Tag Archives: Denny’s

DENNY’S CORPORATION (DENN)

Corporate Research, Restaurant/Food Service,
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UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) – YUM BRANDS, DENNY’S, ARK RESTAURANTS, RAVE RESTAURANTS – with relevant transcripts

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YUM BRANDS (YUM)

https://www.liptonfinancialservices.com/2022/11/yum-brands/

DENNY’S (DENN)

https://www.liptonfinancialservices.com/2023/02/dennys-corporation-denn-new-writeup/

ARK RESTAURANTS (ARKR)

https://www.liptonfinancialservices.com/2023/02/ark-restaurants-arkr-new-writeup-performing-solidly/

RAVE RESTAURANT (RAVE)

https://www.liptonfinancialservices.com/2023/02/rave-restaurant-group-inc-rave/

UPDATED CORPORATE DESCRIPTIONS: CHEESECAKE FACTORY, DENNY’S, YUM BRANDS, YUM CHINA, DINE BRANDS + NON-RESTAURANT FRANCHISOR, DRIVEN BRANDS, with relevant transcripts

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CHEESECAKE FACTORY (CAKE)

https://www.liptonfinancialservices.com/2022/08/cheesecake-factory-updated-write-up/

DENNY’S (DENN)

https://www.liptonfinancialservices.com/2022/08/dennys-corporation-denn-new-writeup/

YUM BRANDS (YUM)

https://www.liptonfinancialservices.com/2022/08/yum-brands/

YUM CHINA (YUMC)

https://www.liptonfinancialservices.com/2022/08/yum-china-holdings-yumc-in-process/

DINE BRANDS (DIN)

https://www.liptonfinancialservices.com/2022/08/dine-brands-global-din/

DRIVEN BRANDS (DRVN)

https://www.liptonfinancialservices.com/2022/11/driven-brands-holdings-inc-drvn/

 

THE WEEK THAT WAS: ENDING 8/26 – ONE UPGRADE FROM PRIOR WEEKS’ REPORTS, ONLY BRINKER REPORTS, AND DISAPPOINTS, BUT ANALYSTS MAINTAIN RATINGS

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THE WEEK THAT WAS: ENDING 8/26 – ONE UPGRADE FROM PRIOR WEEKS’ REPORTS, ONLY BRINKER REPORTS, AND DISAPPOINTS BUT ANALYSTS MAINTAIN RATINGS

Ratings Changes:

Regarding companies previously reporting, NICK SETYAN upgrades Denny’s from Neutral to Outperform.

Regarding companies that reported this week, only Brinker. In wake of disappointing results, JEFF BERNSTEIN, CHRISTOPHER CARRIL  AND NICK SETYAN stay Neutral, NICOLE REGAN and ANDREW STRELZIK remain Positive.

Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (Denny’s) and all companies that reported last week (Brinker)

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CONFERENCE CALL TRANSCRIPTS

Denny’s (DENN)

https://seekingalpha.com/article/4528931-dennys-corporations-denn-ceo-john-miller-on-q2-2022-results-earnings-call-transcript

https://seekingalpha.com/article/4528808-dennys-corporation-2022-q2-results-earnings-call-presentation

Brinker (EAT)

https://seekingalpha.com/article/4536783-brinker-international-inc-eat-ceo-kevin-hochman-on-q4-2022-results-earnings-call-transcript

THE WEEK TO COME

No companies are scheduled to report –

 

UPDATED CORPORATE DESCRIPTIONS: BLOOMIN’ BRANDS, DENNY’S, STARBUCKS, YUM BRANDS, SHAKE SHACK, PORTILLO’S – with transcripts

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UPDATED CORPORATE DESCRIPTIONS: BLOOMIN’ BRANDS, DENNY’S, STARBUCKS, YUM BRANDS, SHAKE SHACK, PORTILLO’S – with transcripts

BLOOMIN’ BRANDS (BLMN)

https://www.liptonfinancialservices.com/wp-admin/post.php?post=4284&action=edit

DENNY’S (DENN)

https://www.liptonfinancialservices.com/2022/05/dennys-corporation-denn-new-writeup/

STARBUCKS (SBUX)

https://www.liptonfinancialservices.com/2022/05/starbucks-updated-write-up/

YUM BRANDS (YUM)

https://www.liptonfinancialservices.com/2022/05/yum-brands/

SHAKE SHACK (SHAK)

https://www.liptonfinancialservices.com/2022/05/shake-shack-inc-shak/

PORTILLO’S (PTLO)

https://www.liptonfinancialservices.com/2022/05/portillos-ptlo-in-process/

 

 

THE WEEK THAT WAS, ENDING 5/6, LOT’S OF EARNINGS REPORTS, A FEW RATINGS CHANGES, MORE ACTION IN THE WEEK TO COME

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THE WEEK THAT WAS, ENDING 5/6, LOT’S OF EARNINGS REPORTS, SEVERAL RATINGS CHANGES, MANY MORE DATA POINTS IN THE WEEK TO COME  – links to transcripts provided

Starbucks reports, only change is David Palmer upgrading. Nobody wants to be negative. NICOLE REAGAN, JOHN GLASS, CHRIS CARRIL and JON TOWER stay neutral. LAUREN SILBERMAN, JEFFREY  BERNSTEIN, DAVID PALMER and ANDREW CHARLES continue to like it.

https://seekingalpha.com/article/4506511-starbucks-corporation-sbux-ceo-howard-schultz-on-q2-2022-results-earnings-call-transcript

Denny’s reports, NICK SETYAN still likes it.

https://seekingalpha.com/article/4506545-dennys-corporations-denn-ceo-john-miller-on-q1-2022-results-earnings-call-transcript

https://seekingalpha.com/article/4506597-dennys-corporation-2022-q1-results-earnings-call-presentation

Restaurant Brands reports, only change is CHRIS O’CULL downgrading to HOLD. M.Stanley analyst maintains underweight. JON TOWER is neutral, while CHRIS CARRIL AND LAUREN SILBERMAN like it here.

https://seekingalpha.com/article/4506236-restaurant-brands-international-inc-qsr-ceo-jose-cil-on-q1-2022-results-earnings-call

Yum Brands reports. No changes. LAUREN SILBERMAN is NEUTRAL while JON TOWER says BUY.

https://seekingalpha.com/article/4506810-yum-brands-inc-s-yum-ceo-david-gibbs-on-q1-2022-results-earnings-call-transcript

Brinker reports (and disappoints). DAVID PALMER downgrades to IN-LINE.  BRIAN MULLAN, NICK SETYAN, and M.STANLEY analyst are NEUTRAL. BRIAN VACCARO and ERIC GONZALES continue to be positive.

https://seekingalpha.com/article/4506810-yum-brands-inc-s-yum-ceo-david-gibbs-on-q1-2022-results-earnings-call-transcript

Wingstop reports (and disappoints). M. Stanley  analyst, NICK SETYAN, JON TOWER and ANDREW CHARLES all stick with it.

https://seekingalpha.com/article/4507053-wingstop-inc-s-wing-ceo-michael-skipworth-on-q1-2022-results-earnings-call-transcript

SHAKE SHACK reports. Everybody maintains. LAUREN SILBERMAN and BRIAN MULLEN are neutral, while PETER SALEH & NICK SETYAN like it.

https://seekingalpha.com/article/4507719-shake-shack-inc-shak-ceo-randy-garutti-on-q1-2022-results-earnings-call-transcript

PAPA JOHN’s reports. LAUREN SILBERMAN and NICK SETYAN continue to like it while BRIAN MULLAN is neutral.

https://seekingalpha.com/article/4507346-papa-johns-international-inc-pzza-ceo-robert-lynch-on-q1-2022-results-earnings-call

 

THE WEEK TO COME:  MORE DATA POINTS

5-09 After Market Close RCI Hospitality Holdings RICK

https://seekingalpha.com/pr/18781450-rci-2q22-call-on-twitter-spaces-on-monday-may-9th-first-to-use-twitters-audio-platform-for

5-10 Before Market Open First Watch Restaurant Gr FWRG

https://viavid.webcasts.com/starthere.jsp?ei=1537799&tp_key=a214d47caa

5-11 Before Market Open Wendy’s WEN

https://event.on24.com/wcc/r/3723491/E08AEE34680249F3308CCBD4D8C0EEFE

5-11 Before Market Open Krispy Kreme DNUT

https://edge.media-server.com/mmc/p/2m66abcw

5-11 After Market Close Dutch Bros BROS

https://events.q4inc.com/attendee/370340001

5-12 Before Market Open Carrols Restaurant Group TAST

https://viavid.webcasts.com/starthere.jsp?ei=1541750&tp_key=1245ec6318

 

 

 

 

UPDATED CORPORATE DESCRIPTIONS FOR DENNY’S, WINGSTOP, CHEESECAKE, SHAKE SHACK, BJ’S and CHUY’S

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UPDATED CORPORATE DESCRIPTIONS FOR DENNY’S (DENN), WINGSTOP (WING), CHEESECAKE FACTORY (CAKE), SHAKE SHACK (SHAK), BJ’S (BJRI) and CHUY’S (CHUY)

Denny’s

https://www.liptonfinancialservices.com/2022/01/dennys-corporation-denn-new-writeup/

Wingstop

https://www.liptonfinancialservices.com/2022/01/wingstop/

Cheesecake Factory

https://www.liptonfinancialservices.com/2022/01/cheesecake-factory-updated-write-up/

Shake Shack

https://www.liptonfinancialservices.com/2022/01/shake-shack-inc-shak/

BJ’s

https://www.liptonfinancialservices.com/2021/11/bjs-restaurants-2/

Chuy’s

https://www.liptonfinancialservices.com/2022/01/chuys-holdings-updated-write-up/

 

 

UPDATED CORPORATE DESCRIPTIONS – CHEESECAKE FACTORY (CAKE), CHIPOTLE (CMG), CHUY’S (CHUY), DEL TACO (TACO), EL POLLO LOCO (LOCO), DENNY’S (DENN)

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UPDATED CORPORATE DESCRIPTIONS – CHEESECAKE FACTORY, CHIPOTLE, CHUY’S, DEL TACO, EL POLLO LOCO, DENNY’S

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/cheesecake-factory-updated-write-up/

https://www.liptonfinancialservices.com/2021/11/chipotle-mexican-grill-cmg-updated-writeup/

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

https://www.liptonfinancialservices.com/2021/11/del-taco-restaurants-2/

https://www.liptonfinancialservices.com/2021/11/el-pollo-loco-holdings-updated-write-up-with-conclusion/

https://www.liptonfinancialservices.com/2021/11/dennys-corporation-denn-new-writeup/