Tag Archives: NDLS

UPDATED CORPORATE DESCRIPTIONS: KRISPY KREME (DNUT), NOODLE’S (NDLS), BRINKER INT’L (EAT), BT BRANDS (BTBD) – with relevant transcripts

UPDATED CORPORATE DESCRIPTIONS:  KRISPHY KREME (DNUT), NOODLE’S (NDLS), BRINKER INT’L (EAT), BT BRANDS (BTBD)  – with relevant transcripts

KRISPY KREME

https://www.liptonfinancialservices.com/2022/06/krispy-kreme-dnut-in-process/

NOODLE’S

https://www.liptonfinancialservices.com/2022/05/noodles-ndls-q4-results-were-promising-updated-writeup/

BRINKER INTERNATIONAL

https://www.liptonfinancialservices.com/2022/05/brinker-international/

BT BRANDS

https://www.liptonfinancialservices.com/2022/01/bt-brands-inc-btbd/

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/

YOUR SEARCH FOR VALUE CAN START WITH OUR “CORPORATE DESCRIPTIONS” – SIX FRESH WRITEUPS HERE: NOODLES, DARDEN, ARK, GOOD TIMES, RCI HOSPITALITY, FLANIGAN’S, – (JACK) added at Jefferies Conference this PM

THE SEARCH FOR VALUE CAN START WITH OUR “CORPORATE DESCRIPTIONS” – SIX FRESH WRITEUPS HERE: NOODLES, DARDEN, ARK, GOOD TIMES, RCI HOSPITALITY,  FLANIGAN’S – this website contains similar writeups on every publicly held restaurant company.

Jack in the Box added to Jefferies Conference – 1:30PM today, link below

Darden (DRI)

https://www.liptonfinancialservices.com/2021/11/darden-restaurants/

Ark Restaurants (ARKR)

https://www.liptonfinancialservices.com/2021/11/ark-restaurants-arkr-new-writeup-Lipton Financial Servicesperforming-solidly/

Good Times Restaurants (GTIM)

https://www.liptonfinancialservices.com/2021/12/good-times-restaurants-inc-gtim/

RCI Hospitality (RICK)

https://www.liptonfinancialservices.com/2021/11/rci-hospitality-rick-in-process/

Flanigan’s (BDL)

https://www.liptonfinancialservices.com/2021/11/flanigans-enterprises-bdl-in-process/

Noodles (NDL)

https://www.liptonfinancialservices.com/2021/11/noodles-ndls-q4-results-were-promising-updated-writeup/

Jack in the Box Presentation at Jefferies Conference: 1:30pm EST – link below

https://wsw.com/webcast/jeff222/register.aspx?conf=jeff222&page=jack&url=https://wsw.com/webcast/jeff222/jack/1814025

 

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

 

 

ICR CONFERENCE APPEARANCES STIMULATE PUBLIC UPDATES, AND INTRA-DAY VOLATILITY IN A SKITTISH STOCK MARKET (BFI, BROS, TAST, NDLS, FWRG, RICK)

ICR CONFERENCE APPEARANCES STIMULATE PUBLIC UPDATES, AND INTRA-DAY VOLATILITY IN A SKITTISH STOCK MARKET

Publicly held restaurant, franchising and retailing companies appear today, again tomorrow and Wednesday morning at ICR’s “must attend” conference, usually in Orlando but held virtually again this year.

Announcements have often preceded the public appearances and the news has sometimes been unsettling, stock prices  reacted accordingly. We provide below links to the news releases that have triggered the largest price changes.

BURGERFI (BFI – consolidating after acquiring Anthony’s Coal Fired Pizza – up 0.35%)

https://seekingalpha.com/pr/18623816-burgerfi-provides-fiscal-year-2021-business-update-sets-initial-guidance-for-fiscal-year-2022

DUTCH BROS INC. (BROS – got hit early, closed up 2.88%)

https://seekingalpha.com/pr/18623655-dutch-bros-inc-announces-preliminary-fourth-quarter-and-fiscal-year-2021-development-and-shop

CARROL’S RESTAURANT GROUP ((TAST – already at a multi-year low – up 0.34%)

https://finance.yahoo.com/news/carrols-restaurant-group-inc-reports-120000517.html

NOODLES (NDLS – announces major multi-unit franchise agreement – up 6.33%)

https://seekingalpha.com/pr/18624041-noodles-and-company-announces-signing-of-55-restaurant-franchise-deal-in-california-warner

FIRST WATCH RESTAURANTS, Inc. (FWRG – finding its footing after IPO – up 2.33%)

https://finance.yahoo.com/news/first-watch-restaurant-group-inc-120000876.html

RCI Hospitality (RICK – presentation fine, just profit taking after recent run – down  3.58%)

https://seekingalpha.com/pr/18624132-rci-reports-club-and-restaurant-sales-of-61_1-million-in-1q22

 

ICR CONFERENCE – report from last week’s widely attended three day restaurants/retail event in Orlando

ICR CONFERENCE – report from last week’s widely attended three day restaurants/retail event in Orlando

There is lots more detail to follow in the next week or so, but it is safe to say that it is still tough out there in restaurant/retail land. Labor costs continue to be a huge issue, food delivery is a major subject and already in a shakeout phase, traffic is flat to down (mostly down) at almost all restaurant chains, especially “dine-in”. Since costs are rising and pricing power is limited, there is no margin relief to come at restaurant chains, unless they are recovering from depressed results, which is in fact the case in a few situations. We will be doing updates on many of the publicly held chains that will provide more details.

On the plus side, it is always interesting to hear from the chains that present on “privately held day”.  While many of the publicly held chains are “mature” and coping with the inevitable pressures of maintaining their original “cultures”, it is always exciting to hear about the success at younger companies, still run by their energetic founders. That’s not to say that all the public companies have lost that youthful enthusiasm, but the job has inevitably become more complex and multi-dimensional.

As far as our coverage is concerned:

Among publicly held companies, we expect to do NEW writeups on Noodles, One Hospitality, and Denny’s.

We will do UPDATED writeups on Kura Sushi, Ruth’s Chris, Chuy’s, Del Taco, Red Robin, Pollo Loco,  Dave & Buster’s, and Shake Shack. 

The section on our website devoted to “Up & Comers” is largely an outgrowth of exposure at ICR and those articles get more readership because we all hear from the public participants every ninety days.

Our previous writeups on &Pizza, Barcelona Wine Bar (which is part of Barteca, now owned by Del Frisco’s), Fitlife Foods, and Fogo de Chao (which was public a couple of years ago) can now be updated.

Private companies we learned more about, in alphabetical order,  include: Benihana (used to be public), Black Bear Diner, Bolay,  Fogo de Chao (used to be public), Just Salad, Punch Bowl Social (now owned by Cracker Barrel), TGI Friday’s,  and we hope to provide writeups on these companies in the near future.

Roger Lipton

WHAT’S HAPPENING ON MAIN STREET ? – FIRST QUARTER SALES AND TRAFFIC TRENDS

PENDING THE RELEVANT COMPANY’S REGISTRATION WITH US, THIS PARTICULAR CONTENT IS LIMITED TO SUBSCRIBERS. For $100/year, SUBSCRIBE HERE. Other content is available by way of Home Page.

INCLUDED IN YOUR ANNUAL SUBSCRIPTION:

  • Broad economic insight. As described in “Restaurants/Retail – Why Bother?” the restaurant and retail industries provide a leading indicator of far broader economic trends. You no longer have to be the last to know.
  • Two to three analytical pieces per week (“Roger’s Rap”) personally written by Roger Lipton describing corporate developments within his industry specialization, including their relevance to the broader economy.
  • Periodic “macro” discussions personally written by Roger Lipton, analyzing fiscal and monetary matters that will likely affect your investments and your business.
  • A free copy of the legendary best selling book, How you can Profit from the coming devaluation, as shown at right, written in 1970 by Harry Browne, which predicted the 2000% rise in the price of gold. This profound piece is more relevant today than ever, so Roger re-published it in 2012. This book will help you preserve the fortune you are in the process of accumulating.

HIGH GROWTH RESTAURANT STOCKS DOWN AN AVERAGE OF 39% – WHAT’S HAPPENING?

PENDING THE RELEVANT COMPANY’S REGISTRATION WITH US, THIS PARTICULAR CONTENT IS LIMITED TO SUBSCRIBERS. For $100/year, SUBSCRIBE HERE. Other content is available by way of Home Page.

INCLUDED IN YOUR ANNUAL SUBSCRIPTION:

  • Broad economic insight. As described in “Restaurants/Retail – Why Bother?” the restaurant and retail industries provide a leading indicator of far broader economic trends. You no longer have to be the last to know.
  • Two to three analytical pieces per week (“Roger’s Rap”) personally written by Roger Lipton describing corporate developments within his industry specialization, including their relevance to the broader economy.
  • Periodic “macro” discussions personally written by Roger Lipton, analyzing fiscal and monetary matters that will likely affect your investments and your business.
  • A free copy of the legendary best selling book, How you can Profit from the coming devaluation, as shown at right, written in 1970 by Harry Browne, which predicted the 2000% rise in the price of gold. This profound piece is more relevant today than ever, so Roger re-published it in 2012. This book will help you preserve the fortune you are in the process of accumulating.