Tag Archives: JACK

JACK IN THE BOX (JACK)

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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: over 60 companies now updated through SEPT. qtr. – KURA SUSHI, BURGERFI, BLACK RIFLE COFFEE, ARCOS DORADOS, BT BRANDS, JACK IN THE BOX, two new IPOs – YOSHIHARU GLOBAL & REBORN COFFEE – with relevant transcripts

KURA SUSHI (KRUS)

https://www.liptonfinancialservices.com/2022/07/kura-sushi-krus-write-up/

BURGERFI (BFI)

https://www.liptonfinancialservices.com/2022/09/burgerfi-interational-in-process/

BRC (BLACK RIFLE COFFEE) (BRCC)

https://www.liptonfinancialservices.com/2022/09/black-rifle-coffee-company-brcc/

ARCOS DORADOS (ARCO)

https://www.liptonfinancialservices.com/2022/09/arcos-dorados-arco-in-process/

BT BRANDS (BTBD)

https://www.liptonfinancialservices.com/2022/09/bt-brands-inc-btbd/

JACK IN THE BOX (JACK)

https://www.liptonfinancialservices.com/2022/09/jack-in-the-box-updated-write-up/

YOSHIHARU GLOBAL (YOSH)

https://www.liptonfinancialservices.com/2022/11/yoshiharu-global-yosh/

REBORN COFFEE (REBN)

https://www.liptonfinancialservices.com/2022/11/reborn-coffee-rebn/

UPDATED CORPORATE DESCRIPTIONS with relevant transcripts – MERITAGE HOSPITALITY, RCI HOSPITALITY, NATHAN’S FAMOUS, JACK IN THE BOX, ARCOS DORADOS

UPDATED CORPORATE DESCRIPTIONS with relevant transcripts – MERITAGE HOSPITALITY, RCI HOSPITALITY, NATHAN’S FAMOUS, JACK IN THE BOX, ARCOS DORADOS

MERITAGE HOSPITALITY (MHGU)

https://www.liptonfinancialservices.com/2022/02/meritage-hospitality-group-mhgu/

RCI HOSPITALITY,

https://www.liptonfinancialservices.com/2022/05/rci-hospitality-rick-in-process/

NATHAN’S FAMOUS

https://www.liptonfinancialservices.com/2022/07/nathans-famous-nath-in-process/

JACK IN THE BOX

https://www.liptonfinancialservices.com/2022/06/jack-in-the-box-updated-write-up/

ARCOS DORADOS

https://www.liptonfinancialservices.com/2022/06/arcos-dorados-arco-in-process/

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 MAY 20, JUST A FEW RATINGS CHANGES – with relevant transcripts, and WEEK TO COME

THE WEEK THAT WAS, ENDING MAY 20, JUST A FEW RATINGS CHANGES – with relevant transcripts, and WEEK TO COME

From earnings reports in prior weeks: Jack in the Box and Wingstop maintained at Neutral and Outperform, respectively

https://seekingalpha.com/article/4489787-jack-in-box-inc-s-jack-ceo-darin-harris-on-q1-2022-results-earnings-call-transcript

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

From a week ago: JIM SANDERSON and BRIAN VACCARO upgrade Shake Shack to Buy and MARKET PERFORM, respectively.

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

THE WEEK TO COME: only two companies scheduled to report

Thursday 5-26 Before Market Open Jack In The Box (JACK) Q2

https://events.q4inc.com/attendee/445663988

Thursday 5-26 After Market Close Red Robin (RRGB)  Q1 

https://ir.redrobin.com/news-events/ir-calendar/detail/19110/q1-2022-earnings-conference-call

 

 

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

UPDATED CORPORATE DESCRIPTIONS: FOR JACK IN THE BOX, PAPA JOHN’S, RUTH’S CHRIS AND DOMINO’S – with conference call transcripts

JACK IN THE BOX (JACK)

https://www.liptonfinancialservices.com/2022/01/jack-in-the-box-updated-write-up/

PAPA JOHN’S (PZZA)

https://www.liptonfinancialservices.com/2021/11/papa-johns-pzza-corporate-description/

RUTH’S CHRIS (RUTH)

https://www.liptonfinancialservices.com/2021/11/ruth/

DOMINO’S (DPZ)

https://www.liptonfinancialservices.com/2022/01/dominos-pizza-dpz-updated-writeup-and-conclusion/

MON. & TUES. – SEVEN RESTAURANT COMPANIES PRESENT AT JEFFERIES CONFERENCE: PTLO, NDLS, FWRG, CHUY, PLAY, STKS, BROS

SEVEN RESTAURANT COMPANIES  PRESENT TODAY & TOMORROW AT JEFFERIES  (VIRTUAL) WINTER CONFERENCE

The following companies present at the indicated times. We have provided the links to the investor relations section of their website.

Portillo’s (PTLO) –  Monday, 1/24, 11:30 EST

https://wsw.com/webcast/jeff222/register.aspx?conf=jeff222&page=porti&url=https://wsw.com/webcast/jeff222/porti/2026350

Noodles (NDLS) –  Monday, 1/24 – 3:00 EST

https://wsw.com/webcast/jeff222/register.aspx?conf=jeff222&page=ndls&url=https%3A//wsw.com/webcast/jeff222/ndls/1848225

First Watch (FWRG) –  Tuesday, 1/25, 9:00 EST

https://wsw.com/webcast/jeff222/register.aspx?conf=jeff222&page=fwrg&url=https%3A//wsw.com/webcast/jeff222/fwrg/1855350

Chuy’s  Holdings (CHUY) –  Tuesday, 1/25, 10:30 EST

https://wsw.com/webcast/jeff222/register.aspx?conf=jeff222&page=chuy&url=https://wsw.com/webcast/jeff222/chuy/1859625

Dave and Buster’s (PLAY) – Tuesday, 1/25, 11:00 EST

https://wsw.com/webcast/jeff222/register.aspx?conf=jeff222&page=play&url=https://wsw.com/webcast/jeff222/play/1855350

Dutch Bros – Tuesday, 1/25 – 12:00 EST

https://wsw.com/webcast/jeff222/register.aspx?conf=jeff222&page=bros&url=https://wsw.com/webcast/jeff222/bros/1855350

The One Group (STKS) – Tuesday, 1/25, 12:00 EST

https://wsw.com/webcast/jeff222/register.aspx?conf=jeff222&page=stks&url=https://wsw.com/webcast/jeff222/stks/1876725

 

 

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