DPZ Archives - Lipton Financial Services

THE WEEK THAT WAS, ENDING 1/28 – A FEW RATINGS CHANGES, EARNINGS REPORTS ABOUT TO BEGIN

ERIC GONZALEZ maintains DIN, CMG and MCD at Overweight – OTR Global downgrades YUMC – Brian Vaccaro maintains DIN, CMG, CAKE, EAT at Outperform, BLMN at Strong Buy -G0RDON HASKETT upgrades CMG to Buy -ANDREW CHARLES maintains DPZ at Outperform – Jeff Bernstein maintains MCD at Overweight.

No new transcripts on above companies.

EARNINGS SEASON ABOUT TO BEGIN

2022-02-01 After Market Close Starbucks

2022-02-02 Before Market Open Brinker International

2022-02-08 Before Market Open Portillos – unconfirmed

2022-02-08 Before Market Open Nathan’s Famous – estimated

2022-02-08 After Market Close Luby’s – estimated
2022-02-08 After Market Close Yum China Holdings
2022-02-08 After Market Close Chipotle Mexican Grill –

2022-02-09 After Market Close RCI Hospitality Holdings – estimated

2022-02-09 Before Market Open Yum Brands – estimated

2022-02-10 Wendy’s – Estimated

2022-02-11 Krispy Kreme – Estimated

THE WEEK THAT WAS – QUIET SEASON, ANALYSTS RETHINK A FEW RATINGS AHEAD OF ICR (USUALLY IN ORLANDO, NOW VIRTUAL) CONFERENCE NEXT WEEK

Todd Brooks Initiates WING at Hold. Nicole Regan Upgrades MCD to OverWeight and Downgrades CAKE and QSR to Neutral. James Rutherford Upgrades CAKE to OverWeight and Downgrades DPZ and TAST to UnderWeight and EqualWeight respectively. Nick Setyan Initiates STKS at Outperform. Dennis Geiger Upgrades TXRH to Buy.

MOST RECENT COMPANY TRANSCRIPTS WHERE RATINGS WERE CHANGED

WINGSTOP

https://seekingalpha.com/article/4465125-wingstop-inc-wing-ceo-charlie-morrison-on-q3-2021-results-earnings-call-transcript

MCDONALD’S

https://seekingalpha.com/article/4462502-mcdonalds-corporations-mcd-ceo-chris-kempczinski-on-q3-2021-results-earnings-call-transcript

CHEESECAKE FACTORY

https://seekingalpha.com/article/4465199-cheesecake-factory-incorporated-cake-ceo-david-overton-on-q3-2021-results-earnings-call

RESTAURANT BRANDS

https://seekingalpha.com/article/4461822-restaurant-brands-international-inc-qsr-ceo-jose-cil-on-q3-2021-results-earnings-call

DOMINO’S

https://seekingalpha.com/article/4459963-dominos-pizza-inc-dpz-ceo-rich-allison-on-q3-2021-results-earnings-call-transcript

CARROLS

https://seekingalpha.com/article/4468048-carrols-restaurant-group-inc-tast-ceo-dan-accordino-on-q3-2021-results-earnings-call

THE ONE GROUP HOSPITALITY

https://seekingalpha.com/article/4466483-one-group-hospitality-inc-stks-ceo-manny-hilario-on-q3-2021-results-earnings-call-transcript

TEXAS ROADHOUSE

https://seekingalpha.com/article/4463310-texas-roadhouse-inc-s-txrh-ceo-jerry-morgan-on-q3-2021-results-earnings-call-transcript

NEXT WEEK: No restaurant companies scheduled to report. Major event is ICR Conference, which we will attend, and report on.

Roger Lipton

Lipton Financial Services

Restaurant and Retail Review

Tag Archives: DPZ

DOMINO’S PIZZA (DPZ)

UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60 restaurant/franchising companies, for subscribers) – McDONALD’S, CHIPOTLE, BJ’S RESTAURANTS, DOMINO’S, REBORN COFFEE – with relevant transcripts

UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) – MISTER CARWASH, SWEETGREEN, RUTH’S HOSPITALITY, PAPA JOHN’S, DOMINO’S – with relevant transcripts

UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) – SWEETGREEN, DOMINO’S, PAPA JOHN’S, RUTH’S HOSPITALITY, MISTER CARWASH – with relevant transcripts

UPDATED CORPORATE DESCRIPTIONS: WINMARK (WINA), ROCKY MOUNTAIN CHOCOLATE (RMCF), DOMINO’S (DPZ), FAT Brands (FAT), BJ’s RESTAURANTS (BJRI) – with relevant transcripts

UPDATED CORPORATE DESCRIPTIONS: ROCKY MOUNTAIN CHOCOLATE (RMCF), DOMINO’S (DPZ), CHIPOTLE (CMG) & CHEESECAKE FACTORY(CAKE)

UPDATED CORPORATE DESCRIPTIONS: CHIPOTLE (CMG), CHEESECAKE FACTORY (CAKE), McDONALD’S (MCD), DOMINO’S (DPZ) – with transcripts

UPDATED CORPORATE DESCRIPTIONS: JACK IN THE BOX, PAPA JOHN’S, RUTH’S CHRIS AND DOMINO’S

THE WEEK THAT WAS, ENDING 1/28 – A FEW RATINGS CHANGES, EARNINGS REPORTS ABOUT TO BEGIN

THE WEEK THAT WAS – ANALYSTS RETHINK RATINGS AHEAD OF ICR CONFERENCE NEXT WEEK