Tag Archives: Portillo’s

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

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/

 

 

UPDATED CORPORATE DESCRIPTIONS: TEXAS ROADHOUSE (TXRH), SHAKE SHACK (SHAK), SWEETGREEN (SG), PORTILLO’S (PTLO), PAPA JOHN’S (PZZA) with transcripts

UPDATED CORPORATE DESCRIPTIONS: TEXAS ROADHOUSE (TXRH), SHAKE SHACK (SHAK), SWEETGREEN (SG), PORTILLO’S (PTLO), PAPA JOHN’S (PZZA) with transcripts

TEXAS ROADHOUSE

https://www.liptonfinancialservices.com/2022/03/texas-roadhouse-updated-write-up/

SHAKE SHACK

https://www.liptonfinancialservices.com/2022/03/shake-shack-inc-shak/

SWEETGREEN

https://www.liptonfinancialservices.com/2022/01/sweetgreen-sg-in-process/

PORTILLO’S

https://www.liptonfinancialservices.com/2022/04/portillos-ptlo-in-process/

PAPA JOHN’S

https://www.liptonfinancialservices.com/2022/03/papa-johns-pzza-corporate-description/

UPDATED CORPORATE DESCRIPTIONS: CARROL’S, FLANIGAN’S, BRINKER, FIESTA RESTAURANT GROUP, PORTILLO’S, EL POLLO LOCO – with transcripts

UPDATED CORPORATE DESCRIPTIONS: CARROL’S, FLANIGAN’S, BRINKER, FIESTA RESTAURANT GROUP, PORTILLO’S, EL POLLO LOCO – recent conference call transcripts

CARROL’S (TAST)

https://www.liptonfinancialservices.com/2022/01/carrols-restaurant-group-tast/

FLANIGAN’S (BDL)

https://www.liptonfinancialservices.com/2022/01/flanigans-enterprises-bdl-in-process/

BRINKER (EAT)

https://www.liptonfinancialservices.com/2021/11/brinker-international/

FIESTA RESTAURANT GROUP (FRGI)

https://www.liptonfinancialservices.com/2022/01/fiesta-restaurant-group/

PORTILLO’S (PTLO)

https://www.liptonfinancialservices.com/2022/01/portillos-ptlo-in-process/

EL POLLO LOCO (LOCO)

https://www.liptonfinancialservices.com/2022/01/el-pollo-loco-holdings-updated-write-up-with-conclusion/

UPDATED CORPORATE DESCRIPTIONS – THE ONE GROUP HOSPITALITY (STKS), FIESTA RESTAURANT (FRGI), BURGERFI (BFI), KRISPY KREME (DNUT), PORTILLO’S (PTLO), DUTCH BROS (BROS).

UPDATED CORPORATE DESCRIPTIONS – THE ONE GROUP HOSPITALITY (STKS), FIESTA RESTAURANT GROUP (FRG), BURGERFI (BFI), KRISPY KREME (DNUT), PORTILLO’S (PTLO), DUTCH BROS (BROS)

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/the-one-group-hospitality-stks-in-process/

https://www.liptonfinancialservices.com/2021/11/fiesta-restaurant-group/

https://www.liptonfinancialservices.com/2021/11/burgerfi-interational-in-process/

https://www.liptonfinancialservices.com/2021/11/krispy-kreme-dnut-in-process/

https://www.liptonfinancialservices.com/2021/11/portillos-ptlo-in-process/

https://www.liptonfinancialservices.com/2021/11/dutch-bros-bros-in-process/