACKER BARREL, JACK IN THE BOX, DINE BRANDS – with relevant transcripts

WINMARK (WINA)

https://www.liptonfinancialservices.com/2023/03/winmark-corporation-wina/

CRACKER BARREL (CBRL)

https://www.liptonfinancialservices.com/2023/03/cracker-barrell-cbrl-write-up/

JACK IN THE BOX (JACK)

https://www.liptonfinancialservices.com/2023/03/jack-in-the-box-updated-write-up/

DINE BRANDS (DIN)

https://www.liptonfinancialservices.com/2023/03/dine-brands-global-din/

UPDATED CORPORATE DESCRIPTIONS: KRISPY KREME (DNUT), CRACKER BARREL (CBRL), DAVE & BUSTER’S (PLAY) – with relevant transcripts

KRISPY KREME (DNUT)

https://www.liptonfinancialservices.com/2022/11/krispy-kreme-dnut-in-process/

CRACKER BARREL (CBRL)

https://www.liptonfinancialservices.com/2022/09/cracker-barrell-cbrl-write-up/

DAVE & BUSTER’S (PLAY)

https://www.liptonfinancialservices.com/2022/09/dave-busters-entertainment/

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 – DAVE & BUSTER’S (PLAY), RAVE RESTAURANT GROUP (RAVE), DARDEN (DRI), CRACKER BARREL (CBRL) – with relevant transcripts

UPDATED CORPORATE DESCRIPTIONS – DAVE & BUSTER’S (PLAY), RAVE RESTAURANT GROUP (RAVE), DARDEN (DRI), CRACKER BARREL (CBRL)

DAVE & BUSTER’S ENTERTAINMENT (DAVE)

https://www.liptonfinancialservices.com/2022/06/dave-busters-entertainment/

RAVE RESTAURANT GROUP (RAVE)

https://www.liptonfinancialservices.com/2022/09/rave-restaurant-group-inc-rave/

DARDEN RESTAURANTS (DRI)

https://www.liptonfinancialservices.com/2022/07/darden-restaurants/

CRACKER BARREL OLD COUNTRY STORE (CBRL)

https://www.liptonfinancialservices.com/2022/06/cracker-barrell-cbrl-write-up/

UPDATED CORPORATE DESCRIPTIONS: JACK IN THE BOX, ROCKY MOUNTAIN CHOCOLATE, FLANIGAN’S, CRACKER BARREL, DAVE & BUSTER’S – the average multiple of ENTERPRISE VALUE to TTM EBITDA is a SHOCKING 6.6X

UPDATED CORPORATE DESCRIPTIONS: JACK IN THE BOX, ROCKY MOUNTAIN CHOCOLATE, FLANIGAN’S, CRACKER BARREL, DAVE & BUSTER’S – the average multiple of Enterprise Value is a SHOCKING  6.6X TTM  EBITDA – check out the numbers (and transcripts) of these, and every publicly held restaurant company as well as four non-restaurant franchisors – click through from  CORPORATE DESCRIPTIONS on our HOME PAGE

JACK IN THE BOX (JACK)

https://www.liptonfinancialservices.com/2022/03/jack-in-the-box-updated-write-up/

FLANIGAN’S (BDL)

https://www.liptonfinancialservices.com/2022/04/flanigans-enterprises-bdl-in-process/

ROCKY MOUNTAIN CHOCOLATE FACTORY (RMCF)

https://www.liptonfinancialservices.com/2022/01/rocky-mountain-chocolate-rmcf-in-process/

CRACKER BARREL (CBRL)

https://www.liptonfinancialservices.com/2022/03/cracker-barrell-cbrl-write-up/

DAVE AND BUSTER’S (PLAY)

https://www.liptonfinancialservices.com/2022/04/dave-busters-entertainment/

 

THE WEEK THAT WAS, ENDING JUNE 10th: RATINGS UPDATES ON (PLAY) AND (CBRL) after EPS REPORTS (transcripts provided), lots of maintenance on others

THE WEEK THAT WAS, ENDING JUNE 10th: RATINGS UPDATES ON (PLAY) AND (CBRL) after EPS REPORTS ( see transcripts), lots of maintenance on others 

FROM PREVIOUS WEEKS’ REPORTS: JOHN IVANKOE catches up by DOWNGRADING DUTCH BROS (BROS). JEFF BERNSTEIN UPDATES ratings: LIKES DOMINO’S, BRINKER, WINGSTOP, WENDY’S, RESTAURANT BRANDS, McDONALD’S, FIRST WATCH, DINE BRANDS, DARDEN and BLOOMIN’ BRANDS. he is  NEUTRAL on YUM BRANDS, TX ROADHOUSE, SHAKE SHACK, JACK IN THE BOX, DUTCH BROS, CHIPOTLE, would UNDERWEIGHT CHEESECAKE FACTORY AND BLOOMIN’ BRANDS.

AFTER EPS JUST REPORTED:

DAVE & BUSTER’S still rated BUY by JACK BARTLETT, NEUTRAL BY NICOLE REGAN, and OUTPERFORM BY ANDREW STRELZIK.

https://seekingalpha.com/article/4516943-dave-and-busters-entertainment-inc-play-ceo-kevin-sheehan-on-q1-2022-results-earnings-call

CRACKER BARREL still rated: BUY by BRIAN MULLEN, NEUTRAL by BRETT LEVY and JOHN BARTLETT, a SELL by JON TOWER.

https://seekingalpha.com/article/4516946-cracker-barrel-old-country-store-inc-cbrl-ceo-sandy-cochran-on-q3-2022-results-earnings-call

THE WEEK TO COME:

WHILE OUR STOCKS MIGHT BE GOING CRAZY, WITH THE MARKET, THERE ARE NO SCHEDULED QUARTERLY REPORTS THE REST OF JUNE. RATINGS WILL NO DOUBT BE ADJUSTED, HOWEVER.

UPDATED CORPORATE DESCRIPTIONS FOR: BLOOMIN’ BRANDS, KRISPY KREME, TEXAS ROADHOUSE, CRACKER BARREL, ARK RESTAURANTS AND NOODLES

UPDATED CORPORATE DESCRIPTIONS FOR: BLOOMIN’ BRANDS, KRISPY KREME, TEXAS ROADHOUSE, CRACKER BARREL, ARK RESTAURANTS AND NOODLES – with conference call transcripts

BLOOMIN’ BRANDS (BLMN)

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

KRISPY KREME (DNUT)

https://www.liptonfinancialservices.com/2022/01/krispy-kreme-dnut-in-process/

TEXAS ROADHOUSE (TXRH)

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

CRACKER BARREL (CBRL)

https://www.liptonfinancialservices.com/2021/11/cracker-barrell-cbrl-write-up/

ARK RESTAURANTS (ARKR)

https://www.liptonfinancialservices.com/2022/01/ark-restaurants-arkr-new-writeup-performing-solidly/

NOODLES (NDLS)

https://www.liptonfinancialservices.com/2022/01/noodles-ndls-q4-results-were-promising-updated-writeup/

UPDATED CORPORATE DESCRIPTIONS – BBQ, BJRI, BLMN, EAT, CBRL, DRI

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/

 

 

 

THE WEEK THAT WAS – ANALYST RATINGS CHANGES, CONFERENCE CALL TRANSCRIPTS AFTER EPS REPORTS

THE WEEK THAT WAS – ANALYST RATINGS CHANGES, CONFERENCE CALL TRANSCRIPTS AFTER EPS REPORTS

Conference Calls

Cracker Barrel

https://seekingalpha.com/article/4471574-cracker-barrel-old-country-store-inc-cbrl-ceo-sandy-cochran-on-q1-2022-results-earnings-call

Jack In The Box

https://seekingalpha.com/article/4471634-jack-in-box-inc-jack-ceo-darin-harris-on-q4-2021-results-earnings-call-transcript