Tag Archives: RICK

RCI HOSPITALITY (RICK)

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UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60 restaurant/franchising companies, for subscribers) – DUTCH BROS, WENDY’S, EUROPEAN WAX CENTER, RCI HOSPITALITY, FRANCHISE GROUP – with relevant transcripts

DUTCH BROS (BROS)

https://www.liptonfinancialservices.com/2023/03/dutch-bros-bros-in-process/

WENDY’S (WEN)

https://www.liptonfinancialservices.com/2023/03/wendys-updated-write-up/

EUROPEAN WAX CENTER (EWCZ)

https://www.liptonfinancialservices.com/2023/04/european-wax-center-inc-ewcz/

RCI HOSPITALITY (RICK)

https://www.liptonfinancialservices.com/2023/02/rci-hospitality-rick-in-process/

FRANCHISE GROUP (FRG)

https://www.liptonfinancialservices.com/2023/03/franchise-group-inc-frg/

UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) – YUM CHINA, CHIPOTLE, RCI HOSPITALITY, NATHAN’S FAMOUS- with relevant transcripts

note: since you received this email, you are obviously a subscriber. DON’T FORGET TO LOG IN, TO ACCESS THE FOLLOWING ANALYSES 🙂

YUM CHINA (YUMC)

https://www.liptonfinancialservices.com/2023/02/yum-china-holdings-yumc-in-process/

CHIPOTLE MEXICAN GRILL (CMG)

https://www.liptonfinancialservices.com/2023/02/chipotle-mexican-grill-cmg-updated-writeup/

RCI HOSPITALITY (RICK)

https://www.liptonfinancialservices.com/2023/02/rci-hospitality-rick-in-process/

NATHAN’S FAMOUS (NATH)

https://www.liptonfinancialservices.com/2023/02/nathans-famous-nath-in-process/

UPDATED CORPORATE DESCRIPTIONS: RCI HOSPITALITY (RICK), DARDEN (DRI), GOOD TIMES RESTAURANTS (GTIM) – with relevant transcripts

RCI HOSPITALITY (RICK)

https://www.liptonfinancialservices.com/2022/12/rci-hospitality-rick-in-process/

DARDEN (DRI)

https://www.liptonfinancialservices.com/2022/09/darden-restaurants/

GOOD TIMES RESTAURANTS (GTIM)

https://www.liptonfinancialservices.com/2022/08/good-times-restaurants-inc-gtim/

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: POTBELLY (PBPB), GOOD TIMES RESTAURANTS (GTIM), CHUY’S (CHUY), RUTH’S HOSPITALITY (RUTH), RCI HOLDINGS (RICK), FIRST WATCH (FWRG) – with transcripts

UPDATED CORPORATE DESCRIPTIONS: POTBELLY (PBPB), GOOD TIMES RESTAURANTS (GTIM), CHUY’S (CHUY), RUTH’S HOSPITALITY (RUTH), RCI HOLDINGS (RICK), FIRST WATCH (FWRG) – with transcripts

POTBELLY (PBPB)

https://www.liptonfinancialservices.com/2022/01/potbelly-pbpb-in-process/

GOOD TIMES RESTAURANTS (GTIM)

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

CHUY’S (CHUY)

https://www.liptonfinancialservices.com/2022/03/chuys-holdings-updated-write-up/

RUTH’S HOSPITALITY (RUTH)

https://www.liptonfinancialservices.com/2022/03/ruth/

RCI HOSPITALITY (RICK)

https://www.liptonfinancialservices.com/2022/02/rci-hospitality-rick-in-process/

FIRST WATCH (FWRG)

https://www.liptonfinancialservices.com/2022/03/first-watch-fwrg-in-process/

UPDATED CORPORATE DESCRIPTIONS FOR: CHIPOTLE, RCI HOSPITALITY, RESTAURANT BRANDS, YUM BRANDS, YUM CHINA

UPDATED CORPORATE DESCRIPTIONS FOR: CHIPOTLE (CMG), RCI HOSPITALITY (RICK), RESTAURANT BRANDS (QSR), YUM BRANDS (YUM), YUM CHINA (YUMC)

CHIPOTLE

https://www.liptonfinancialservices.com/2022/01/chipotle-mexican-grill-cmg-updated-writeup/

RCI HOSPITALITY

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

RESTAURANT BRANDS

https://www.liptonfinancialservices.com/2021/11/red-robin-gourmet-burgers-inc-rrgb-updated-writeup-inflection-point-could-be-at-hand/

YUM BRANDS

https://www.liptonfinancialservices.com/2022/01/yum-brands/

YUM CHINA

https://www.liptonfinancialservices.com/2022/01/yum-china-holdings-yumc-in-process/

THE WEEK THAT WAS – ENDING 2/4 – ANALYSTS MOSTLY MAINTAIN RATINGS ON (SBUX) AND (EAT) AFTER EPS REPORTS – (PZZA) AND (RICK) GET POSITIVE REVIEWS

THE WEEK THAT WAS – ENDING 2/4 – ANALYSTS MOSTLY MAINTAIN RATINGS ON (SBUX) AND (EAT) AFTER EPS REPORTS – (PZZA) AND (RICK) GET POSITIVE REVIEWS

Starbucks reports and disappoints, Brinker beats expectations, all anlysts maintain ratings except JARED GARBER at Goldman, Sachs who downgrades Starbucks. JIM ANDERSON UPGRADES Papa John’s to BUY. JOE GOMEZ initiates RCI Hospitality at Outperform.

Below are links to most recent conference call transcripts at SBUX, EAT and RICK.

Starbucks

https://seekingalpha.com/article/4483367-starbucks-sbux-ceo-kevin-johnson-on-q1-2022-results-earnings-call-transcript

Brinker

https://seekingalpha.com/article/4483693-brinker-international-inc-s-eat-ceo-wyman-roberts-on-q2-2022-results-earnings-call-transcript

RCI Hospitality

https://seekingalpha.com/article/4475682-rci-hospitality-holdings-inc-rick-ceo-eric-langan-on-q4-2021-results-earnings-call-transcript

EARNINGS REPORTS NEXT WEEK:

CHIPOTLE AND YUM CHINA AFTER THE MARKET CLOSES ON TUESDAY (THE 8TH), YUM BRANDS BEFORE THE MARKET OPENS ON WEDNESDAY (THE NINTH)

FROM THE 14TH THROUGH THE 18TH:

REPORTING ARE FIRST WATCH, DENNY’S, RESTAURANT BRANDS, RCI HOSPITALITY, PORTILLO’S, KRISPY KREME, WINGSTOP, CHEESECAKE FACTORY, CHUY’S, BJ’S, SHAKE SHACK, BLOOMIN’ BRANDS, BURGERFI, AND ARK RESTAURANTS.

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

 

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